Level 2

E-filing status

Forum|Forum|4 years ago
September 13, 2021
2 replies
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How do I get e-filing status for myself and two other taxpayers? Those are the only returns I prepare each year. Does Intuit Pro Connect have a way of applying for e-file, or do I have to go through the IRS?

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George4Tacks

Level 15

Your firm (could be just you as a sole proprietor) must get the EFIN from IRS. It is not a quick process, so get started soon. https://www.irs.gov/e-file-providers/become-an-authorized-e-file-provider

Each preparer must have a PTIN. https://www.irs.gov/tax-professionals/ptin-requirements-for-tax-return-preparers

Steps to get it online are in that link.

Answers are easy. Questions are hard!

qbteachmt

Level 15

Those two other taxpayers don't need any of this, if you prepare and file their returns. This function is for the Preparer, not the taxpayer. It's not a status. It's an authorization. Then, the returns you file will show status, because you were authorized to submit them as e-filing.

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George4Tacks

Level 15

I missed the taxpayer. Unlike TurboTax, ProConnect Tax Online is intended for professional tax preparers and in order to e-file, every customer would need their own EFIN.

Answers are easy. Questions are hard!

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