Use a practitioner PIN for clients

Follow these steps to designate that you want to use a Practitioner PIN for your clients.
  1. Select
    Setup
    , then
    Office Configuration
    .
  2. Select the
    E-Filing
    tab and mark the
    Practitioner PIN Program filer (1040 Only)
    checkbox.
    note
    • Form 2350 extensions don't qualify for the Practitioner PIN. You'll need to enter data for the Self-Select PIN.
    • Mark the
      Self-Select PIN
      field in the PIN screen to use the Self-Select PIN on a per-client basis.

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