jamesberman
Level 1
‎12-07-2023 04:14 PM

I am proficient at preparing returns on Proseries, but I have not efiled before. I am nevious about efiling.  I only prepare a few returns for the company I work for.  I am not a paid preparer.  Where can I go for a step by step procedure?  I don't want to prepare a 2023 return and try to efile cold turkey.

 

Jim

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Camp1040
Level 11
‎12-07-2023 04:50 PM

Step 1: Get a PTIN and an EFIN if you don't have that already.

 

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Just-Lisa-Now-
Level 15
Level 15
‎12-07-2023 08:30 PM

Youd need to obtain an EFIN in order to submit returns electronically.  It can be a lengthy process, depending on how far behind IRS is processing EFIN applications, the minimum is 45 days, but it can take multiple months, so if youre serious, you should get on it, ASAP

https://www.irs.gov/e-file-providers/become-an-authorized-e-file-provider


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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Jonesin1
Level 4
‎12-08-2023 07:46 AM

How to e-file a tax return in ProSeries

https://proconnect.intuit.com/support/en-us/help-article/electronic-filing/e-file-tax-return-proseri...

I think this is what your looking for.

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