How do you set up a taxpayer to paper file?

[John-Harrison]

The Pro Connect instructions refer me to the taxpayer profile and make an edit to unmark the state tax efile box, but I can't find anything there to paper file.  IRS is mailing my EFIN letter so I can efile, but no telling how long it will take to get that.

[itonewbie · Accepted solution]

First question is whether you are covered by the mandate.  If you realistically expect to prepare at least 11 return a year, you will be required to e-file.

If you will prepare more than 10 returns but need to file a return before receiving your EFIN, it is not clear whether your case will be eligible for administrative exemption described in Notice 2011-26, which does not specify that pending approval of EFIN (except for those who are under IRS sanction) will qualify.

If you believe your case is eligible for exemption, you will be required to file F.8948 with the returns you prepare.  Input sheet for the form can be found in the following section under the left panel:

* General / e-file PDF/Miscellaneous (e-file Misc) / Form 8948 Preparer Explanation for Not Filing Electronically