Preparing to e-file

How?

To complete Form 8633 on-line:

1. Access the e-services page of the IRS website for Tax Professionals.
2. Click the Registration Services link next to Not Yet Registered?

   e-services is a suite of web-based products that will allow tax professionals and payers to do business with the IRS electronically. These services are available 24 hours a day, 7 days a week from just about any computer with an internet connection.

3. Click the Registration link and follow the instructions.

   Once you receive your registration confirmation code from the IRS and enter that number on this website, the registration process will be complete, enabling you to complete Form 8633 on-line and utilize the other available services.

   Note: We suggest that you read IRS Publication 3112, IRS e-file Application and Participation prior to filling out Form 8633. This publication provides important information regarding the e-file application process, as well as rules for participation in IRS e-file that are applicable to all authorized IRS e-file providers.

To complete and mail Form 8633:

Note: You must use the most current version of Form 8633, which can be accessed on the IRS website by clicking here. Form 8633 cannot be printed from within the Lacerte program.

1. Check the boxes at the top of Federal Form 8633 that correspond to the type of application being filed and the description of your firm.
2. Use the appropriate firm information to complete pages 1 and 2 of Federal Form 8633.
3. Use the following chart to fill out some of the specific fields on the form:

   Question:	Recommended Input:
   2A	Yes
   2D, 2E	No
   4	1040, ETD (extensions), 1065, 1120, 990
   7, 8, 10	Provide original signatures

   The application process may also require the submission of fingerprint cards or evidence of professional status for all Principals and Responsible Officials. Refer to IRS Publication 3112, IRS e-file Application and Participation (pages 9-11) for more information.

4. If you want to mail the application, mail the completed form to the IRS using one of the following addresses:

   STANDARD POSTAL SERVICE	OVERNIGHT MAIL SERVICE
   Internal Revenue Service Andover Campus Attn: EFU Acceptance Testing Stop 983 P.O. Box 4099 Woburn, MA 01888-4099	Internal Revenue Service Andover Campus Testing Stop 983 310 Lowell Street Andover, MA 05501-0001

5. Wait 4-6 weeks for your confirmation letter and EFIN to be mailed to you by the IRS.

Important: If you are mailing Form 8633, be sure to answer all pertinent questions and obtain all required signatures. Incomplete Forms 8633 received by the IRS are returned to the applicant and may result in delayed acceptance for participation in IRS e-file.

Tips & Shortcuts

Make sure that you sign and date the form before you mail it.

Both on-line applications and paper applications are accepted year round, allowing individual and business e-file applicants the opportunity to apply to participate in the e-file program at any time. It is recommended that you submit your completed application 45 days prior to the date you intend to begin filing returns electronically (business and/or individual).

More info can be found at e-file for Tax Professionals.

Review

You should now be able to complete or update Form 8633 on-line using the IRS' e-services feature, and you should have a completed Form 8633 that is ready to be mailed to the Internal Revenue Service.

Troubleshooting

Problem: I am not sure how to answer some of the questions on the form.

Solution: Use the chart from the How? section for instructions to specific line items. You can also contact the IRS at 1-866-255-0654 if additional information is required.

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