Guide to create a CPA account with Taxseer2290

If you are a Tax Professional and involved with the trucking community to file the Heavy Highway Vehicle Use Tax (HVUT) then open a free Tax Professional account with Taxseer2290.com and reap the endless benefits of e-filing. Some of the benefits the tax professionals will enjoy are as follows:

  • You can manage all your customers through one single account
  • You can create unlimited users working in your team so that they can manage the clients data and you will have the administrative control over them
  • The dashboard provides visibility to all businesses and you can directly view the vehicles, filings, order status, download documents, and any pending & rejected filings for a business
  • You can use the bulk upload feature to upload hundreds of vehicle through Excel file and no need to key-in the data manually
  • Wizard-driven e-filing guides you step-by-step to complete and submit the filing and minimize errors
  • The same e-file wizard guides you to perform form 2290 e-file, form 2290 Amendments, and form 8849 – Schedule 6 and there is no learning curve for the users

Simple steps to create the free CPA account

  1. Sign up with Taxseer2290: Create a free Tax Professional account on www.Taxseer2290.com by just providing you email address, name and password. You will be required to select the option “I lead a team of tax professionals”. Please note that you will be able to manage unlimited number of clients through a single account.
  2. Enter the business Details into the Tax Professional profile page: Enter the contact phone# in your organization. You will then select one of the two following options:
    1. I own or work for a firm and have an EIN
    2. I am self-employed and do not have an EIN

 

  1. Enter the preparer details: Enter the preparer name and the Paid Preparer Tax Identification Number (PTIN). PTIN is required by all paid tax return preparers.
  2. Enter the complete firm detail: Enter the firm details including the EIN (if applicable), Address and other required information.
  3. Add/Manage Users in the team: Add users who are working in your team so that they can manage the client information. You can assign the appropriate roles (Accountant or User) to the users. Accountant role has the administrative rights and it can create/manage other users as well as access some options which the normal users cannot.
  4. Enter Client’s Business Information: The following Business Information of the clients are required for filing:
    1. Business type – Select the business type under which the client’s business is registered in the IRS system. You can select from the available list e.g.; Corporation, Estates, Partnerships, Trust and Fiduciaries, Exempt Organization, Inc, LLC, Sole Proprietorship, and Others or unknown.
    2. Business Name & Doing Business As (DBA) name – Enter the business name exactly as it is entered in the IRS system as any mismatch will lead to e-file rejection. If the client is doing business with another name then enter that information in the DBA field.
    3. EIN – The Employer Identification Number (EIN), also known as the Federal Employer Identification Number (FEIN) or the Federal Tax Identification Number, is a unique nine digit code assigned by the IRS for the identification purpose to any business entities operating in United States.

Note: If the business just received the EIN from the IRS and it is less than 2 weeks old then the e-file may be rejected. IRS suggests filers to efile only after two weeks of EIN approval so that the new EIN is updated in the e-file system. When the e-file is submitted by the filer, IRS system matches the e-filed record’s EIN, business name and the address with the information stored in the IRS system and if there is any mismatch then the e-filing is rejected with the appropriate message. If the e-file is rejected due to the new EIN then also the same message is returned and the users sometimes get confused as why the e-file was rejected even though they provided the correct information.

  1. Business Address: You are required to provide the current business address in the e-file including the address, city, state and the zip code. If the business address has changed from the last filing then you are required to flag the address change so that IRS can update the information and will not reject the e-file due to address mismatch.
  2. Contact Information: You are required to provide the contact person’s email address, phone# and the fax for any e-file related communication.
  3. Signing Authority details: You are required to provide the signing authority’s information including the name, position in the company, phone# and a 5 digit PIN for the business. IRS will ask for the PIN number for the verification purpose whenever the signing authority calls IRS for any e-file related query.
  1. Enter Vehicle(s) Information: You can enter the taxable, suspended, logging, agricultural, and exempt vehicles manually through the online screens or using the easy to use bulk upload utility that allows you to upload multiple vehicles using Excel file. The key information for the vehicle is the vehicle identification number (VIN), a 17 character identification number to uniquely identify a vehicle, and the gross weight (required for taxable vehicles).

Once you have entered the aforementioned information then you can start filing and submit the orders for your clients. Our system automatically e-file and email you the proof of payment (Schedule 1) to your registered email address and you can download it from the site as well.

About Taxseer2290

Taxseer2290 is a leading IRS-authorized e-file service provider offering you the best cloud-based solutions to perform online filings of form 2290, form 8849 (Claim Credits for overpayments), and form2290 Amendments. As part of our commitment to make e-filing easy and convenient, we are always available and you can contact us over the phone at 240.780.6153. You can also reach us via live chat or email us at support@taxseer2290.com.

Leave a Reply

Your email address will not be published. Required fields are marked *