Efin

Forum|Forum|3 years ago
March 22, 2023
5 replies
45 views

I do not have a efin yet. I do have a ptin. Can I file under 10 returns without the efin using proconnect?

ProConnect Tax

This topic has been closed for replies.

abctax55

Level 15

Nope... that 'e' is for efile capabilities.

No efin, no efile

HumanKind... Be Both

IRonMaN

Level 15

Using a different software you could paper file those 9 returns but I believe ProConnect requires an EFIN no matter how you are filing.

Slava Ukraini!

itonewbie

Level 15

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.

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

itonewbie

Level 15

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:

https://proconnect.intuit.com/support/en-us/help-article/preparer-identification-number/ptin-requirements-tax-preparers/L1YQWmFXX_US_en_US

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

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