I am an in-house corporate tax accountant. We file a single corporate return, 1 federal return and multiple state returns. Do I need to have an EFIN?

Forum|Forum|6 years ago
December 6, 2019
3 replies
23 views

No text available

ProConnect Tax Online

This topic has been closed for replies.

Best answer by IRonMaN

That is the shortest answer I have seen today, but I'm not sure whether or not it is correct.
As far as the EFIN goes, if you are using a professional tax software you are going to need an EFIN to e-file the return. You can escape the requirement if you use the TurdoTax business package. But then again, paper filing is always an option.

IRonMaNAnswer

Level 15

That is the shortest answer I have seen today, but I'm not sure whether or not it is correct.
As far as the EFIN goes, if you are using a professional tax software you are going to need an EFIN to e-file the return. You can escape the requirement if you use the TurdoTax business package. But then again, paper filing is always an option.

Slava Ukraini!

abctax55

Level 15

I was in the wrong forum

I agree - no EFIN, no efile.....except for Turdo Tax.
It seems PTO is being used by more people to prepare their own returns; but I'm guessing an EFIN is still required.
@itonewbie - Jensen?

HumanKind... Be Both

George4Tacks

Level 15

Correct me if I am wrong, but in the back of my mine I think I learned somewhere that in this situation, the employee/preparer is a paid preparer. They work for the firm and are paid to prepare this return. That would require a PTIN https://www.irs.gov/tax-professionals/frequently-asked-questions-do-i-need-a-ptin

As Tracy said, EFIN only if e-filing.

Answers are easy. Questions are hard!

T

TaxGuyBill

Level 15

From your link:

9. If an employee of a business prepares the business’ tax returns as part of their job responsibilities, do they need to obtain a PTIN? (revised 9/28/10)

No. An employee who prepares his employer’s federal tax returns is not required to sign as a paid preparer. Accordingly, unless the employee prepares other federal tax returns for compensation, he or she is not required to register and obtain a PTIN.

abctax55

Level 15

.

HumanKind... Be Both

Sign up

Login with SSO

Let's get you signed in

Login with SSO