15676: 94x PIN Applications - Business Taxpayer PIN (DAS)

Business Taxpayer PIN Application

 A “Business Taxpayer” e-files 94x tax returns for his or her own company. The Business Taxpayer uses a 10-digit PIN assigned by the IRS to electronically sign their e-filed 94x tax returns. The Business Taxpayer is responsible for the contents of his or her company’s 94x tax return

 An EFIN is required to e-file tax returns. If you already have an EFIN, you must update the information on file with the IRS to be able to e-file 94x series tax returns. Log on to your IRS e-Services account to update this information. You need to do this only once.

To apply for a 10-digit Business Taxpayer’s PIN:

Complete the Business Taxpayer 94x PIN Application

1. Go to Client > Edit > e-File Options.
2. Select the e-File 94x check box. Select this option if you will be e-filing 94x tax returns for the active client.
3. Select the Transmit as Business Taxpayer check box.
4. Enter the Signature Name. This is the name of the individual that will electronically “sign” the business taxpayer’s 94x tax returns (typically the owner or an officer of the business).
5. Enter the Authorized Signer SSN, Authorized Signer Name, and Authorized Signer Title. This is the information for the signer of the Business Taxpayer PIN application. It could be the same person as the signer of the 94x returns, or someone else in the company.
6. Click Create PIN Application File.

PIN Application section

Next, transmit the PIN application to Drake:

1. Go to e-Filings > 94x > Transmit 94x Forms and select PIN.
2. Click the box in the Client Code column of the application you wish to transmit.
3. Click Transmit.

To view transmission results for the PIN application, go to e-Filings > 94x > Transmit 94x Forms > View Results.

Once the application is accepted, the business taxpayer will receive a 10-digit PIN in the mail from the IRS within 10 days. Use this PIN when transmitting the 94x.

Complete e-filing setup for the Business Taxpayer

1. Select the appropriate business taxpayer client.
2. Go to Client > Edit > e-File Options.
3. Make sure the Transmit as Business Taxpayer option is selected and the name of the person who signs the 94x return for the business is entered in the Signature Name field.
4. Enter the Name Control for e-File for the business. This information is required and must match the name issued to the business by the IRS or the e-filed 94x return will be rejected. This name appears on all the business’s written communication from the IRS. If you are unsure what to put in the Name Control for e-File field, have an officer of the business call the IRS EIN verification line at (800) 829-4933.
5. Enter the 10-digit PIN the business taxpayer received from the IRS into the Ten Digit Signature PIN field.
6. Turn on 94x e-filing. Go to Firm > Firm Information Setup and make sure the e-File 94x check box is selected.

In order for the firm to e-file any 94x tax returns for a client, the e-File Setup section of the Firm > Firm Information Setup screen must also be completed.