Electronic Filing Program



Product Description

Delivery: Text Based
Instructor: WiseGuides
Credit Hours: 3
Field of Study: Federal Tax
Approval: IRS, CTEC
Course Description:
This 3-CE hour course, Electronic Filing Program, presents an overview of the IRS e-file program,
beginning with a summary of the electronic filing mandate and exceptions to the mandate, followed by
the requirements to become an e-file Provider based on the different Provider roles. Next, selected e-
file administrative procedures, IRS oversight, and joint initiatives to protect the integrity of the e-file
program are presented. This course serves as either a basic level introduction, or as a valuable refresher,
to keep your practice in synch with IRS e-filing regulations.
After completing this online self-study course, you will be able to:
 Identify the e-file mandate rules and exceptions
 Identify eligible returns for IRS e-File
 Identify the process and requirements to become an e-file Provider
 Identify the different e-file Provider roles and responsibilities
 Identify the requirements to update or submit a new e-file Provider Application
 Identify e-file fee restriction and advertising rules
 Identify e-file Provider oversight including sanctions, penalties, and revocations

> NOTE. The WiseGuides 2-CE hour course, e-File Operating Procedures, addresses selected
operating details of preparing and submitting e-filed returns, including balances due and refund
processing, and identity protection (both taxpayer and preparer) initiatives.

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