Trust E-file Application Form

Trust E-file Application Form

Whereas

WHEREAS, the trust identified as Trust Name: (the "Trust") is a fiduciary entity duly created and existing under applicable law, and the undersigned Trustee or Authorized Representative has full power and authority to act on behalf of the Trust;

WHEREAS, Service Provider Name: provides electronic tax return transmission, electronic signature, and related preparer services and represents that it is authorized and qualified to submit electronic filings for fiduciary income tax returns;

WHEREAS, the Trust desires to engage Service Provider to electronically prepare, sign (if authorized), and file fiduciary tax returns and related filings for the Trust subject to the terms and conditions set forth in this application and agreement.

Applicant Information

Revocable Irrevocable Testamentary

E-file Service Provider Information

Scope of Work

The Service Provider will perform the electronic preparation, transmission, and related services described below for fiduciary tax returns of the Trust for the tax year(s) identified by the Trust. The Provider shall act only within the authority specifically granted in this application and in any subsequent written authorizations.

Payment Terms

The Trust agrees to compensate the Service Provider for the scope of services specified above in accordance with the terms set forth below. Fees do not include penalties or interest assessed by taxing authorities for late or incorrect filings unless expressly assumed below.

Term and Termination

This Agreement commences on Start Date: and continues until End Date: unless earlier terminated in accordance with this Section.

Either party may terminate this Agreement for convenience upon written notice delivered not less than Notice Period (days): prior to the effective termination date. Termination for cause may be effected immediately upon material breach by the other party if the breaching party fails to cure within thirty (30) days after receipt of written notice of such breach.

Confidentiality

Each party acknowledges that during the term of this Agreement it may receive Confidential Information of the other party. "Confidential Information" includes nonpublic financial, tax, client, and operational information disclosed in connection with preparation and filing of returns. The receiving party shall: (a) use Confidential Information solely to perform obligations under this Agreement; (b) restrict disclosure to employees, agents or subcontractors who have a need to know and are bound to protect such information; and (c) not disclose Confidential Information to third parties except as required by law or with the disclosing party's prior written consent. These obligations shall survive termination of this Agreement for a period of five (5) years.

Authorizations, Certifications, and Representations

By execution of this form, the Trustee or Authorized Representative certifies that they are authorized to request electronic filing of fiduciary returns for the Trust and that the information provided herein is true, correct, and complete to the best of their knowledge. The Trustee authorizes the Service Provider to prepare, electronically sign if authorized, and transmit fiduciary tax returns and related documents to taxing authorities on behalf of the Trust in accordance with the scope set forth above.

Trustee authorizes Provider to transmit fiduciary tax returns electronically and to receive acknowledgments on behalf of the Trust.

Trustee authorizes Provider to apply the Trust's Personal Identification Number (PIN) or other electronic signature mechanism as necessary for filing, and represents that the Trust will maintain records to support such authorization.

Governing Law

This Agreement shall be governed by and construed in accordance with the laws of the State of , without regard to its principles of conflicts of law. Venue for any action arising out of this Agreement shall be in the state or federal courts located in such state, and each party hereby submits to the exclusive jurisdiction of those courts.

Entire Agreement

This document, together with any exhibits, schedules, or addenda signed by the parties, constitutes the entire agreement between the Trust and the Service Provider with respect to the subject matter hereof and supersedes all prior and contemporaneous agreements, understandings, representations, and warranties, whether written or oral. Any modification or amendment to this Agreement must be in writing and signed by an authorized representative of each party.

Indemnification and Limitation of Liability

The Trust agrees to indemnify and hold harmless the Service Provider, its affiliates, officers, and employees from any claims, liabilities, losses, costs, or expenses (including reasonable attorneys' fees) arising from the Trust's failure to provide accurate, complete, or timely information or from any acts or omissions of the Trust. Except for loss resulting from gross negligence, willful misconduct, or breach of confidentiality, the Service Provider's aggregate liability under this Agreement shall be limited to the fees actually paid by the Trust to the Provider for the services giving rise to the claim.

Additional Instructions / Notes

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