Get Registered. Get Ready. Get Support. Enrollment Application Please complete the form below. Fields marked with * are required. Business Owner & Company Information Business Owner First Name * Business Owner Last Name * Company Name * EFIN — Electronic Filing Identification Number * PTIN — Preparer Tax Identification Number * Date of Birth * Social Security Number * Tax ID Number * Driver’s License Number * Email Address * Primary Contact Phone Number * Mobile Number * Address Information Mailing Address * Business Address * Shipping Address * Bank Account Information Bank Account Holder Name * Bank Account Type * Select account typeCheckingSavings Bank Routing Number * Bank Account Number * Bank Name * EFIN Owner Information Complete this section only if the EFIN owner is different from the business owner. If they are the same person, leave this entire section blank. EFIN Owner Name Social Security Number Driver’s License Number Date of Birth Email Address Phone Number Address Supporting Documents Please provide the documents listed below. Upload them here or email them to admin@primetaxsoftware.com. The EFIN owner’s driver’s license is needed only if the EFIN owner and business owner are different people. Accepted formats: PDF, JPG, JPEG, and PNG. Maximum file size: 3 MB per document. Business Owner’s Driver’s License EFIN Owner’s Driver’s License — If Different from Business Owner IRS E-File Summary Page — From the IRS Website Voided Check This application requests personal, business, and banking information. Please review our Privacy Policy before submitting. Do not include passwords or information unrelated to this application.
