How to complete the Electronic Filing tab of the office setup screen

26 STEPS

1. Once you login to the software, the Software Setup Wizard will appear. Click Office

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2. Click E-Filing

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3. Enter yore EFIN in the Default EFIN 

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4. Click Overrides

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5. Enter your Company Name

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6. Type in your Company Address

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7. Type in the City

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8. Type in the State

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9. Type in rthe Zip Code

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10. Type in Company Phone Number

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11. Enter the ERO's Name

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12. Enter the Firm Address

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13. Enter the City

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14. Enter the State

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15. Enter the Zip Code

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16. Click Defaults

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17. Click check box Auto-save return when closed. This will automatically save the return whenever you close the return or software.

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18. Click General

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19. If you had the same software the previous year, enter the Prior Year Path or click Browse to select if from your PC.

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20. Click OK

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21. Click Auth/Audits

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22. Here you can use each button to configure Diagnostic validation checks if you like to know how check out our Software Setup Wizard for Audit Control video. Click OK to continue.

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23. Click TextMsg/Email

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24. Enter your Gmail Email Address

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25. Enter the Password to the Gmail Email Address above.

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26. Click OK

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Here's an interactive tutorial

https://www.iorad.com/player/1691107/Software-Setup-Wizard-for-Office-Setup

To complete the Electronic Filing tab, follow these steps:
  • On the Setup menu, click Office Setup.

  • On the Electronic Filing tab, complete the information as follows:

Field

Description

Default EFIN

Type your default electronic filing identification number (EFIN). An EFIN is assigned to you by the IRS when you complete and file Form 8633, Application to Participate in the e-file Program.

Auto Generate PINs

Select this check box to automatically generate PINs for Form 8879.

Require Preparation Fee

Select this check box if you want to prevent returns with a bank product from being transmitted with $0 Preparation Fee.

Prompt to file state electronically

Select one of the following options:

  • Always: The user will be prompted by a Verify Error when the return is transmitted if a State Electronic Filing Signature Document (Form 8453) 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 and the state return is required to be filed with the federal return, if a State Electronic Filing Signature Document (Form 8453) is missing.
  • Never: The user will not be prompted under either circumstance.
  1. When finished, click OK.

by Jai Ramirez