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My client will not supply me with their banking or credit card information or I do not accept client banking information. How can the payment still be submitted electronically?

If your client will not supply you with their bank account information, or your business model does not permit you to have access to this information, there are several options available.

  1. You or your client can create a login ID for the client. When you are in their online account, select Manage business account and click on Add/edit user permissions. Enter their logon ID and email address, then set them up as an administrator or payer on the account. This allows your client to login after you have completed the return, choose the payment method they prefer, then submit the return and payment.
  2. Your client can sign up for EFT debit by completing the EFT authorization. If the client chooses this method, you would complete the return, click on Select Payment Method on the Summary & Payment page, and choose the EFT debit option.
  3. Your client can sign up for EFT credit. With this option, you submit the client’s tax return for them and then contact your client with the amount due. Your client then contacts their bank to initiate an electronic payment to the Department. The client will need to coordinate payment transfer dates carefully and be responsible for making sure the payment is received on time.

My new client is already registered with E-file from their previous tax preparation service. How can I gain access to their tax return?

The Department cannot give you access to another individual’s login ID. The previous tax preparer needs to have the client removed from their list or the client needs to contact the Department themselves. If it is close to the due date, we can grant your client an extension to file. It is recommended you have a current Confidential Tax Information Authorization (CTIA) form signed for each client.

I have an assistant or co-worker who needs access to my accounts – how can they gain access?

It is not recommended that you give your personal password and login ID to your assistant or co-workers. If another person needs access to the accounts, follow the steps under adding a client as a user for your assistant. This way, if the assistant leaves the business you can simply remove the user ID and they no longer will have access to your accounts.

Our business model doesn’t allow for the person who creates the return to submit it. How do I work around this issue?

The best way to work around this issue is for the preparer of the tax return to have a preparer status attached to their login ID – this way they cannot submit the return or payment. In this situation, another individual would need to have access to the account as either an administrator or a payer to submit the final return and payment order. (See "the difference between Payer, Administrator, and Preparer")

Can I request a mandatory E-file/E-pay waiver for my client?

You may ask for a waiver on your client’s behalf. Please have a current CTIA on file. To learn more about waivers visit our mandatory Efile/Epay page.