Thinking of Becoming an e-File Provider?

What is an EFIN?
The Electronic Filing Identification Number (EFIN) is a number assigned to a business or organization who has met the criteria for and been accepted to participate in IRS e-file. An EFIN is assigned by the IRS to identify the firms that have completed the e-File application.

What purpose does it serve?
In order to lawfully e-File over 11 income Tax Returns in a Calendar Year and Charge a Fee for the service, you must obtain an EFIN and list it on the returns that you file for accountability. An EFIN is required to file tax returns electronically.

How long does it take to get an EFIN?
The EFIN process typically takes about 45 days, so be sure to get started well in advance of tax season.

How to apply for an EFIN:
Visit the IRS.gov website, create your eServices account and apply.

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Electronic

Step 1 – Create an IRS e-services account

This account will allow you to interact with the IRS electronically. This process can take several days, so plan accordingly. When you apply for this account, you will need to:

Provide your full legal name, your social security number, your date of birth, a valid phone number, email address, and your home mailing address (this is where your confirmation will be mailed, so be sure this is accurate).
Provide your Adjusted Gross Income from the current or prior tax year.
Create a username, password, PIN, and select and answer a security reminder question.
Verify that every principal and responsible official in your firm signs up for e-services.
Return to e-services to confirm your registration within 28 days of receiving your confirmation code in the mail.

Filing

Step 2 – Submit your application to become an authorized e-file provider

Once the essential people are approved for e-services, your firm can begin the application to become an Authorized e-file Provider. This application is lengthy and can take up to 45 days for approval. Items of importance include:

First, you will supply identification information for your firm.
Next, you will select your e-file provider option. Since you will be preparing and e-filing client returns, you will select electronic return originator (ERO).
Then you will enter information about each principal and responsible official in your organization.
If a principle or responsible official is certified or licensed, such as a CPA, attorney, or enrolled agent, they must enter current professional status information.
All other individuals need to be fingerprinted using Fieldprint®, the IRS authorized vendor. Livescan fingerprinting is the process of capturing fingerprints electronically for submission to specific government agencies.

ID

Step 3 – Pass a suitability check

Finally, the IRS will perform a suitability check for your firm and as each person listed on your application, including principal and responsible officials. This process 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 receive an acceptance letter from the IRS containing your Electronic Filing Identification Number (EFIN).

More information about EFINs and e-file can be found in IRS Publication 3112, IRS e-File Application and Participation.

Thinking of Becoming an e-File Provider?

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