How Do You Want to Pay for Your Check Stock?
This is required for all preparers, as a direct deposit will be flipped to a check, and you will not be aware until the day the return funds. Your client WILL want their refund the SAME DAY the return funds. So order your check stock now!
Name
*
First Name
Last Name
Enter your email in case we need to send your tracking number
*
You can request to change your email on the very last form you complete in this process.
AffordaTax Position
*
Please Select
Affiliate Owner (AO)
Affiliate Individual (AI)
Affiliate Hiree (AH)
Not Sure
Type in the NAME of the Person Who Hired/Recruited You (if you're under someone's Affiliate)
*
N/A if not applicable
Type in the EMAIL of the Person Who Hired/Recruited You (if you're under someone's Affiliate)
*
this is NOT your email...it is the person's who hired/recruited you
Are you planning to offer the Fast Cash Advance Pre-Ack (prior to Jan. 24th)?
*
Yes, I will offer PRE-ACK Cash Advances to my clients (this is prior to IRS issuing acknowledgements)
No, I will only offer POST-ACK Cash Advances (after IRS issues acknowledgements.
Other
How many checks do you want mailed to you? You are REQUIRED to order at least 5 checks b/c Refund Advantage will sometimes have to convert Direct deposit to Check disbursement and your client will have to wait up to 2 weeks for the bank to mail them the check (versus if you do not have check stock on hand and can print it from your back office). Also, you may mis-key an account OR your client's bank account closes or changes, etc.
*
I plan to primarily do Direct Deposit, I just need a few checks as back-up.
I want 10 Checks
I want 25 Checks
I want 40 Checks
I want 50 Checks
I want 100 Checks
I want 150 Checks
I want 200 Checks
I want 300 Checks
I want 400 Checks
If you want more, write how many below.
You have to order at least 5 checks b/c if you input incorrectly or client's account changes, you will need to print your client a check (versus having them wait 10 business days for Refund Advantage to mail it to them)
Write the number of checks you want mailed ONLY IF it is more than 400 of them. Otherwise, skip. No cards
Select all that apply to you
*
I have my OWN EFIN (not using an AffordaTax EFIN). This only applies to me if I have given my fingerprints to the IRS.
I DO NOT have my own EFIN (5 digits)
Your disbursement methods are Direct Deposit or Check, UNLESS you have your own EFIN, then you may have cards.
*
Acknowledge
How many cards do you want mailed to you?
Remember, you MUST have your own EFIN. If you do not, no cards will be mailed to you.
Back
Next
Fast Cash Advances Begin Jan. 2nd, but many clients won't have their tax forms quite yet (some will). Enter the date you plan to begin entering returns.
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Address You Want Your Supplies to be Mailed To? (It Can't Be Delivered to PO Boxes, but it does NOT require a signature)
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
I acknowledge that I need to hit the PAYMENT button BEFORE I click the "Complete & Continue" button at the bottom of the page.
*
I will select my payment button first
No
Products
*
prev
next
( X )
USPS Priority 2-3 Day 12.5x9.5 Envelope
$14.99
$
14.99
Quantity
1
2
3
4
5
6
7
8
9
10
Item subtotal:
$0.00
$
0.00
USPS Express Mail Overnight - 12.5x9.5 Envelope
$44.99
$
44.99
Large Box - for larger orders - Priority 2-3 Day
$69.99
$
69.99
Select this option if you have a large order
Large Box - for larger orders - First Class 4-7 Days
$49.99
$
49.99
Enter coupon
Apply
Total
$0.00
$
0.00
Debit or Credit Card
First Name
Last Name
Credit Card Number
Security Code
Expiration Month
January
February
March
April
May
June
July
August
September
October
November
December
Expiration Month
Expiration Year
2026
2027
2028
2029
2030
2031
2032
2033
2034
2035
2036
2037
2038
2039
2040
2041
2042
2043
2044
2045
Expiration Year
Submit
Should be Empty: