2017-2018 new order form - drake software sales · 2017. 4. 25. · efin (6-digit number) _____...

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**EFIN (6-Digit Number) _____________________________ Drake Account # ___________________________________ *# of Additional Sites for Firm ________________________ *Primary Phone # ___________________________________ *Owner(s) of Firm ___________________________________ Cell Phone # ___________________________________ *EIN _____________________ or *SSN ____________________ Fax # ___________________________________ *Email Address ________________________________________ *Entity Type Individual/Sole Proprietor Corp LLC-Corporate Other Tax-Exempt Partnership LLC-Single Member LLC-Partnership 2017-2018 NEW Order Form Please complete a separate form for each EFIN and location. *= Required Fields *Firm Name ___________________________________ Shipping Address, if Different (No Post Office Boxes) *DBA ___________________________________ Address Line 1 _______________________________________ *Primary Contact ___________________________________ Address Line 2 _______________________________________ Secondary Contact _________________________________ City, ST, ZIP _______________________________________ *Address Line 1 ___________________________________ Delivery Instructions for UPS (100 Characters or Less): Address Line 2 ___________________________________ _____________________________________________________ *City, ST, ZIP ___________________________________ _____________________________________________________ COST TOTAL COST CHECK VISA MASTERCARD DISCOVER AMEX Card Number: ___________________________________________ Exp Date:_______________________________ CVV _____________ CC Billing Address: _______________________________________ ________________________________________________________ Cardholder’s Name _______________________________________ Signature _______________________________________________ (Please Print) Print & Sign (e-mailed order forms will NOT be accepted) New Customer Information Tax Software Used for 2016 Taxes ____________________________ Conversion to Drake –Yes No (See List of Available Conversions) How Did You Learn About Drake? ____________________________ _________________________________________ I agree to the terms and conditions of the Drake Software 2017 License and Non-Disclosure Agreement. *____________________________ * _____________________ Signature Required Date of Order Print & Sign (e-mailed order forms will NOT be accepted) License agreement: http://www.drakesoftware.com/PDF/license2017.pdf System requirements: http://www.drakesoftware.com/PDF/sysreq2017.pdf FREE FREE Subtotal: TOTAL ** If you haven’t already done so, please fax your IRS e-file Application Summary to 828.349.5733. DESCRIPTION Drake Tax 2017 - Includes ALL States April & May - $1,095; June & July - $1,195; August & September - $1,295; October & November - $1,395; December 1 and After - $1,495 .................................................... $ 2016 Software Bundle Option - Unlimited 2016 Package (Prior Year) with e-filing Included ............ $ Client Write-Up ................................................................................................................................. $ Document Manager, Tax Planner, e-Filing (Fed & State) ................................................................. $ CHOOSE ONE OF THREE DELIVERY OPTIONS 1. Download Only - NO CDs .......................................................................................... $ 3. CD Shipment - ALL CDs............................................................................................ $ Sales Tax - All States & Jurisdictions (Except: AK, DC, DE, HI, ID, MT, NH, and OR): State, County and City Sales Tax based on Shipping Address and Delivery Method - Enter Total Rate ______________ = International shipping: Contact the accounting department for rates 99 Sales Tax - All States & Jurisdictions (Except: AK, AR, CA, DC, DE, FL, GA, HI, IA, ID, MD, MO, MT, NH, NJ, NV, OK, OR, SC, and VA): 2. CD Shipment - ONLY First Two CDs and Archive CD ..................................................... $ 49 Sales Tax - All States & Jurisdictions (Except: AK, DC, DE, HI, ID, MT, NH, and OR): FREE 300 FREE FREE (Input Value as a Decimal) 1914 South ‘S’ Street Fort Smith, AR 72901 800.382.0787 or 800.890.9500 Fax 479.782.3047 Email: [email protected] Make Checks Payable To: ($25 charge and termination of service for returned checks) Drake Software 1914 South ‘S’ Street Fort Smith, AR 72901 Fax 479.782.3047 Orders subject to Janes, Inc. Terms and Privacy Statement available from [email protected].

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  • **EFIN (6-Digit Number) _____________________________ Drake Account # ___________________________________*# of Additional Sites for Firm ________________________ *Primary Phone # ___________________________________

    *Owner(s) of Firm ___________________________________ Cell Phone # ___________________________________

    *EIN _____________________ or *SSN ____________________ Fax # ___________________________________

    *Email Address ________________________________________*Entity Type ■ Individual/Sole Proprietor ■ Corp■ LLC-Corporate ■ Other ■ Tax-Exempt ■ Partnership

    ■ LLC-Single Member ■ LLC-Partnership

    2017-2018 NEW Order FormPlease complete a separate form for each EFIN and location.

