TurboTax Referral Intake – 2026 Tax Season (Free Application)

Product Description (Copy/Paste Ready):

Kick off your 2026 tax season with our official TurboTax Referral Intake Form.

If you're ready to work remotely for TurboTax with competitive hourly pay and seasonal incentives, complete this intake form to be added to our referral list.

This form collects all required information to process your referral and track your progress throughout the season.

⭐ What’s Included in the Intake Form

🔵 Section 1 — Contact Information

• Full Name
• Email Address
• Phone Number

🟣 Section 2 — PTIN Information

• PTIN Status
• Active
• Renewal in progress
• Need PTIN

🔵 Section 3 — TurboTax Referral Details

• Describe Your Strengths (255 characters max)
• TurboTax Referral Interest (Yes/No)
• Ability to Complete Full Season (Yes/No)
• Role Selection:
• Tax Preparer
• Tax Assistant
• Customer Service Support
• TurboTax Seasonal Role
• VITA Volunteer
• All roles / open to anything

🟣 Section 4 — Additional Program Options

• EFIN Software Package – $350
• Premium EFIN Package – $650
• Prepaid PTIN Program – $99/month
• PTIN Secured Workspace Program – $100 admin + $99/month
• VITA Volunteer Program
• 3D Tax Services (per‑return pay)

💛 Section 5 — Confirmation

• Agreement to complete the full TurboTax season for referral credit

⭐ How It Works

1. Click Download/Access to open the Google Form.
2. Complete all required fields.
3. Your responses automatically enter our referral tracking system.
4. Our team will follow up with next steps.

⭐ Who This Is For

• New tax preparers
• Experienced tax pros
• Customer service specialists
• VITA volunteers
• Anyone seeking remote seasonal work with TurboTax

⭐ Important Notes

• Completing the full TurboTax season is required for referral credit.
• PTIN can be used across multiple companies (TurboTax, 3D, VITA).
• This intake form is free and required for all applicants.