An Indirect Reporting Agent
would need the following items from the IRS:
EFIN : Electronic Filer
PTIN : Preparer Tax
The EFIN and Reporting Agent PIN would
be required to use our software as an Indirect agent. The PTIN can be used, but is not
A Reporting Agent would use their EFIN
and Reporting Agent PIN to sign all returns.
In order to stay in compliance with
the IRS, insure that all companies have a signed 8655 on file with
As a Direct Filer, there is no per
return fee for using this software for payroll returns. You can process as many returns
as you like without additional cost.
Users with a Standard
License cannot import returns except for ACA forms.
Only Users with an
Advanced or Indirect License can import returns and prepare them for transmission
to the IRS.
This license also would allow you
to file your excise returns electronically, however they would be processed indirectly
through Lewis Software and would be subject to the per return fee. If you are interested
in transmitting Excise Returns along with Payroll Returns to the IRS, it will require a license
upgrade to our Ultimate level. See the Excise Tax Filer for more