Document package instructions

p
Dear Client,
Thank you for choosing RT Tax to refund your taxes from the USA!
Getting your Tax Refund was never easier! Simply follow these steps:

r
E-SIGN document package;

TAKE A PICTURE or SCAN documents listed below (please make sure the quality is good)

Pf
 Last pay-slips from all the employers (if you have it);
 Forms W-2 from all the employers (you will receive W2 from your employers by February 15th);

le
 Copy of your Passport;
 Copy of your Social Security Card;
 Copy of your U.S. Visa;
 Copy of your DS-2019 form (if you have it)
io
NOTE: If you do not have Forms W-2 and you will not send them to us by February 15th we will automatically
provide document search service and will get W-2 copies from your employers.
g

SUBMIT ALL YOUR DOCUMENTS

Ps

TO RT TAX!
z
z

RELAX! YOUR JOB IS DONE! WE WILL DO THE REST!

z

Your Reliable Tax Refund Partner!

 Tax Refund PROCESS:

p
We will send you an e-mail with your calculated estimated refundable amount.
If you do not receive such e-mail, please contact us at info@rttax.com or online www.rttax.com

We will process your documents and will send them to the U.S. tax authorities for the tax refund.

r
When the US Tax Authorities complete the tax refund procedure, the money will be transferred to
you. Sometimes the US Tax Authorities return funds by check. If this happens, we will inform you,
and once we receive your payment for our services, we will send the check to the address you

Pf
provided. State and federal taxes are refunded separately.

Tax Refund PERIOD:

le
We will start processing you tax refund after the end of financial year, when the tax refund forms
are available at IRS, approximately - February 1.
We will fill and mail the tax refund documents to U.S. tax authorities in the shortest time possible.
io
After that the refund period will depend on the U.S. tax authorities. Usually the refund period is up
to 3-5 months.
In what cases tax authorities will delay to refund your taxes?
g

- you did not provide the information about ALL of the employers
- you did not provide the LAST pay check or FORM W-2 from all of your employments
- The U.S. tax authorities chooses your file for a review and puts it "on hold” status.
Note: In case you get any correspondence from U.S. tax authorities to your home address, you have to notify
Ps

us as soon as possible to our email info@rttax.com.

Service FEES:
z

Federal and State tax refund:

79 USD, if refundable amount 0-790 USD

10%, if refundable amount 791 USD and more
z

For the "Social Security" and "Medicare" (SSMT) tax refund services, your fee will be 10% of the
refund amount, but not less than 90 USD. The service must be paid for in advance, and the refunded
funds will be sent to you by check to the specified address.

Note: Information about all the fees for the additional services is included in the Agreement.
z
 380903US25MN Registration form
USA Tax Refund

USE ENGLISH LETTERS PLEASE!

p
RT TAX ONLINE
First (Given) Name: TAMIRAA
Middle Name:
Surname (Last Name): DORJPUREV
E-mail address: tamiraadorjpurev@gmail.com

r
Date of birth: 0 3 y / 0___
______ 5 m /3___
1 d Home tel.:
+97688809080
Mob tel.: X

Social Security Number: * * * * * 3 0 4 5

Pf
Your address:
Please, provide your correspondence
Street, House, Apt. 41-21, 27khoroo, bayangol district address, which could be reachable for at
least a year. When you get any
City Ulaanbaatar
correspondence from US Tax Authorities to
this address, you have to notify us as soon

le
Country MN
as possible to our email info@rttax.com .
Postal Code 16052
Arrival to the USA date: 2 0 2_ 4
_ y / _0 _6m / _0 _1d Leaving the USA date: 2 02_ 4
_ y / _0 _9m / _1 _2d
For what year do you want to claim your TAX Refund with RT Tax? 2024
Did you apply for the same tax refund that you are applying now at another company or by yourself earlier? Yes No X
io
How many employers did you have: 1 What State have you worked in: NJ
Employment Information
g

You must provide the last pay-slips or

You must list ALL THE EMPLOYERS (even if you We will provide document search service if
Forms W-2 from all employments,
did not pay taxes in that job) some of the documents are missing
however Forms W-2 are necessary

1. Company: The inns of ocean grove 2. Company:

Address: 18 ocean pathway, Ocean grove, NJ Address:
Ps

Tel/Fax: Tel/Fax:
E-mail: E-mail:
I have Form W-2 or last pay-slip from this job YES X NO I have Form W-2 or last pay-slip from this job YES NO
I would like RT Tax to start W-2 search service now I would like RT Tax to start W-2 search service now
Note: if you do not send us Form W-2 from this employer by February 15th, we will Note: if you do not send us Form W-2 from this employer by February 15th, we will
z

automatically start Form W-2 search service. EXTRA FEE WILL APPLY. automatically start Form W-2 search service. EXTRA FEE WILL APPLY.

