Welcome to Tax Star Pro ERO Onboarding

We’re excited to get your ERO set up and ready for the upcoming tax season.

Please complete the form below with your business information, EFIN details, required documents, and branding information so our team can begin your setup.

Make sure all information is accurate before submitting to avoid delays in your onboarding process.

Full Name

Business Name

Email *

Phone *

Address

Street Address

City

State

Country

Postal Code

SSN

BUSINESS EIN

PTIN

ERO EFIN

Upload EFIN Summary

Upload ERO PTIN

Upload Driver’s License

Business Bank Account Number

Business Bank Routing Number

Direct Deposit Slip or Voided Check

Preferred Office Name Displayed in Software

Pricing Information

Base Transmission Fee: $40

Service Bureau Fee: $75

Additional Fee:

You may add an Additional Fee of $16–$269 per funded return and receive 100% of the amount selected.

TaxSlayer Processing Fees

$16–$69: No processing fee
$70–$114: $5 processing fee
$115–$269: $11 processing fee

Any applicable processing fee is charged by TaxSlayer and deducted accordingly. TSP does not reimburse TaxSlayer processing fees.

Audit Protection:
Base Audit Protection fee: $59.95
You may add:

You receive 100% of the Audit Protection additional fee you select.
By submitting your pricing, you acknowledge and accept the fees selected above. Pricing changes after office setup may require additional processing.

Transmission Fee Add on Paid 100% to ERO

Audit Pro Add On

By signing or submitting this agreement, I acknowledge that I will receive 100% of the Additional Fees and Audit Protection add-on fees selected by my office, less any applicable processing fees and any outstanding software or mentorship fees owed to Tax Star Pro. Returns paid January 2 through April 30 will be paid during the week of July 18 and returns paid May 1 through October 15 will be paid during Thanksgiving weekend.

Signature

Clear

Date Signed

By checking this box, I consent to receive non-marketing text messages from TAX STAR PRO SOFTWARE & BUSINESS EDUCATION. Message frequency varies, message & data rates may apply. Text HELP for assistance, reply STOP to opt out.

By checking this box, I consent to receive marketing and promotional messages including special offers, discounts, new product updates among others, from TAX STAR PRO SOFTWARE & BUSINESS EDUCATION at the phone number provided. Frequency may vary. Message & data rates may apply. Text HELP for assistance, reply STOP to opt out.