Here is the Supademo link for easier configuration and navigation on your end!
Step 1: Access the Office Setup Menu
Log in to TaxWise.
Go to Settings > General Settings > ERO.
Step 2: Update ERO Information
Locate the Electronic Return Originator (ERO) Information section.
Update details such as name, EFIN, address, phone number, and email.
Double-check all information for accuracy.
Step 3: Save and Apply Changes
Click Save to apply updates.
Restart TaxWise if necessary to ensure the changes take effect.
Step 4: Verify Updates on Tax Returns
Open a test return and navigate to the ERO section.
Confirm that the updated details appear correctly.
By keeping your ERO information up to date, you ensure accurate filings and compliance with IRS requirements.
NOTE: If you're done completing the template with your ERO information, be sure to ASSIGN it to your preparer profile by choosing "Assign" in the Return Templates screen.
At that point, all future returns will for sure have it. For your existing returns without ERO information yet, you have to manually enter on the bottom part of Form 8879.