Wiki source code of About 94X Series Signatures

Last modified by Derek K on 2024/02/07 22:29
Show last authors
1 Aatrix has added an enhancement to the eFile process: **94x Series Signatures **
2
3 To maintain compliance with the Federal Modernized eFile system, when eFiling a Federal 94x series form, a signature method for the Form 8453-EMP will display. **This process replaces the application for a 94x 10-digit Signature PIN.**
4
5 * To start, only the following forms will prompt for a signature method; additional form sets may be added in the future.
6
7 **Federal 94x Series Forms:**
8
9 * 940 Report
10 * 941/Schedule B/941-V Report
11 * 941-X Report (No Electronic Signature Needed)
12 * 943/943-A/943-V Report
13 * 944 Report
14 * 945/945-A/945-V Report
15 * After the eFile button is selected:
16
17 [[image:94X_Series_Signatures_01.png||alt="About 94X Series Signatures - Form 8453-EMP" height="435" width="616"]]
18
19
20 * The **Form 8453-EMP** window displays. After reading through the 8453-EMP agreement, add a new signature, select an existing signature, or select reporting agent by clicking the** Click Here to Sign** area.
21 ** The** Cancel** button will return to the form.
22 ** **OK** will prompt for a signature method.
23
24 [[image:94X_Series_Signatures_02.png||alt="About 94X Series Signatures - Form 8453-EMP" height="435" width="616"]]
25
26
27 * The **94x Signature Method** window will appear. Select one of the signature methods:
28 ** **I want to select an existing signature assigned to a PIN. ** – This option will be disabled if there are no signatures available. If a signature is saved, it can be chosen from the drop-down list, which will then require the PIN for the selected signature.
29 ** **I want to create a new signature.** – This option will allow a new signature to be created.
30 ** **I am a reporting agent.** – This option will indicate a reporting agent signature method and will save this setting for the user profile on the computer. This can always be changed if needed.
31 ** The** OK** button will proceed with the selected option.
32 ** **Cancel** will return to the** Form 8453-EMP** window.
33
34 [[image:94X_Series_Signatures_03.png||alt="About 94X Series Signatures - Form 8453-EMP" height="435" width="616"]]
35
36
37 * The **Signature Info** window will appear if **I want to create a new signature** was selected in the **94x Signature Method** window.
38 ** To **create a new signature**, provide a Name, Title, PIN, and retype the PIN to verify. This PIN is required to be 4 digits and will be used when selecting to use or edit the signature in the future. This is a PIN that the signer creates and is stored with the company information. If the PIN is forgotten, a new signature would have to be created.
39 \\To add the actual signature, click the **Click Here to Sign** area.
40 ** The** OK** button will save the new signature and automatically load the new signature to be used. Signatures can be edited in the Company Setup in the Signature Setup screen.
41 ** **Cancel** will return to the 94x Signature Method window to select a different option.
42
43 [[image:94X_Series_Signatures_04.png||alt="About 94X Series Signatures - Form 8453-EMP" height="324" width="679"]]
44
45
46 * The **Signature** window will appear after selecting the **Click Here to Sign** area in the **Signature Info** window.
47
48 **Create a signature** in the white space using the black line as a guide.
49
50 * The** Accept** button will save the signature and return to the **Signature Info** window.
51 * **Clear** will completely erase the existing signature to allow for starting over.
52 * **Cancel** will return to the **Signature Info** window.
53
54 [[image:94X_Series_Signatures_05.png||alt="About 94X Series Signatures - Form 8453-EMP" height="435" width="616"]]
55
56 * If a signature is selected or created, it will display on the** Form 8453-EMP** window.
57
58 A different signature method can be selected by clicking on the **Signature** image.
59
60 * The** OK** button will load the signature and continue to the eFile process as normal.
61 * **Cancel** will return to the form.
62
63 [[image:94X_Series_Signatures_06.png||alt="About 94X Series Signatures - Form 8453-EMP - Reporting Agent"]]
64
65
66 * **If I am a reporting agent** is selected as the signature method in the** 94x Signature Method** window, the clickable area will say **Reporting Agent – Enter PIN Later**.
67
68 A different signature method can be selected by clicking on the **Reporting Agent – Enter PIN Later** area.
69
70 * The** OK** button will continue to the eFile process as normal and a prompt to provide reporting agent information will be included as part of the eFile process if it is not already on file.
71 ** //**Note:** If your ETIN is only 5 digits, you may enter a leading zero in front of the existing 5 digits to make your ETIN //6 digits in length.
72
73 * **Cancel** will return to the form.
74
75 **IRS Instructions**
76
77 * **Preparer:**
78
79 To maintain compliance with the Federal Modernized eFile system, when a Federal 94x series form (940, 941, 943, etc) is selected to be eFiled, the prompt for selecting a signature method for the Form 8453-EMP will display.  If you are an employee of the company(s) and not a paid Tax Preparer, please disregard the Reporting Agent instructions. Use the "I want to create a new signature" option instead.
80
81
82 If you are a Reporting Agent and the IRS has designated a 5-Digit Reporting Agent PIN to you based on your ETIN/EFIN, please provide that information the next time you eFile.  The new eFile process will request a signature method for the 8453-EMP Form, one of the options is Reporting Agent.
83
84 **Reporting Agent Instructions:**
85
86 If you are not yet a Reporting Agent, please follow these steps to start the process through the e-Services IRS website:
87
88
89 ~1. Go to:  https:~/~/www.irs.gov/
90
91 2. Click Tax Pros in the top right corner
92
93 3. Click Access e-Services in the e-Services box
94
95 4. Click E-file Provider Services
96
97 5. Click Access e-file Application
98
99 6. Sign in with your e-Services login
100
101 7. Click Continue on the Online Security Information page
102
103 8. Select your Organization's radio button and click Submit Selected Organization.
104
105 9. Click Start (if no Application has been done for this taxpayer before)  It will be an e-File Application
106
107 10. Click Application Details Tab at the top of the screen if there is no Start button. Provider Options will be listed, if Reporting Agent is not available, click the Add Provider Option drop down to select Reporting Agent.
108
109 ~11. Follow the online instructions to become a Reporting Agent under Provider Options; be sure the Form Type chosen is 94X and Submit the application at the end. The letter containing your 5-digit Reporting Agent PIN from the IRS will take 1-2 weeks to arrive.
110
111
112 The Reporting Agent PIN will then be used for any Taxpayers for which you have submitted the appropriate Form 8655 to the IRS.  You will then need to enter the Reporting Agent PIN, ETIN/EFIN, and Control Name for each Taxpayer when prompted. Reporting Agent information will be stored for each Taxpayer for future filings.
113
114
115 Please note the Control Name is unique for every Taxpayer. Please access the following link for helpful tips from the IRS website to aid in determining the correct Control Name for each Taxpayer.
116
117
118 http:~/~/www.irs.gov/Businesses/Corporations/Using-the-Correct-Name-Control-in-e-filing-Corporate-Tax-Returns
119
120
121 * **To Determine ETIN:**
122
123 ~1. Go to:  http:~/~/www.irs.gov/Tax-Professionals/e-services~-~--Online-Tools-for-Tax-Professionals
124
125 2. Click 'Login or Register'
126
127 3. Enter the Username and Password
128
129 4. Select your Organization's radio button and click Submit Selected Organization.
130
131 5. Click Application
132
133 6. Click e-File Application under Services on the left side of the screen
134
135 7. Click on the Existing Application
136
137 8. Click ETIN Status on the left side of the screen
138
139 9. The ETIN will be displayed.
140
141
142 * **Taxpayer:**
143
144 To maintain compliance with the Federal Modernized eFile system, when a Federal 94x series form (940, 941, 943, etc) is selected to be eFiled the prompt for selecting a signature method for the Form 8453-EMP will display. This process replaces the application for a 94x 10 digit Signature PIN.
145
146
147 If prompted, enter the unique Control Name for each Taxpayer. The IRS has a website that will aid in determining the correct Control Name for each Taxpayer.
148
149
150 http:~/~/www.irs.gov/Businesses/Corporations/Using-the-Correct-Name-Control-in-e-filing-Corporate-Tax-Returns
151
152
153 If you are not an employee, but are a Paid Tax Preparer for these company(s), please review the Reporting Agent instructions to establish yourself as a Reporting Agent with the IRS.
154
155 ----
156
157 == Related Pages: ==
158
159
160 === [[Adding 94X Series Signatures>>doc:Windows.U\.S\..Standard Filing Questions ».94X Series Signatures.Adding 94X Series Signatures.WebHome]] ===
161
162 ====== Learn how to set up 94X Series Signatures. ======
163
164
165 === [[94X MEF PIN>>doc:Windows.U\.S\..Standard Filing Questions ».94X Series Signatures.94X MEF PIN.WebHome]] ===
166
167 ====== Learn where to input your 94X MEF PIN. ======
168
169
170 === [[Managing 94X Series Signatures>>doc:Windows.U\.S\..Standard Filing Questions ».94X Series Signatures.Managing 94X Series Signatures.WebHome]] ===
171
172 ====== Learn how to manage 94X Series Signatures. ======
173
174
175 === [[94X Reporting Agent PIN>>doc:Windows.U\.S\..Standard Filing Questions ».94X Series Signatures.94X Reporting Agent PIN.WebHome]] ===
176
177 ====== Learn where to input your 94X Reporting Agent PIN. ======