Drake Tax – ERO and Firm EINs

Requirement for EIN (Employer Identification Number) on the ERO or Firm Setup Screen

It may be possible to e-file without an EIN since a preparer PTIN is required for e-file and appears in the transmission file. You should enter an EIN on the ERO and Firm(s) screens. Some states may still require an EIN.

If you need to apply for an EIN, review the IRS page, How to Apply for an EIN. Applications can be submitted to the IRS online or by phone, fax or mail.

To enter the EIN in the software, go to Setup > Firm(s) > Settings tab and enter the firms Federal Employer Identification Number (EIN) in the field Federal EIN.

The software will allow you to key only numbers for a Federal EIN entry. A PTIN cannot be entered in the EIN field. Do not key an SSN in the EIN field.