Learn how to add forms to your cart, select add-on services, and complete your order.
- To complete this task, you must have at least one added form.
Note:
Check out the documentation on how to import or add a form. Once a form is added, it'll appear on your Home page alongside the other forms you've added.
Tip: Alternatively, you can watch
this video to learn how to place an order.
- Click the cart icon in the Add to cart column for each form you want to add to your cart.
Tip: Click the Bulk actions drop-down and select Add all to cart or Add selected to cart to add multiple forms at once.
- Once you have selected the forms, click My Cart.
Ensure all the forms listed in your cart are the ones you want to submit.
- Select the type of filing service for each form by clicking the drop-down in the Service column.
- Download reports for your order by clicking Summary Report and Totals Report.
- Once all forms are in your cart and have the correct service selected, click Secure Checkout.
- On the Terms of Service page, accept them by clicking the checkbox and then clicking Continue.
- Complete your payment information and billing address.
- If this is your first order, enter your billing and payment information first.
- If you'd like to update your payment information, you can click Change this card.
- Click Review your order.
- On the Review and pay page, review your order and select from eFileMyForms's Add-on services and Processing options.
-
To include an add-on service in your order, just click Add for the service you want
-
Use Standard or Scheduled processing. Scheduled processing allows you to delay the processing to a specified date.
- Optional: If you have funds available in your account, enter the amount you want to apply in the Account Funds section and click Apply.
Your order total will update automatically.
- Click Submit & Pay to place your order.
After you've reviewed and placed your order, you'll be billed, and the forms will be sent to the IRS/SSA.