Alabama Taxpayer E-file Opt Out Election Form

Taxpayer E-file Opt Out Election Form
#10 Comm.  Office
FORM

AlAbAmA DepArtment of revenue

EOO

Income tAx ADmInIstrAtIon DIvIsIon

taxpayer e-file opt out election form

2023

General Information
Tax preparers who prepare 11 or more individual income tax returns in any calendar year are required by Alabama Rule
810-3-27-.09, in that calendar year and for each subsequent year thereafter, to file all acceptable Alabama individual
income tax returns using electronic medium. Filing paper returns with 2D barcode technology will no longer be allowed in
meeting this requirement.
As a taxpayer receiving services from a tax preparer who is required by Alabama law to file all acceptable Alabama individual income tax returns using electronic medium you may elect to “Opt Out.” That is, you may elect to not file your return
using an electronic medium. Returns submitted electronically are processed faster, more accurately, and at a lower cost to
the Department. If you elect to “Opt Out,” you are required to complete this form, which must be attached to your original
paper individual income tax return. The paper return must have a 2D barcode on it when submitted to the Department with
this form.
By signing this form, you have elected to:
NOT file your return electronically.
Reason for election:

TAXPAYERʼS SIGNATURE

DATE

SPOUSEʼS SIGNATURE (IF FILING JOINT RETURN)

TAXPAYERʼS NAME (PLEASE PRINT)

SPOUSEʼS NAME (IF FILING JOINT RETURN) (PLEASE PRINT)

PRIMARYʼS SSN

SPOUSEʼS SSN (IF FILING JOINT RETURN)

PREPARERʼS OR FIRMʼS NAME

PREPARERʼS FEIN / PTIN / SSN

DATE

DATE

Instructions for Paid Tax Preparers
If you are complying with Alabama Rule 810-3-27-.10 by offering electronic filing, you must file all acceptable Alabama individual income tax returns electronically. If the taxpayer elects not to file electronically, then the taxpayer must complete this
form. Attach this form to the taxpayerʼs Alabama individual income tax return.
If you are complying with Alabama Rule 810-3-27-.10 and the taxpayer elects not to file electronically, you must submit the
taxpayerʼs Alabama individual income tax return with the 2D barcode printed on the return.

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