OLT Pro Tax Software and Bank App (No EFIN)

OLT Pro Tax Software and Bank Application with No EFIN Application

Please only fill this form out if YOU DO NO have your own EFIN
OLT Pro Software with No EFIN Application

An EFIN will be provided to you along with a copy of IRS Publication 3112
Application

Business Information
How did you hear about us?*
BUSINESS EMAIL ADDRESS *
PLEASE USE AN EMAIL ADDRESS OTHER THAN YOUR PERSONAL EMAIL ADDRESS
Company/DBA Name *
TAX ID/EIN
PTIN (INCLUDE THE P)*
PERSONAL EMAIL ADDRESS *
example@example.com
BUSINESS TYPE*
BUSINESS ADDRESS *

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
SHIPPING ADDRESS *

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
PERSONAL INFORMATION*

First NameLast Name
DATE OF BIRTH *
SOCIAL SECURITY NUMBER*
BUSINESS PHONE NUMBER*
Please enter a valid phone number.
PERSONAL CELL NUMBER *
Please enter a valid phone number.
FAX NUMBER
Please enter a valid phone number.
PERSONAL ADDRESS *

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
HAVE YOU BEEN CONVICTED OF A FELONY WITH IN THE LAST 10 YEARS*
Are you currently incarcerated or have you been incarcerated in a federal or state prison during the last two years? If "Yes", provide an explanation including the date of release if applicable.**
Are you current with your individual and business taxes, including any corporate and employment tax obligations? *
DO YOU HAVE ANY FEDERAL OR STATE PENDING CHARGES (MISDEMEANOR OR FELONY)*
DO YOU CONSENT TO A BACKGROUND CHECK WHICH INCLUDES FEDERAL STATE AND TAX OBLIGATION CHECKS*
SOFTWARE COMPANY*
SOFTWARE INFORMATION *
BANK OPTION*
ARE YOU ENROLL IN Our IRS APPROVED TAX CLASS? *
Do you have experience preparing 1040 Federal Tax Returns*
If you were referred by someone What is their First and Last Name?
example@example.com
FEE SUMMARY:

BANK FEE $39.95

TRANSMITTER FEES $39.95

SERVICE BUREAU FEE $82.95

TECHNOLOGY FEE $20.00

TOTAL FEES $182.85

If you choose to have the client's state tax go through the bank, this is the fee the bank will charge the client.

STATE BANK FEE OR ANY SUBSEQUENT FEES: Refund Advantage $14.00 (If you for go the bank the client does not pay this fee)

STATE BANK FEE OR ANY SUBSEQUENT FEES: $14.95 SBPG (If you for go the bank the client does not pay this fee)
ADD ON FEES

The next section is for Additional Fees That You Can Take to Increase Your Revenue. (This is voluntary if you do not want to take these fees you do not have to)
E-File Fees: $1.00-$120.00 (This fee is a fee you can keep for yourself as an add on. It will be paid out to you with your tax prep fee.)
ERO 3 Fees( Document Prep Fee): $1.00 - $120.00 (This fee is a fee you can keep for yourself as an add on. It will be paid out to you with your tax prep fee.)
Audit Protection: $62.00 You can Add up to $30.00 for yourself. The max charged to the client can not go past $92.00 (It will be paid out to you in July 2023)
BANK INFORMATION *
NAME OF BANK
ACCOUNT TYPE*
NAME ON THE ACCOUNT *
ROUTING NUMBER *
ACCOUNT NUMBER*
DOCUMENTS PENDING*
VOIDED CHECK/DEPOSIT LETTER PDF *

Cancelof
DRIVERS LICENSE OR STATE ID *

Cancelof
LOGO (PNG or JPG ONLY)*

Cancelof
DISCLOSURE STATEMENT: By initialing and signing this form you are consenting that all ERO ADD ON Fees were chosen by you and you understand when the payouts of each of the add-ons will be paid and that all fees will be sent via direct deposit to the bank account you have chosen on file. You also understand that all add on payouts will also require a W-4 form and you the ERO will be issued a 1099NEC for tax filing purpose. Once fees are embedded in the software they CAN NOT be changed until the next tax season.*
IF YOU AGREE TO THE TERMS, PLEASE TYPE, "I AGREE" IN THE BOX ABOVE
INITIALS*

Clear
Signature *

Clear
Should be Empty:

OLT Pro Tax Software and Bank Application with No EFIN Application

OLT Pro Software with No EFIN Application

Application

ADD ON FEES