Alex C
Level 2

Hi, we are a small firm looking to comply with the new E-filing requirements for information returns. We have always filed information returns on paper (we e-file tax returns in Lacerte). How do we set ourselves up to do this for the 2023 returns? We use the Information Return System software, but I can't find much information on e-filing in the software. Do we still need to register for IRIS and BSO? Any other additional information would be greatly appreciated.