How to customize electronic filing preferences

Default EFIN

Enter the desired default Electronic Filing Identification Number. The IRS assigns this number when Form 8633 is filed. This is not a required entry.

Default SBIN

Enter the desired Default Service Bureau Identification Number. This is not a required entry.

IRS TeleTax Number

Type the IRS TeleTax number to appear on acknowledgement letters. The program automatically completes this field with the default TeleTax number. This should not be changed without direction from support.

No cross collection in NY/ME

Check this box if you will be processing returns in one of these states.

Note: These states do not allow the banks to secure tax return refund money for any collections except debts owed to the government.

Discard ACK Letters

Check this box to eliminate acknowledgment letters from the Work In Progress Summary. This should be selected if you do not send acknowledgement letters to your clients.

Generate Taxpayer/Spouse PIN

Automatically generates PIN numbers for the taxpayer and spouse on Form 8879.

Require Preparation Fee

Check this box if you want to receive a Verify Error and prevent the electronic filing of a RAC Return that does not include a preparation fee.This function creates a fatal error when a preparation fee is not present.

Require Signature print date

If you want to receive a Verify Error and prevent the electronic filing of a tax return until the preparer has indicated that they have received a wet signature on the tax return.

Leave the Tax Return Status at Acknowledged for Bank Products

Check this box to leave the tax return status of an electronically filed return that has an associated bank product as Acknowledged until the bank product has been funded. If this box is not checked, the return status will be Completed when the final return has been printed.

Leave the Tax Return Status Acknowledged for  Non-Bank Products

Check this box to leave the tax return status of an electronically filed return that does NOT have an associated bank product as Acknowledged. If this box is not checked, the return status will be Completed when the final return has been printed.

Prompt to File State Electronically

Use the dropdown list to choose one of the following by clicking on your particular choice:

Always - The user will be prompted by a Verify Error when the return is transmitted if a State Electronic Filing Signature Document is missing.This will always occur regardless of whether the state return must be electronically filed

When Required - The user will be prompted by a Verify Error when the return is transmitted if a State Electronic Filing Signature Document is missing, and the state return is required to be electronically filed with the federal return.

Never - The user will not be prompted that a State Electronic Filing Signature Document is missing