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efile options for paid preparers

What is the cheapest option for paid preparers. Can I pay per return filed?

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2 Replies

efile options for paid preparers

Have  you tried googling tax software for paid tax preparers?  There are a lot of software programs out there.   You have posted in several threads about this.   It seems you have the idea that you can use the free software on the IRS Free File site and charge fees for preparing returns for clients.....those are all "do-it-yourself" tax software programs that will not let you put a PTIN on the return.   As explained in one of your other threads, Intuit has LaCerte or ProSeries.  There are a lot of other programs for paid preparers on the market too.   Check into some of them and see if there is one that would meet your needs.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

efile options for paid preparers

you need professional software as a paid preparer because free sofware will not let you e-file or provide your PTIN. In addition, you would be violating the license agreement for free software which bars ose by paid preparers. There are penalties for failure to sign and provide PTIN.

Paid tax preparers who reasonably expect to file 11 or more covered returns in a calendar year are considered specified tax return preparers. These preparers are required to submit electronically any return they file with the IRS. Here are the key steps for tax professionals to participate in e-filing:

  1. Obtain an Electronic Filing Identification Number (EFIN): If you don’t have one, apply for an EFIN through the IRS e-Services - Online Tools for Tax Professionals. An EFIN designates you as an authorized e-file provider.

  2. Verify Your EFIN Information: Ensure that your EFIN details are accurate and up-to-date with your tax software provider.

  3. Apply for or Renew Your Preparer Tax Identification Number (PTIN): You must have a valid PTIN, which you need to renew annually.

  4. Verify Your PTIN: Confirm that your PTIN is correctly associated with your e-file application.

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