PowerPoint Presentation

1Creating an E-Services AccountTaxware Systems, Inc.800-877-10652Creating an E-Services AccountGo to www.irs.govClick the Tax Professionals tab/button in the center of the page.

3Creating an E-Services AccountSelect e-Services for Tax Pros on the left side of the page.

4Creating an E-Services AccountClick on the Registration Services link in the center of the page.

5Creating an E-Services AccountChoose the Registration link on the left hand side of the page.

6Creating an E-Services AccountFill out all the fields with * next to them. The necessary fields are indicated here in red.

Warning: Be sure to read the statement about AGI and what year to choose.

7Creating an E-Services AccountFollow the instructions to create a username and password:The password can not have any resemblance of the username. The username is always read in upper case and must be at least 8 alpha/numeric characters.No symbols. Passwords MUST have at least one number. Passwords are case sensitive, so please make sure to note of them correctly. The PIN is a 5 digit number you will use to sign your documents in your e-services accountCan not be all the same number.Choose a recovery question and answerIndicate whether or not your address has changed (only if your last filed tax return address has changed will you enter a new address).

Warning: Be sure you write down your Username, Password, and PIN correctly, when you try to login to either amend your current ERO application or create a new ERO application, otherwise, you will have to start all over and wait 7 days for a new confirmation code to come in the mail by the IRS.

8Creating an E-Services AccountOnce you have finished the application, click on the Accept button at the bottom of the screen.

9Creating an E-Services AccountAbout 7 days after you have created your e-services account (or after re-storing a lost or forgotten password, etc.), you will receive a letter from the IRS containing a registration confirmation code.There is a separate PowerPoint Presentation titled Confirm Your Registration to guide you through the confirmation process.You will need to confirm your registration before you can access your ERO account with e-services, complete an ERO application/submission, or amend your ERO application/submission. If this is a first time application submission, you will then get the tracking number for the back of your fingerprint cards.