Becoming an authorized IRS e-file Provider lets you increase your productivity, save money, and provide quality services that taxpayers expect from you. It allows you to file tax returns online, eliminating the need to fill out the form and promoting convenience and efficiency. Before reaping these benefits, you have to apply for an Electronic Filing Identification Number (EFIN).
An Electronic Filing Identification Number is a-six digit number assigned by the Internal Revenue Service (IRS) to businesses or organizations like yours to identify those that have completed the e-File application. It takes about 45 days to get an EFIN, so be sure to get started well in advance of tax season.
How Do I Apply for an EFIN?
- Create an IRS e-services account
The first step to becoming an authorized IRS e-file Provider is creating an IRS e-services account. It lets you interact with the IRS online. When learning how to get an EFIN number, you have to provide the following information:
- Your full legal name
- Your social security number
- Your date of birth
- A valid phone number
- Email address
- Your home mailing address
- Adjusted Gross Income from the current or prior tax year
Afterward, create your username, password, and PIN, and choose and answer a security reminder question. Make sure that every principal and responsible official in your firm signs up for e-services.
Confirm your registration within 28 days of receiving your confirmation code in the mail. Take note that this entire process can take several days, so plan accordingly and provide accurate and factual information.
- Submit your application to become an authorized e-file Provider
After getting approved for e-services, your tax preparation business can begin your application to become an authorized e-file Provider. This application process is time-consuming and can take up to 45 days for approval.
Submit identification information for your tax business, select your e-file provider option, and include details about every principal and responsible official in your firm. Don’t forget to add current professional status information of those who are certified or licensed in your company, and ensure that they provide their fingerprints to the IRS.
- Undergo a suitability check
The IRS will perform a suitability check for your tax business and do a thorough review of every person listed on your application. You can expect to undergo a credit check, a tax compliance check, a criminal background check, and a check for prior non-compliance with IRS e-file requirements for your officials. After you have fulfilled all the requirements and your EFIN has been approved, you will receive an acceptance letter from the IRS.
- Begin E-Filing With Your New EFIN
After receiving your EFIN acceptance letter, you’re officially an authorized IRS e-file provider and can now start e-filing returns. You must maintain compliance with IRS e-file regulations and policies to avoid any issues that could lead to suspension or revocation of your acceptance. Keep your information updated, report any changes, and renew your EFIN annually.
Where Can I Ask for Application Assistance?
The entire application process for obtaining an Electronic Filing Identification Number is tedious and lengthy. As tax preparers, you may opt to spend your time accomplishing other important business-related tasks than handling your application. You can seek EFIN assistance from a reliable company like ours to free up your time and focus on more pressing matters in your business.
Conclusion
Acquiring an EFIN lets you electronically file tax returns and enjoy other benefits. From creating your e-services account, submitting your application, and undergoing a sustainability check, the entire process takes up too much time and can be stressful. Seeking application assistance lets you become more efficient and helps you grow your tax business.
Work with our company to propel your business forward. We offer EFIN application assistance and professional tax preparation software in the US. Contact us to get a free demo now!
