Incorporating Individual e-file Into Your Office

Preparing the Return

If you already use tax preparation software, the changes in preparing an individual e-file return are minimal. With e-file, you:

  • Will now need to enter all of the information from your clients' withholding statements, Forms 1099, etc. On a positive note... most software will retain all of this information, so you can use it the next year without having to re-enter the data.
  • Use the return checks or diagnostics provided by your software. This will help identify any necessary corrections before you give the return to your client for review. See your software for information and instructions. Tips for avoiding common errors.