Can an officer of a private foundation prepare and e-file the foundation's tax return using ProConnect (without ERO, without EFIN, and without PTIN)?

[chenlinff-gmail-]

An officer of a private foundation is allowed to prepare the tax return for an exempt foundation, regardless of professional credentials.  However, ProConnect keeps asking for ERO/EFIN/TPIN. 

If an officer of a private foundation can prepare and e-file the foundation's tax return using ProConnect (without ERO, without EFIN, and without PTIN), I would like to know the steps to follow.  Thanks!

[IRonMaN]

Nobody can e-file a return without an EFIN.

[George4Tacks]

https://proconnect.intuit.com/support/en-us/help-article/account-management/register-efin-proconnect...

"As part of our continuing commitment to work with the IRS, states, and industry to combat tax fraud, Intuit requires all tax professional customers to have IRS documentation of their E-File Identification Number (EFIN) registration on file before you can e-file through Intuit's professional tax products."

You may want to call support to see if you bought something you can't use.

[chenlinff-gmail-]

Thanks for the answer.  If I can get EFIN (after 45 days), but I don't have ERO or PTIN, can I still prepare and e-file the foundation's tax return? 

[sjrcpa]

The ERO PIN is something you make up. So that's not a problem.

If you select Nonpaid Preparer, I don't know if you will still need a PTIN to efile the return.