E-File Resources

Do you need help from your software provider on how to e-file tax returns? Click on your software vendor below and you will be redirected to their "How do I E-file" help page.

E-file Mandate

Specified tax return preparer is a preparer of covered returns (see below) who reasonably expects to file 11 or more covered returns must file these returns electronically. The requirement applies to any return of income tax on individuals, estates and trusts, such as Forms 1040, 1040A, 1040EZ, and 1041. Forms 1040NR, 1041QFT and 990T also meet the definition of a return of income tax, but because these forms cannot be electronically filed at this time they are exempt from the requirement, and will not count towards the 11-return threshold.

If the client, and not the specified tax return preparer, intends to mail or otherwise file the client’s income tax return with the IRS, the specified tax return preparer should instead obtain a taxpayer choice statement conforming to the requirements of Section 9 of Revenue Procedure 2011-25.

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PO Box 8002, Appleton, WI 54912-8002 Phone: 800.558.3402 Fax: 800.747.0001

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