Configuring multi-office with multiple EFIN's and EFIN verification

Alerts and notices

To prevent fraud, when an electronic file for a tax return is transmitted to Thomson Reuters from CS Connect, the EFIN in the electronic file is compared to the Firm ID that transmitted the tax return from CS Connect. If your firm uses a multi-office configuration, it is possible that your Firm ID and the EFIN in the tax return can conflict. Here are some things to consider when configuring your multi-office configuration.

See also: EFIN verification required for electronic filing through CS Connect.

If you have not already downloaded your licenses and set up your multi-office, see UltraTax CS: Setting up branch / multi-office and office share licensing.

How to prevent conflict between Firm ID and EFIN when transmitting electronic files

Which EFIN is included in the electronic file?

All returns in this office will file using EFIN: 

If you select this option under Setup > Office Configuration > E-Filing tab, the EFIN used in the electronic file will be from the office selected under Setup > User Preferences > My Settings > Office. It will not matter which preparer is attached to the client in File > Client Properties.

Several EFINs are being used. Assign an EFIN to each preparer on the Preparers tab.

If you select this option under Setup > Office Configuration > E-Filing tab, the EFIN used in the electronic file will be from Setup > Office Configuration > Preparers tab in the Preparer EFIN field. The preparer selected in File Clent Properties is the preparer whose EFIN will be used.

Which Firm Id is being used when an electronic file is transmitted from CS Connect?

Accessing CS Connect with a client open
Accessing CS Connect without a client open

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