Client notes:
3. Company:
Address:

Tel/Fax:
E-mail:
z

I have Form W-2 or last pay-slip from this job YES NO

I would like RT Tax to start W-2 search service now
Note: if you do not send us Form W-2 from this employer by February 15th, we will
automatically start Form W-2 search service. EXTRA FEE WILL APPLY.
z

By signing this form I declare that all the

information, supplied by me on this form is Signature: ________________________ Date: _________________
correct and complete.
 p
POWER OF ATTORNEY

TAMIRAA DORJPUREV
I, the undersigned ……………..……..……..……...................................……………………………..................., date of birth
2003-05-31
………………….......……..…, Social Security number ....………................………………………………........., residing at

r
.....................................................................................................................................................................................
…………...................... (hereinafter referred to as the “Principal”), hereby grant a power of attorney to the
company, „Unidata“ Ltd, Reg. No 303490943, its officers and/or employees (hereinafter referred to as the

Pf
“Agent”), to sign, verify and file all the principal’s federal, state, social security and medicare, local income
and other tax returns; examine and copy all the principal’s tax returns and records; represent the principal
before any federal, state or local revenue agency or taxing body and, in general, exercise all powers with
respect to tax matters which the principal could, if present and under no disability.

le
On the basis of this power of attorney “Unidata” Ltd its officers and/or employees are given the
authority:

1. To act as an agent in preparing and dealing with the Principal’s income tax return(s).
io
2. To use own postal address on the Principal’s tax return(s), receive all correspondence from the IRS and State
Tax Authorities and receive refund checks issued in Principal’s name at the address stated bellow:
1200 Iroquois Ave, Room 86, Naperville, IL 60563, USA
g

3. To request from the Principals employer(s) and to receive Principal’s W-2 form to the address:
1200 Iroquois Ave, Room 86, Naperville, IL 60563, USA

4. To deal with Principal’s Social Security and MediCare (FICA) tax rebate.
Ps

This Power of Attorney shall become effective immediately on the date signed and shall be valid for three
years.

Date: ..…..…...……………..………..……
z

Signature of the Principal: .………………………………………………

z
z
 p
Form 2848
(Rev. January 2021)
Power of Attorney
and Declaration of Representative
OMB No. 1545-0150
For IRS Use Only
Received by:
Department of the Treasury
a Go to www.irs.gov/Form2848 for instructions and the latest information.
Internal Revenue Service Name
Part I Power of Attorney Telephone
Caution: A separate Form 2848 must be completed for each taxpayer. Form 2848 will not be honored Function
for any purpose other than representation before the IRS. Date / /

r
1 Taxpayer information. Taxpayer must sign and date this form on page 2, line 7.
Taxpayer name and address Taxpayer identification number(s)

TAMIRAA DORJPUREV
Daytime telephone number Plan number (if applicable)

Pf
hereby appoints the following representative(s) as attorney(s)-in-fact:
2 Representative(s) must sign and date this form on page 2, Part II.
Name and address CAF No.
PTIN
UAB RT, P/D 219 Telephone No.
KAUNAS, LT-44334, LITHUANIA
Fax No.

le
Check if to be sent copies of notices and communications Check if new: Address Telephone No. Fax No.
Name and address CAF No.
PTIN
Telephone No.
Fax No.
Check if to be sent copies of notices and communications Check if new: Address Telephone No. Fax No.
Name and address CAF No.
PTIN
io
Telephone No.
Fax No.
(Note: IRS sends notices and communications to only two representatives.) Check if new: Address Telephone No. Fax No.
Name and address CAF No.
PTIN
g