    *= Required Fields*Firm Name ___________________________________ Shipping Address, if Different (No Post Office Boxes)

    *DBA ___________________________________ Address Line 1 _______________________________________*Primary Contact ___________________________________ Address Line 2 _______________________________________

    Secondary Contact _________________________________ City, ST, ZIP _______________________________________

    *Address Line 1 ___________________________________ Delivery Instructions for UPS (100 Characters or Less):Address Line 2 ___________________________________ _____________________________________________________

    *City, ST, ZIP ___________________________________ _____________________________________________________

    COST TOTAL COST

    ■ CHECK ■ VISA ■ MASTERCARD ■ DISCOVER ■ AMEX

    Card Number: ___________________________________________

    Exp Date:_______________________________ CVV _____________

    CC Billing Address: _______________________________________

    ________________________________________________________

    Cardholder’s Name _______________________________________

    Signature _______________________________________________

    (Please Print)

    Print & Sign (e-mailed order forms will NOT be accepted)

    New Customer Information

    Tax Software Used for 2016 Taxes ____________________________

    Conversion to Drake –Yes ■ No ■ (See List of Available Conversions)

    How Did You Learn About Drake? ____________________________

    _________________________________________

    I agree to the terms and conditions of the Drake Software 2017 License and Non-Disclosure Agreement.

    * ____________________________ * _____________________ Signature Required Date of OrderPrint & Sign (e-mailed order forms will NOT be accepted)License agreement: http://www.drakesoftware.com/PDF/license2017.pdfSystem requirements: http://www.drakesoftware.com/PDF/sysreq2017.pdf

    FREEFREE

    Subtotal:

    TOTAL

    ** If you haven’t already done so, please fax your IRS e-file Application Summary to 828.349.5733.

    DESCRIPTION

    • Drake Tax 2017 - Includes ALL StatesApril & May - $1,095; June & July - $1,195; August & September - $1,295;October & November - $1,395; December 1 and After - $1,495 .................................................... $

    • 2016 Software Bundle Option - Unlimited 2016 Package (Prior Year) with e-filing Included ............ $

    • Client Write-Up ................................................................................................................................. $

    • Document Manager, Tax Planner, e-Filing (Fed & State) ................................................................. $

    CHOOSE ONE OF THREE DELIVERY OPTIONS1. Download Only - NO CDs .......................................................................................... $

    3. CD Shipment - ALL CDs ............................................................................................ $Sales Tax - All States & Jurisdictions (Except: AK, DC, DE, HI, ID, MT, NH, and OR):

    State, County and City Sales Tax based on Shipping Address and Delivery Method - Enter Total Rate ______________ = International shipping: Contact the accounting department for rates

    99

    Sales Tax - All States & Jurisdictions (Except: AK, AR, CA, DC, DE, FL, GA, HI, IA, ID, MD, MO, MT, NH, NJ, NV, OK, OR, SC, and VA):

    ■ 2. CD Shipment - ONLY First Two CDs and Archive CD ..................................................... $ 49Sales Tax - All States & Jurisdictions (Except: AK, DC, DE, HI, ID, MT, NH, and OR):

    FREE300

    FREE

    FREE

    (Input Value as a Decimal)

    1914 South ‘S’ Street • Fort Smith, AR 72901 • 800.382.0787 or 800.890.9500 • Fax 479.782.3047 • Email: [email protected]

    Make Checks Payable To: ($25 charge and termination of service for returned checks)

    Drake Software1914 South ‘S’ StreetFort Smith, AR 72901 Fax 479.782.3047

    Orders subject to Janes, Inc. Terms and Privacy Statement available from [email protected].

    Firm Name: DBA: Address Line 1: Primary Contact: Address Line 2: Secondary Contact: City ST ZIP: Address Line 1_2: Address Line 2_2: City ST ZIP_2: Delivery Instructions for UPS 100 Characters or Less 1: Delivery Instructions for UPS 100 Characters or Less 2: EFIN 6Digit Number: Drake Account: of Additional Sites for Firm: Primary Phone: Owners of Firm: Cell Phone: EIN: or SSN: Fax: Email Address: Tax Software Used for 2016 Taxes: Other: OffTaxExempt Partnership: OffHow Did You Learn About Drake: LLCPartnership: OffMASTERCARD: OffCard Number: Exp Date: CVV: CC Billing Address 2: Unit Cost: [$0]Total CD Cost: [0.0]Subtotal: 0Sales Tax Rate: 0Sales Tax Total: 0Total: 02016 Software Option: [0.00]How Did You Learn About Drake 2: No: OffYes: OffCorp: OffPartnership: OffIndividualSole Proprietor: OffLLC-Corporate: OffLLC-Single Member: OffCHECK: OffVISA: OffDISCOVER: OffAMEX: OffCC Billing Address 1: Cardholder's Name: Date of Order: