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ERO��January 2026

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The Agenda

  • The Requirements
  • How to Submit a Return to IRS Acceptance
  • “Real”errors
  • Other Capabilities (
  • The Technology Forest

NTTC Training – TY2024

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The Requirements

  • Each Site must have at least one designated ERO
  • Each Site has a written procedure in place
    • See templates. Update. Upload
  • EROs are trained
  • The IRS require all returns to be efiled within 3 days after completion
  • Year end, all returns
    • Accepted
    • Paper
    • Deactivated

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3 days? We don’t know. What we do know

82% Accepted same day created

Data we have:

  • Time stamp return created
  • Time stamp last printed
  • Date stamp IRS Acceptance

12% Accepted within 3 days of creation

6% No visibility – we rely on ERO

  • Pending for missing data
  • Pending for signature
  • Pending for drop off model
  • ??????

Time from Create to Print

  • Median – 54 minutes
  • Sites range from 40 min to 1:13

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The 40-thousand-foot view

Create List to eFile

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  • ”Completed” and ”Ready to Efile” returns in TS
  • Status Report – 1 per return
  • Activity Log

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Attention to Prior Year

Attention to Amended

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  • Once/shift
  • Evening at home
  • As Needed

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IRS

Accepted Returns

ERO Fixes it

ERO Resubmit

ERO Coach as needed

4.5 %

Transmit from TS to IRS using ERO Account

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Finish

  • Draft ERO Training Manual
  • IRS eFile Validation
  • ERO Account (Change Preparer, Deactivate)
  • Admin Account – Initials, Accounts, etc.