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How do I get e-filing status for myself and two other taxpayers? Those are the only returns I prepare each year. Does Intuit Pro Connect have a way of applying for e-file, or do I have to go through the IRS?
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Your firm (could be just you as a sole proprietor) must get the EFIN from IRS. It is not a quick process, so get started soon. https://www.irs.gov/e-file-providers/become-an-authorized-e-file-provider
Each preparer must have a PTIN. https://www.irs.gov/tax-professionals/ptin-requirements-for-tax-return-preparers
Steps to get it online are in that link.
Answers are easy. Questions are hard!
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Those two other taxpayers don't need any of this, if you prepare and file their returns. This function is for the Preparer, not the taxpayer. It's not a status. It's an authorization. Then, the returns you file will show status, because you were authorized to submit them as e-filing.
Don't yell at us; we're volunteers
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I missed the taxpayer. Unlike TurboTax, ProConnect Tax Online is intended for professional tax preparers and in order to e-file, every customer would need their own EFIN.
Answers are easy. Questions are hard!
