Setting Up A Federal EIN in UltimatDR

Go to Setup > Firm(s) > Settings tab and enter the firm's Federal Employer Identification Number (EIN) in the field Federal EIN. The EIN is an IRS-assigned number, required for electronic filing. A sole proprietor without employees, however, may leave the field blank.

In UltimateDR 16 and prior, the EIN entry is located on Setup > Firm(s) in the lower left side. Starting in UltimateDR 17, the firms window has been tabbed to allow for more detailed entries. 

The software will allow you to key only numbers for a Federal EIN entry. A PTIN cannot be entered in the EIN field. Do not key a SSN in the EIN field. If a firm does not have an EIN and will not e-file, this field should be left blank.

If the field is left blank, the Setup Assistant will not show firm setup as complete (the green check mark will not be displayed).

To apply for an EIN, go to How to Apply for an EIN.  Applications can be submitted to the IRS online or by phone, fax or mail.