Instructions For Signing Your E-File Return (Form Or-Ef) printable pdf download

INSTRUCTIONS FOR SIGNING YOUR E-FILE RETURN

SSN. Be sure to enter your SSN in the space provided.

Your e-file signature information

If a joint return, list the SSNs in the same order as the

If you signed your federal return using the federal

first names.

PIN, the department recognizes that signature as

signing the Oregon return as well. The use of the PIN

Part I—Tax return information

authorizes the transmission of the federal and state

Lines 1–2. Complete these lines using whole num-

returns.

bers only. Fill in your refund or the amount you owe

If you, your tax preparer, and/or the electronic re-

from the corresponding lines of the electronic return.

turn originator (ERO) completed and signed a fed-

eral Form 8453 for your federal signature, you must

Part II—Direct deposit

fill out Form EF for Oregon. You (or your tax preparer)

Direct deposit is voluntary and applies only to the

must keep the original Form EF with your tax return

current return. If you want your refund directly depos-

and supporting documentation for three years from

ited into your bank account or another financial institu-

the return’s due date or the date the return is filed,

tion, complete Part II before transmitting your return.

whichever is later.

You can obtain the routing number and account number

Your signature:

from a check, a statement, or your financial institution.

Line 3. The routing number must be nine digits and

• Authorizes the ERO to transmit your Oregon re-

begin with the numbers 01 through 12 or 21 through

turn.

32.

• Confirms your tax return information on Oregon

Line 4. The account number can be up to 17 charac-

Forms 40, 40S, 40N, or 40P.

ters (both numbers and letters). Include hyphens but

• Declares that the paid tax preparer has reviewed

omit spaces and special symbols. If fewer than 17

your return and believes, to the best of his or her

characters, enter the numbers from left to right and

knowledge, that all the information on the return is

leave the unused boxes blank.

correct.

• Gives your consent to direct deposit any refund of

Part III—Declaration of taxpayer(s)

Oregon taxes to the accounts you specified on the

Line 6. Check one of the boxes for line 6a or 6b, or use

return.

your federal personal identification number (PIN).

Whichever way you sign your return, it will autho-

Part IV—Declaration of electronic return

rize the Oregon Department of Revenue to contact

your tax preparer or ERO to resolve questions we

originator (ERO) or paid preparer

may have while processing your return. It also au-

The ERO or paid preparer is required to sign Form EF

thorizes us to tell the tax preparer or ERO the reason

and also must keep it, along with any required at-

for any processing delay.

tachments, for three years from the due date or the

date the return is filed, whichever is later.

Do not mail Form EF to the Oregon Department of

Revenue.

What to do if you make changes to Form EF

If the ERO makes changes to your return after you

Form EF instructions

have signed Form EF but before it is transmitted, you

Name, Address, and Social Security Number (SSN).

must complete and sign a corrected Form EF if:

Be sure to use your current name, address and SSN.

• The Oregon taxable income changes by more than $50, or

Print or type your information in the space provided.

• The net tax, state refund, or amount owed changes

PO Box. If you receive your mail at a post office box

by more than $14.

or personal mail box (PMB), enter the PO Box or PMB

number instead of your address. The address must

Initial any minor changes made to Form EF. Do not

match the address shown on the electronically filed

mail the corrected Form EF and attachments unless

return.

the department asks for them.

150-101-339 (Rev. 12-03)

Instructions For Signing Your E-File Return (Form Or-Ef)

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