{"title":"Form Templates","description":null,"products":[{"product_id":"2026-jotform-intake-for-eros","title":"2026 Jotform Intake for EROs","description":"\u003cp\u003e\u003cmeta charset=\"utf-8\"\u003e\u003cspan\u003eOnboard your ERO\/software users with ease using this form and all agreements. Easy to edit and brand using Jotform - clone your form first.\u003c\/span\u003e\u003c\/p\u003e","brand":"RTM Enterprises","offers":[{"title":"Default Title","offer_id":46166276866282,"sku":null,"price":27.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0697\/7001\/9050\/files\/Screenshot2026-08-06at1.41.48AM.png?v=1785998512"},{"product_id":"cognito-forms-2026-intake-form","title":"Cognito Forms: 2026 Intake Form","description":"\u003cp class=\"CDjpQ kRdjU\" id=\"foo\"\u003eInstant Download Template for Individual Use\u003c\/p\u003e","brand":"RTM Enterprises","offers":[{"title":"Default Title","offer_id":46166279291114,"sku":null,"price":27.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0697\/7001\/9050\/files\/Screenshot2026-08-06at1.44.04AM.png?v=1785998648"},{"product_id":"cognito-forms-2025-2026-ero-intake-contract","title":"Cognito Forms: 2025-2026 ERO Intake \u0026 Contract","description":"\u003cp\u003e\u003cmeta charset=\"utf-8\"\u003e\u003cspan\u003eInstant Download Template for Individual Use. This is ONE form template.\u003c\/span\u003e\u003c\/p\u003e","brand":"RTM Enterprises","offers":[{"title":"Default Title","offer_id":46166279487722,"sku":null,"price":27.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0697\/7001\/9050\/files\/Screenshot2026-08-06at1.44.47AM.png?v=1785998691"},{"product_id":"tax-preparer-pdf-forms-toolkit","title":"Tax Preparer PDF Forms Toolkit","description":"\u003cp\u003eSave time and energy with our ready to go, ready to brand taxpayer intake form packet.\u003c\/p\u003e\n\u003cp class=\"CDjpQ kRdjU\" id=\"66udu2459\"\u003e\u003c\/p\u003e\n\u003cp class=\"CDjpQ kRdjU\" id=\"q0g8p2430\"\u003e\u003cstrong\u003eWhat's Included\u003c\/strong\u003e\u003c\/p\u003e\n\u003cdiv\u003e\n\u003cul class=\"_2NV8-\" id=\"xg7eb2533\" offset=\"0\"\u003e\n\u003cli class=\"_5xgJ0\" dir=\"auto\" id=\"lkzh62534\"\u003e\n\u003cp class=\"CDjpQ kRdjU\" id=\"tsx7t2432\"\u003eClient Data Sheet\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli class=\"_5xgJ0\" dir=\"auto\" id=\"jqu2c2596\"\u003e\n\u003cp class=\"CDjpQ kRdjU\" id=\"irvmq2597\"\u003eRefund Selection\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli class=\"_5xgJ0\" dir=\"auto\" id=\"r1qt92634\"\u003e\n\u003cp class=\"CDjpQ kRdjU\" id=\"khd272635\"\u003eDue Diligence Questionnaire\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli class=\"_5xgJ0\" dir=\"auto\" id=\"xzvrx2677\"\u003e\n\u003cp class=\"CDjpQ kRdjU\" id=\"p8uk92678\"\u003eNon-Standard Dependent Questionnaire\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli class=\"_5xgJ0\" dir=\"auto\" id=\"ed1b02734\"\u003e\n\u003cp class=\"CDjpQ kRdjU\" id=\"6smqo2735\"\u003eAOTC Questionnaire\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli class=\"_5xgJ0\" dir=\"auto\" id=\"k9erz2787\"\u003e\n\u003cp class=\"CDjpQ kRdjU\" id=\"697wr2788\"\u003eHead of Household Questionnaire\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli class=\"_5xgJ0\" dir=\"auto\" id=\"1p7qd2845\"\u003e\n\u003cp class=\"CDjpQ kRdjU\" id=\"y8rb02846\"\u003eChild Care Credit Questionnaire\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli class=\"_5xgJ0\" dir=\"auto\" id=\"kdeql2908\"\u003e\n\u003cp class=\"CDjpQ kRdjU\" id=\"j4mv42909\"\u003eDeductions Questionnaire\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli class=\"_5xgJ0\" dir=\"auto\" id=\"v0zvk3028\"\u003e\n\u003cp class=\"CDjpQ kRdjU\" id=\"35ego3029\"\u003eSchedule C Due Diligence Questionnaire\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli class=\"_5xgJ0\" dir=\"auto\" id=\"da5pw3101\"\u003e\n\u003cp class=\"CDjpQ kRdjU\" id=\"c94q53102\"\u003eBonus: Engagement Letter Template\u003c\/p\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cp class=\"CDjpQ kRdjU\" id=\"bxgzz3150\"\u003e\u003c\/p\u003e\n\u003cp class=\"CDjpQ kRdjU\" id=\"05vxi2434\"\u003e\u003cstrong\u003eHow it Works\u003c\/strong\u003e\u003c\/p\u003e\n\u003cdiv\u003e\n\u003col class=\"_1oK0y\" id=\"re1fs6484\" offset=\"0\" start=\"1\"\u003e\n\u003cli class=\"_5xgJ0\" dir=\"auto\" id=\"89gtx6485\"\u003e\n\u003cp class=\"CDjpQ kRdjU\" id=\"icltg2436\"\u003eWhen you purchase, you'll receive an instant download link with a link to open the template in Canva\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli class=\"_5xgJ0\" dir=\"auto\" id=\"1yi4m6487\"\u003e\n\u003cp class=\"CDjpQ kRdjU\" id=\"1m4ru3528\"\u003eMake a copy of the template to ensure you do not lose your work.