roxbox
Level 1
03-21-2023
08:09 PM
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I do not have a efin yet. I do have a ptin. Can I file under 10 returns without the efin using proconnect?
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itonewbie
Level 15
03-21-2023
11:23 PM
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If you (and the firm of which you are a member) do not reasonable expect to prepare 10 covered returns in aggregate during 2023, you are not considered a Specified Tax Return Preparer and are not, therefore, required to e-file.
Since you do not have an EFIN, you won't be able to e-file but you can still print out returns using ProConnect Tax for filing on paper.
You do not need a EFIN to subscribe to or print returns using ProConnect Tax.
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itonewbie
Level 15
03-21-2023
11:30 PM
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When you enter your PTIN under Preparer Information, make sure you check the box for PTIN Verification as you may not otherwise be able to print returns for some states, according to this article:
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