Taxsoft 360 signup form

Last Name

First Name

Date of Birth

Address

City and State

Zip

Phone Number

Email Address

EFIN

PTIN

Driver's License Number

Are you a Citizen of the United States? Are you a Citizen of the United States? YES NO

If NOT Citizen, are you authorized to work i the U.S? If NOT Citizen, are you authorized to work i the U.S? YES NO

Have you ever worked for this company? Have you ever worked for this company? YES NO

If so, When? If so, When? YES NO

Have you ever been convicted of a felony? Have you ever been convicted of a felony? YES NO

For purpose of EFIN application if applying

Name of Business

Address of business

Business Phone #

How long have you been in business? How long have you been in business?New business1-2 years2-5 years5+ years1+ years

Years doing taxes

FEIN number

Business Type Business TypeLimited Liability Company (LLC)Sole ProprietorCorporationOther

How many Preparers?

Illegible Questions Illegible Questions YES NO

How many bank Products you did last year?

How many clients?

Select your desired Software Select your desired SoftwareTax wise desktopTax wise onlineCrosslinkDrakeTax Slayer DesktopTax Slayer Online

Select your desired Bank Select your desired BankRefund AdvantageSanta Barbara3 fundPSTaxslayer Financial

Bank Name (For your deposits)

Bank Account # (For your deposits)

Routing #

Account Type Account Type Checking Savings

Important: Important: I understand that after sending in this application, I will be asked to send a void check by email By checking here I certify that my answers are true to the best of my knowledge. I understand that false or misleading information in my application or interview might result in my release and or legal responsabilities to injured properties