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IRS Requirements for Electronic Filing
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| The following information will help guide you through the proper
IRS / Abacus Tax Software
requirements for the upcoming tax season. |
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| 1) Fill out Form 8633 and return
it to the IRS. To download Form 8633 you'll need Adobe Acrobat Reader which you can
get by clicking
here. To download Form 8633 click here.
You'll need to call the IRS at 1-866-255-0654 to get your finger print
card.
When to File. The application period begins August 1 of each year and
ends May 31 of the following year. To ensure your participation in the IRS
e-file season beginning in mid-January, submit your application as soon as
possible.
The IRS updates Form 8633 each July so you should make sure that the
Form 8633 that you submit says "Rev. July (the current year)" in
the upper left corner.
Where to File. Send Form(s) 8633 to the Andover Service Center. See
page 4 of Form 8633 for the daytime and overnight mailing address. |
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| 2) Who to Contact for
Answers. If you have questions and don't know where to get answers you can
e-mail us, or the information can be found under
Electronic Services at the following Internet Address:
http://www.irs.gov
or you may call the IRS toll free at 1-866-255-0654. |
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| 3) Purchase the software - (required for electronic filing, RALs, and
PERC Checks).
Your software will be shipped in mid-December. |
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| Important Notice
if you intend to transmit returns from multiple locations. |
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Electronic Return Originators (EROs) must submit new Forms 8633 when expanding their IRS e-file businesses to additional physical locations. Applications must be submitted with fingerprint cards for all principals of the firm and responsible officials listed on the application unless fingerprint cards have been submitted before with an application that was accepted into the IRS e-file program. Evidence of professional status may be substituted for fingerprint cards if the principal or responsible official is an attorney, CPA, enrolled agent, banking official who is bonded and has been fingerprinted within the last TWO years, or officer of a publicly owned corporation as specified in the Internal Revenue procedure.
EROs must submit new Forms 8633 only for additional fixed locations from which the origination of the electronic submission of the return will occur. A fixed location is an office owned or leased by the ERO. |
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*IRS production begins January 9, 2009
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