Level 5

irs e file

Forum|Forum|5 years ago
November 7, 2020
10 replies
42 views

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?

This topic has been closed for replies.

itonewbie

Level 15

If you're preparing returns for your clients and transmitting them using the software you subscribe to, you're an ERO.

---------------------------------------------------------------------------------Still an AllStar

Just-Lisa-Now-

Intuit Community Champion

1. ERO is what you want.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

dkh

Level 15

Option 1 ERO

The Electronic Return Originator (ERO) is the Authorized IRS e-file Provider who originates the electronic submission of a return to the IRS.

B

bandb2Author

Level 5

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

Just-Lisa-Now-

Intuit Community Champion

Do you see your EFIN number in your EServices account?

Print out your EFIN application Summary, you'll need to submit that to Intuit.

https://proconnect.intuit.com/community/license-information/help/register-your-efin-with-intuit-before-e-filing/00/4921

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

Just-Lisa-Now-

Intuit Community Champion

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♥¸¸.•*¨*•♫♪

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