IRS e-File Program Fundamentals
IRS Compliance
IRS Pub 1345, Pub 3112
EROPreparerEACPA
Topics: EFIN requirements · e-file participation rules · ERO responsibilities +2 more
Updated: Jan 2025 Taxpayer Data Security — IRS Pub 4557
Data Security
IRS Pub 4557, GLBA §501(b)
All Staff
Topics: Written Information Security Plan (WISP) · Data breach response · Phishing awareness +3 more
Updated: Oct 2024 IRC §7216 — Taxpayer Consent & Data Privacy
IRS Compliance
IRC §7216, Treas. Reg. §301.7216
All Staff
Topics: Permitted disclosures · Consent requirements · Prohibited uses +2 more
Updated: 2024 Circular 230 — Ethics & Practice Standards
Ethics
31 CFR §10 (Circular 230)
EROEACPAAttorneyPreparer
Topics: Competence standards · Diligence requirements · Conflict of interest +3 more
Updated: Jun 2023 EITC Due Diligence — Form 8867
Tax Law
IRC §6695(g), IRS Pub 596
PreparerEROEACPA
Topics: EITC eligibility rules · Due diligence requirements · Form 8867 completion +3 more
Updated: Jan 2025 Form 8879 — eSign Authorization & Taxpayer Authentication
IRS Compliance
IRS Pub 1345 §3.4, IRC §6061
EROPreparer
Topics: Self-Select PIN method · Practitioner PIN method · Identity verification requirements +2 more
Updated: Jan 2025 ACA Reporting — Forms 1094/1095 & FIRE System
ACA Compliance
IRC §6055, §6056, IRS Pub 5165
EROPreparerEA
Topics: ALE determination · Forms 1094-B/C and 1095-B/C · FIRE system submission +2 more
Updated: 2024 SBTPG Bank Products & Refund Disbursement
Banking
IRS Pub 4600
EROSBTPG Coordinator
Topics: Fast Forward enrollment · Fee schedule setup · Refund Transfer process +2 more
Updated: 2024 IRS Transcript Delivery System (TDS) & IVES
IRS Systems
Form 4506-C, IRS IVES Program
EROIVES AgentEA
Topics: Transcript types · 4506-C completion · IVES program enrollment +2 more
Updated: 2024 CAF / Power of Attorney — Forms 2848 & 8821
IRS Compliance
IRC §7521, IRS Form 2848/8821
EROEACPAAttorneyCAF Manager
Topics: Form 2848 completion · Form 8821 authorization · CAF unit procedures +2 more
Updated: 2024 New Hire Reporting — W-2, 1099, DOL & State Requirements
Employment
IRC §6051, PRWORA §453A, DOL
HROffice ManagerBookkeeperCEO
Topics: Federal W-2 requirements · 1099-NEC vs 1099-MISC · State new hire reporting +3 more
Updated: Jan 2025 GLBA Safeguards Rule — Written Information Security Plan
Data Security
GLBA §501(b), FTC Safeguards Rule
IT AdminCEOOffice Manager
Topics: WISP requirements · Risk assessment · Access controls +3 more
Updated: 2024 PRIMEWEB — PrimeWeb & MeF Transmission
Software
PreparerERO
Topics: PrimeWeb navigation · Return preparation workflow · MeF transmission process +3 more
Updated: 2025 Credit Repair — CROA & FCRA Compliance
Credit Services
CROA (15 USC §1679), FCRA
Credit Repair Specialist
Topics: CROA requirements · Prohibited practices · Dispute letter process +3 more
Updated: 2024 