How to Customize Your Electronic Filing Preferences

Customizing Electronic Filing Preferences

To set up your electronic filing preferences, follow these steps:

1. On the Setup menu, select Office Setup.
2. Click the Electronic Filing Tab and complete the following information
   1. Default EFIN - Default Electronic Filer Identification Number 
   2. Default SBIN - Default Service Bureau Identification Number
   3. IRS TeleTax Number - Local IRS TeleTax Number - Prints on ACK Letter
   4. No Cross collection in NY/ME - Disable Bank Debt Indicator Check
   5. Discard ACK Letters - Delete IRS Acknowledgement Letter from Central Site
   6. Auto Generate PINs - Check-box to Auto Generate PINs on forms
   7. Require Preparation Fee - Require Prep Fees on RAC Returns (1040 ONLY)
   8. Require Signature print data - Require signature print date
   9. Leave the Tax Return Status at Acknowledged for Bank Products - Don’t set the completed status for Returns with Bank Products
   10. Leave the Tax Return Status at Acknowledged for Non-Bank Products - Don’t set the completed status for Returns with Non-Bank Products
   11. Prompt to File State Electronically - See note on img below
3. Click OK after the desired configuration is completed.

Article ID: 16
Created: Wed, Jul 13, 2016
Last Updated: Wed, Jul 3, 2019

Online URL: //kb.erosupport.com/article-16.html