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What is Included in the Efin Summary Requirement for Taxx 10x Package?

To ensure smooth processing and potential access to financial benefits, both resellers.SB,High volume offices participating in the Taxx 10X package must fulfill the following EFIN summary requirements:

  1. Items to complete set up:
  • Your EFIN Summary (Electronic Filing Identification Number)
  • EFIN Summary for all offices (Electronic Filing Identification Number)
  • A Bank Product count for your prior year emailed directly to admin@taxxsavage.com
  • Drivers license Valid
  • Social Security Card or Last year 1040 or W2
  • W9 wet signed
  • PTIN letter (if applies)
  • A Bank Product Count

Is a summary of all the bank products you completed  the prior year. This information is crucial for determining your eligibility for certain benefits, such as first-year access to Pre-Acknowledgement advances, Extreme support and more.

How to Submit:

Upon signing of the contract all these requested attachments will be required. We'll review this information to verify your eligibility and set up your account accordingly.

Benefits of Meeting Requirements:

Providing a complete and accurate EFIN summary, along with the bank product count, can open doors to potential advantages, such as early access to Pre-Acknowledgement advances, Extreme support from our team to ensure the ease of your year.  Which can help you help yourself so you can concentrate on building your teams and revenue during tax season.