Filing Forms 8655 and 8633 to e-file Forms 940 and 941 in EasyACCT

Before you start:

• To e-file Forms 940 and 941, you must first complete Form 8633 to get your Electronic Filing Identification Number (EFIN) and ETIN/PIN.
• You must also complete Form 8655 for each client return you wish to e-file.

First, complete Form 8655 Reporting Agent Authorization

To participate in the IRS e-file program for federal employment taxes and to act as a reporting agent:

1. Complete Form 8655 Reporting Agent Authorization for each client you wish to e-file.
   • This will establish you as a reporting agent for your client.
2. Complete Form 8633 Application to Participate in the IRS E-file Program.
   • This will grant you an EFIN and ETIN.
   • If you e-file tax returns, you still must complete this form for information returns.

If you haven't completed and submitted these forms to the IRS, they will reject your e-file submission.

For more information, see 940/941 Efile Reject: 5-digit PIN & 6-digit EFIN Combination is not Valid Signature.

The program will ask you if you've completed Form 8655 for each client before creating the e--file for Forms 940 and 941.

How to e-file Form 940 and Form 941 in EasyACCT

1. In the Print Reports screen, select Form 940/941 to print.
2. After reviewing the information on-screen for accuracy, select Create EF.

If any errors are displayed, follow these steps to fix them before proceeding:

1. Print the list of errors. Select Close.
2. Fix each error from the list.
3. Repeat steps 1 and 2 from above.
4. Enter your EFIN, PIN (both assigned by the IRS) and Contact Information, Agency EIN and address. All fields must be completed for Mechanized e-file (MeF).
5. If you don't have an EFIN or PIN, select the link for more information on obtaining one and follow those instructions.
   • Complete forms 8633 and 8655 with the IRS before submitting an e-file 940 or 941.
   • The 8655 must be filed for each company, otherwise the return will be rejected by the IRS.
6. Select Submit to send the file to the taxing authority.
7. Next, you'll see a confirmation page where you can optionally print the confirmation for your records.
8. To select the E-file Status, select System > View E-File History.
9. Select Audit Trail for more detailed information.
10. Choose Reprint E-filing to see a form view of what was submitted to the taxing authority.

Don't change the Company EIN to match the Paid Preparer EIN. This will result in a rejection notification. Not available in EasyACCT Business program (EBS)