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Use IRS e-file signature authorization when the PIN is entered by ERO or generated by UltraTax

The Electronic Return Originator (ERO) or the taxpayer/spouse can enter the taxpayer and spouse Personal Identification Numbers (PINS), or you can have UltraTax CS automatically generate the PINs.
  1. When the ERO enters the taxpayer/spouse PINs or the PINS are generated by UltraTax CS, the IRS requires practitioners to take the following steps:
  2. The ERO completes the tax return.
  3. If you use
    Self-Select PIN
     option, the ERO enters the taxpayer/spouse date of birth on the
    1040
     screen and the prior-year AGI or prior-year PIN in the
    PIN
     screen.
  4. The taxpayer/spouse verifies the return information.
  5. The ERO enters the ERO (self-selected) 5-digit PIN on the
    PIN
     screen.
  6. The ERO completes the
    Signature date
    .
  7. If you had UltraTax CS generate the taxpayer/spouse PIN, you'll need to update it and the PIN authorization indicator. Otherwise, enter the taxpayer/spouse PIN and the PIN authorization indicator.
  8. The ERO prints Form 8879, the IRS e-file Signature Authorization, and the Practitioner or Self-Select PIN Consent to Disclosure form.
  9. The taxpayer/spouse needs to sign Form 8879 (IRS e-file Signature Authorization).
  10. The preparer gives the taxpayer/spouse: A signed copy of the return, Form 8879 (IRS e-file Signature Authorization), and original Forms 1099-R, W-2, and W-2G.
  11. The ERO retains: A copy of the return, a copy of the original Form 8879 (IRS e-file Signature Authorization), and 2 copies each of Forms 1099-R, W-2, and W-2G.
  12. If instructed by the IRS, the ERO submits Form 8879 (IRS e-file Signature Authorization).
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