Gaining a Transmitter Number (ETIN). Taxware Systems, Inc. 800-877-1065. 1. Gaining a Transmitter Number . ***If you have not yet set-up an e-services account, please see the instructions for “ Creating an eServices Account ” first.***. Go to www.irs.gov .
Taxware Systems, Inc.
***If you have not yet set-up an e-services account, please see the instructions for “Creating an eServices Account” first.***
Select e-Services for Tax Pros on the left side of the page.
Choose the Login link in the center of the page.
Choose the Organization with the correct address.
(You may have several organizations with different addresses. You can repeat this process multiple times if an ETIN is needed for each location.)
Click the Application link.
Click the e-File Application link.
Click on the correct ERO application for which you wish to add an ETIN.
Click on the Program(s) Applying For link.
First, in the drop down for “Provider Option” choose Transmitter.
Note: If you do not want your firm information made public on the IRS website, select the dot that says No and click Save, then Next.
Next, in the drop down for “For Profit or Not for Profit Business Activity” choose For Profit and then click Add.
You will now be on the e-File Application: Form(s) page (shown here to the left).
Below your Electronic Return Originator forms, use the “Provider Option” drop down menu to again choose Transmitter.
Note:*You will not need to choose For Profit again, just wait a few minutes to let the website process until the forms are shown.
You will now be shown a “Returns/Form Type” list.
Check all of the boxes that apply to your office.
*It is a good idea to at least match the forms you have selected for your ERO, if you are unsure, it does not hurt to check all of them.
Once you are done selecting forms you will select Add (circled below in red) and scroll up to see that the forms are added for the transmitter right below those listed for the ERO.
Now click Save (circled in yellow) and then select the e-file application Menu Page (Blue) button.
From the e-file application Menu Page (left) choose the Application Summary link. You will be shown the Application Summary (below).
Verify that Transmitter has a status of Applied with a date and that the forms you chose are listed in that section.
When you have been issued the ETIN, the number will show up in the Transmitter area along with an EMS Login ID. The status will be accepted.
Choose the e-file application Menu Page button again.
Be sure to make a note of the tracking number (in case you don’t get your EMS password letter and you have to give the tracking number to the IRS). We encourage clients to print this page.
On the e-file application Menu Page choose the Application Submission link.
Enter the PIN number you created when setting up your e-Services Account and click Submit.
You will now be asked to add comments. In the comments section type “Add being a transmitter.” and click OK.