Telephone No.
Fax No.
(Note: IRS sends notices and communications to only two representatives.) Check if new: Address Telephone No. Fax No.
to represent the taxpayer before the Internal Revenue Service and perform the following acts:
3 Acts authorized (you are required to complete line 3). Except for the acts described in line 5b, I authorize my representative(s) to receive and
Ps

inspect my confidential tax information and to perform acts I can perform with respect to the tax matters described below. For example, my
representative(s) shall have the authority to sign any agreements, consents, or similar documents (see instructions for line 5a for authorizing a
representative to sign a return).
Description of Matter (Income, Employment, Payroll, Excise, Estate, Gift,
Tax Form Number Year(s) or Period(s) (if applicable)
Whistleblower, Practitioner Discipline, PLR, FOIA, Civil Penalty, Sec.
(1040, 941, 720, etc.) (if applicable) (see instructions)
4980H Shared Responsibility Payment, etc.) (see instructions)

Individual Income Tax 1040, 1040NR-EZ, 1040NR, 4852 2023, 2022, 2021, 2020
z

FICA Tax 843, 8316 2023, 2022, 2021, 2020

State Income Tax 2023, 2022, 2021, 2020

4 Specific use not recorded on the Centralized Authorization File (CAF). If the power of attorney is for a specific use not recorded on
CAF, check this box. See Line 4. Specific Use Not Recorded on CAF in the instructions . . . . . . . . . . . . . . a X
z

5a Additional acts authorized. In addition to the acts listed on line 3 above, I authorize my representative(s) to perform the following acts (see
instructions for line 5a for more information): Access my IRS records via an Intermediate Service Provider;
X Authorize disclosure to third parties; X Substitute or add representative(s); X Sign a return; This Power of Attorney is being filed
pursuant to Regulations section 1-6012-1(a)(5) and/or section 1-6012-1(b)(3) by reason of my continuous absence from the United States.

X Other acts authorized: In addition, the representative is authorized to make, execute and file form 4506-T and specific claim
z

for refund on forms 843 and 8316. Also receive refund checks as Agent for Taxpayer.

For Privacy Act and Paperwork Reduction Act Notice, see the instructions. Cat. No. 11980J Form 2848 (Rev. 1-2021)
 p
Form 2848 (Rev. 1-2021) Page 2

b Specific acts not authorized. My representative(s) is (are) not authorized to endorse or otherwise negotiate any check (including directing or
accepting payment by any means, electronic or otherwise, into an account owned or controlled by the representative(s) or any firm or other
entity with whom the representative(s) is (are) associated) issued by the government in respect of a federal tax liability.
List any other specific deletions to the acts otherwise authorized in this power of attorney (see instructions for line 5b):

6 Retention/revocation of prior power(s) of attorney. The filing of this power of attorney automatically revokes all earlier power(s) of

r
attorney on file with the Internal Revenue Service for the same matters and years or periods covered by this form. If you do not want to
revoke a prior power of attorney, check here . . . . . . . . . . . . . . . . . . . . . . . . . . . a

YOU MUST ATTACH A COPY OF ANY POWER OF ATTORNEY YOU WANT TO REMAIN IN EFFECT.
7 Taxpayer declaration and signature. If a tax matter concerns a year in which a joint return was filed, each spouse must file a separate power
of attorney even if they are appointing the same representative(s). If signed by a corporate officer, partner, guardian, tax matters partner,

Pf
partnership representative (or designated individual, if applicable), executor, receiver, administrator, trustee, or individual other than the
taxpayer, I certify I have the legal authority to execute this form on behalf of the taxpayer.
a IF NOT COMPLETED, SIGNED, AND DATED, THE IRS WILL RETURN THIS POWER OF ATTORNEY TO THE TAXPAYER.

Signature Date Title (if applicable)

le
TAMIRAA DORJPUREV
Print name Print name of taxpayer from line 1 if other than individual
Part II Declaration of Representative
Under penalties of perjury, by my signature below I declare that:
• I am not currently suspended or disbarred from practice, or ineligible for practice, before the Internal Revenue Service;
• I am subject to regulations in Circular 230 (31 CFR, Subtitle A, Part 10), as amended, governing practice before the Internal Revenue Service;
• I am authorized to represent the taxpayer identified in Part I for the matter(s) specified there; and
io
• I am one of the following:
a Attorney—a member in good standing of the bar of the highest court of the jurisdiction shown below.
b Certified Public Accountant—a holder of an active license to practice as a certified public accountant in the jurisdiction shown below.
c Enrolled Agent—enrolled as an agent by the IRS per the requirements of Circular 230.
d Officer—a bona fide officer of the taxpayer organization.
g

e Full-Time Employee—a full-time employee of the taxpayer.

