SUMMARY

MORE INFORMATION

To configure electronic filing preferences, follow these steps:

1. Log in to the program as a user with Administrator rights.
2. From the top menu, select Setup->Office Setup.
3. Click the Electronic Filing tab and complete the following information:

   FIELD	DESCRIPTION
   Default EFIN	Enter the desired default Electronic Filing Identification Number. The IRS assigns this number when Form 8633 is filed. This is not a required entry.
   Default SBIN	Enter the desired Default Service Bureau Identification Number. This is not a required entry.
   DCN for new EFINs	Type the number to begin the Declaration
   Assign DCN Locally	TODO - Update info
   IRS TeleTax Number	Type the IRS TeleTax number to appear on acknowledgement letters. The program automatically completes this field with the default TeleTax number. This should not be changed without direction from support.
   Discard ACK Letters	Select this check box to remove the Acknowledgement Letters entry from the Work In Progress Summary (WIP) screen.
   Auto Generate Pins (Program year 2010 and later)	Select this check box to automatically generate PINs on Form 8879.
   Prompt to File State Electronically	Choose one of the following options: Always - Select this option if to configure the program to always prompt attach a state to a return; When Required - Select this option to configure the program to prompt to add a state to a return only if the IRS/State require the return to be filed electronically with the federal return; Never - Select this option to configure the program to never prompt to add a state return.

4. Click OK to save the changes.