ITO Intake

Nexus United ITO Intake Form

Job Title:

Independent Tax Office (NU EFIN)

Branch Supervisor:

Nexus United group

Branch Location:

Branch EFIN:

Hire Date:

Cell Phone #:

Full Name:

Cell Phone Provider:

Street Address:

Personal Email:

City, State Zip:

PTIN:

Social or Tax ID #:

D.O.B:

Business Email:

Branch Phone #:
Desk Phone #/Ext:

Compensation:
Pay Period Jan 1st- Feb 15th= Pay on 2/20.
2/16- 3/15th= 3/20th
3/16 -4/15= 4/20
Every month thereafter on
funded clients

Commission Tiers (non-retroactive) Funded Returns:

W/Out EFIN
1-100 = 70%
101-250= 80%
251- Or More= 95%
W/ EFIN:
1-100= 90%
101 Or More= 100%

Position Term:
Emergency Contact
Name:
Phone:

Owner Operator

Tax Office is authorized to use Nexus United property ONLY when conducting tax prepartion or natural course of business
Commissions will be distributed only after a file is complete and funded per the following:
- 1. All pertinent Nexus United Group Filing Forms are signed by Client. ( Ex: 8879, 8867, 1040, Bank, Etc)
- 2. All EPS-Bank products and Nexus Compliance Forms are signed by Client.
- 3. Client File in Nexus United MOM- Multi Office Management is Complete, including the following:
  - A. Permanent Docs are uploaded (ID(s) with exp. Date, SS Cards, Dep. Birth Certs…etc.)
  - B. Account Docs are uploaded (Office File, Tax Return, Required Signature Docs, Supporting Docs…etc.)
  - C. Transaction Information is accurate and Client Balance is $0.

Direct Deposit Information:

Owner Signature:

Date:

Nexus United Authorized Signature:

Date: