What Is My EFIN Number and Application Summary?

What Is My EFIN Number and Application Summary?

As a tax professional, it’s important to clearly understand your Electronic Filing Identification Number (EFIN) and application summary. Your EFIN is a unique number that identifies your business as an authorized e-file provider with the IRS. It’s...
Finding Your Business Activity Code: A Quick and Easy Guide

Finding Your Business Activity Code: A Quick and Easy Guide

A principal business code is an indispensable part of conducting business in the United States. This six-digit number is a means of categorizing a company’s main product or service, and it plays an important role in filing federal taxes with the Internal Revenue...
How to Start a Successful Tax Preparation Business?

How to Start a Successful Tax Preparation Business?

Starting your own business can be an exciting prospect, but it can also be a challenging one. That’s why you need to start as early as possible. Starting a business requires time and patience and not everyone has this in abundance.  However, doing so doesn’t have to...
How Does Refund Advantage Help Tax Professionals

How Does Refund Advantage Help Tax Professionals

UltimateTax offers a variety of services and banking products to its customers to help them stay competitive in their respective industries. Refund Advantage is one of these bank products that can be extremely beneficial to tax preparation businesses. It is a bank...
How to Do a Great Tax Client Interview

How to Do a Great Tax Client Interview

The tax preparation profession involves more than the processing of income tax returns. This is a client-facing profession, where one’s reputation can depend on successful client interactions. Always strive to leave a good impression when you are dealing with...
What Is My EFIN Number and Application Summary?

Yes, You Can Start a Tax Business While Working Full-time!

Looking for a good way to supplement your regular income? You might see tax preparation as a viable option. And you’re right! It is a service profession that can easily be integrated with similar types of businesses, such as accounting, bookkeeping, financial...
How to Do a Great Tax Client Interview

[Update] ? Software Online Acks

This evening the program was updated so that the current status of acknowledgements have been posted to your accounts. We apologize for any inconvenience this may have caused you. We do appreciate your patience over the last couple of days. At this point the returns...
UltimateTax’s Step-by-Step Process for Professional Tax Preparation

EPS Bank Update ? Cards and Checks

As a notice for EPS Checks and Cards – Only use cards and checks issued to your office this season. Do not use prior season checks and cards for 2021. Card Number Issue: There is an card issue that you have get the correct card number from your EPS portal. Click...