Q: How can I become an Authorized IRS e-file Provider?
A: For information on becoming an Authorized IRS e-file Provider, see the IRS Web site at: www.irs.gov/taxpros/providers/article/0,,id=222533,00.html
Q: What number should I (or my client) use to contact the IRS with questions?
A: For a list of numbers for taxpayer assistance, see: www.irs.gov/contact/index.html
Q: Where can I find answers to my questions about the IRS e-file Application to Participate?
A: You can apply to participate in the IRS e-file program at any time during the year. If you have questions about the IRS e-file Application or the application process, see the IRS' E-file FAQ at: http://www.irs.gov/Tax-Professionals/Frequently-Asked-Questions:-E-file-Requirements-for-Specified-T....
Remember, you must notify the IRS within 30 days of any change to the information you submit on your application. You can update your information online by logging in to IRS e-services at www.irs.gov/taxpros/article/0,,id=109646,00.html, or call the IRS e-Help desk toll-free at (866) 255-0654.
Q: How can I learn more about the Federal/State e-file program? What are the state requirements?
A: As of tax year 2009, all states automatically accept IRS EFINs. Once approved for electronic filing with the IRS, states with which you registered will automatically receive an updated EFIN status.
You can find the answers to most other questions about the Federal/State e-file program on the IRS Web site, at http://www.irs.gov/Tax-Professionals/e-File-Providers-&-Partners/Federal-State-e-file-Question-a.... This FAQ page includes several tables with more information about state signature methods and application processes, as well as contact information for state coordinators.
Q: What is the difference between an Originator and a Transmitter?
A: A Transmitter is an e-file provider, such as CCH SFS. An Originator is the return preparer or the individual sending the return to the Transmitter.
Q: What is the difference between a Paid Preparer and an ERO?
A: A Paid Preparer prepares the return. An Electronic Return Originator (ERO) e-files the return. You can be both the Paid Preparer and the ERO for an e-file, but only if you prepared the return and e-filed it. See the IRS instructions for Form 8453 for more information.
For a further definition of an ERO, see the Electronic Return Originator page on IRS.gov at: http://www.irs.gov/uac/Electronic-Return-Originator.
Q: Can I have my ERO fees mailed to me as a check?
A: Your fees must be directly deposited to a bank account rather than mailed to you as a check. To set this up, you need to fill in the correct RTN and account number on your ERO bank application.