f Family Member—a member of the taxpayer’s immediate family (spouse, parent, child, grandparent, grandchild, step-parent, step-child, brother, or sister).
g Enrolled Actuary—enrolled as an actuary by the Joint Board for the Enrollment of Actuaries under 29 U.S.C. 1242 (the authority to practice before
the IRS is limited by section 10.3(d) of Circular 230).
h Unenrolled Return Preparer—Authority to practice before the IRS is limited. An unenrolled return preparer may represent, provided the preparer (1)
Ps

prepared and signed the return or claim for refund (or prepared if there is no signature space on the form); (2) was eligible to sign the return or
claim for refund; (3) has a valid PTIN; and (4) possesses the required Annual Filing Season Program Record of Completion(s). See Special Rules
and Requirements for Unenrolled Return Preparers in the instructions for additional information.
k Qualifying Student or Law Graduate—receives permission to represent taxpayers before the IRS by virtue of his/her status as a law, business, or
accounting student, or law graduate working in a LITC or STCP. See instructions for Part II for additional information and requirements.
r Enrolled Retirement Plan Agent—enrolled as a retirement plan agent under the requirements of Circular 230 (the authority to practice before the
Internal Revenue Service is limited by section 10.3(e)).
a IF THIS DECLARATION OF REPRESENTATIVE IS NOT COMPLETED, SIGNED, AND DATED, THE IRS WILL RETURN THE
z

POWER OF ATTORNEY. REPRESENTATIVES MUST SIGN IN THE ORDER LISTED IN PART I, LINE 2.
Note: For designations d–f, enter your title, position, or relationship to the taxpayer in the “Licensing jurisdiction” column.
Licensing jurisdiction Bar, license, certification,
Designation—
(State) or other registration, or enrollment Signature Date
Insert above
licensing authority number (if applicable)
letter (a–r).
(if applicable)
z
z

Form 2848 (Rev. 1-2021)

 p
8821 Tax Information Authorization OMB No. 1545-1165
For IRS Use Only
Form a Go to www.irs.gov/Form8821 for instructions and the latest information. Received by:
a Don’t sign this form unless all applicable lines have been completed. Name
(Rev. January 2021)
a Don’t use Form 8821 to request copies of your tax returns Telephone
Department of the Treasury Function
or to authorize someone to represent you. See instructions.
Internal Revenue Service Date

1 Taxpayer information. Taxpayer must sign and date this form on line 6.
Taxpayer name and address Taxpayer identification number(s)

r
TAMIRAA DORJPUREV Daytime telephone number Plan number (if applicable)

2 Designee(s). If you wish to name more than two designees, attach a list to this form. Check here if a list of additional
designees is attached a

Pf
Name and address CAF No.
PTIN
Telephone No.
Fax No.
Check if to be sent copies of notices and communications Check if new: Address Telephone No. Fax No.
Name and address CAF No.

le
PTIN
Telephone No.
Fax No.
Check if to be sent copies of notices and communications Check if new: Address Telephone No. Fax No.
3 Tax information. Each designee is authorized to inspect and/or receive confidential tax information for the type of tax, forms,
periods, and specific matters you list below. See the line 3 instructions.

By checking here, I authorize access to my IRS records via an Intermediate Service Provider.
io
(a) (b) (c) (d)
Type of Tax Information (Income, Tax Form Number Year(s) or Period(s) Specific Tax Matters
Employment, Payroll, Excise, Estate, Gift, (1040, 941, 720, etc.)
Civil Penalty, Sec. 4980H Payments, etc.)

Individual Income Tax 1040EZ, 1040NR-EZ, 1040NR, 4852 2023, 2022, 2021, 2020
g

FICA Tax 843, 8316 2023, 2022, 2021, 2020

State Income Tax 2023, 2022, 2021, 2020

4 Specific use not recorded on the Centralized Authorization File (CAF). If the tax information authorization is for a
Ps

specific use not recorded on CAF, check this box. See the instructions. If you check this box, skip line 5 . . . . . . a X

5 Retention/revocation of prior tax information authorizations. If the line 4 box is checked, skip this line. If the line 4 box
isn’t checked, the IRS will automatically revoke all prior tax information authorizations on file unless you check the line 5
box and attach a copy of the tax information authorization(s) that you want to retain . . . . . . . . . . . . a
To revoke a prior tax information authorization(s) without submitting a new authorization, see the line 5 instructions.
z

