INSTRUCTIONS TO PRINTERS
FORM 8633, PAGE 3 OF 6
MARGINS; TOP 13mm (
1
⁄2"), CENTER SIDES. PRINTS: HEAD TO HEAD
PAPER: WHITE WRITING, SUB. 20. INK: BLACK
FLAT SIZE: 648mm (25
1
⁄2") x 279mm (11")
PERFORATE: ON FOLD
8
I.R.S. SPECIFICATIONS TO BE REMOVED BEFORE PRINTING
DO NOT PRINT — DO NOT PRINT — DO NOT PRINT — DO NOT PRINT
Form 8633 (Rev. 7-2003) Page 3
New! New! This Form 8633 is the new
combined form to use to apply to be an
authorized e-file provider of any of the
Individual or Business e-file programs.
Filing Requirements
Who to Contact for Answers: If you
have questions and don’t know where to
get answers, call toll free,
1-866-255-0654. If this is a foreign call,
call the non-toll-free number
01-512-416-7750. For additional
information about Business e-file
programs, see the following publications:
Publication 1524, Procedures for the
Form 1065 e-file Programs; Publication
1525, File Specifications for Form 1065
e-file; Publication 1855, Technical
Specifications Guide for the Electronic
Filing of Form 941; Publication 3715,
Technical Specifications Guide for the
Electronic Filing of Form 940;
Publication 1437, Procedures for
Electronic Filing of Form 1041; and
Publication 1438, File Specifications for
Form 1041.
Who Must File Form 8633. (1) New
applicants (including foreign filers) and
(2) Current participants revising a
previously submitted Form 8633, in
accordance with the IRS e-file program
requirements outlined in Publication
1345, Handbook For Authorized IRS
e-file Providers. In some instances, you
may revise your application by calling
1-866-255-0654.
Note: Those transmitters and software
developers who are planning to transmit
Forms 990, 990-EZ, 1120, 1120S,
1120-POL, or 8868 through the Internet
must apply using the on-line e-file
application instead of completing
Form 8633.
When to File: New Applications— Year
Round Application Acceptance.
Effective August 1, 2003, paper
applications are accepted all year for
individuals and business e-file programs.
This change allows individual and
business e-file applicants the
opportunity to apply to participate in the
e-file program at any given time.
Additionally, the on-line e-file application
offers the same year round application
process. It is recommended that you
submit your completed application 45
days prior to the date you intend to
begin filing returns electronically
(business and/or individual).
Reapply—complete an application to
reapply to the program if you were
suspended and want to be reconsidered
or if you were dropped from the program
and would like to continue. Please
remember to include your previously
assigned EFIN.
Where to File. Send Form(s) 8633 to the
Andover Campus. (See Page 4 for
mailing addresses.)
How to Complete the Form
Page 1
Please check all boxes which apply to
this application.
Line 1b.—If your firm is a partnership or
a corporation, provide the firm’s
employer identification number (EIN). If
your firm is a sole proprietorship, with
employees, provide the business
employer identification number (EIN). If
you do not have employees, provide
your social security number (SSN).
Line 1c.—If your firm is a sole
proprietorship, enter the name of the
sole proprietor. If your firm is a
partnership or corporation, enter the
name shown on the firm’s tax return. If
submitting a revised application, and the
firm’s legal name is not changing, be
sure this entry is identical to your
original application.
Line 1d.—If, for the purpose of IRS
e-file, you or your firm use a “doing
business as” (DBA) name(s) other than
the name on line 1a, include the name(s)
on this line. Use an attachment sheet if
necessary to list all names.
Line 1e.—Address of the location of the
firm. A Post Office box (P.O. box) will not
be accepted as the location of your firm.
Line 1g.—Mailing address if different
from the business address. Include P.O.
box if applicable. You must provide a
year-round mailing address.
Lines 1i and 1j.—Contact names must
be available on a daily basis to answer
IRS questions during testing and
throughout the processing year.
Line 2d.—1040 on-line filing applicants
must also provide the following
information on a separate sheet of
paper:
1. The brand name of the software the
applicant will be using, has developed,
or will be transmitting, including the
name of the software developer; the
name of the transmitter for the software;
the retail cost of the software; any
additional costs for transmitting the
electronic portion of the taxpayer’s
return; whether the software can be
used for Federal/State returns; whether
the software is available on the Internet
and if so, the Internet address; the
professional package name of the
software submitted for testing;
2. The applicant’s point of contact
(including telephone number) for matters
relating to on-line filing, and the
applicant’s customer service number;
3. The procedures the applicant will use
to ensure that no more than five returns
are transmitted from one software
package or from one e-mail address;
and
4. The website URL of the on-line filer
Line 3.—Check the box that applies.
Line 4.— ETD - (Forms 56, 2350, 2688,
4868, 9465) Electronic Transmittted
Documents - stand alone documents
that are e-filed apart from any other
returns but for the purpose of e-file
application, are grouped together to
establish the need for a transmitter
communications test.
State Ack (Restricted to Software
Developers or Transmitters) -
acknowledgement files transmitted by
the state taxing agency to the IRS,
containing the results of the state e-filed
returns for pick-up by the original
transmitter of the return.
Line 6.—Misrepresentation when
answering this question will result in the
rejection of your application to
participate in the IRS e-file Program. If
your application is denied, you will be
able to apply again for participation two
years from the date of the denial letter.
Page 2
Lines 7 and 8.—Each individual listed
must be a U.S. citizen or legal resident
alien (lawful permanent resident), have
attained the age of 21 as of the date of
the application, and if applying to be an
Electronic Return Originator, meet state
and local licensing and/or bonding
requirements. Fingerprints must be taken
by a trained specialist. Individuals
CANNOT take their own fingerprints.
The e-file program fingerprint cards are
unique and should be obtained by
calling the Andover Campus at
1-866-255-0654.
Unless you marked a box on Line 3,
Page 1, or your only “Yes” response in
section 2 is question e, you must
provide a completed fingerprint card for
each responsible official, corporate
officer, owner, or partner listed on Lines
7 and 8. If a corporate officer, owner, or
partner changes, a completed fingerprint
card must be provided for each new
corporate officer, owner, or partner. If the
corporate officer, owner, or partner is an
attorney, banking official who is bonded
and has been fingerprinted in the last
two years, CPA, enrolled agent, or an
officer of a publicly owned corporation,
evidence of current professional status
may be submitted in lieu of the
fingerprint card (see Revenue
Procedures). Your application will not
be processed if you do not provide a
completed fingerprint card or
evidence of professional status and
the signature of each responsible
official, corporate officer, partner, and
owner.
Line 6 instruction also applies to Line
7 and Line 8. Attach an explanation for a
“Yes” response to the suitability
question.
Lines 9–11—Signature Lines.—A
principal, partner, or the owner of the
firm must sign new applications.
Responsible Officials may sign revised
applications.