ERO Not Paid Preparer

If you file returns for another preparer (or need another preparer to file returns for you), there are a few extra steps to complete in your TaxAct® Professional Edition program.

To e-file returns as the Electronic Return Originator, but not as the Paid Preparer:

  1. From within your TaxAct Professional Edition program, click Preparer in the upper menu bar, hover your mouse over Master Information, then click Preparers.
  2. Click Add New Preparer, and enter the EFIN of the ERO in the Electronic Filing Info section.
  3. From the Client Manager screen, double-click the return you will be filing as the ERO.
  4. Click Federal from the dropdown in forms explorer, then click the My Active Forms dropdown (if it is not already expanded), then click Basic Information.
  5. Scroll down to the Paid Preparer/Electronic Return Originator Information section.
  6. Click the Checkbox next to Check if ERO is also paid preparer to uncheck it.
  7. Type the ERO information in the section below. The other preparer’s information will transmit as the paid preparer of the return.