Prime Tax Software LLC

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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 *

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.