EF Message 4010

The message indicates that your EFIN has not been properly confirmed in Drake Tax Online. Make sure that you have uploaded a copy of your IRS EFIN by following the steps in EFIN Registration or Change. If your EFIN is showing as Accepted, on your Drake Software account page, log out of DTO and log back in. If you still see the message, contact EFIN Management at (866) 273-9032 for assistance.

EF Message 4230

On the EPS data entry screen remove the amount entered for Deduction for other fees paid to ERO.

EF Message 5330

This message indicates that you have entered an incorrect number in the ERO's PIN Signature field. To resolve this, follow the steps below.

1. On the left, click Taxpayer Information, and verify which preparer is selected as the ERO in the ERO override box.

   Note  If there is nothing selected in the ERO override, you can override it to the desired ERO and then go to step 2.

2. On the left, click Finish and open the 8879/8878 E-file Signature form.

3. On the 8879/8878 E-file Signature screen, enter the ERO's PIN in the box ERO's PIN signature.

   Tip  If you are not sure what number was selected for the preparer who is listed as the ERO, see "Set up PIN" next.

Set Up PIN

1. Click Exit Return and go to Setup > Preparers.

   Important  If you cannot access this menu, contact your office administrator.

2. Search for and select the preparer for whom edits need to be made.

3. Under PIN Signature, confirm or enter a 5-digit number in the PIN box and check the box Use PIN for 8879 PIN signature.

   Note  The option Use PIN for alternative electronic signature is not required for e-filing. This option prints the preparer's name on any form where there is a paid preparer signature line.

4. Click Save and Home to exit preparer setup.

5. Open the return.

6. On the left, click Finish and open the 8879/8878 E-file Signature form.

7. Enter the ERO PIN on the PIN screen in the ERO's PIN signature box.

8. On the 8879/8878 E-file Signature screen, enter the ERO's PIN in the box ERO's PIN signature and Save to clear the message page.

EF Message 5651

This message is generated when bank documents have not been printed for the taxpayer's review. You must select and print the full return to PDF (click View Return > select Full Return > Create PDF > View Return).