Tax Preparer Application & Onboarding Template

Streamline your tax office hiring and onboarding process with this professional Tax Preparer Application & Onboarding Template.

This ready-to-use digital template helps tax business owners collect and organize important information from new and experienced tax preparers, including PTIN information, tax preparation experience, software experience, work availability, security requirements, IRS due diligence, professional conduct, acknowledgments, and electronic signature.

Included:

• Tax preparer application

• PTIN & experience section

• Work setup & availability

• IRS due diligence acknowledgments

• Security & confidentiality requirements

• Professional conduct policies

• Applicant certification

• Electronic signature

• Editable Jotform template

After purchase, you will receive instructions for creating your own editable copy of the template in your Jotform account.

Digital Product Notice: This product is for use within the purchaser’s own tax business. It may not be resold, redistributed, shared, or given away.