Resources · 2027 Filing Season (Tax Year 2026)
Everything an office needs to prepare.
Official government references, R&A preparation checklists, security guidance, and the Knowledge Base. Government publications are linked to their official sources — R&A does not reproduce third-party training material, and nothing here implies IRS endorsement of R&A Pro-Tax.
Official IRS & federal references
Straight from the source.
PTIN system (IRS)
Apply for or renew a Preparer Tax Identification Number.
e-file Provider / EFIN application (IRS)
Become an Authorized IRS e-file Provider and obtain an EFIN.
Publication 1345
Handbook for Authorized IRS e-file Providers of Individual Income Tax Returns.
Publication 4557
Safeguarding Taxpayer Data — security requirements for tax professionals.
Circular 230
Regulations Governing Practice before the Internal Revenue Service.
Form 8867 — Due Diligence
Paid Preparer's Due Diligence Checklist for EITC, CTC/ACTC/ODC, AOTC, and HOH.
Identity Protection PIN
IP PIN program guidance for taxpayers and preparers.
FTC Safeguards Rule
Written Information Security Plan (WISP) obligations for tax preparers.
External links open on official government websites. R&A Pro-Tax is not affiliated with, endorsed by, or acting on behalf of the IRS or the FTC.
Software preparation checklist
- • Confirm your EFIN is active and in good standing for the coming season.
- • Confirm a current PTIN for every preparer in the office.
- • Confirm your office structure: locations, owners, responsible party, preparers.
- • Decide whether your office will offer bank products this season.
- • Prepare business documents: EIN letter, business license, W-9, voided check.
- • Prepare identity documents for owners as required by the bank application.
- • Confirm your Written Information Security Plan (WISP) is current.
- • Confirm hardware, internet, printer/scanner, and secure workstation setup.
- • Identify the authorized contact who will receive software access details.
Office launch checklist
- • Execute your R&A Pro-Tax agreement and complete payment setup.
- • Complete onboarding in the client portal — every required step, not just the first.
- • Submit bank-enrollment documents if participating; track status in the portal.
- • Complete assigned Training Academy modules for owners and preparers.
- • Confirm software access and mobile-app links with your Office Success™ representative.
- • Set up your CRM: pipelines, users, roles, and portal branding.
- • Test a practice return end to end before your first client.
- • Publish office hours, appointment method, and client intake process.
- • Confirm your support path: how your team files a ticket and who escalates.
Data security
Written Information Security Plan
Required for every office under the FTC Safeguards Rule. Review annually and after any staffing change.
Annual security awareness training
Required for all staff handling taxpayer data. Assigned through the Training Academy.
Access control
Individual logins only. No shared credentials. Remove access the day someone leaves.
Document handling
Taxpayer documents belong in the secure portal vault — never in personal email, text, or consumer cloud storage.
Incident response
Know who to notify and how, before an incident happens. Report suspected compromise through a support ticket immediately.
EFIN & PTIN information
Every office files under its own active EFIN, and every paid preparer holds a current PTIN. R&A verifies that your credentials are on file and unexpired as part of onboarding and annual renewal — R&A does not issue, transfer, or share credentials, and never files under another office's EFIN.
Applications and renewals are completed directly with the IRS using the official links above.
Bank enrollment information
If your office offers refund transfers or advances, enrollment is a separate application to a participating bank. R&A assists with document collection, submission support, and status tracking inside your portal.
Approval, fee schedules, advance availability, and funded-return minimums are set by the bank and confirmed in writing during enrollment.
Knowledge Base
AvailableSearchable articles on onboarding, software access, bank enrollment, portal use, and office operations. Approved downloadable documents are delivered to active offices inside the client portal so every file stays version-controlled and attributable.
Frequently asked questions
Before you enroll.
Do I need my own EFIN?
Yes. Your office files under its own IRS-issued EFIN. R&A does not issue, lend, or share EFINs.
When do I receive software access?
After purchase, agreement execution, and completion of your onboarding requirements. Access details are delivered inside the secure client portal, not by public link.
Is there a public demo of the software?
No. There is no public software demo URL. Enrollment conversations with an R&A representative cover what the software does and how it is delivered.
Are bank products guaranteed?
No. Bank enrollment is a separate application to a participating bank, with its own terms, minimums, and approval decision.
What are the funded-product minimums?
Minimums are set by the participating bank and confirmed in writing during enrollment. They are never quoted from a web page.
Is the CRM the same as the tax software?
No. The tax software prepares and transmits returns. The CRM is a separate ROSSNEXUS operating layer for clients, documents, communications, tickets, and office operations.
What training is included?
Training Academy assignments are attached to your office record. Published paths are marked Available; everything else is labelled Preview or Planned.
How do I get help?
Through the Support page or the client portal. Every request creates a trackable ticket routed to the correct R&A team.
Not sure where to begin? Ask Zyiion™.
Ask Zyiion™ helps tax professionals understand R&A Pro-Tax software access, onboarding, training, CRM options, bank enrollment, support, and available business services. Get clear guidance based on what you are trying to build.