Skip to main content

Legal

Tax & Accounting

Trade & Supply

Risk & Fraud

News & Media

Books

Developers

Screens

Electronic Return Originator (ERO) dialog

By default, UltraTax CS will specify the licensed firm as the Electronic Return Originator (ERO). If the ERO information differs from your licensing information, use this dialog to specify the desired name, address, employer identification number, Social Security number, and preparer tax identification number for ERO purposes. Note that this dialog will contain a tab for each EFIN entered in UltraTax CS (either in the Setup, Office Configuration, then E-Filing tab or the Setup, Office Configuration, then Preparers tab). For more information on configuring electronic filing options, see Configuring UltraTax CS for electronic returns overview.
To open this dialog, choose Setup, Office Configuration, then E-Filing tab, and then select one of the ERO buttons.

Fields & buttons

PIN Program (1040 Only) group box

Mark this checkbox if you want UltraTax/1040 to use the Practitioner PIN option rather than the self-selected PIN on Form 8879. Choosing the Practitioner PIN option means that as the Electronic Return Originator, you are responsible for verifying the identity of the taxpayer and spouse (if applicable). Practitioner PIN participants complete all of the PIN Screen,
except
 the
Prior year PIN, Prior year AGI,
 and
Date of birth
 fields, which are not required and are not included with the PIN information in the electronic file.
Mark this checkbox to have UltraTax/1040 automatically generate the taxpayer(s) PIN in Screen PIN. The IRS will allow a generated PIN with the taxpayer's consent. To suppress automatic generation of PINs on a client-by-client basis, mark the
Suppress automatic PIN generation
 checkbox in the PIN Screen.
For more information on generating taxpayer PINs, see Configuring UltraTax CS to automatically generate a taxpayer Personal Identification Number (PIN) for 1040 returns.
Mark this checkbox to have UltraTax/1040 automatically enter your computer's current system date in the
Signature date
 field when any five-digit PIN is entered in the PIN Screen.
For more information on generating signature dates, see Auto-generating the signature date and taxpayer(s) PIN for electronic 1040 returns.
See also:
 1040-US ELF: Practitioner PIN Program (FAQ)

Electronic Return Originator (ERO) information for Electronic Filing Signature Form group box

To use the information specified in the firm preparer block, mark this option. By default, UltraTax CS selects this option as the source of the Electronic Return Originator (ERO) information. To specify alternate ERO information, mark the
Use alternate ERO information
 option and complete the remaining fields on the Electronic Return Originator (ERO) dialog.
By default, the
Use the Preparer Block Information
 option is selected as the source of the Electronic Return Originator (ERO) information. To change this setting, mark the
Use alternate ERO information
 option. Then, enter the desired name, address, phone number, EIN, SSN, and PTIN (or SIDN) in the fields provided.
Certain states request an email address for the electronic return originator. If desired, use the
Email address (certain states)
 field to enter an email address (of up to 80 characters) that states can use to contact the originator of electronically filed returns.

This article applies to:

  • Product: UltraTax CS
Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close