Paid preparer and taxpayer signature

copley5

As a paid preparer using what is the process for obtaining taxpayer signature for e-filing? I see where to enter my PTIN and EFIN, but how will I get taxpayer signature/approval for e-filing?

KristineS

Hi copley5,

If you are a Paid Preparer, the FreeTaxUSA software will provide you a Form 8879, IRS e-file Signature Authorization that your client can sign to authorize e-filing of their tax return. Paid preparers keep Form 8879. It's not sent to the IRS.

We also recommend you use the Practitioner PIN method to sign your client's return, since fewer returns are rejected using that method.

The Practitioner PIN method doesn't require your client's prior year AGI or PIN. It does require your client to sign Form 8879, IRS e-file Signature Authorization  before you e-file the return. You'll determine what works best for you and your client as to the method of getting their signature. We'll provide Form 8879  for you if you choose this method.

The Taxpayer PIN method requires your client's prior year adjusted gross income (AGI) or prior year PIN. If the prior year AGI or PIN doesn't match the IRS records, the return will be rejected. This is one of the most common reasons for the IRS to reject a return.

Either method will require you to enter a Preparer's PIN.

copley5

Thank you so much KristineS!