Electronic Return Originator (ERO) overview

An ERO is an IRS-approved provider that originates the submission of electronic returns. An ERO can be the same person or entity as the preparer or they can be different. The person filing electronic returns using UltraTax CS is the ERO.
The application uses your licensing's name and address for the ERO. To change this, go to
Setup
,
Office Configuration
, then
Electronic Filing
.
There are 2 options when using an ERO:
  1. All returns will file using EFIN / ERO:
    Use this if all preparers will use the same EFIN (Electronic Filing Identification Number) when filing IRS e-file applications.
  2. Several EFINs are being used. Assign an EFIN to each preparer on the Preparer tab / ERO:
    Use this if each preparer will use their own EFIN and you are part of a multi-office setup with multiple locations.
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