ERO INTAKE

First Name

Last Name

Date of birth

Social #

Drivers License/ ID

Phone *

Email *

Address

Street Address

City

State

Country

Postal code

How Many Years Have You Been In The Tax Industry?

Business Name

Business Structure

EIN/Tax ID

PTIN

PTIN Report For Returns Filed (https://rpr.irs.gov)

EFIN (If you don't have your EFIN we will setup a zoom to walk through it)

Name of EFIN Holder

EFIN Summary Page

Tax Bank

Software

Would You Like To Add An Efile Fee? (Recommended amount $30-50) If So Put Amount

Would You Like To Add A Document Prep Fee? (Recommended Amount $20-30)

BANKING

Name on Account

Routing Number

Account Number

Voided Check or Verification Account Document

Are you interested in offering life insurance?

Are you interested in offering credit repair?

Are you interested in reselling software?

DISCLOSURE STATEMENT: By 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 understand that any violation of any tax law or policy you will be terminated and no fees will be paid out. You also understand that all add on payouts will also require a W-4 form and you the ERO will be issued a 1099 for tax filing purpose. Once fees are embedded in the software they CAN NOT be changed until the next tax season.

Signature

Clear

By checking this box, I consent to receive transactional messages related to my account, orders, or services I have requested. These messages may include appointment reminders, order confirmations, and account notifications among others. Message frequency may vary. Message & Data rates may apply.Reply HELP for help or STOP to opt-out.

By checking this box, I consent to receive marketing and promotional messages, including special offers, discounts, new product updates among others. Message frequency may vary. Message & Data rates may apply. Reply HELP for help or STOP to opt-out.