Verify that you are in compliance with IRS regulatory requirements. We recommend you:

• Apply for or renew your PTIN and ensure your staff members have renewed their PTINs.
• Update your e-file application or apply for a new EFIN if needed. Consult IRS Pub 3112 for more information.
  • Ensure you have selected the types of returns that you will prepare.
• Create a Social Security Administration Business Services Online account to file W-2s.
• A Transmitter Control Code (TCC) is not needed when e-filing with Payroll Compliance Reporting.

• Payroll Compliance Reporting automatically checks for updates when it opens.
  • Program and Form updates will automatically download and install.
  • Program updates will require a restart.
  • Select the jurisdictions in Preferences to control which forms update.
• Payroll Compliance Reporting actively checks for updates while it is open.
  • The Program icon on the toolbar turns red when an update is available. Click to install.
  • The Forms icon on the toolbar turns red when new or updated forms are available. Click to install.
• Schedule program and/or form updates from Preferences.

As members of the IRS Security Summit, we are committed to protecting confidential taxpayer information. Our products to meet the recommendations and best practices set forth in IRS Publication 4557, Safeguarding Taxpayer Data. The Federal Trade Commission’s Safeguards Rules requires companies to implement safeguards, such as multi-factor authentication, for anyone accessing customer information on their systems.

Multi-factor authentication (MFA) adds an extra layer of protection beyond a password. The returning user enters credentials like a username and password. Then, there’s another step, such as entering a security code, token or a biometric like a fingerprint.

Wolters Kluwer will be implementing MFA into its desktop tax applications, in line with the IRS requirements for all Financial Service Companies, ahead of tax season. Click here for more information.

• All users must establish a user account with a password and use an authenticator application to log in.
• Please note that prior year passwords will not work. You must create a password each year.
• Passwords must be 8-64 characters in length.
• Special characters are no longer required; however, strongly suggested.
• The following authenticator apps have been confirmed to be compatible with Payroll Compliance Reporting: Multi-Factor Authenticators for Customers

• Subscribe to IRS Quick Alerts, e-News for Tax Professionals and more.
• Visit the IRS Return Preparer Office Facebook page.
• Join the ATX Community Discussion Board on the Solution Center.
• Click the News Feed icon in Payroll Compliance for important software and industry news.

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