6 Taxpayer signature. If signed by a corporate officer, partner, guardian, partnership representative (or designated
individual, if applicable), executor, receiver, administrator, trustee, or individual other than the taxpayer, I certify that I have
the legal authority to execute this form with respect to the tax matters and tax periods shown on line 3 above.

a IF NOT COMPLETED, SIGNED, AND DATED, THIS TAX INFORMATION AUTHORIZATION WILL BE RETURNED.

a DON’T SIGN THIS FORM IF IT IS BLANK OR INCOMPLETE.

z

Signature Date

TAMIRAA DORJPUREV
Print Name Title (if applicable)
z

For Privacy Act and Paperwork Reduction Act Notice, see the instructions. Cat. No. 11596P Form 8821 (Rev. 01-2021)
 p
Form 8879 IRS e-file Signature Authorization
(Rev. January 2021) OMB No. 1545-0074
a
ERO must obtain and retain completed Form 8879.
Department of the Treasury
a Go to www.irs.gov/Form8879 for the latest information.
Internal Revenue Service

F
Submission Identification Number (SID)

r
Taxpayer’s name Social security number
TAMIRAA DORJPUREV
Spouse’s name Spouse’s social security number

Part I Tax Return Information — Tax Year Ending December 31, (Enter year you are authorizing.)

Pf
Enter whole dollars only on lines 1 through 5.
Note: Form 1040-SS filers use line 4 only. Leave lines 1, 2, 3, and 5 blank.
1 Adjusted gross income . . . . . . . . . . . . . . . . . . . . . . . . . . 1
2 Total tax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
3 Federal income tax withheld from Form(s) W-2 and Form(s) 1099 . . . . . . . . . . . . . 3
4 Amount you want refunded to you . . . . . . . . . . . . . . . . . . . . . . 4

le
5 Amount you owe . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Part II Taxpayer Declaration and Signature Authorization (Be sure you get and keep a copy of your return)
Under penalties of perjury, I declare that I have examined a copy of the income tax return (original or amended) I am now authorizing, and to the best of
my knowledge and belief, it is true, correct, and complete. I further declare that the amounts in Part I above are the amounts from the income tax
return (original or amended) I am now authorizing. I consent to allow my intermediate service provider, transmitter, or electronic return originator (ERO)
to send my return to the IRS and to receive from the IRS (a) an acknowledgement of receipt or reason for rejection of the transmission, (b) the reason
for any delay in processing the return or refund, and (c) the date of any refund. If applicable, I authorize the U.S. Treasury and its designated Financial
Agent to initiate an ACH electronic funds withdrawal (direct debit) entry to the financial institution account indicated in the tax preparation software for
payment of my federal taxes owed on this return and/or a payment of estimated tax, and the financial institution to debit the entry to this account. This
io
authorization is to remain in full force and effect until I notify the U.S. Treasury Financial Agent to terminate the authorization. To revoke (cancel) a
payment, I must contact the U.S. Treasury Financial Agent at 1-888-353-4537. Payment cancellation requests must be received no later than 2
business days prior to the payment (settlement) date. I also authorize the financial institutions involved in the processing of the electronic payment of
taxes to receive confidential information necessary to answer inquiries and resolve issues related to the payment. I further acknowledge that the
personal identification number (PIN) below is my signature for the income tax return (original or amended) I am now authorizing and, if applicable, my
Electronic Funds Withdrawal Consent.
Taxpayer’s PIN: check one box only
g

I authorize to enter or generate my PIN as my

Enter five digits, but
ERO firm name don’t enter all zeros
signature on the income tax return (original or amended) I am now authorizing.
I will enter my PIN as my signature on the income tax return (original or amended) I am now authorizing. Check this box only
if you are entering your own PIN and your return is filed using the Practitioner PIN method. The ERO must complete Part III
below.
Ps

Your signature a Date a

Spouse’s PIN: check one box only

I authorize to enter or generate my PIN as my
ERO firm name Enter five digits, but
signature on the income tax return (original or amended) I am now authorizing. don’t enter all zeros

I will enter my PIN as my signature on the income tax return (original or amended) I am now authorizing. Check this box only
z

if you are entering your own PIN and your return is filed using the Practitioner PIN method. The ERO must complete Part III
below.

