Financial Controls and Procedures - NC Conference

Update your Form 8633 with the IRS to make sure you are able to e-file 940/941’s as a Reporting Agent. The IRS will give you a 5 digit pin that can be used to file as many clients as you do step #2 for. Have each client sign a form 8655 and submit to the IRS. You can also create the 8655 form directly in Accounting CS by going to ................
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