Prepare a client folder and list on the outside of the folder: Clienta#39;s name, Social Security Number (SSN), refund or balance due, ... or you as the Electronic Return Originator (ERO) enter the PIN according to the clienta#39;s instructions on Form 8879 . ... Check with your software company for additional suggestions, based on their suite of services and producta#39;s ability to create client databases and reports.
|Title||:||IRS e-file process|
|Author||:||United States. Internal Revenue Service|