EFILE Authorization Form

EFILE AUTHORIZATION FORM

RECITALS

WHEREAS Client Name: (the "Client") desires to engage a tax return preparer or authorized electronic filer to prepare and transmit tax returns electronically; and

WHEREAS Authorized E‑Filer: (the "Provider") is authorized and holds requisite credentials to electronically file the Client's federal and state returns for specified periods;

WHEREAS the parties wish to set forth the scope, payment terms, confidentiality obligations and other terms governing the Provider's electronic filing services.

CLIENT AND PROVIDER INFORMATION

Tax Periods Covered:

SCOPE OF WORK

The Provider shall prepare, review and electronically transmit the Client's federal and state tax returns or amendments specified above and shall perform related filing activities reasonably necessary to complete such filings. The Provider shall act only upon information provided by the Client and shall not be responsible for independently verifying the accuracy of Client-provided data.

PAYMENT TERMS

The Client shall pay the Provider for services rendered in accordance with the terms below. Fees are exclusive of taxes and any third‑party charges unless otherwise stated.

TERM AND TERMINATION

This Agreement shall commence on Start Date: and continue until End Date: unless earlier terminated in accordance with this section.

Either party may terminate this Agreement for convenience upon written notice to the other party delivered at least prior to the effective termination date. Termination shall not relieve the Client of its obligation to pay for services performed and costs incurred prior to termination.

CONFIDENTIALITY

The Provider agrees to maintain in confidence all nonpublic Client information obtained in connection with performance under this Agreement and to use such information only for the purpose of preparing and filing the Client's tax returns. The Provider may disclose Client information when required by law, regulation, or professional standards, provided, where permitted, the Provider gives the Client prompt notice of such disclosure request to the extent practicable.

Client Acknowledgement: I acknowledge the confidentiality obligations set forth above.

ELECTRONIC FILING AUTHORIZATION

The Client authorizes the Provider to electronically file the tax return(s) identified in this Agreement and to sign those returns as authorized e-file originator or electronic return originator where applicable. The Client further authorizes the Provider to use a self-selected personal identification number (PIN) or other electronic signature method permitted by applicable filing rules to indicate the Client's consent to file electronically.

Authorize Electronic Filing: Client grants authority to transmit returns electronically.

Consent to Electronic Signature: Client consents to use of PIN or other permitted electronic signature method.

If using a self-selected PIN, Taxpayer PIN: Spouse PIN (if applicable):

GOVERNING LAW

This Agreement shall be governed by and construed in accordance with the laws of the State of without regard to its conflicts of law principles.

ENTIRE AGREEMENT

This Agreement contains the entire agreement between the parties with respect to the subject matter hereof and supersedes all prior agreements, understandings and representations, whether written or oral. Any amendment to this Agreement must be made in writing and signed by both parties.

CERTIFICATION AND ACKNOWLEDGMENTS

By signing below, the Client certifies that all information provided to the Provider is true, correct and complete to the best of the Client's knowledge. The Client understands that willful provision of false information may subject the Client to civil and criminal penalties. The Client authorizes the Provider to disclose tax return information to third parties where necessary to effectuate filings and to respond to inquiries from taxing authorities concerning preparation and filing of returns.

Provider Preparer Name: Preparer Contact:

Provider Responsibilities: The Provider will act with due professional care in preparing and filing returns, make reasonable efforts to correct transmission errors reported by tax authorities, and notify the Client of any notices or inquiries received in connection with filings covered by this Agreement.

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