We are looking to begin e-filing our client's payroll returns. Currently we e-file individual and business tax returns.
In order to become a reporting agent and e-file 941's and 940's, what exactly do we have to do? The IRS told me that we need a signed Form 8655 from each client, and to submit this with a list of all the client's that we are going to be a reporting agent for. Then, we need to update our application on e-services to become a reporting agent for 940's and 941's. We update the application after we file the 8655's? Seems kind of backwards to me.
I don't want to screw up anything with our EFIN right before tax season. Is there anything else we need to do? Any suggestions would be helpful.