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This form is a request to be excluded from the requirement to transmit tax returns electronically as per Ohio Revised Code section 5747.082, requiring tax preparer information and reasons for the
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How to fill out preparer request for exclusion

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How to fill out Preparer Request for Exclusion from Electronic Filing Requirement for Personal Income Tax

01
Obtain the Preparer Request for Exclusion form from the tax authority's website or office.
02
Fill out your personal information, including name, address, and tax identification number.
03
Provide the reason for requesting the exclusion from electronic filing.
04
Include any supporting documentation that justifies your request.
05
Sign and date the form to certify that the information provided is accurate.
06
Submit the form to the appropriate tax authority via mail or online as instructed.

Who needs Preparer Request for Exclusion from Electronic Filing Requirement for Personal Income Tax?

01
Tax preparers who are unable to file electronically due to personal or technical constraints.
02
Individuals or businesses that have specific circumstances that exempt them from electronic filing requirements.
03
Preparers who prefer to file paper returns due to client preferences or other valid reasons.
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People Also Ask about

Missing or Invalid Data One of the most common hurdles in e-filing is missing or incorrect data on tax forms. Incomplete or inaccurate entries in critical fields—such as Social Security numbers, employer identification numbers, or income details—often lead to immediate rejection.
E-file requirement for tax return preparers: The law requires tax return preparers and firms who reasonably expect to file 11 or more covered returns in calendar year 2013 and thereafter, to e-file the returns they prepare and file. For 2013, covered returns are Forms 1040, 1040-A, 1040-EZ, and 1041.
Tax year 2021 individual returns, including amended returns, won't be able to be e-filed during the shutdown. E-Filing for all 2021 business returns was shut down on December 26, 2024. Tax year 2022 and 2023 individual returns will not be able to be e-filed during the shut down but will resume on January 27, 2025.
I, (full name), certify that I did not file a tax return in 20YY. I attempted to obtain the IRS Verification of Non Filing Letter but was unable to obtain the required documentation. I earned untaxed income of $(enter amount) in 20YY from (type of work in which you earned income). Attach the W-2 or 1099 forms.
If your tax return was rejected, it could be due to a number of reasons – such as missing information. However, there could be another issue, like a name or number that doesn't match up with the data the IRS already has on file.
Form 8948 is used only by specified tax return preparers (defined below) to explain why a particular return is being filed on paper. A specified tax return preparer may be required by law to electronically file (e-file) certain covered returns (defined below).
Opt out of e-filing a return - Form 8948. Use Form 8948 to explain why a particular return is being filed on paper. to select the reason for not e-filing the return.
The IRS allows 2022 federal tax returns to be e-filed until early November 2025. To e-file a prior year tax return, the IRS requires an Identity Protection PIN. The IRS shuts down e-filing for maintenance each year from late November to early January. Prior year returns for years before 2022 must be mailed.

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The Preparer Request for Exclusion from Electronic Filing Requirement for Personal Income Tax is a form that allows tax preparers to request an exemption from the mandatory electronic filing of income tax returns for their clients.
Tax preparers who do not file returns electronically due to specific circumstances, such as lack of internet access or other valid reasons, are required to file for an exclusion.
To fill out the form, the preparer must provide their identifying information, reason for the exclusion, and any supporting documentation justifying the request.
The purpose of the form is to ensure compliance with tax filing requirements while allowing preparers with legitimate reasons to opt-out of electronic filing.
Preparer's name, tax identification number, address, reason for exclusion, and any supporting documents related to the request must be reported.
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