1041 E-file: Enabling E-file

1. On the Organizer tab, select E-file > Enable/Create.

   

2. Select the Return tab on the spreadsheet.
3. For the federal return and each activated state, select the check box to Enable or Suspend.

   

4. Enter your firm’s EFIN number (a six-digit number assigned by the Andover IRS service center after your Form 8633 application is approved) of the electronic return originator (the ERO is normally the paid preparer) in the EFIN field.

   

5. Select the originator type: ERO, Reporting Agent, IRS Agent, or Financial Agent. The default is None Selected.

   

6. For the signature authorization worksheet for the federal return, select either Form 8879-F - Practitioner PIN (Default) or Form 8453-FE - Scanned Signature document.

   

7. For the signature authorization worksheet for each activated state, select either Practitioner PIN (Default) or Form 8453-FE.

 

 

 

E-file/1041_ef_return_2.htm/TY2020

Last Modified: 02/17/2020

Last System Build: 09/13/2021

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