Financial Efile Authorization

Financial E-file Authorization

Client Identification

Client Name:

Individual    Corporation    Partnership    Trust    LLC    Other:

Authorized E-file Provider

Scope of Authorization

By signing this Financial E-file Authorization, Client grants Provider and Provider's authorized agents the limited authority described below with respect to the documents and periods indicated. This authorization applies only to matters expressly set forth and does not grant the Provider the authority to bind the Client beyond transmission, electronic signing where authorized, and related record retention.

Income Tax Returns    Payroll Filings (e.g., EFT, payroll tax)    Information Returns (e.g., 1099-style forms)
Sales/Use Tax Filings    Bank Account Transactions (initiate or transmit payments)    Other:

Authorizations and Consents

Client authorizes Provider to electronically prepare and transmit the returns, forms, or transactions identified above, and to execute electronic signatures on behalf of Client when Client has provided explicit written or electronic instruction permitting Provider to sign limited filings and transmit acknowledgements. Client acknowledges that such electronic signatures, when executed by Provider pursuant to this authorization, shall carry the same legal effect as a handwritten signature to the extent permitted by applicable law.

Client further authorizes Provider to: (a) access Client account information necessary to complete transmissions; (b) transmit, receive, and retain electronic acknowledgements, transcripts, or notices relating to authorized filings; and (c) disclose filings and related materials to third parties as reasonably necessary to complete authorized services, including financial institutions, clearing agents, and service vendors retained by Provider.

Initial to affirm:    I certify that the information provided to Provider for preparation and transmission is complete and accurate to the best of my knowledge.

   I authorize any authorized debits or charges associated with filing fees or remittances as separately agreed in writing.

   I consent to receive notices, acknowledgements, and records electronically, unless otherwise required in writing.

Payment and Remittance Authorization

Provider's fees for e-filing and related services will be billed as agreed between Provider and Client. Client authorizes Provider to initiate debits from the designated bank account below for agreed charges and for payment of liabilities directed through Provider under this authorization. Provider will provide reasonable prior notice of scheduled debits when required by agreement.

Client authorizes ACH debit from bank account below.

Checking    Savings

Record Retention, Disclosure, and Confidentiality

Provider may retain electronic and paper copies of transmitted filings, payment instructions, and related correspondence in accordance with Provider's document-retention policies. Client authorizes disclosure of retained records to the extent necessary to complete authorized services, respond to inquiries, or comply with legal process. Provider will exercise commercially reasonable measures to protect confidential Client information but is not responsible for unauthorized access that results from Client's failure to maintain secure credentials.

Revocation, Termination and Liability

This authorization remains in effect until revoked in writing by Client. Revocation shall be effective only upon Provider's receipt of written notice and a reasonable opportunity to act on that notice. Client remains liable for any transmissions or debits initiated prior to Provider's effective receipt of revocation. Provider's liability for any claim arising from this authorization is limited to direct damages not to exceed fees paid by Client to Provider for the specific service at issue; Provider is not liable for consequential, incidental, or punitive damages. Client agrees to indemnify and hold Provider harmless from claims arising from Client's inaccurate instructions or data.

Additional Instructions / Attachments

Certifications and Signature

By signing below, Client certifies that: (a) Client has authority to execute this authorization; (b) all information provided to Provider for purposes of electronic filing and payment is true, accurate, and complete; (c) Client understands that the electronic transmission of filings and electronic signatures executed pursuant to this authorization are intended to have the same legal effect as handwritten signatures; and (d) Client accepts responsibility for compliance with any applicable filing deadlines, penalties, or interest resulting from late, incomplete, or inaccurate filings where such result arises from Client-provided information or delayed revocation.

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