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2022 - UnWrap Success Software Solutions Application - 5 Minute Sign-Up!!!
Bank Product Enrollment Link:
https://forms.gle/JWY73iK4KT5PKdfW7
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* Indicates required question
Email
*
Your email
First Name
*
verifiable by social security administration
Your answer
Last Name
*
verifiable by social security administration
Your answer
Date Of Birth month/day/year
*
verifiable by social security administration
Your answer
Social Security Number
*
verifiable by local DMV
Your answer
Telephone Number
*
Your answer
Alternate Phone Number (If Applicable)
*
Your answer
Best time to call? (morning, noon, night)
*
Your answer
Home & Business Mailing Address
*
Your answer
City, State, Zip
*
Your answer
Is this application for a Software Sign-Up, Business Start up, or Tax Preparer Partnership?
*
Software Sign-Up (Requires EFIN #)
Business Partnership (Requires No EFIN #)
Employment (Requires No EFIN #)
Other
Other:
Drivers License Number (Needed for Bank Product enrollment)
*
Your answer
Drivers License Expiration Date (Needed for Bank Product enrollment)
*
MM
/
DD
/
YYYY
What is your business address or location where you will be preparing taxes?
(If you have a location as of yet)
Your answer
Have you ever prepared taxes before? Yes / No - Explain
Your answer
List the tax preparation software/s you have experience with if applicable
Ex. TaxWise, Tax Works, Lacerte, Drake, Crosslinks, Turbo Tax, Etc.
Your answer
List the tax company / companies that you have worked for. (Employment Applicants Only)
Ex. H&R Block, Jackson Hewitt, Instant Tax, Simple Tax, Etc.
Your answer
Do you have or ever had an EFIN Number? Yes / No
(If so please enter it below ex. 765456)
Your answer
Name of your Tax business (only required for EFIN owners)
*
Your answer
Do you have or ever had a PTIN Number? Yes / No - (you do not have to enter the PTIN number)
Your answer
Prior Season Funded Returns Volume or Estimate
Prior year bank product volume
Your answer
Which type of program do you wish to use?
Desktop Version
Cloud Based
Don't know yet
Clear selection
Have you ever been convicted of a felony or misdemeanor involving violent crimes or money? Yes / No Explain
Please be honest we have to check anyway... does not exclude you from our program.
Your answer
I personally certify that everything on this application is true
Yes
No
Clear selection
I grant UnWrap Success (and/or any third party IRS affiliated bank to process my application only for the use of creating my tax business)
Yes
No
If applying for employment or working as a sub-contractor using a company EFIN number - I agree to a back ground check by UnWrap Success
Yes
No
How did you hear about us?
Your answer
Rep Name: (If you we're contacted by or have spoken with one of our reps.)
Your answer
By checking the below box you are stating that you understand everything that was in the application and would like to proceed forward. Thank you for choosing UnWrap Success Tax Business Solutions please call 888-778-1403 or your rep if you need support.
*
I verify that I would like to proceed.
Required
Name of your tax business (If you have or are appling for your EFIN number.)
*
Your answer
A copy of your responses will be emailed to the address you provided.
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