I am trying to apply for IRS efile. I am a sole practitioner, with no employees, doing a small number of returns. The IRS application has 5 designations;1. ERO; 2. Intermediate Service Provider; 3.Software Developer; 4. Transmitter; 5. Reporting Agent. I am not sure which I am. Can you advise?
If you're preparing returns for your clients and transmitting them using the software you subscribe to, you're an ERO.
Still an AllStar
1. ERO is what you want.
I applied for an EFIN in November 2020. Just yesterday, I noticed on my IRS account that my application is complete. Will the IRS send me a letter? Then where is the best way to get instruction in ProSeries on how to get started......the Help icon? This is a first for me, so I want to do this right. Thanks
Do you see your EFIN number in your EServices account?
Print out your EFIN application Summary, you'll need to submit that to Intuit.
Lisa: I have not received any letter from The IRS, but my application says " Completed ", and there is an EFIN number shown, and status shows " Active ". Do I register my EFIN while in my Proseries or do I go to the Intuit website? Thanks, Bill
You dont need the IRS letter. Print out your EFIN application Summary. Then scan it and save as a PDF (unless you have some way to save directly to a PDF).
You'll upload it through your Intuit Online account using the directions in the link I gave you above.
Lisa: Bingo,,,,,, with your help...... Intuit has my application and is reviewing. Question: Can I do some returns electronically and some by paper? I have a few older clients who either want paper or don't use computers. Thanks
Sure! Just dont mark the Efiling boxes in the Fed Info worksheet.
This year Id really try and convince people to go with Efiling though. The US mail service hasnt been as reliable lately and IRS still has millions and millions of pieces of unopened mail from 2020. IRS data entry clerks will be over worked with paper returns and more chances for errors to occur.
If the return is not being efiled you have to attach Form 8948(?) saying why not. If it's client's choice you need to get a signed statement from them. It doesn't matter whether they use computers or not.