ERO Experience Manager

Electronic Return Originator — Onboarding & Revenue Growth

EFIN-VERIFIED ONLY

Onboarding Progress

4 of 8 steps complete

50% Complete

EFIN Verification

DONE

Submit and verify your Electronic Filing Identification Number with the IRS

PTIN Registration

DONE

Confirm your Preparer Tax Identification Number is active and current

Software Account Setup

DONE

Create your Ross Tax Software Pro account and configure firm settings

Bank Product Enrollment

DONE

Enroll with our bank product partners for RAL/RAC/Advance products

ERO Document Templates

IN PROGRESS

Download and customize your engagement letters and disclosure forms

6

DocuSign Center Setup

PENDING

Configure your e-signature center with WIRE PIN GATE compliance

7

Test Return Submission

PENDING

Submit a test return through the MeF system to verify connectivity

8

Go Live Certification

PENDING

Complete IRS due diligence training and receive your ERO certification

EFIN-Verified EROs Only

Active EFIN required to access live filing

All EROs must have an active Electronic Filing Identification Number (EFIN) issued by the IRS. We verify your EFIN status before granting live e-file access. The $350 IRS transmitter fee applies for software provider registration.

Your ERO Specialist
RS

Ross Tax Support Team

ERO Onboarding Specialist

AVAILABLE