Spouse’s signature a Date a

Practitioner PIN Method Returns Only—continue below
Part III Certification and Authentication — Practitioner PIN Method Only
z

ERO’s EFIN/PIN. Enter your six-digit EFIN followed by your five-digit self-selected PIN.
Don’t enter all zeros

I certify that the above numeric entry is my PIN, which is my signature for the electronic individual income tax return (original or amended) I am now
authorized to file for tax year indicated above for the taxpayer(s) indicated above. I confirm that I am submitting this return in accordance with the
requirements of the Practitioner PIN method and Pub. 1345, Handbook for Authorized IRS e-file Providers of Individual Income Tax Returns.

ERO’s signature a Date a

z

ERO Must Retain This Form — See Instructions

Don’t Submit This Form to the IRS Unless Requested To Do So
For Paperwork Reduction Act Notice, see your tax return instructions. Cat. No. 32778X Form 8879 (Rev. 01-2021)
 380903US25MN Agreement

p
This Services Agreement (the “Agreement”) is executed by and between: Date: ...............................
(1) Unitrust Finance, Inc (dba RT Tax), company code 70464217, address 1219 Ogden Ave, Suite #C, Downers Grove, IL 60515, USA represented by the person dully authorized under
existing legislation (the “Service Provider”); and

(2) TAMIRAA DORJPUREV

...................................................................................................., 2003-05-31 (the “Client”).
date of birth .........................................
Hereinafter the Service Provider and the Client together are referred to as the “Parties” and each separately as the “Party”.
RECITALS
(A) The Service Provider provides tax refund and related services and the Client wishes to recover the personal income tax paid due to work abroad or on other grounds.

r
(B) The Parties wish to agree on the terms and conditions of tax refund.
1. Subject matter
1.1. In accordance with the terms and conditions established in this Agreement and the General Terms and Conditions of Services (hereinafter - T&C), the Service Provider shall provide to
the Client tax refund and related services, i.e. shall draw up the documents necessary for the refund of the taxes paid by the Client in the United States of America and shall present
them to the corresponding tax authorities or other competent institutions (the “Services”), and the Client shall accept and remunerate for such Services in accordance of the terms
and conditions of this Agreement.
1.2. By signing this Agreement the Client authorises the Service Provider to prepare, sign and file tax returns and to receive all correspondence, including tax refund cheques, from tax

Pf
authorities. Service Provider will as necessary disclose that he is acting as the nominee of the Client and all the actions are made in the name and on behalf of the Client.
1.3. Taxes will be refunded to the Client by a bank transfer of the refunded amount to the bank account or by a bank cheque drawn in the name of the Client also taking into account the
conditions stipulated in the Section 3 of this Agreement. If Tax Refund Cheque is received, the Cheque shall be collected and delivered to the Client by the Services Provider in accordance
with the T&C..
1.4. The final amount of the taxes to be refunded shall be established by a competent institution of the foreign country. The amounts calculated by the Service Provider are for information
purposes only and do not entitle the Client to claim the preliminarily calculated amount.
2. Terms of Provision of Services
2.1. The Service Provider hereby undertakes:
2.1.1. to provide the Client information on the documents that the Client needs to submit to the Service Provider for the purposes of filing for the tax refund;

le
2.1.2. to collect, complete and sign all the required forms, requests and other related documents on behalf of the Client;
2.1.3. to submit the required documents to the respective tax authorities or other competent institutions responsible for tax refunds;
2.1.4. to inform the Client about the process of the tax refund and other related matters at the Client’s request;
2.1.5. to organise the collection of the Tax Refund Cheque and (or) to instruct the tax authority to transfer the tax refund amount to the Service Provider and (or) the third person engaged
by the Service Provider for payment collection services in accordance with the T&C for subsequent transfer of tax refund amount to the Client (excluded the Service Fee indicated in
Clause 3.1 and 3.2).
2.2. The Client hereby undertakes:
2.2.1. to provide to the Service Provider complete, true and accurate information and documents (originals and copies) required for the completion of the tax refund. The Client is entitled
to provide the information either by filling in paper forms provided by Services Provider or by filling in the online information form available at the Service Provider’s internet site;
2.2.2. to fill in and sign any forms, agreements and other documents required for the completion of the tax refund and perform other obligations established in the T&C, which constitute
io
an inseparable part of this Agreement;
2.2.3. to inform the Service Provider immediately and in all cases not later than within 5 (five) days, if the foreign tax or other authority transfers the refunded amount or a part thereof or
sends the Tax Refund Cheque for the full refund amount or a part thereof directly to the Client;
2.2.4. to inform the Service provider immediately in the case during the validity term of this Agreement the Client concludes any agreement regarding the tax refund services in the United
States of America with other service providers. In such case the Service provider is entitled unilaterally to terminate this Agreement.
2.2.5. to inform the Service Provider of the new employment or self-employment in a foreign country;
2.2.6. to inform the Service Provider of any changes in the Client’s contact details or about any other changes that may have impact to the tax refund. The information can be updated on
g

the internet site of the Service Provider or e-mailed;

