Tax Infrastructure Playbook™ – Affiliate Edition

The Tax Infrastructure Playbook™ – Affiliate Edition is a digital guide created for credentialed Electronic Return Originators (EROs) who participate in affiliate-based and Service Bureau partnership models within the tax industry. This playbook explains how EROs can ethically promote tax software and infrastructure services, align with Service Bureaus as strategic partners, and maintain proper operational and compliance boundaries. Designed for professional use, this edition focuses on affiliate positioning, compliant marketing practices, and infrastructure awareness—while reinforcing that all tax preparation and filing activities are governed by the ERO’s existing IRS credentials and authorizations.

Disclaimer:

This edition is intended for credentialed Electronic Return Originators (EROs) participating in affiliate-based infrastructure or Service Bureau partnership models. Nothing in this edition grants, replaces, or expands IRS authorization; tax preparation, return filing, and taxpayer representation are permitted only to the extent the reader already holds the proper IRS credentials and authorizations.