Questionnaire – Tax Wallet Pro

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Tax Wallet Pro Questionnaire

Tax Company Setup Questionnaire
(For Service Bureau Enrollment with Tax Wallet Pro)

Questionnaire

Business Information

Legal Business Name:

DBA (Doing Business As), if any:

Business Type (LLC, Sole Proprietor, Partnership, Corporation):

EIN (Employer Identification Number):

Business Address:

Address

City

State

Zip Code

Country

Business Phone Number:

Business Email:

Website (if applicable):

Owner/Principal Information

Full Legal Name:

SSN (last 4 digits if preferred):

Date of Birth:

Home Address:

Mobile Phone Number:

Personal Email Address:

Years of Tax Preparation Experience:

Compliance & Registration

1. Do you currently have an IRS-issued EFIN (Electronic Filing Identification Number)?

Yes

No

If Yes, EFIN:

If No, do you need guidance to apply?

Yes

No

2. Do you currently have a PTIN (Preparer Tax Identification Number)?

Yes

No

If Yes, PTIN:

If No, do you need assistance applying?

Yes

No

3. Are you registered with your state to file state tax returns?

Yes

No

If Yes, Which states?

Bank & Refund Products

1. Do you plan to offer Bank Products / Refund Transfers?

Yes

No

2. If yes, which bank do you prefer to work with (if any)?

Bank Name:

Account Number:

Routing Number:

Account Type:

Checking

Savings

Service Bureau & Software Setup

1- Desired Company Name on Tax Software:

2- Number of Users/Preparers You Will Need:

3. Do you need custom branding (logo, colors, company name in software)?

Yes

No

4. Will you be offering sub-offices (satellite EFINs) under your Service Bureau?

Yes