LuxeLogic OLT Software Registration Form
Company Information
Principal / Owner
Phone Information
Mailing Addresses
Year Round Address
Physical Address
Shipping Address
Email
Bank Setup Information
PRE & POST ACK CASH ADVANCES
PRE ACKS- CASH ADVANCES OF UP TO $7,500 BEFORE THE IRS OPENS
POST ACKS- CASH ADVANCES OF UP TO $7,500 ONCE THE IRS STARTS ACCEPTING RETURNS OR STARTS HUB TESTING
New EFIN holders who have 25+ returns on your PTIN may be able to get your volume moved over to offer both PRE & POST ACKS, though this is not guaranteed.
If you do not have the volume as a new EFIN holder you will still be able to offer POST ACKS (Once the IRS starts accepting returns)
IF YOU BELIEVE YOU QUALIFY FOR PRE ACKS, PLEASE REACH OUT SO WE CAN GET YOUR VOLUME SWITCHED AS SOON AS POSSIBLE.
This is a fee that will be charged on all bank product returns and cannot be changed once you start transmitting returns electronically.
IF YOUR BANK ADJUSTS THEIR FEES BEFORE TAX SEASON YOU WILL RECEIVE AN EMAIL NOTIFICATION
FEE SUMMARY
Bank Fee: $39.95
State Bank Fee (REFUND ADVANTAGE): $14.00 (If you do not use the bank the client does not pay this fee)
State Bank Fee (SBTPG): $14.95 (If you do not use the bank the client does not pay this fee)
State Bank Fee (REPUBLIC BANK): $10.00 (If you do not use the bank the client does not pay this fee)
Transmitter Fees: $66.00 (Trans Fee Add On $15, If opt in)Tech Fee: $15.00 (NO LONGER A TECH FEE)Service Bureau Fee: $70.00
This next section is for Additional Fees That You Can Take to Increase Your Revenue. (This is voluntary if you do not want to take these fees you do not have to).
Only answer the add on questions for the bank you are choosing to go with.
Audit Protection Fee Applies To All Banks
Check Administration Fee Program
Check Administration Fee ProgramSelect Yes if you would like to opt in to the Check Administration Fee Program.
Your taxpayer(s) will be charged a $12.00 check administration fee for each disbursement check (other than checks issued for Fast Cash Advance).
SBTPG, Transmitter and the tax preparer participating in this program will each receive a portion of this fee.
If you choose to opt in to this program, you will receive $4.00 for every disbursement check.
Taxpayer(s) may inquire with you to determine applicability of this fee. This fee will be deducted from the taxpayer(s) tax refund proceeds and included in their Refund Transfer disclosures.
If you do want to participate in an additional transmission fee agreement please select "Yes" from the drop down menu below.
OLT Office Setup Information
Filing Experience
Return Volume
Security Setup / Agreement
Additional Information
DISCLOSURE STATEMENT
DISCLOSURE STATEMENT: By initialing and signing this form you are consenting that all ERO ADD ON Fees were chosen by you and you understand when the payouts of each of the add-ons will be paid and that all fees will be sent via direct deposit to the bank account you have chosen on file. You also understand that all add on payouts will also require a W-4 form and you the ERO will be issued a 1099NEC for tax filing purpose. Once fees are embedded in the software they CAN NOT be changed until the next tax season.
Consent and Agreement
By submitting this application, I acknowledge and agree to provide my personal information, including but not limited to my full name, date of birth, social security number, current address, banking information, and any other necessary details. I understand that this information is required for verification purposes.
I confirm that all the information provided is accurate and up-to-date. I further consent to the use of this information solely for the purposes outlined above and acknowledge that it will be handled with the utmost confidentiality and in compliance with applicable laws.
Please Proceed To Payment
Thank you for your interest in our software. Please proceed to make your payment after submitting.