Becoming a Reporting Agent
What is a Reporting Agent?
A Reporting Agent is an accounting service, franchiser, bank or other person who is authorized to prepare electronically a Form 941 for a taxpayer/employer. Reporting Agents sign all of the electronic returns they file with a single PIN signature*. Reporting Agents may transmit their own returns, or may use the services of a third-party transmitter. To transmit forms, Reporting Agents must have an EFIN and a PIN (both acquired as results of the following forms).
- File for others
- File for multiple EINs
- Must file Form 8655
- Complete an online IRS registration: Become an authorized E-file Provider
- Have a 5-digit PIN and 6-digit EFIN
*Note: The five digit Reporting Agent PIN is different than the five digit practitioner PIN used for filing income tax returns (1040, 1120, 1065).
Creating and e-filing Form 941
Once the PIN and EFIN have been obtained from the IRS, you can begin submitting 941 forms electronically. To do this:
- Login to Yearli.
- Click on Form Data Entry.
- Select 2020 from the Tax Year drop down list.
- Select 941.
- Click on Start Form to the right of the payer name or click on Add Payer if a new payer.
- Select the Filing Period. Click Next.
- Enter the necessary information. Save the form.
- Click Finish.