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Level 1
posted Feb 20, 2024 5:11:54 PM

Paid tax preparer question: If I do taxes for a client who is paying me for my services, how do I efile for the client? Is it free?

Paid tax preparer question: If I do taxes for a client who is paying me for my services, how do I efile for the client? Is it free? Maybe just use free fillable forms, the free filing service provided by the IRS. (I assume that paid tax preparers could use it too.)

(I realize that TT is not for use for paid preparers. I just don't know where else to ask on the internet.)

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2 Replies
Level 15
Feb 20, 2024 5:14:00 PM

1( youl never make any profit that way.

 

2( you may not be able to enter your PTIN there.

 

Level 15
Feb 20, 2024 5:17:14 PM

You can not use the Online versions or the personal Desktop Software to prepare returns for clients.  Intuit has 2 products for tax preparers. They are Lacerte and ProSeries.  ProSeries is the least expensive. You can install ProSeries and Turbo Tax on the same computer.

 

Intuit (the company that makes TurboTax) has three tax software product lines for professional preparers: ProSeries, Lacerte, and ProConnect. You can find information about all three product lines at the following link. For a small number of returns you will probably find ProSeries to be the most suitable choice.

 

Intuit Products for Tax Professionals,

Professional Tax Preparation Software (Online & Desktop) | Intuit Accountants

 

And to prepare more than five e-files, you will need to sign up with the IRS as an ERO - an Electronic Returns Originator.  How to become an Authorized E-file Provider…..

http://www.irs.gov/Tax-Professionals/e-File-Providers-&-Partners/Become-an-Authorized-e-file-Provider