Please Fill Out Your EFIN & Bank Enrollment Information Below

If you don't have your info ready right now, we will send out an email reminder to you until it's completed. Please check your inbox for that email.

Basic Information

First Name *

Last Name *

Company Name *

Phone *

Email *

Mailing Address

This is where are you year-round or the majority of the time.

Address *

City *

State *

Postal code *

Country *

Physical Address of Office

No PO Boxes Allowed. If you are a virtual office, leave blank and go to the next step

Office Address

Office City

Office State

Office Postal / Zip Code

Shipping Address

No PO boxes allowed. This is where supplies may be shipped. If this is not applicable, leave blank and move to the next step

Shipping Address

Shipping City

Shipping State

Shipping Zip Code

EFIN Holder Information

Please verify all information is 100% accurate prior to submitting

PTIN Number *

EFIN Number. If you have multiple numbers please separate them by comma. (Ex: 00000, 11111, 22222) *

EFIN EIN

Social Security Number *

Business Formation Type *

EFIN Owner's First Name *

EFIN Owner's Last Name *

EFIN Issued Street Address *

EFIN Issued City *

EFIN Issued State *

EFIN Issued Postal / Zip Code *

IRS TRACKING NUMBER (found on efile summary page) *

Owner Cell Phone Number *

Owner Email *

Owner Office Phone Number

Owner Home Phone Number

EFIN Owner's Date of Birth *

What was the bank used as the bank product provider in the prior tax season? *

Owner's State Photo ID - Front *

Owner's State Photo ID

Owner's State Photo ID (Back) *

Owner's State Photo ID (Back)

Financial Information

Name of Financial Institution *

Name on the Account *

Type of Account *

Routing Number *

Account Number *

Primary Use Of Account *

Reserve Add-on

We're offering this optional fee to be added to the bank fees:

The minimum optional fee allowed is $15 and the maximum allowed is $75.

If you wish for Integrity Tax Software to increase the transmitter fee charged for processing bank products, please enter the amount below:

Reserve add-on amount*

Integrity Tax Software will pay out the total amount accumalted from this markup in one payment. The payment amount will be calculated on June 15th, 2026 and disbursed by E-check on or before July 31st, 2026. This agreement is for the current tax season only.

I/We understand that an administration fee of $10.00 per Bank Product , and any outstanding balances that are due to Integrity Tax Software will be deducted from the reserve withholding balance, and the remaining balance will be paid out via E-check.

Checks will be made payable to the following Name and emailed electronically to the information below*:

By clicking submit you are agreeing to accept Integrity Tax Software add-on withholding terms.