HowardSoft
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e-file Registration Form

This form applies only to returns to be filed in 2007 for tax year 2006.

For returns to be filed in 2006 for tax year 2005, click here instead.
(Oct. 16, 2006 is the last day the IRS will accept e-file returns for tax year 2005.)

Before you can use the unlimited e-file features built into Tax Preparer Standard and Premium Levels, you must annually register and tell us how you will pay for the transmission fees and how you want to be paid the commissions you earn on bank products. The transmission software supplied with Tax Preparer cannot be activated until we receive the information on this form. Once you have completed this form, you can submit, print, or cancel the order with one of the buttons at the bottom of the form.

e-file Account Sign-up

Identity and Contact Information:
HowardSoft S/N: (required for HowardSoft validation)
Your SSN: (required for e-file validation)
Your EFIN:      Applied (if EFIN not yet issued)
Company Name:
Your Name:
Address:
City:
State:    ZIP: 
Daytime phone: (include Area Code)
FAX: (include Area Code)
e-mail address:

Transmission Fee Arrangements:

 You MUST arrange for paying transmission fees NOW through your entries in this section. The standard charge per return is $5.95 federal, $3.95 state, for the e-file Silver that is built into Tax Preparer Standard and Premium Level software for the 2007 filing season. Lesser charges apply if you purchase an e-file special to Upgrade to Gold ($2 federal, $1.50 state) or Upgrade to Platinum (NO per-return fee).

Bill Me

CAUTION: If you choose to be billed rather than supplying charge card information below for automatic payment, a $5.00 processing fee will be added to each invoice. Furthermore, you must pay the periodic bills as invoices are received or your participation in the e-file program may be revoked.

Billing name and address same as above Contact Information
Billing Name:
Address:
City:
State:    Zip: 
Charge To:

VISA

MasterCard

Discover/NOVUS

American Express
Account Number: We accept VISA, MasterCard, American Express, and Discover Card.
Name on Card:
Expiration Date:
Security Code: *
* Security Code is... 3-digit number printed on back of card (near end of signature panel) for VISA, MasterCard, and Discover, OR 4-digit number printed on front of card above top right of account number for American Express.
Bank Products Sign-up

Payment of $49 sign-up fee:

 There is a $49 annual charge to participate in this bank products program. Payment of this fee qualifies you to offer RAL and QIK Funds to your clients. RAL fees range from $37 to $102 depending on the size of the refund borrowed. QIK Fund fee is $28.95 irrespective of the amount of refund. Both fees are automatically deducted from the refund received from the IRS, so the amount of refund must exceed the respective fee in order for the RAL or QIK Fund to be approved. RALs are automatically rolled over into QIK Funds if the client does not qualify for the requested loan. (Note that you will receive a commission of $5.00 per approved RAL or QIK Fund.)

I Decline

If you decline you will not be able to offer Refund Anticipation Loans (RALs) or QIK Funds through your e-file transmission software, and you will receive no commissions.

Check Enclosed

If you want bank products but do not want to charge the fee to a credit card, you may print and mail this completed form to HowardSoft along with your check or money order for $49.

Charge To:

VISA

MasterCard

Discover/NOVUS

American Express
Charge card information same as above Transmission Fee Arrangements
Account Number: We accept VISA, MasterCard, American Express, and Discover Card.
Name on Card:
Expiration Date:
Security Code: *
* Security Code is... 3-digit number printed on back of card (near end of signature panel) for VISA, MasterCard, and Discover, OR 4-digit number printed on front of card above top right of account number for American Express.

Commissions:

 You will receive commissions for any RAL or QIK Fund products you use at the rate of $5 per RAL or QIK Fund return. You can choose to have the commissions distributed to you weekly by direct deposit into your account or twice a month by cashier's check to you.

Cashier's Check

If you choose to receive your commission by check, a cashier's check for commissions will be distributed to you on the 1st and 15th of each month.

Direct Deposit

If you choose to have your commission deposited weekly in your account, you must supply the following routing information.

Name on Account:
Type of account: Checking    Savings
Account Number: (omit spaces)
Routing Number: (9-digit bank RTN)
Name of Bank:
Bank Address:
City:
State:    Zip: 

To complete your e-file registration:
to print completed form (smallest Text Size recommended)
(for your records or faxing or mailing to HowardSoft) 		TEXT SIZE:
to submit this form to HowardSoft on-line
(no faxing or mailing required)
to clear all entries and restart with a blank form
(and lose all entries you've made on the form)
to exit this form without saving, printing, or sending this form
(and return to the screen from which you entered this form)

If you chose to Send the form on-line, you're done. We will send an acknowledgement once we have processed the information supplied.

If you chose to Print the form so that you can send it to HowardSoft, you have four choices:

Send completed form to:

HowardSoft | P.O. Box 8432 | La Jolla, CA 92038-8432

Phone: (858) 454-0121 | FAX: (800) 24-TAXES | e-mail: sales@howardsoft.com