Home | Online Resources | UB Catalog | Campus Libraries | About UB Libraries | Forms | Search | Help
View PDF Version
Return to
Index
Internal Revenue Service
January 2003
IRS E-file Process Managing Workflow
Receive acknowledgment following your software instructions.
Place the folders for accepted returns with Forms 8879 in a section of your files marked "Send Client Acknowledgment," and those with Forms 8453 in a section of your files marked "Acknowledged, Form 8453."
Correct rejected returns.
If a return is rejected, attach the client's error report4 to the outside of the folder. Place these folders in a section of your files marked "Rejected Returns," and work those first.
Most problems can be easily corrected (e.g., input errors); a few may require additional client contact. Once the correction is made, and the e-file recreated, place the client's folder back in the section of your files marked "To Be Transmitted" and include it with that day's transmissions. If you need help resolving rejects, contact your software's customer support line, or for help with rejects, call the IRS e-file Help Desk 4 .
Complete the e-file process
Remove one signed copy of Form 8453 for each accepted return from its folder in the "Acknowledged, Form 8453" section of your files, place them in your pre-addressed mailing envelope, and mail to the appropriate IRS Submission Processing Center 4 Move these folders from the "Acknowledged, Form 8453" section of your files to the "Send Client Acknowledgment" section of your files.
Mail acknowledgment letters for all accepted returns to your clients. Form 9325, Acknowledgement and General separating
Information for Taxpayers Who File Returns Electromay be used for this Lwrpose. File the client folders those containing Forms 8453 and W-2 from those containing Forms 8879-5 .Provide one signed copy of Form 8879 to the client and maintain one in your files. If using Form 8453, provide one signed copy to the client; maintain one in your files with Forms W-2; mail one to the IRS.
Taxpayers who are ineligible to use the Practitioner PIN Program are those who are required to attach one or more of the following forms to their returns: Forms 3115, 3468, 8283-Section B, 8332, 5713, 8609. These taxpayers may use Form 8453. Taxpayers with irresolvable rejects (i.e., should Social Security number already used on a tax return already filed) will be unable to e-file. You notify them after receiving the rejection, paper and advise them to sign and mail the return you provided them at their appointment.
If using multiple non-networked computers, follow your software provider's instructions for transferring the e-files to one transmitting computer with your modem and/or Internet connection. All transmissions should be done using one computer.
IRS Publication 1345A, sent automatically to all active EROs annually, provides error codes and descriptions to aid in resolving rejects. The section containing filing season information provides contact information and mailing addresses to IRS Submission Processing Centers to send Forms 84535 Returns filed using Practitioner PIN signatures carry no requirement for mailing paper forms to the IRS.
Top
of page
View PDF Version
Return to
Index