Tax Software Registration Form

Tax Software Registration Form

For data entry clerks, RTRP's , EA's, ERO's, CPA's
Customer Details:
Full Name*

First NameLast Name
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Phone Number*
Format: (000) 000-0000.
E-mail*
example@example.com
Social Security Number*
IRS Tracking Number*
IF NONE PUT N/A
Business Name (if you have one)*
Business EIN*
IF NONE PUT N/A
YesNoI'm in the process of getting one
If so, Please enter it below (PTIN)*
IF NONE PUT N/A
YesNo, I will need to work under your business's EFINNo, but I'm in the process of getting one
If so, Please enter it below (EFIN)*
IF NONE PUT N/A
YesNoI'm in the process of getting one
If so, Please enter it below (CAF)*
IF NONE PUT N/A
Data Entry Clerk (75/25 split fees)PTIN Tax Preparer ($200)EFIN ERO Tax Preparer ($250)Pay Per Return ($50/deposit + $25/return)
YesNoNot sure yet
YesNoNot sure yet
Bank Account Name
Bank Account Number
Bank Routing Number
Personal SavingsPersonal CheckingBusiness SavingsBusiness CHecking
CardCashCheckPayment Plan (see below)
****Payment plans can be made available to those who cannot afford the tax software right away. The payment plan allows you to pay for the software after you receive your first deposit. There is an additional fee of $50.00 to be able to purchse the software this way and you will be requried to sign a promisory note stating you promise to pay once you receive a deposit.*****
How did you hear about us?*
Referral's Name

First NameLast Name
Upload a copy of your identification, PTIN renewal, EFIN summary from IRS website, and AFSP confirmation.

Cancelof
Start Date (Ending date will be 1 year from the date below)

MonthDayYear
Today's Date
Should be Empty: