Step-by-Step Guide to Troubleshooting Common ERO Setup Issues in TaxWise
Issue 1: Invalid or Rejected EFIN
🔹 Cause: Your EFIN may not be verified with the IRS or linked correctly in TaxWise.
✅ Solution:
Check if your EFIN is active by logging into your IRS e-Services account.
Ensure your EFIN matches the one approved for your firm.
If issues persist, contact TaxWise support to verify registration.
Issue 2: Unable to Save ERO Information
🔹 Cause: Missing or incorrectly formatted details.
✅ Solution:
Double-check that all required fields (name, address, PTIN, EFIN) are filled in.
Ensure there are no extra spaces or special characters in the fields.
Click Save, log out, and log back in to check if changes applied.
Issue 3: E-File Transmission Errors
🔹 Cause: Incorrect setup of the transmission method or missing credentials.
✅ Solution:
Go to Settings > ERO Setup and confirm the transmission method is selected.
Check your bank enrollment details if using refund transfer products.
If the issue continues, try re-entering your credentials and saving again.
Issue 4: Missing ERO Signature on Returns
🔹 Cause: ERO signature PIN is not set up or improperly assigned.
✅ Solution:
Navigate to Settings > E-File Setup and enter your 5-digit IRS signature PIN.
Ensure your ERO information is correctly linked to all preparers.
Save settings, then create a test return to verify if the signature appears.
Issue 5: User Permissions Blocking ERO Access
🔹 Cause: Insufficient access rights in TaxWise.
✅ Solution:
Log in as an administrator and go to User Setup.
Ensure the ERO user has full access to e-file settings.
Save changes and restart TaxWise to apply new permissions.
By following these steps, you can resolve most common ERO setup issues in TaxWise and ensure a hassle-free e-filing process! 🚀