How to Download, Install, and Setup the Business Software For Corporate ReturnsStep 1. Software Validation Code
👉 Go to your Account Hub and Click on the 9 dots
in the upper right corner of the screen > Click on Web Reports.
👉 Once in Web Reports, Click on Custom Order Code Report
Select the Tax Year from the drop-down menu as shown below
Next, Click on EFIN Selection. Once you Selected the EFIN, Click on Run Report
Once the report is completed, you will see an EFIN Validation Code column
The EFIN Validation Code will be used after the Desktop Software has been downloaded and Installed.
Step 2. Download & Install Desktop SoftwareClick here to download the 2024 installer file
After you downloaded the Business Software, you will need to install it by right-clicking on the installer you downloaded and Click on Install
And you will have the Software on your Desktop
As soon as you run the Software, it will give you the following pages below:
👉 Are you using a network? Select No
👉 Click Exit on the next page
Once you have this page, Enter all the information as shown below. Including the EFIN Validation Code that you generated from Step 1 > Click OK
You will be asked to set up and confirm the password
Next, you will be asked to set up a security Q&A
Step: 3 Setting up a preparer
Click New, as shown in the image below
Enter the Preparer's info as shown below > Click OK
Click on Preparer Security in the next screen
Make sure that have selected the Role: Super User for yourself
Click Exit in the next following screens and you should have a confirmation message:
Download Links including previous years
2018 EFIN ACTIVATION CODE: 7Q0167452466
2017 EFIN ACTIVATION CODE: 7Q0132155466
Additional note: Be sure to use EFIN 002222 for the codes above.
