Incorporating Individual e-file Into Your Office

Avoid common errors

The error rate on individual e-file returns is less than 1 percent. The error rate on paper returns is over 10 percent. 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. To be safe, enter the number directly from your client's social security card.
  • 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.