2023 Check Stock Order Form
Name
*
First Name
Last Name
Enter the SAME email you used to sign up for the AffordaTax Training
*
You can request to change your email on the very last form you complete in this process.
AffordaTax Position
*
Affiliate Owner (AO)
Affiliate Individual (AI)
Affiliate Hiree (AH)
Not Sure
Type in Your AOs Name
Are you planning to offer the Fast Cash Advance Pre-Ack (prior to Jan. 24th)?
*
Yes, I will offer PRE-ACK Cash Advances to my clients (this is prior to IRS issuing acknowledgements)
No, I will only offer POST-ACK Cash Advances (after IRS issues acknowledgements.
Cash Advances can be disbursed via Direct Deposit & Checks ONLY. How many checks do you want mailed to you? This is required b/c if you mis-key or your client's account closes, it will automatically convert to a check. If Refund Advantage mails the check to , it takes 2 weeks, so it's required you order a few checks as back-up.
*
I plan to primarily do Direct Deposit, I just need a few checks as back-up.
I want 50 Checks
I want 100 Checks
I want 150 Checks
I want 200 Checks
I want 300 Checks
I want 400 Checks
If you want more, write how many below.
You have to order atleast 50 checks b/c if you inpiut incorrectly or client's account changes, you will need to print your client a check (versus having them wait 10 business days for Refund Advantage to mail it to them)
Write the number of checks you want mailed ONLY IF it is more than 400 of them. Otherwise, skip. No cards
How many check packs do you need? Be Conservative. You can always order more. (1 packet = 50 checks)
*
1 packet = 50 checks - Input the number of PACKETS of check stock you need. Add'l packets can always be ordered later.
Your disbursement methods are Direct Deposit or Check.
*
Please acknowledge
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Fast Cash Advances Begin Jan. 2nd, but many clients won't have their tax forms quite yet (some will). Enter the date you plan to begin entering returns.
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Month
-
Day
Year
Date
Address You Want Your Supplies to be Mailed To? (It Can't Be Delivered to PO Boxes)
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
I acknowledge that I need to hit the PAYMENT button BEFORE I click the "Complete & Continue" button at the bottom of the page.
*
I will select my payment button first
No
Payment
*
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( X )
USPS Postage Priority Mail 2-3 Days
$
8.99
Quantity
1
2
3
4
5
6
7
8
9
10
Item subtotal:
$
0.00
USPS Express Mail Overnight
$
39.99
Total
$
0.00
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