\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli class=\"_5xgJ0\" dir=\"auto\" id=\"ursed6489\"\u003e\n\u003cp class=\"CDjpQ kRdjU\" id=\"e8kvg3590\"\u003eChange the colors, add your logo \u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli class=\"_5xgJ0\" dir=\"auto\" id=\"uy5946491\"\u003e\n\u003cp class=\"CDjpQ kRdjU\" id=\"wxzag3676\"\u003ePrint or Upload to your favorite e-Sign Program  \u003c\/p\u003e\n\u003cp class=\"CDjpQ kRdjU\" id=\"146d76655\"\u003e\u003c\/p\u003e\n\u003c\/li\u003e\n\u003c\/ol\u003e\n\u003c\/div\u003e\n\u003cp class=\"CDjpQ kRdjU\" id=\"5ge2q6693\"\u003e\u003cstrong\u003e\u003cem\u003eThis is an instant download. No physical items will be given.\u003c\/em\u003e\u003c\/strong\u003e\u003c\/p\u003e","brand":"RTM Enterprises","offers":[{"title":"Default Title","offer_id":46166284861674,"sku":null,"price":27.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0697\/7001\/9050\/files\/Screenshot2026-08-06at1.57.29AM.png?v=1785999454"},{"product_id":"2026-2027-tax-office-downline-compliance-toolkit","title":"2026-2027 Tax Office \u0026 Downline Compliance Toolkit","description":"\u003cp class=\"ZM3vV _36Puh H1yP7 _6eF0e\" dir=\"auto\" id=\"viewer-bd97l9050\" tabindex=\"-1\"\u003e\u003cspan class=\"yHTV3\"\u003e\u003cspan\u003eYour all in one solution for building a team of PTIN preparers :) Never worry about drafting contracts, agreements, and resources for keeping your downline in compliance. \u003c\/span\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"ZM3vV _36Puh H1yP7 _6eF0e\" dir=\"auto\" id=\"viewer-jagdu9052\" tabindex=\"-1\"\u003e\u003cspan class=\"yHTV3\"\u003e\u003cspan\u003eAll clauses\/agreements are in an editable GOOGLE DOC. \u003c\/span\u003e\u003c\/span\u003e\u003cspan class=\"yHTV3\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"ZM3vV _36Puh H1yP7 _6eF0e\" dir=\"auto\" id=\"viewer-lyg4s9851\" tabindex=\"-1\"\u003e\u003cspan class=\"yHTV3\"\u003e\u003cspan\u003ePlease understand that you MUST have a Gmail to access the Google Doc. \u003c\/span\u003e\u003cstrong\u003e\u003cem\u003e\u003cspan\u003eWe encourage you to edit these templates to fit your offerings and your firm. Please be sure that you tailor it to your needs. \u003c\/span\u003e\u003c\/em\u003e\u003c\/strong\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"ZM3vV _36Puh H1yP7 _6eF0e\" dir=\"auto\" id=\"viewer-sw4f29055\" tabindex=\"-1\"\u003e\u003cspan class=\"yHTV3\"\u003e\u003cspan\u003eThe preparer handbook \u0026amp; software manual (Tax Slayer Pro) is editable in Canva!\u003c\/span\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"ZM3vV _36Puh H1yP7 _6eF0e\" dir=\"auto\" id=\"viewer-vqec99057\" tabindex=\"-1\"\u003e\u003cspan class=\"yHTV3\"\u003e\u003cstrong\u003e\u003cem\u003e\u003cspan\u003eNOTE: THESE CANNOT BE RESOLD EVERYTHING IS FOR INDIVIDUAL USE\u003c\/span\u003e\u003c\/em\u003e\u003c\/strong\u003e\u003c\/span\u003e\u003c\/p\u003e","brand":"RTM Enterprises","offers":[{"title":"Default Title","offer_id":46166287712490,"sku":null,"price":97.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0697\/7001\/9050\/files\/Screenshot2026-08-06at2.04.00AM.png?v=1785999847"},{"product_id":"2027-service-bureau-contract-kit","title":"2027 Service Bureau Contract Kit","description":"\u003cp\u003e\u003cmeta charset=\"utf-8\"\u003e\u003cspan\u003eIn this toolkit, you can build your contract for your EROs that utilize your software as well as adding additional services like mentorship, return review, and more. This is to ensure that you are protecting your service bureau.\u003c\/span\u003e\u003c\/p\u003e","brand":"RTM Enterprises","offers":[{"title":"Default Title","offer_id":46166288761066,"sku":null,"price":97.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0697\/7001\/9050\/files\/Screenshot2026-08-06at2.06.09AM.png?v=1785999973"}],"url":"https:\/\/coworkerweekend.com\/collections\/form-templates.oembed","provider":"RTM Enterprises","version":"1.0","type":"link"}