Information required for the bank application:
1. Copy of your previous year bank settlement price sheet.
2. Prior year bank summary product count
3. SSN, Driver's License information, email, and cell number for the EFIN owner and all business owners.
4. Name, email, and cell/home number of the office contact(s).
5. Bank account information where you would like to have your prep fees earned to be deposited
6. If you are part of a service bureau or chain of offices, you will need to have the Home/Main office's EFIN number.
7. Business Tax ID number, if applicable
8. Copy of EFIN summary page from www.irs.gov Tax/Pros e-services
9. Form W-9 can be found on www.irs.gov