Use the Firm Setup dialog to set up or edit existing firm information. To access this dialog, go to Setup > Firm(s). 

The dialog presents a table with the existing firms listed; the fields displayed are Number, Firm Name, Contact, EFIN, DCN and Bank. To view all details for a specific firm, double-click Firm Name in the table.

If no firm exists, the toolbar menu of Firm Setup is disabled and firm data entry fields are disabled for input.


Note

Provide as much information as possible when adding a new firm or editing an existing firm. The application uses the information, collected here, for e-filing, return calculation, fee calculation, and tax return information. Fields required for a successful e-filing are labeled using red text.


E-file Confirmation (Required)  

Enter the EFIN associated to the e-filing process, click Confirm. You must receive a successful acknowledgment before you can E-file returns. You are approved to e-file.


Firm Information

    • Firm Name – Enter the firm's name. (Required for e-filing)
    • Address – Enter the firm's address. (Required for e-filing)
    • City, St, ZIP – Enter the city, state and ZIP code. (Required for e-filing)
    • Foreign Address – Enter foreign address information as needed.
    • Contact Name – Enter the firm's main e-filing contact person. (Required for e-filing)
    • Telephone Number – Enter the firm's 10-digit telephone number.  (Required for e-filing)
    • Fax Number – Enter the firm's 10-digit fax number. (Required for e-filing).
    • Email Address – Enter the firm's email address. (Required for e-filing)

Settings

    • Federal EIN – Enter the firm's Federal Employer Identification Number.  The EIN is an IRS-assigned number. (Required for e-filing)
    • State ID Number – Enter the firm's State Identification Number.  The State ID Number is a state's Department of Revenue assigned number, and is an optional field.
    • DCN Serial Number – The DCN Serial Number is a unique number assigned to each tax return based on the firm's EFIN and DCN.  The DCN is automatically incremented each time a new return is calculated in order to avoid multiple DCNs being assigned to different tax returns. If two different tax returns have the same DCN, the IRS rejects one of the tax returns.
    • Non-Paid Prep – If the firm is not a paid preparer, enter the non-paid code.
      • IP = IRS-PREPARED
      • IR = IRS-REVIEWED
    • Enable Automatic Invoice Numbering – Check the box and enter your beginning invoice number. This feature generates an invoice number on the bill, when selected. The invoice number begins with the number entered during setup or editing, and increases by one for each new invoice. 


Banking and Audit Protection


If you completed a bank application through your User Account (Account > Bank Application), clicking Confirm beside your EFIN also imports your bank application information into the Banking tab of Firm Setup. To modify your bank information, return to the bank application via your User Account.

If you signed up for audit protection, your Protection Plus information is imported into the Audit Protection tab when you Confirm your EFIN. (Sign up for audit protection through your User Account (Products > Audit Assistance)). When your client signs up for the service, indicate so on screen AP (1040 package only).


Deleting a Firm

Only the Admin (Administrator) or a member of an administrative security group have access to delete a firm. To delete a firm, select the firm in the list, and then click Delete Firm. A deletion confirmation message appears. Click Yes.

 

Note

Firm 1 cannot be deleted. However, you can edit the information as needed.


 
Printing a List of Firms

To print a list with each firm's name, address, EFIN, and DCN, click Print. The firm list appears in the Report Viewer