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TA Financial Qualifications CLICK HERE: EFIN-PTIN
* Required Field
PART 1 - Company InformationCompany Name
Is the business name same as last year?
Company Structure
Company Setup
Employer Identification Number
Company Contact
Company Phone Number
Company Address
oIs this the mailing address?
PART 2 - Ownership InformationOwners Name
Owners Phone
Owners Address
Is this the mailing address?
Owners Identification Number
Upload Copy of Photo Identification
PART 3 - Office Set upOffice Manager
This information will be used to create your master login for your software
Office Manger PTIN
PART 4 - EFIN InformationDo you have an EFIN
What is your EFIN
EFIN Registered Name
EFIN Registered Address
Upload your EFIN Certificate
PART 5 - Refund Settlement InformationWill you offer Refund Settlement Bank Products
Upload Bank Performance
Bank Fee Deposit Account
What type of account will your fees be deposited?
PART 6 - Security InformationContent goes here
PART 7 - AccuTax Terms and ConditionsContent goes here
