Business Preparer

Who is a Business Preparer?

A Business Preparer is one to files returns for a single, or muiltple companies but is not the owner, or legally responsible for the returns.  This person is typically an employee of this company whose job responsibility is for filing returns for multiple EIN's under that organization.  A Business Preparer can purchase a license for 941Express that allows them to act as a Third Party Designee for these e-filed returns.  The 3rd Party Designee PIN is something established by the Business Preparer, but allows them to talk with the IRS about these returns by disclosing the PIN to an IRS representative. 

What is a 3rd Party Designee?

A 3rd Party designee is a person who is filing a return for a business, but may not be a business principle or the owner of the company.  Typically, the IRS will not talk to an employee of a company about a tax related matter.  The 3rd party designee PIN allows that person to provide information to the IRS that they can confirm and verify that you are capable of having a tax related discussion with the bureau on behalf of the company. 

 The process for filing returns as a Business Preparer

After downloading our windows software product you can use 941Express after you enter you complete the information in the Company Database. This requires a 10 digit PIN that is obtained from the IRS. If you have a PIN already, then you can use our product immediately to file your business returns. If you don't, then follow the procedure listed below to register for your PIN. It will come in the mail in roughly 7-10 days after completing the registration.  A Business Preparer will likely be filing for more than 1 company, and must have an Online PIN for each EIN they are filing returns for.

How to register for an Online Filing PIN

1. Download and Install the 941Express software product to your Windows machine.
2. Open the software, and choose the File menu, and then View Company Database.
3. Now, go to the Company Menu at the top of the window and choose the option for New Company. This will open up access to the data entry fields.
4. Enter your Company Information into the software including your e-mail address and Business Contact information. Do not put anything in the Online PIN field.
5. Once this is completed, click <Keep> on the toolbar and then Save Company Database.
6. Next, go to the Company Menu and choose the option for Register for IRS e-file. This option will send your data in an encrypted manner to Lewis Software Associates, LLC.
7. We will take this information and send it to the IRS.