Set the practitioner personal identification number (PIN) for all 1040 clients filing electronically

You can use the Practitioner PIN method for all clients instead of using the Self-Select PIN method for each individual client. The Practitioner PIN method lets the Electronic Return Originator (ERO) file tax returns electronically without submitting the client's date of birth, prior-year AGI, or prior-year PIN to the IRS.
Follow these steps to set up the Practitioner PIN.
  1. Select
    Setup
    , then
    Office Configuration
    .
  2. Select the
    E-Filing
    tab.
  3. Select
    ERO
    .
  4. Mark the
    Practitioner PIN Program filer
    checkbox.
  5. Select
    Done
    .

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