2.2.7. to pay the Service Provider the Service Fee as set out in Section 3 hereof.
3. The Services Fees
3.1. The fee for the Services (the “Service Fee”) for refunding taxes for each tax year shall be:
3.1.1. For the USA tax refund (Federal and State), if the tax refund amount is between 0-790 USD, the service fee shall be 79 USD; 791 and more USD, the service fee shall be 10% from the
refunded amount;
3.1.2. Additional Fee applies for the “Fast” tax refund – 49 USD. “Fast” is only available for Federal tax refund – you will get State refund as “Regular”;
Ps

3.1.3. USA tax refund (Social Security and Medicare): the service fee shall be 10% from the refunded amount, with a fixed minimum of USD 90.
3.2. The additional fees: for the retrieval of the lost or missing W2 form is 25 USD, for filling the USA amended tax return (F 1040X) the fee is 79 USD, for financial administration the fee is
29 USD. If the retrieval of the lost or missing W2 for is needed, the Client hereby agrees and authorizes the Service Provider to contact the Client’s employer to get the copy of the
mentioned form (subject to the aforementioned fee of 25 USD);
3.3. The Client shall also compensate the fees and costs incurred by the Service Provider in the tax refund process that could not be foreseen at the moment of the execution of this
Agreement as listed in the pricelist of the Service Provider and as indicated in the T&C.
3.4. The amount of the payable VAT (if applicable) shall be added to all amounts indicated in Sections 3.1-3.3 hereof. The fees established in Sections 3.1-3.2 may be changed by the Service
Provider unilaterally and shall be applicable to any request of the Client to provide the Services submitted after the Client has received notice on the change of fees.
3.5. The Service Fee shall be deducted from the amount received after the tax refund prior to the transferring it to the Client’s account. If the tax refund is received by a bank cheque drawn
in the name of the Client, the Client shall have to pay the Service Fee (s) according to this Agreement prior the Service provider sends the cheque to the Client. If the tax refund is
received partly by a bank cheque drawn in the name of the Client, and partly by bank transfer, the Service Fee shall be deducted from the amount received by bank transfer prior to
z

the transferring it to the Client’s account and prior to sending the cheque to the Client and if the deducted amount is too small the Client shall have to pay the remainder. If, by some
reasons, the Client receives the tax refund cheque to his/her home address or directly to his bank account, he/she must inform about it Service Provider and pay the Service Fee (s)
according to this Agreement. If the Client does not pay the Service Fee (s) in 10 (ten) days after receiving the invoice, he/she shall be obligated to pay late charges 0.2 percent per
month on the unpaid balance of the invoice.
3.6. If during the process of filing the documents the Service Provider becomes aware that the Client is not entitled to the tax refund (i.e. there is a tax debt), the Service Provider will
calculate and provide the Client with the amount of the tax debt and the Service Fee payable to the Service Provider. In such case, the Service Provider continues the filing of documents
only after the Client agrees to proceed and pays to the Service Provider the calculated Service Fee.
4. Processing of personal data
4.1. Service provider, acting as a data controller, shall process Client’s personal data for the purposes of: (i) proper performance of Service provider’s obligations under this Agreement;
z

