JFS TAX PRO SOFTWARE & BANK APPLICATION

JFS TAX PRO SOFTWARE & BANK APPLICATION

Application - Refund Advantage or Santa Barbara TPG
Preferred Bank Of Choice
Business Information
Name of Business /DBA Name
Tax ID/EIN
Name of EFIN Holder

First NameLast Name
Phone Number (Personal/Mobile)
Please enter a valid phone number.Format: (000) 000-0000.
Social Security of EFIN Holder
EFIN Number
PTIN Number
Business Type
Company Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Mailing Shipping Address (Can not be a PO Box

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Email
example@example.com
Phone Number (Office)
Please enter a valid phone number.Format: (000) 000-0000.
FEE SUMMARY
State Bank Fee: Refund Advantage $14.00

State Bank Fee: SBTPG $14.95

All Bank Federal Fees are: $39.95

Service Bureau Fee: $39

Transmission Fee: $99
E-File Fees: $1.00-$120.00
ERO 3 Fees(Document Prep Fee): $1.00 -$150.00
TaxSlayer Pro Audit Protection: $42.00 You can Add up to $50.00 for yourself.
Tax Slayer Pro Identity Theft Protection Fee: $29.95. You can Add up to $60.00 for yourself.
Banking Information
Name Of Bank
What type of account?
Name on account
Routing Number
Account Number
Documents Pending Check List
Application Summary
Direct Deposit Form
Valid Drivers License of STATE ID (Non Expired)
Company LOGO
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 PLEASE TYPE " I AGREE" IN THE BOX ABOVE
Signature

My Products

JFS Tax Software

$899.00 Quantity

Total

Payment Methods
First Name	Last Name
Credit Card Number	Security Code
Expiration Month	Expiration Year

Should be Empty:

JFS TAX PRO SOFTWARE & BANK APPLICATION

Business Information

Banking Information

My Products