Configure UltraTax CS to generate a taxpayer personal identification number (PIN) automatically for 1040 returns
With the consent of the taxpayer and spouse, follow these steps to configure UltraTax CS to generate the taxpayer and spouse PIN automatically by using the prior-year PIN, if available. Otherwise, UltraTax CS uses the last 5 digits of the taxpayer's or spouse's Social Security number.
important
The taxpayer and spouse need to sign Form 8879, IRS e-file Signature Authorization, when using this option, following the same procedure used when the ERO enters the taxpayer and spouse PIN. If the taxpayer and spouse don't consent to an automatically generated PIN, enter
X
in the Suppress automatic PIN generation
field in the PIN screen.- SelectSetup, thenOffice Configuration.Depending on your security configuration, you may need to enter the master password to open the Office Configuration window. The master password is specified inSetup, thenSecurity.
- Select theE-Filingtab.
- SelectERO.
- Mark theAutomatically generate taxpayer(s) PINcheckbox.
- SelectDone.
When you enter information in the
Signature date
field in the PIN screen, UltraTax CS automatically updates the Taxpayer PIN
, Spouse PIN
, and PIN authorization indicator
fields if these fields are blank.
