As many of you are currently offering Pre-ACK Advance Products to your clients and as we fast approach the IRS official opening of e-file on Monday, January 23, we are once again reminding our partners of the importance to verify your fees BEFORE transmitting returns.

Once a return is transmitted to the IRS from our Central Site, it cannot be changed.  

How To Verify Fees: 

Easy to follow steps to verify fees can be found in our short Here’s How To Configure Your EFIN, Add a Bank Application to Previously Created Returns and Verify Fees document, available on your Resource Center > Documents page.  

• Tip: Complete and/or verify your default EFIN configuration in the program to minimize manual data entry on each return.

(Repeat) Important Reminder! Are Your Tax Software Programs at the Latest Version? 

• It is extremely important to maintain your desktop software program(s) at the latest version as you begin preparing tax returns for your clients. Be sure to transmit at least daily to check for and apply released state packages and federal and state software updates.

If you have any questions about this information, please contact your Partner Support Team at 206-209-2653 or email us at help@erosupport.com.

Thank you, 

Your Partner Support Team