Slide 2 1 Creating an E-Services Account Taxware Systems, Inc.
800-877-1065 Slide 3 2 Creating an E-Services Account Go to
www.irs.govwww.irs.gov Click the Tax Professionals tab/button in
the center of the page. Slide 4 3 Creating an E-Services Account
Select e-Services for Tax Pros on the left side of the page. Slide
5 4 Creating an E-Services Account Click on the Registration
Services link in the center of the page. Slide 6 5 Creating an
E-Services Account Choose the Registration link on the left hand
side of the page. Slide 7 6 Creating an E-Services Account Fill 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. Slide 8 7 Creating an E-Services
Account Follow 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 account Can not be all the
same number. Choose a recovery question and answer Indicate 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. Slide 9 8 Creating an E-Services Account Once you have
finished the application, click on the Accept button at the bottom
of the screen. Slide 10 9 Creating an E-Services Account About 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.
