ROSS TAX PRO
254-Tax Consultants
Andreaa Chan'nel, MPA
EFIN 748335 · P03215544
ROSS TAX PRO SOFTWARE · 254-Tax Consultants · EFIN 748335
ERO Transmitter · Software Developer · Online Provider · PTIN Contractor — Full IRS Regulatory Compliance
| # | REQUIREMENT | IRS REFERENCE | PRIORITY | STATUS |
|---|---|---|---|---|
| 1 | IRS e-file Application (Form 8633) | IRM 3.42.5 | Critical | Compliant |
| 2 | Suitability Check — FBI Fingerprint / Background | Rev. Proc. 2007-40 | Critical | Compliant |
| 3 | EFIN (Electronic Filing Identification Number) | IRM 3.42.5.1 | Critical | Active |
| 4 | ERO Authorization (IRS Acceptance) | Pub 1345 | Critical | Authorized |
| 5 | Transmission of Returns via MeF (Modernized e-File) | Pub 4163 | Critical | Active |
| 6 | Acknowledgement File Processing (ACK) | Pub 4163 §4 | Standard | Configured |
| 7 | Reject Resolution Procedures | Pub 4163 §5 | Standard | Documented |
| 8 | Retention of Signed 8879 (3 years) | Pub 1345 §4 | Critical | Compliant |
| 9 | Form 8879 / 8878 — IRS e-file Signature Authorization | Pub 1345 | Critical | Implemented |
| 10 | Due Diligence — EITC/CTC/AOTC (Form 8867) | IRC §6695(g) | Critical | Compliant |
| 11 | Circular 230 — Standards of Practice | 31 CFR Part 10 | Critical | Adhered |
| 12 | Safeguarding Taxpayer Data (Pub 4557) | Pub 4557 | Critical | Enforced |
| 13 | Written Information Security Plan (WISP) | FTC Safeguards Rule | Critical | Active |
| 14 | PTIN Registration (Annual Renewal) | IRC §6109(a)(4) | Critical | Current |
| 15 | CAF Number (Central Authorization File) | IRM 21.3.7 | Standard | Registered |
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EFIN 748335 · TY2025