ROSS TAX PRO
254-Tax Consultants
Andreaa Chan'nel, MPA
EFIN 748335 · P03215544
ROSS TAX PRO SOFTWARE · 254-Tax Consultants · EFIN 748335
ERO Print Packet Generator
White-Label Branded | PDF/HTML Export | eSign Ready | IRS Compliant
ERO-branded cover with taxpayer info, preparer details, and engagement summary
Complete 1040 with all calculated fields, filing status, income, deductions, credits, and refund
Medical, taxes, interest, charitable contributions, casualty losses
Ordinary dividends, interest income, foreign accounts disclosure
Self-employment income, business expenses, net profit/loss
Short-term and long-term capital transactions, carryover losses
Rental income, royalties, S-corp, partnership, trust income
SE tax calculation, deductible portion, net earnings from SE
ACA marketplace coverage reconciliation, APTC repayment calculation
EIC, CTC, AOTC, HOH due diligence questions and certifications
CTC, ACTC, ODC calculations and refundable credit worksheet
Qualifying expenses, provider information, credit calculation
AOTC and Lifetime Learning Credit calculations and eligibility
Saver's Credit for IRA/401k contributions, income phaseout
Taxpayer consent for third-party disclosure (bank products, marketing)
Taxpayer and ERO eSignature for electronic filing authorization
SBTPG/RAC/RAL enrollment, fee disclosure, disbursement authorization
IRS Pub 4557 retention schedule, disposal protocol, taxpayer rights
FTC Safeguards Rule, data protection practices, breach notification
Plain-language summary of return results, refund timeline, next steps
Total Packet
11 sections | 14 pages
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EFIN 748335 · TY2025