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How to enter your EFIN, PTIN, and ERO PIN into ProConnect Tax

by ProConnect Tax Online Updated 7 months ago

This article will help you verify or enter your EFIN, PTIN, or an ERO PIN.

How to verify your EFIN

To check whether your EFIN is registered to your account, select PCG--UI_PTO_navbar-settings.pngat the bottom left of your program, then click on Firm Information.

How to enter your PTIN:

  1. Click PCG--UI_PTO_navbar-settings.png in the lower-left corner.
  2. Select Preparer Information.
  3. Click on the preparer name you need to edit.
  4. Enter the PTIN you received from the IRS. It should begin with a capital P.
  5. Click the Save button at the bottom right of your screen.

See also PTIN requirements for tax preparers

How to enter your ERO PIN:

  1. Click PCG--UI_PTO_navbar-settings.png in the lower-left corner.
  2. Select Preparer Information.
  3. Click on the preparer name you need to edit.
  4. Enter your ERO PIN. This can be any five digits except all zeros.
  5. Click the Save button at the bottom right of your screen.

An Electronic Return Originator (ERO) PIN is a numeric representation of the preparer's signature used on Form 8879. It's not assigned by any taxing agency, but rather self-selected. It can be any 5-digit number other than all 9's or all 0's. Refer to IRS Pub. 1345 for more information.

To enter the ERO contact name:

  1. Click PCG--UI_PTO_navbar-settings.png in the lower-left corner.
  2. Select Preparer Information.
  3. Check the DEFAULT option for the preparer assigned as the default ERO contact.

To verify your PTIN:

  1. Click PCG--UI_PTO_navbar-settings.png in the lower-left corner.
  2. Under YOUR FIRM, select Preparer Information.
  3. Click on the preparer name you need to edit.
  4. Check the PTIN Verification box.

These steps are required to clear the error "e-file: Please verify that the PTIN has not changed from prior year. (ref. #54810)."

Related topics:

ProConnect Tax

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