Level 15
01-22-2021
08:32 AM
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Yes you may file returns you do not prepare, but you must put the preparers PTIN. This is from pub 1345:
An ERO that chooses to originate returns that it has not prepared, but only collected, becomes a tax return
preparer of the returns when, as a result of entering the data, it discovers errors that require substantive
changes and then makes the changes. A non-substantive change is a correction limited to a transposition
error, misplaced entry, spelling error or arithmetic correction. The IRS considers all other changes
substantive, and the ERO becomes a tax return preparer. As such, the ERO may be required to sign the
tax return as a tax return preparer.
Here is a link to pub 1345 that you should read