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Level 4
June 30, 2021
Solved

Firm Name EFIN Update - What Prints at Bottom of Return?

  • June 30, 2021
  • 2 replies
  • 28 views

Our firm had a name change and I called the IRS to get the name updated on our EFIN application. The first agent was helpful and updated it, but I when I logged in there was a very minor typo. Three subsequent calls to the IRS have not yielded any progress.

I am able to and have changed the "Doing Business As (Trade/Company Name)" in the EFIN application, it is just the "Firm/Organization Legal Name" that I cannot update.

Which name does Intuit use in ProSeries to put as the Firm Name and print at the bottom of the returns? If it's the DBA, then I might be able to save myself several hours of additional calls to the IRS.

This topic has been closed for replies.
Best answer by Just-Lisa-Now-

When I log into EServices, that first screen shows the name that appears as the Firm name at the bottom of the tax return  Im a sole prop with a DBA and its the DBA that appears..

2 replies

Just-Lisa-Now-
Intuit Community Champion
July 1, 2021

When I log into EServices, that first screen shows the name that appears as the Firm name at the bottom of the tax return  Im a sole prop with a DBA and its the DBA that appears..

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
SL855Author
Level 4
July 2, 2021

Thanks. For anyone who happens to find this thread, this appears to be the correct answer. I updated the EFIN with Intuit and it displays the DBA on the returns, not the legal name.