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Incorporating e-file Into Your Office


Need help incorporating e-file into your business operations? You are not alone. We are regularly asked for tips on making the transition to e-file easy.

To make sure we give you the best information, we met with a variety of tax professionals who have successfully incorporated e-file into their business to find out how they did it. We've combined their advice, tips, and ideas into this helpful e-file tutorial.

The information in this tutorial is suggested practice and should not be taken as requirements of the Franchise Tax Board (FTB) and the Internal Revenue Service (IRS). Processes within each office may vary. You may use any process that conforms to the requirements outlined in the Internal Revenue Procedure 2007-40, 2007-26 I.R.B. 1488 (or the latest update), and the following publications:

Individual Publications:

Business Publications:


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Last Updated: 04.27.2018


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