Entering an ERO EFIN

Only users with Admin or Office Manager security privileges can perform the task(s) discussed in this topic.

To enter an EFIN for a Preparer/ERO:

  1. From the Return Manager, do one of the following:
  • Click the Preparer/ERO button on the toolbar.
  • Click the Tools menu; then, select Preparer/ERO Manager.
  1. Click the E-file tab.

Preparer/ERO Manager (E-file tab)

  1. Highlight the desired Preparer/ERO, and enter their EFIN in the appropriate field.
  2. Check the ERO check box.
  3. Click Close.

To enable a Preparer/ERO to sign in and use the system, he/she must be set up as a user in Security Manager. See Adding Users to the System .

Initial EFIN Defaults to Secondary Preparers

If the initial preparer (the first you enter in the Preparer/ERO Manager) has an EFIN, the program automatically assigns the same EFIN to subsequent preparers. If subsequent preparers are EROs and will be using their own EFINs to submit returns, be sure to enter the correct EFIN for those preparers.

If a preparer is not an ERO, delete the EFIN from the record.

 

See Also:

Preparer Manager Preferences