Level 4

irs e file

Forum|Forum|5 years ago
November 7, 2020
4 replies
13 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?

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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 4

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♥¸¸.•*¨*•♫♪

sjrcpa

Level 15

Lisa: Bingo,,,,,, with your help...... Intuit has my application and is reviewing. Question: Can I do some returns electronically and some by paper? I have a few older clients who either want paper or don't use computers. Thanks

If the return is not being efiled you have to attach Form 8948(?) saying why not. If it's client's choice you need to get a signed statement from them. It doesn't matter whether they use computers or not.

The more I know the more I don’t know.

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