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Electronic Filing / Bank Setup Menu

Transmitter’s EFIN - Enter your EFIN here. Make sure that the number you enter is the correct one. This is the same EFIN connected with returns sent from one office to another through the Office to Office Transfer. 


E-File Ack Setup Menu 

  • Download Acks When Transmitting - In case this is set to Yes, it is after the transmission of the returns that the acknowledgements will be received. In case it is set to No, to get the acknowledgements, you will have to request for the acknowledgements through the E-File Menu . 
  • Always View E-File Reports - In case this is set to Yes, you will be able to view e-file reports in PDF and the reports can be printed to paper. In case it is set to No, the e-file reports will be printed on paper. Note: This option is set to YES for Taxx Savage Pro Premium users using the PaperCut Paperless Option. 
  • Print Form 9325 When Receiving Acknowledgments - In case this is set to YES, for every acknowledgment received, Form 9325 will be automatically printed. 
  • Ack Routing Menu - An ERO having several offices that transmit returns with various EFINs can use this menu to make sure that acknowledgements can be picked up by the office needing them. This configuration has to be arranged with the Taxx Savage Pro Technical Support. 

Last ITIN Serial Number Used - The last four digits of a SSN or ITIN form a serial number. To create a return for taxpayers lacking either a SSN or ITIN, you will use an SSN of all zeros. The serial number will be incremented to the next available number upon exiting the return. In case the last serial number, for whatever reason, needs to be adjusted, that can be done here.