1040 E-file: Setting 1040 E-file Defaults

In Tax Defaults, navigate to the E-file > 1040 tab.
If applicable, select the option to suppress Form 9325.
Select the default signature method: Practitioner PIN or Self-Select PIN. You may override this default on a return-by-return basis.
If you select the Practitioner PIN, you can select any or all of the following options:
- randomly generate the taxpayer and spouse PINs
- use the software to generate the same ERO PIN for all returns in the account
- print taxpayer and spouse PINs on the signature lines on Form 1040, Page 2.
Enter the ERO PIN for all returns in the account if you are not generating the ERO PIN randomly.
For the ERO, enter the ERO firm name, address, city, state, and ZIP.
Select the option, if desired, to use the firm phone number for the taxpayer’s daytime phone number for e-filed direct debit payments.

E-file/1040_ef_defaults_2.htm/TY2021

Last Modified: 02/17/2020

Last System Build: 08/30/2022