ERO, Designee's, Self-Select/Practioner/E-File Pins
Posted: 2-Jan-2019 9:16pm
Hey all!
So I'm using our new tax software with tax wise and noticed many areas to enter the subjects specified pins.
I know that the Self-Select and Practitioner PIN are essentially the same except Practitioners make it for the client as opposed to the client making their own. My question is, if the client comes today and in later years, do we retain their current pin or can we make a new one each time?
Self-Select PIN - I know this differs from the IP PIN but how does a customer change it if they'd like to or is this something they would select on their subject to their own discretion and change at any time they want?
ERO PIN? - Is this the same as the practitioner pin?
E-FILE PIN - I know this is my pin for e-filing returns and I know I can change it on the e-services page online.
Designees PIN - Is this the same as any other pin or is it something we just choose to use at our discretion and free to change at any time?
I'm new to this and none of the education I've taken have exactly specified any of these concerns. I appreciate your time and attention.
So I'm using our new tax software with tax wise and noticed many areas to enter the subjects specified pins.
I know that the Self-Select and Practitioner PIN are essentially the same except Practitioners make it for the client as opposed to the client making their own. My question is, if the client comes today and in later years, do we retain their current pin or can we make a new one each time?
Self-Select PIN - I know this differs from the IP PIN but how does a customer change it if they'd like to or is this something they would select on their subject to their own discretion and change at any time they want?
ERO PIN? - Is this the same as the practitioner pin?
E-FILE PIN - I know this is my pin for e-filing returns and I know I can change it on the e-services page online.
Designees PIN - Is this the same as any other pin or is it something we just choose to use at our discretion and free to change at any time?
I'm new to this and none of the education I've taken have exactly specified any of these concerns. I appreciate your time and attention.