TAX PRACTITIONER PRO ERO PARTNER INTAKE FORM

TAX PRACTITIONER PRO ERO PARTNER INTAKE FORM

Thank you for your interest in partnering with Tax Practitioner Pro. Complete this form so we can review your business, experience, and software needs.
FULL LEGAL NAME

First NameLast Name
PHONE NUMBER
Please enter a valid phone number.Format: (000) 000-0000.
EMAIL ADDRESS
example@example.com
HOME ADDRESS

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
BUSINESS INFORMATION
BUSINESS NAME
BUSINESS ADDRESS

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
BUSINESS STRUCTURE
EIN
DO YOU HAVE AN ACTIVE PTIN?
PTIN
DO YOU HAVE AN ACTIVE EFIN?
EFIN
TAX EXPERIENCE
HOW MANY YEARS HAVE YOU PREPARED TAX RETURNS?
HOW MANY RETURNS DID YOU FILE LAST TAX SEASON?
HOW MANY RETURNS DO YOU EXPECT TO FILE THIS SEASON?
HOW MANY TAX PREPARERS WILL WORK UNDER YOUR OFFICE?
WHICH TAX SOFTWARE HAVE YOU USED BEFORE?
WHICH SERVICES DO YOU NEED?
DOCUMENT UPLOADS

Please upload clear copies of the following
Government-issued identification
Social Security card
PTIN confirmation
EFIN acceptance letter (if applicable)
EIN confirmation letter
Business registration documents
Voided business check
Please upload clear copies of the following:

Cancelof
ACKNOWLEDGEMENY
ACKNOWLEDGEMENT
SIGNATURE
DATE

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Should be Empty:

BUSINESS INFORMATION