Obtaining an EFIN is a step you can’t miss. It’s not exactly fun, but it’s extremely necessary to be a successful tax preparer. We have all of the information EFIN for you right here!
What is an EFIN (Electronic Filing Identification Number)? The Internal Revenue Service assigns EFIN numbers when a preparer is approved by the e-file federal/state e-file program. Before becoming an authorized IRS e-file provider, all preparers must complete an application and must pass the following:
- Suitability check – fingerprints
- Credit check
- Criminal background check
- Tax compliance check
- Previous non-compliance with IRS e-file requirements
The process to get your EFIN number can take up to 45 days. In order to meet the January 1st deadline, you will want to get started on this process as soon as possible.
Steps to becoming an Authorized IRS e-file Provider
- Create an IRS e-services account
- Submit an IRS e-file application
- Pass a Suitability Check
Step 1 – Create an IRS e-services Account
You will want to have this information handy when setting up your IRS e-services account.
- Legal name, Social Security Number, date of birth, phone number, e-mail address and home mailing address (address where the account confirmation will be mailed)
- Your Adjusted Gross Income for the current or prior tax year
- A Username, password & PIN to use
Every Principal and Responsible Official in your firm will need to sign up for e-services as well.
In within approx 28 days of receiving your confirmation code in the mail you will want to confirm Your e-services registration.
Step 2 – Submit Your Application
- Login to e-services then go to the e-file application
- Complete application as requested
- Call the IRS at 866-255-0654 and request a fingerprint card
- Find and hire a professional that can take your fingerprints
- After submitting your application, write down the tracking number provided and mail the signed card to the IRS at Andover Campus, ATTN. EFU Acceptance, Testing Stop 983, 310 Lowell Street, Andover, MA 01812.
- Keep your tracking number for reference. At this point each Principal and Responsible Official in your firm must answer several personal questions, and sign the Terms of Agreement using a PIN number.
Step 3 – Pass a Suitability Check
The IRS conducts a suitability check on the applicant and on all of the Principals and Responsible Officials listed on the application.
Suitability checks may include the following:
- A criminal background check
- A credit history check
- A tax compliance check
- A check for prior non-compliance with IRS e-file requirements
After these steps, the process is complete. We wish you the best of luck and hope that your EFIN Application process was not too painful!