Become an Authorized e-file Provider: Electronic Filing Identification Number (EFIN)
Join the IRS partnership and save money, increase your productivity and build your business, while providing a service the majority of taxpayers now expect. IRS e-file has safely and securely transmitted more than 1 billion tax returns since 1990. Nearly 80 percent of all individual federal returns are now e-filed. Learn more about the program — now required for most tax return preparers — and how to become an Authorized IRS e-file Provider. It will be good for your customers and good for your business.
Step 1: Create an IRS e-services Account
Before you begin the online e-file application, you must have an IRS e-services account, which facilitates electronic interaction with the IRS. When you apply for an e-services account, you will need to:
Return to e-services to confirm your registration within 28 days of receiving your confirmation code in the mail.
You can find definitions of a principal and a responsible official in IRS Publication 3112, IRS e-file Application and Participation.
The verification and approval process for creating an account with IRS e-services can take several days, so plan accordingly.
Step 2: Submit Your Application to Become an Authorized IRS e-file Provider
Once essential people are approved for e-services, your firm can begin the application to become an authorized e-file provider.
The application process is not simple, but as a tax professional, you understand these steps are necessary to protect the integrity and security of the electronic filing system. We all have a stake in maintaining the highest standards for e-file providers.
Because the application is so comprehensive, it is designed so that you can save your data from a session, close out and return to it when convenient.
Another caution about time: It can take up to 45 days for the IRS to approve an e-file application. So please plan accordingly and allow enough time.
Several important things to note:
Be fingerprinted by a trained professional - your local police station will likely provide this service for a modest fee or there are commercial services. Then mail the signed and completed card to the IRS at:
Attn: EFU acceptance STOP 983
310 Lowell St
Andover, MA 05501-0001
Your application is complete.
It is the job at the IRS to finish the e-file authorization process for you.
Step 3: Pass a Suitability Check
After you submit your application and related documents, the IRS will conduct a suitability check on the firm and each person listed on your application as either a principal or responsible official. This may include: a credit check; a tax compliance check; a criminal background check; and a check for prior non-compliance with IRS e-file requirements. Once approved, you will get an acceptance letter from the IRS with your Electronic Filing Identification Number (EFIN).
For step-by-step guidance through the e-file application, download Publication 3112 from IRS.gov
Once enrolled, you will be able to serve your clients more effectively. Taxpayers know e-filing is fast and safe and gets them their refunds much more quickly.
Now, you’re just a click away from improving your business and improving service to clients.
Contact us today to learn how to complete IRS EFIN Registration for your tax business.
If you are interested in learning how to do taxes, interested in earning a full year's salary working 4 months, interested in leaving your current situation because you're being treated bad, or interested in a better opportunity to own your own home-based income tax preparation service, then contact us immediately @ email@example.com