EFTA01222436.pdf

Pro Delegation Worksheet 2017 Check this box if you are preparing this return as a PRO preparer Preparer / Electronic Return Originator (ERO) Information Print name in signature area? Ti Preparer Name Preparer Tax ID # (PTIN) NY Tax Preparer Registration # or NY Exclusion Code For NM, OR Preparers Only: State ID# Preparer E-mail Print date on return? Preparer Phone CAF # Electronic Filing Only: ERO Practitioner PIN Electronic Filing and Printing of Tax Return Information Electronic Filing: File federal return electronically File state returns electronically Select state returns to file electronically: State(s) New! State e-fIle disclosure consent: By using a computer system and software to prepare and transmit my client's return electronically. I consent to the disclosure of all information pertaining to my use of the system and software to create my client's return and to the electronic transmission of my client's return to the state Department of Revenue, as applicable by law. Print and Mail Selections (use only if e-file ineligible): Federal return printed and mailed to IRS State return printed and mailed to state agency Select state returns to file by mail: State(s) Practitioner PIN Program: Sign return electronically using Practitioner PIN Choose one: Automatically generate PIN equal to last 5 digits of taxpayer(s) SSN (See help) Taxpayer(s) entered own PIN(s) Preparer entered PIN(s) on behalf of taxpayer(s) Taxpayer's PIN (enter any 5 numbers). Spouse's PIN filing a joint return (enter any 5 numbers) . . . Date PIN entered Identity Verification Information Driver's License and/or State Id: Taxpayer and Spouse (if applicable) driver's license and/or state identification must be completed on the federal information worksheet prior to e-filng the return. EFTA01222436 Documents Used to Verity Primary Taxpayer Identity: Driver's license State issued identification card Passport Account statement from financial institution Utility billing statement Credit card billing statement Finish and File Into: To indicate a client return download in FnF kfrea001.SCR 12%1917 EFTA01222437