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Submit preliminary applications with the IRS and bank products (1040 only) for e-filed returns
You need to submit an application to participate in the IRS e-file program. You'll also need to include fingerprint cards or evidence of the professional status of all principals and responsible officials in your firm.
Apply online at the e-services - Online Tools for Tax Professionals site. Select
Registration Services
, then Electronic Return Organizer
(ERO). You may also need to select Intermediate Service Provider
if you plan to send electronic returns from other EROs to the IRS on their behalf. When applying online, don't select Large Taxpayer
, Online Provider
, Software Developer
, or Transmitter
. If you have multiple business locations, add each location from which electronic returns will be transmitted. In the Form(s)
section, select the types of returns you'll be filing electronically at any time in the future. We recommend that you select all forms except 1120 POL, 720, and 8849.note
- If you have multiple business locations, you must obtain a separate EFIN for each location that transmits electronic returns. Also, if you plan to electronically file any business returns (940, 941, 990, 1041, 1065, 1120, or 2290) for the first time, you must revise your application accordingly.
- Your firm can submit an application to the IRS for ERO approval for the current tax year beginning on August 1; however, the IRS recommends submitting applications no later than December 1 to receive acceptance before the first day of the filing season.
1040 only: Applying for bank products for Electronic Refund Disbursement Service
Thomson Reuters has partnered with Refund Advantage and EPS Financial to allow you to use their services. With these programs, you can provide your 1040 clients with Electronic Refund Disbursement Service (ERDS). For further information and to apply for these services use the following information.
- Refund Advantage: 866.876.6648, refund-advantage.com
- EPS Financial: 484.546.2240, epstax.net
After you apply for either one of these services, you'll need to configure UltraTax/1040 to use bank products.
note
- Refund Advantage and EPS Financial services are available only for electronic returns transmitted using CS Connect.
- If you use a federal and state bank product, the same disbursement method is used for both the federal and state refunds (check, direct deposit, or prepaid debit card).
- If you enroll in the Fee Advantage program when you apply to use Refund Advantage bank products, note that the program is direct deposit only. Your clients do not get check stock or check disbursements through this program. If you enroll in this program, your enrollment is noted in theApproved Productscolumn.