Auto-generate the signature date and taxpayer PIN for electronic 1040 returns
With the taxpayer's agreement, an Electronic Return Originator (ERO) or application can generate or assign a taxpayer personal identification number (PIN). The taxpayer consents to the ERO's choice by completing and signing Form 8879, IRS e-file Signature Authorization, containing the taxpayer PIN. You can have the taxpayer PIN systematically generated or manually assigned to the electronic return and the signature authorization form. The ERO needs to receive the signature authorization signed by the taxpayer before transmitting the electronic file to the IRS.
Follow these steps to generate the taxpayer PIN and signature date automatically in the PIN screen for all clients qualified for electronic filing.
- SelectSetup, thenOffice Configuration.
- Select theE-Filingtab.
- SelectERO.
- In theEROwindow, do 1 or both of the following:
- Automatically generate the signature date: Mark theAutomatically generate signature datecheckbox. UltraTax CS automatically enters the system date of your computer in theSignature datefield in the PIN screen when you enter any 5-digit PIN in any PIN field of the PIN screen.
- Automatically generate the taxpayer PIN: Mark theAutomatically generate taxpayer(s) PINcheckbox. The taxpayer and spouse PINs will generate automatically when you enter or generate a signature date in theSignature datefield in the PIN screen.
noteWhen you mark both theAutomatically generate signature dateandAutomatically generate taxpayer(s) PINcheckboxes, the signature date and taxpayer PINs generate when you enter an ERO PIN in theERO PINfield in the PIN screen. - SelectDoneto close theEROwindow.
- SelectDoneto close theOffice Configurationwindow.
