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Setting Up Multiple EFINs

If you will be transmitting tax returns using multiple EFINs in the Keystone Tax Solutions program, all required information for each EFIN must be entered in the ERO(s) Menu.  From the Main Menu of Keystone Tax Solutions select:

  • Configuration
  • Firm / ERO / Preparer Setup
  • ERO(s) Menu – Select New and enter all company information for each EFIN
Updated on July 5, 2018

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