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Operating Requirements when Using an FD EFIN
December 29, 2022 @ 2:00 pm - 3:00 pm EST
This Webinar will cover the requirements associated with operating your tax office while using a Federal Direct EFIN. Preparer registration requirements, proper tax office due diligence, paperwork submission requirements and client file info will be detailed as well as a comprehensive walk-through of the paperless document management system. Completion of this training is mandatory for offices operating in this fashion.