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This article applies to:

  • Product: UltraTax CS
  • Return type: 1040 Individual

Use the practitioner PIN method for extension forms

Follow these steps to use a Practitioner PIN (personal identification number) to sign Form 4868 electronically and approve a direct debit for payment of a balance due.
important
You can't sign Form 2350 with a Practitioner PIN.
  1. Select
    Setup
    ,
    Office Configuration
    , the
    E-Filing
     tab, then
    ERO
    .
  2. Mark the
    Practitioner PIN Program filer (1040 Only)
     checkbox.
  3. Go to the PIN screen in the Electronic Filing folder.
  4. Enter the
    ERO PIN
    .
  5. In the Form 4868/2350 Extension PIN Information section, enter the
    Signature date
     and
    PIN authorization indicator
    .
  6. To enter the Taxpayer/Spouse PIN:
    • If paying via electronic funds withdrawal (EFW), complete the
      Taxpayer/Spouse PIN - Extension electronic funds withdrawal
       fields.
    • Otherwise, complete the
      Taxpayer/Spouse PIN
       fields on the PIN screen.

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