Drake Tax Online - ERO PIN Signature

To e-file returns, the preparer who is listed as the ERO must enter their PIN Signature to sign the return. Follow the steps below to set up the PIN that will be used as your 8879 PIN signature.

1. 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.

Related Links

Drake Tax Online - Common EF Messages