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Professional Payroll (ERO) Tax Filer

Professional Payroll Tax Filer Specifics

  • Requirements: 
    • An ERO/Indirect Reporting Agent License for Quarterly Express. 
    • A Payroll professional would typically have the following things from the IRS: 
      • EFIN : Electronic Filer Identification Number 
      • PTIN : Preparer Tax Identification Number 
    • The EFIN would be required to use our software as an Indirect or Direct filing agent. The PTIN can be used, but is not required. 
  • Signature: 
    • A payroll professional would sign each return using a combination of their EFIN and a five digit number of their choosing. 
    • This numeric combination is called the Practitioner PIN within the IRS guidelines. 
    • The practitioner should maintain a signed 8879 form on file while using this process. 
    • The 8879 is not transmitted to the IRS. 
  • Pricing 
    • As a licensed indirect user of the filing service for an ERO/Indirect Agent is as follows: 
      • Form 941 : $5.00 per filing 
      • Form 940 : $5.00 per filing 
      • Form 943 : $5.00 per filing 
      • Form 944 : $5.00 per filing 
      • Form 945 : $5.00 per filing 
    • Any return including a balance due payment will be an additional $2.00. 
  • Imported Returns 
    • Returns can be imported using this feature and they will be processed by Lewis Software at the per-return rate listed above. 
  • Excise Returns 
    • This license also would allow you to file your excise returns electronically. See the Excise Tax Filer for more specifics.