(ii) necessary communication; (iii) protection of Service provider’s rights and interests (in case of a claim or a debt collection); (iv) statistical analysis. Legal basis for processing
personal data is respectively, (i) necessity to perform this Agreement and mandatory statutory requirements related to tax refund; (ii) legitimate interest – to provide good customer
service; (iii) legitimate interest and (iv) legitimate interest - to improve our business.
4.2. The Client acknowledges that the Service provider is located in the USA, thus personal data shall be transferred from Client’s country of residence to USA. For clarity, as the Service
provider is located in USA, the data transfers of the Client are necessary for the conclusion and performance of this Agreement. The Service provider guarantees that it has signed
agreements regarding safe and lawful processing of personal data with its EU partners and when necessary shall use legitimate safeguards and derogations where it is allowed by the
applicable law.
4.3. The Client acknowledges that Service Provider shall engage third parties, data processors, for the purposes of proper performance of this Agreement. The list of currently used data
processors can be found at https://rttax.com/privacy-policy/ Privacy Policy.
4.4. Depending on a situation, the Client, as a data subject, shall have all or some of following rights: the right at any time to request the Service provider an access to the processed
z

personal data, request for rectification or erasure of them, request for data portability or restriction of the processing of personal data, a right to object to the processing of personal
data, the right to lodge a complaint with a supervisory authority.
4.5. The data related to the providing of tax refunding services is necessary. Therefore, if the Client does not submit the personal data specified in the online forms, performance of the
Agreement shall become impossible.
4.6. The data shall be stored during the term of the agreement and 10 years after the termination of the Agreement (subject to the limitation period).
4.7. For a comprehensive information on how Service provider processes personal data, please refer to https://rttax.com/privacy-policy/ Privacy Policy or can be provided in writing at
your request.
5. Liability
5.1. In the case the Client terminates the Agreement due to any reason other than failure by the Service Provider to perform its obligations after the filing for the tax refund and (or) in the
case established in Art. 2.2.4 hereof, the Client shall cover all expenses of the Service Provider incurred due to the provision of Services until termination of the Agreement, but not
less than 50 % of the Service Fee under this Agreement.

p
5.2. The Service Provider shall not be liable for: the delays in refunding taxes if the delay is caused by the foreign tax or other competent institutions; the failure to refund taxes, for the tax
liability or for any other negative consequences, which occurred due to false, inaccurate or incomplete information provided by the Client or due to Client’s prior financial commitments
to any foreign tax or other institutions; the negative consequences incurred by the Client due to the changes in the applicable laws, rules, regulations or procedures applicable for the
tax refund; additional bank charges, if the bank needs to repeat the transfer because of the incorrect or not full information provided; and any fees charged by the Client’s or
intermediary bank.
6. Validity of the Agreement
6.1. The Agreement shall come into force the moment the Service provider receives the Agreement signed by the Client and shall be valid until the proper and full performance of the
obligations of the Parties set in the Agreement. The Agreement may be terminated by the mutual agreement of the Parties, except in the cases established by law.
7. Miscellaneous
7.1. The T&C (https://rttax.com/terms-and-conditions/) constitutes an integral part of this Agreement. By signing this Agreement, the Client confirms and guarantees to the Service provider,
that the Client has carefully read these terms and conditions before accepting them and signing this Agreement.

r
7.2. This Agreement, all information, documents and correspondence related thereof shall be considered as strictly confidential, and shall not be disclosed to any third persons, except
(i) as required by the applicable laws; (ii) the information became publicly available through no fault of or failure to act by the Party; and (iii) the disclosure of respective information is
reasonably necessary for the fulfilment of the Party’s obligations.
7.3. Service Provider has the right to assign its rights and obligations provided for in the Agreement to any third persons without a prior written consent of the other Party.
7.4. All additions, amendments and annexes to the Agreement shall be valid if they are executed in writing and signed by both Parties without prejudice to Sections 3.1-3.4 hereof. This
Agreement will be governed by and construed under the laws of the State of Illinois, United States of America. The disputes arising between the Parties regarding this Agreement or
during the performance of this Agreement are settled by way of negotiations. In case of failure to come to an agreement, the disputes shall be finally settled by the competent courts

Pf
of the State of Illinois, United States of America. All notices and other communication under this Agreement shall be in writing and shall be handed in person or sent by regular mail,
e-mail or fax.

Client X_____________________________(signature)

8. U.S. Treasury Reg. Section 301.7216-3 and Rev. Proc. 2013-14

le
8.1. As per U.S. Treasury Reg. Section 301.7216-3 and Rev. Proc. 2013-14, the Client is requested to consent that Service Provider can share and store Client's data, including SSN and
employment and tax data and to consent that tax return information might be disclosed to a tax return preparer located outside the United States, including personally identifiable
information such as your Social Security Number (“SSN”).

I hereby consent for my personal data to be processed as provided in clause 8.1 above. X ________________________________ (signature)
io
g
Ps
z
z
z