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PVanim
Level 1
November 3, 2022
Question

What does Intuit Proconnect need from me to e-file returns I prepare?

  • November 3, 2022
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1 reply

sjrcpa
sjrcpa
Level 15
November 3, 2022

Money, your EFIN, your PTIN, and the actual returns prepared in the software.

The more I know the more I don’t know.
    George4Tacks
    George4Tacks
    Level 15
    November 3, 2022

    You only need the EFIN if you are planning on e-filing ANY tax returns. https://proconnect.intuit.com/support/en-us/help-article/account-management/register-efin-proconnect-tax/L9UQWErbz_US_en_US?uid=la0h23ak

    If you wish to print (to pdf and then to printer) you do not need an EFIN. 

    Answers are easy. Questions are hard!
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