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Level 2
February 10, 2022
Question

How to paper file using Proseries.

  • February 10, 2022
  • 4 replies
  • 19 views

I recently found out that I need an EFIN number to e-file. I used to use my father’s number. He passed away last year. I already apply for my number but it will take forever to get it. I’ll need to paper file and don’t know how to do it. Called tech support and didn’t help me. 

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4 replies

abctax55
Level 15
February 10, 2022

Uncheck the efile button, print to paper, staple, sign - give to client to sign.

Are you aware that if you prepare 10 or more (more than 10?) efiling is a requirement?

HumanKind... Be Both
PV1Author
Level 2
February 10, 2022

Thank you for the information.

IRonMaN
Level 15
February 10, 2022

Don't forget to file form 8948 with each return since I am assuming your clients requested that you file a paper return for them.

Slava Ukraini!
abctax55
Level 15
February 10, 2022

ass-u-me....

HumanKind... Be Both
Just-Lisa-Now-
Intuit Community Champion
February 10, 2022

You may want to apply for an EFile waiver if you plan to prepare more than 10 returns.

https://www.irs.gov/forms-pubs/about-form-8944

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
PV1Author
Level 2
February 10, 2022

Thank you

IRonMaN
Level 15
February 10, 2022

Since you are having a tough time getting out of the starting blocks, I hope the rest of tax season goes better for you.

Slava Ukraini!
sjrcpa
Level 15
February 10, 2022

The EFIN was associated with your father, and not your father's business (which you may be continuing)?

The more I know the more I don’t know.
abctax55
Level 15
February 10, 2022

Ah... good point/possibility.  Let's hope so.

HumanKind... Be Both