E-File another firm's tax returns - I am the paid preparer and the ERO
I am the paid preparer for a private client who has multiple entities (less than 10) and who owns the Lacerte software on their computer. I am planning to e-file their tax returns from their computer for the upcoming season. Do they have to apply for their own EFIN or can I just use mine while e-filing with their firm information and my PTIN?
If this is possible, how do I set up the program?