Hello, Can somebody advised what I need to put in the seciton box where it says ERO Practitioner PIN. And where can I find this information. Thank you.
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Open client, go to tools, choose firm info, and it's the second section down and in that section it's towards the bottom and says "ERO PIN".
You choose the 5 digit PIN. Any numbers you want it to be.
If you are looking at the section where you sign the "permission slip" 8879 it will be your EFIN + 5 digits of your choice. The EFIN part is pulled from your info that Intuit has on record. I choose all 5 digits to be zip code whether that is mine or my clients (for 32 years never had a client disagree with that logic)
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