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E-file form rejects due to the PAP or accountant filing on behalf of their client(s) - form 8655
Article ID: 1000108
Problem
You are a Pro Advisor Program (PAP) member or accountant and the Form 8655 you are filing on behalf of your client is rejected.
Assumptions
You are a PAP or accountant filing on behalf of your client.
Expected Outcome
You learn why the E-filing rejected.
Details
When you complete federal or state payroll tax forms, QuickBooks can automatically fill in signature information for the following three contacts:
- Primary Signature: The owner of the business that is filing the payroll tax forms. The primary signature can optionally allow the third-party designee or paid preparer to discuss the forms with the federal or state tax agency.
- Paid Preparer: Typically an accountant who is filing the tax forms on behalf of the business owner.
Note: Paid preparer signature information can be entered and edited if you subscribe to Enhanced Payroll for Accountants. After you enter the paid preparer signature information, users with Standard or Enhanced Payroll subscriptions cannot edit the information. - Third-Party Designee: Typically an employee of the business who has authority to file payroll tax forms on behalf of the business owner (Primary Signature).
This information is entered once in the Company file. Each time you fill out a payroll tax form, QuickBooks automatically populates the form with the necessary signature information. This saves time, particularly for accountants who must file forms for numerous clients each quarter. You can also edit the information on a tax form when you view it.
A reporting agent (PAP or accountant) must complete IRS Form 8655, Reporting Agent Authorization, and submit it to the IRS address on the form. After you submit the form, you will receive a 5-digit PIN to file on behalf of the taxpayer. This 5-digit Reporting Agent PIN currently does not work in QuickBooks. QuickBooks is only able to use the 4-digit PIN specific to an EIN. This ensures that we send information to the IRS for the correct company and are able to update a specific company's QuickBooks file with E-file status updates. The 5-digit accountant PIN set by the IRS is for E-payments only. When you electronically file tax forms from within QuickBooks, the 10-character filing password is the only credential accepted by the IRS.
Elaine2/27/2013