ERO Pin Information
ERO’s can use Quarterly Express Plus to file and sign returns using your IRS provided information and a few self select items.
The required information to file returns as an ERO are as follows:
EFIN – Electronic Filer Identification Number (IRS Assigned) You must register with the IRS Online 8633 to obtain this number. It can take between 45-90 days and requires suitability.
Put this number in the e-File Settings Dialog
PPIN – Practitioner PIN (Self Select) This self select number is also placed in the e-File Settings Dialog.
Taxpayer PIN – Self Select This number can be selected by your client or you can assign it to them. It can be stored in the Company Database. During the signature process, in Signature Details, place the 5 digit number in the pin number field or use the previously stored number.