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PIN

Auto-generate the signature date and taxpayer PIN for electronic 1040 returns

With the taxpayer's agreement, an Electronic Return Originator (ERO) or application can generate or assign a taxpayer personal identification number (PIN). The taxpayer consents to the ERO's choice by completing and signing Form 8879, IRS e-file Signature Authorization, containing the taxpayer PIN. You can have the taxpayer PIN systematically generated or manually assigned to the electronic return and the signature authorization form. The ERO needs to receive the signature authorization signed by the taxpayer before transmitting the electronic file to the IRS.
Follow these steps to generate the taxpayer PIN and signature date automatically in the PIN screen for all clients qualified for electronic filing.
  1. Select
    Setup
    , then
    Office Configuration
    .
  2. Select the
    E-Filing
     tab.
  3. Select
    ERO
    .
  4. In the
    ERO
     window, do 1 or both of the following:
    • Automatically generate the signature date
      : Mark the
      Automatically generate signature date
       checkbox. UltraTax CS automatically enters the system date of your computer in the
      Signature date
       field in the PIN screen when you enter any 5-digit PIN in any PIN field of the PIN screen.
    • Automatically generate the taxpayer PIN
      : Mark the
      Automatically generate taxpayer(s) PIN
       checkbox. The taxpayer and spouse PINs will generate automatically when you enter or generate a signature date in the
      Signature date
       field in the PIN screen.
    note
    When you mark both the
    Automatically generate signature date
     and
    Automatically generate taxpayer(s) PIN
     checkboxes, the signature date and taxpayer PINs generate when you enter an ERO PIN in the
    ERO PIN
     field in the PIN screen.
  5. Select
    Done
     to close the
    ERO
     window.
  6. Select
    Done
     to close the
    Office Configuration
     window.

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