SPA Program – Taxware Systems

Software Purchase Assistance Pre-Approval Application 2025-2026

Step 1 - Office Information

Owner Name* EFIN will be collected securely via phone call.

Business Name* Office Physical Street Address* City* State* Zip Code* Phone* Email* Refund Transfer Provider for the upcoming season

Step 2 - Cost of Software/Advance

Total Cost of Software/Amount to Advance* (Amount will be confirmed with Taxware Sales Manager) Date*

Step 3 - Prior Year Refund Transfer/Bank Product Information

Prior Year EFIN, if different than the current EFIN, will need to be collected securely via phone call.

Prior Year Tax Preparation Software Prior Year Refund Transfer/Bank Product Provider Number of RTs Applied in Prior Year Number of RTs Funded in Prior Year

Software Purchase Assistance Pre-Approval Application 2025-2026

Step 1 - Office Information

Step 2 - Cost of Software/Advance

Step 3 - Prior Year Refund Transfer/Bank Product Information

PRODUCTS

Office Hours

CONTACT