Three Options for filing returns as a Reporting Agent

941Express supports three options for filing returns as a Reporting Agent.  They are as follows:

  1. Indirect Reporting Agent
    • License Fee of $100.00 per year.
    • Per return fee for each filing based on volume.
    • Requires EFIN and Reporting Agent PIN
  3. Standard Reporting Agent
    • License Fee of $495.00 per year.
    • Returns must be created in 941Express directly.
    • Returns are filed directly with the IRS for no additional cost.
    • This license provides for unlimited filing
    • Requires EFIN, ETIN, Reporting Agent PIN, EMS Login ID and EMS Password.
  5. Advanced Reporting Agent
    • License Fee of $995 per year.
    • Returns can be created in 941Express or imported using our tab delimited or Excel file formats.
    • Returns are filed directly with the IRS for no additional cost.
    • This license provides unlimited filing.
    • Requires EFIN, ETIN, Reporting Agent PIN, EMS Login ID and EMS Password.

 

  Pricing effective as of 1/1/2012.
 
 


The IRS Registration Process as a Reporting Agent

The IRS has a registration process that you must follow in order to file returns as a Reporting Agent.

  1. Complete an 8633 form on paper, or electronic in order to obtain an EFIN (Electronic Filer Identification Number)number. The EFIN is necessary to file any return electroncially with the IRS. This is a 6 digit number that is provided to you by the IRS once the suitability process has completed. Keep in mind that the initial processing of the 8633 form includes suitability which will require the business principles to be fingerprinted and investigated. This process is totally handled by the IRS. Please note when completing form 8633, insure you answer the following questions as such
    • Answer question 2b - Yes
    • Answer question 2c - No for Indirect, Yes for Standard or Advanced.
    • On line 4, check 940 and 941 in addition to any other return types that you process.
    • On Line 5, check 940 and 941 XML in additional to any other return types that you process.
  3. Once you have obtained your EFIN, you can also register as a Reporting Agent for your clients. This requires that you obtain paper 8655 forms signed by your clients and send them to the IRS. The 8655 form is a declaration that they are allowing you to be their reporting agent when it comes to payroll returns.  Once this is complete and the IRS has processed your 8655 forms, they will place you on their Reporting Agents Listing and provide you with 2 pieces of information:
    • A Reporting Agent PIN which is a 5 digit number provided by the IRS that will be your electronic signature on these returns.
    • A listing of the official name control values for all of the companies you are reporting for.  This information is only needed if you plan to use 941Express to send payments with your balance due returns. 

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.

Home Page

 
Copyright 2012. All Rights Reserved.