Beginning Tax Year 2017, the IRS requires a "IRS eServices Tracking Number" on every tax return filed by a ERO. Returns filed missing this, will be rejected.
EROs are required to provide documentation prior to being allowed to prepare returns using ProTaxPro.com as part of a collaborative effort between the IRS, States and Industry to combat identity theft and refund fraud.
The time to complete the Compliance Review Process is typically 24 hours (1-2 Business Days) but may vary depending on the response time of 3rd parties.
ERO collects the required documentation.
ERO submits the documentation via eMail to Sales@ProTaxPro.com.
ProTaxPro reviews the provided documentation and contacts the ERO to request any additional documents and/or clarification.
ERO completes compliance process and is 'passed' to process returns.
Submit via eMail to Sales@ProTaxPro.com.
In the Subject Line enter: Compliance Documentation for 'Name of ERO'
EFIN Application Summary (screenshot, .pdf, or photo with phone)
Valid Government Issued Photo ID - Passport, Driver's License or State ID (screenshot, .pdf, photo with phone)
PTIN acceptance email (screenshot, .pdf, or photo with phone). The PTIN Summary does not print all required information. You will find the PTIN acceptance email within the email section of the your PTIN account.
All Documentation Must Be Valid for Current Year. We will not accept documentation from prior years.
Special Note:
ProTaxPro.com reserves the right to modify the Identity Verification and Compliance Process at anytime to satisfy IRS, State and Industry requirements. We appreciate your cooperation and understanding as we work with the IRS, States and Industry to combat identity theft and refund fraud.
Although we do our best to maintain this information and keep it current, tax laws are constantly changing, supported forms/documentation can change at anytime. We can not guarantee the that the information is current. You will always find the most up-to-date information on the IRS website or applicable State website.