Electronic Filing Information for Tax Preparers
The Federal/State Electronic Filing Program (e-file) enables you to file your clients' federal and Connecticut Personal or Individual income tax returns in one single transmission. e-file is the quickest and most accurate way to process tax returns.
E-file is open to those tax preparers and transmitters who have been accepted by the (IRS) into the federal electronic filing program. All participants must use software approved for Connecticut electronic filing and follow the guidelines outlined in the federal/State Electronic Filing Handbook.
Tax return preparers who prepared 50 or more Connecticut personal income tax returns are now required to file all Connecticut personal Income Tax returns electronically. For more information, see Updated e-file Requirements for Personal Income Tax Returns.
Applying to electronically file returns in Connecticut:
Connecticut Tax Return Preparers and Out of State Tax Return Preparers
Connecticut has eliminated the requirement for an e-file application. Once the IRS accepts you into the efile program, you are automatically enrolled in Connecticut and eligible to e-file Connecticut Income Tax returns. The requirement to forward documentation to DRS has been eliminated.
Paper Retention Requirements
DRS accepts the Federal Signature. No separate State of Connecticut Signature. No paperwork required.
The IRS has several signature options available. The State of Connecticut will also accept this as the electronic signature for the Connecticut tax return.
The taxpayer is no longer required to mail any documentation to DRS but must retain required documentation for at least three years to be furnished to DRS only upon request.
For additional information regarding e-file, the following publications and forms are available: