Tax Professionals
Professional Tax Preparers now have an easy-to-use,
low-cost alternative for e-filing client returns: eFile Express
for Tax Professionals.
eFile Express for
Tax Professionals is a combination of enhanced software and services
designed especially for professional tax preparers.
In addition to all of the features available in the
consumer-version of eFile Express, you get the following value-added
extras:
 | Batch status reporting - Get a list
of the returns that you have e-filed and their current status. |
|
Automatic population of paid preparer
fields on tax forms. |
|
Full support for the IRS Practitioner PIN
signature option. 1 |
|
Automatic generation of Form 8879 (IRS e-file
Signature Authorization) to satisfy IRS electronic signature
requirements. |
|
Support for Schedule EIC supporting
documentation. |
|
Simplified billing and bi-monthly account
settlement. |
|
Timely status updates – via email – for each
return you submit. |
|
Bi-monthly
reports – delivered via email – give you a snapshot view of your
account, including a listing of returns that you've e-filed. |
| Qualify
for season-long, low e-file rates. 2 |
Best yet, there are NO long-term contracts, NO
software to buy and your account is charged only when you e-file a
client’s return.
Account Setup
You
can download and begin to use the software immediately. However, you
must establish an eFile Express TaxPro account before you can qualify for
the special TaxPro extras outlined above.
To establish an eFile Express TaxPro account,
complete the TaxPro Application
Form and send it to us via fax or mail. 3
For new customers, a $50 deposit is required to set up your
account. Funds from this
deposit are applied to the initial returns that you e-file with us.
TaxPro customers from prior tax years are not required to submit an
annual deposit but should contact us via email to verify their payment
information is current.
Once we receive your account information and verify
your payment data, we will send you an email confirmation with your
customer number and instructions for activating the TaxPro features in the
software.
Billing/Settlement
During the main e-filing season (January through
April), settlement of your account will take place twice each month
(usually on the 5th and 20th day of the month).
During the rest of the e-filing season (May through October),
settlement occurs on the 20th day of the month.
At settlement time, we will email you a statement
detailing the returns you have e-filed, the fee for each and the total
balance due. At the same
time, we will initiate a charge for the balance due against the credit
card or bank account that you specified when you set up your account.
Note that we will apply the initial $50 new account deposit to any
balance due before initiating additional charges.
Account Deposit Refunds
You may close your account and request a refund of
any remaining deposit balance by sending us a signed request via fax or
mail. A refund-processing fee
of $5 will be deducted from the refund amount.
Refunds will be credited to your bank or credit card account and
will be issued using the same settlement schedule listed above.
Notes
