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June 1, 2019
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I have been using Turbotax for years to file my clients tax returns. What is the easiest way to efile returns of a large group of clients?

  • June 1, 2019
  • 2 replies
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Best answer by bwa

You shouldn't be using TurboTax to file your clients tax returns, as Turbotax is for non-commercial use only.

If you are looking for a commercial product, Intuit (the parent of TurboTax ) has three (Proseries, Lacerte and ProAdvisor).

See

Also note that even with a professional product, you still need to register separately with the IRS to e-file returns. See http://www.irs.gov/Tax-Professionals/e-File-Providers-&-Partners/Become-an-Authorized-e-file-Provider


2 replies

June 1, 2019
TT is NOT licensed for use by paid tax preparers.
bwaAnswer
June 1, 2019

You shouldn't be using TurboTax to file your clients tax returns, as Turbotax is for non-commercial use only.

If you are looking for a commercial product, Intuit (the parent of TurboTax ) has three (Proseries, Lacerte and ProAdvisor).

See

Also note that even with a professional product, you still need to register separately with the IRS to e-file returns. See http://www.irs.gov/Tax-Professionals/e-File-Providers-&-Partners/Become-an-Authorized-e-file-Provider


macuser_22
June 1, 2019
It probably also violates the IRS requirements for paid preparers (and maybe tax law) which require that the preparer sign and put their PITN on the return which TurboTax does not allow.   TurboTax places "Self prepared" on that line instead.    Submitting a tax return that says "Self prepared" when it was actually  prepared by a paid preparer would not be an accurate and truthful tax return.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**