Tax Preparer Enrollment Form

Welcome to Partners Tech

Partners Tech Tax Preparer Enrollment Application
Thank you for choosing Partners Tech. We are excited to help you grow your tax business. Please complete this enrollment application to begin your onboarding process.

This application will collect the information needed to set up your account, provide software access, and prepare your onboarding experience.

Personal Information

Please provide your personal contact information. This information will be used for your account set up, communication, and onboarding.
Name

First NameLast Name
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Social Security Number
Email
example@example.com
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Tax Information

Please provide your current tax preparation experiance and personal information. This helps us determine the support and resources needed for your onboarding.
Do you currently have a PTIN?
PTIN Number
Need you need assistance to obtain a PTIN?
Years preparing taxes
What type of returns do you primarly prepare?
Approximately how many tax returns do you expect to prepare each tax season?
What tax software are your currenlty using? EX: Taxslayer Pro, Drake, Crosslink, Etc. - if none, skip)
Do you currently work with a Service Bureau or ERO? (EX: Company Name or "None")

Document Uploads

Please upload the require documents below. These documents are needed to complete your enrollment and verify information
Government Issued ID or Driver's License

Cancelof
PTIN Documentation Confirmation (If applicable)

Cancelof

Enrollment Agreement

Please review and acknowledge the following statements before continuing
Please confirm the following:

Electronic Signature

By signing below, I acknowledge that I have reviewed and agree to the Partnerws Tech enrollment terms
Applicant Signature
Printed Name
Date

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate

Congratulations!

Your application has been successfully submitted. Our onboarding team will review your application and contact your with your next steps.
Should be Empty:

Welcome to Partners Tech