I was asked by a newly minted tax preparer here in Oregon if there is a requirement to register with California to be able to efile CA state returns. It's been years since I've looked at that and can't find anything on-line about Cali requirements. Can someone post a link to details on requirements for out-of-state preparers to efile in CA? Thanks,
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"A man that holds a cat by the tail learns something he can learn no other way." - Mark Twain -
Okay, here's a link that should answer your questions.Can someone post a link to details on requirements for out-of-state preparers to efile in CA?
Roland Slugg
"I do what I can." -
FTB website tax pro link: https://ftb.ca.gov/professionals/efi...ileInformation
Automatic enrollment when registered with IRS:
California e-file Program Enrollment Requirements (Individual and Business e-file)
Providers approved in the IRS Electronic Filing (e-file) Program are automatically enrolled in the California e-file Program. In addition, we will automatically receive any updates that you make to your IRS account.
Requirements for e-file participation:
•To be automatically enrolled in our e-file program, you must be an accepted participant in the IRS e-file Program. We receive confirmation from the IRS after they accept you into their program.
•Use your IRS-assigned Electronic Filer Identification Number (EFIN) to e-file with FTB. If you transmit returns, use your IRS-assigned Electronic Transmitter Identification Number (ETIN) with FTB.
•Comply with the guidelines found in FTB Publication 1345, Handbook for Authorized e-file Providers, IRS Pubs. 1345, 3112, 4162, 4163, 4164 and in Revenue Procedure 2007-40, 2007-26 I.R.B. 1488 (or the latest update), to the extent that they apply to FTB's e-file Program.
Once you receive your IRS EFIN, you can verify your enrollment with California by contacting our e-Programs Customer Service at 916.845.0353.
Last edited by Y2KEA; 01-02-2013, 05:41 PM.Comment
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