Form 8633 - Application To Participate In The Irs E-File Program - 1998 Page 3
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Form 8633 (Rev. 5-98)
Page
Filing Requirements
attachment sheet if necessary to list all names.
“Yes,” you must indicate if you will be using
IBM 3780 bi-synchronous or asynchronous
line 1d.—Answer this question “No” if your firm
Who Must File Form
863
3. (1) Ap
plicant(s)
communication protocol.
does not operate electronic filing businesses at
requesting participation in the IRS e-file program
more than one location (see Note below) or if
Line 4a-4d.—Misrepresentation when
for individual income tax returns. (2) applicant(s)
this application is for a controlling office. A
answering these questions may result in the
required to revise a previously submitted Form
controlling office applies to firms that operate
rejection of an application to participate in the
8633 in accordance with the Revenue Procedure
IRS e-file businesses at more than one location
IRS e-file Program. Monetary crimes include,
describing Obligations of Participants in the IRS
(see Note below) and the entries in lines 1a
but are not limited to, money laundering,
e-file Program for Form 1040, U.S. Individual
and 1b are the same on all appli-cations. The
embezzlement, etc.
Income Tax Return. (3) If Re-Applying please
firm must designate one location as the
include the EFIN that was assigned to you when
Line 5.—A “Yes” entry on this line will be
controlling office. Answer this question “Yes” if
you first entered into the IRS e-file program.
combined with entries you make on line 3e.
this application is not for a controlling office
This will allow your EFIN to be accepted at
When to File: New applications will be
and completes lines 1e-1j and the rest of the
multiple service centers to enable you to
accepted through May 31, 1999. To ensure
form, including section 9 on page 2.
submit Federal/State returns to centers other
complete and timely review of your application
Note: For the purpose of this question, a drop-
prior to the beginning of the filing season you
than your primary service center.
off collection point is not considered to be
must file a new application between August 1
Line 6.—If you answer “Yes” to this question
another business location.
and December 1, 1998. Each change must be
you must check the box in 3e for Andover in
Line 1e.—If 1d is “Yes”, enter the controlling
identified with a red asterisk (*) reflected in
addition to any other boxes that are applicable.
office name.
front of the change on the revised Form 8633.
Lines 8 and 9.—Each individual listed must be
Revised applications are accepted all year.
Line 1f.—If 1d is “Yes”, enter the controlling
a U.S. citizen or lawful permanent resident,
office business address.
Where to File: Send Form 8633 to the
have attained the age of 21 as of the date of
Andover Service Center. See page 4 for the
Line 1g.—If 1d is “Yes”, enter the controlling
the application, and if applying to be an
office Electronic Transmitter Identification
daytime and overnight mailing address. See
Electronic Return Originator, meet state and
Number (ETIN), if applicable.
page 4 for instructions on what service center
local licensing and/or bonding requirements.
to check under 3f page 1 depending on your
Line 1h.—If 1d is “Yes”, enter the controlling
location and Service Center Relationship as an
office Electronic Filer Identification Number
Page 2
ERO, Transmitter, Service Bureau, Software
(EFIN), if applicable.
Line 9.—Tier I Responsible Officials.—
Developer and On-Line Transmitter.
Line 1i.—Provide an original signature of the
Include first time applicants, reapplicants, and
responsible officer of the controlling office.
How to Complete the Form
those individuals who have not otherwise
participated in the electronic filing or IRS e-file
Line 1k.—“Other” represents organizations
Page 1
program as responsible officials during the last
that don’t fall within the Category of a sole
Please indicate whether the application is new
two consecutive filing seasons. Tier I
proprietorship, partnership or corporation.
or revised and give your reason for filing a
responsible officials may be listed on a
Examples are: Limited Liability for Partners
revised application by checking the appropriate
maximum of ten applications, but if so, the
and Partnerships LLPs), Limited Liability for
box; if the reason is not listed, please explain.
responsible official should be able to physically
Corporations (LLCs); associations; credit
visit any office on a daily basis.
Note: See Publication 1345 for additional
unions; an employer or organization who offer
information on when to file a Revised
the service as a benefit to its employees or
Tier II Responsible Officials.—Must have
application .
members; government agencies; Volunteer
participated as responsible officials for the last
Income Tax Assistance (VITA sites).
two consecutive filing seasons and have never
File a new application if the applicant:
been suspended from the electronic filing or
Line 1l.—Check the box only if you are
• has never been accepted to participate in
IRS e-file program. Tier II responsible officials
providing IRS e-file and/or tax preparation as a
the electronic filing or IRS e-file program;
may be listed on a maximum of 20
benefit and are not using the services to attract
• has previously been denied participation in
applications, but if so, the responsible official
customers who will pay for tax preparation
the electronic filling or IRS e-file program;
should be able to physically visit any office on
services. Generally, few applicants meet the
• has been suspended from the electronic
a daily basis.
criteria for checking this box. Eligible entities
filing or IRS e-file program;
include employers offering IRS e-file as a
Line 10.—Drop-Off Collection Points.—A
• is adding a new location and/or purchased
benefit to their employees, government
drop-off collection point is where taxpayers can
an existing business that was previously
agencies, VITA sites, etc. If you check this box,
deposit their completed tax return, including
owned by an accepted electronic filer on the
you must also attach a description of how you
Form 8453, for the purpose of having you file
date of sale.
will process electronic returns.
their returns electronically. Follow the format
Line 1a.—If your firm is a sole proprietorship,
on Page 2 for a listing of your drop-off
Lines 1m and 1o.—These people must be
enter the name of the sole proprietor. If your
collection points. If you acquire additional drop-
available on a daily basis to answer IRS
firm is a partnership or corporation, enter the
off collection points after you file your
questions during testing and throughout the
name shown on the firm’s tax return. If
application, you will need to submit a revised
processing year.
submitting a revised application and the firm(s)
Form 8633.
legal name is not changing, be sure this entry
Line 1q.—Mailing address if different from the
Line 11.—If you complete line 11 then be sure
is identical to your original application.
business address. Include P.O. box, if
to complete lines 1m, 1n, 1o, 1p, and 1q of
applicable. Remember, bulk shipments or
Line 1b.—If your firm is a partnership or a
Form 8633 for contact representatives in the
overnight mail cannot be addressed to a P.O.
corporation, provide the firm’s employer
United States. Do not complete line 1r.
box. You must provide a year-round mailing
identification number (EIN). If your firm is a
Correspondence will occur through the contact
address.
sole proprietorship, with employees, provide
representatives you list.
the business employer identification number
Line 1r.—Address of the physical location of
(EIN). If you do not have employees provide
the firm. A Post Office box (P.O. box) will not
Line 12-14.—Signature lines. The
the social security number (SSN).
be accepted as the location of your firm.
responsible officer to act and sign for the firm
Line 1c.—If, for the purpose of IRS e-file , you
Foreign locations must complete number 11 of
in legal and/or tax matters should complete
or your firm use a doing business as (DBA)
this application.
these lines.
name(s) other than the name on line 1a,
Line 3.—Check all that apply. If you answer 3a
include the name(s) on this line. Use an
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