How to Customize Your Electronic Filing Preferences

To set up your electronic filing preferences, follow these steps:

1. On the Setup menu, select Office Setup.
2. Click the Electronic Filing Tab and complete the following information
   1. Default EFIN – Default Electronic Filer Identification Number 
   2. Default SBIN – Default Service Bureau Identification Number
   3. IRS TeleTax Number – Local IRS TeleTax Number – Prints on ACK Letter
   4. No Cross collection in NY/ME – Disable Bank Debt Indicator Check
   5. Discard ACK Letters – Delete IRS Acknowledgement Letter from Central Site
   6. Auto Generate PINs – Check-box to Auto Generate PINs on forms
   7. Require Preparation Fee – Require Prep Fees on RAC Returns (1040 ONLY)
   8. Require Signature print data – Require signature print date
   9. Leave the Tax Return Status at Acknowledged for Bank Products – Don’t set the completed status for Returns with Bank Products
   10. Leave the Tax Return Status at Acknowledged for Non-Bank Products – Don’t set the completed status for Returns with Non-Bank Products
   11. Prompt to File State Electronically – See note on img below
3. Click OK after the desired configuration is completed.