Incorporating e-file Into Your Office
Avoid common errors
The error rate on e-file returns is less than the error rate on paper returns. You can avoid some of the most common errors by doing the following:
- Verify your client's full name. This is especially important for clients who married, divorced, or changed their name.
- Verify your client's social security number or entity identification number.
- Verify your client's estimated tax payments claimed. With your client's permission you can verify these online with our MyFTBAccount service. You must complete a one-time registration to create a user name and password.
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Don't include social security numbers or other personal/confidential information.
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