What you need to establish a EFIN...

Providers need an Electronic Filing Identification Number to electronically file tax returns. The
IRS assigns an EFIN to identify firms that have completed the IRS e-file Application to become
an Authorized IRS e-file Provider. After the provider completes the application and passes a
suitability check, they send an acceptance letter, which includes the EFIN, to the Provider. This
process usually takes up to 45 days. Your EFIN expires and can be renewed every year.
Completing your EFIN application is a simple process despite the 45 day approval period. Once
approved, you will receive an acceptance letter containing your Electronic Filing Identification
Number (EFIN)

EFIN Application Process

Create an IRS e-services account

  • Legal Full Name
  • Social Security Number 
  • Date of Birth
  • Valid Phone Number (for 2 step verification process)
  • Home Mailing Address (your confirmation will be sent here)
  • Adjusted gross income for current or previous tax year.
  • Create a Username, Password & PIN.
  • Verify that all responsible officials in your firm signs up for e-services.
  • Confirm registration using the confirmation code you receive.

To Submit your Application

  • Identification information for your firm
  • Select your E-File option- Electronic Return Originator (ERO).
  • Information about each principal and responsible official including  1) If they are certified or licensed enter their current professional
    status. 2) All other individuals need to provide fingerprints (fingerprinted by
    a trained professional) to the IRS.
  • Mail and sign completed fingerprint cards to:
    Attn: EFU Acceptance, Testing Stop 983, 310 Lowell
    Street, Andover, MA 0181

Pass a Suitablility check: This process may include…

  1. Credit check
  2. Tax Compliance check
  3. Criminal Background check
  4. Prior Non-Compliance with IRS e-file Requirements check

What you need to establish a EFIN...

Providers need an Electronic Filing Identification Number to electronically file tax returns. The
IRS assigns an EFIN to identify firms that have completed the IRS e-file Application to become an Authorized IRS e-file Provider. After the provider completes the application and passes a suitability check, they send an acceptance letter, which includes the EFIN, to the Provider. This process usually takes up to 45 days. Your EFIN expires and can be renewed every year. Completing your EFIN application is a simple process despite the 45 day approval period. Once approved, you will receive an acceptance letter containing your Electronic Filing Identification Number (EFIN).

EFIN Application Process

Create an IRS e-services account

  • Legal Full Name
  • Social Security Number 
  • Date of Birth
  • Valid Phone Number (for 2 step verification process)
  • Home Mailing Address (your confirmation will be sent here)
  • Adjusted gross income for current or previous tax year.
  • Create a Username, Password & PIN.
  • Verify that all responsible officials in your firm signs up for e-services.
  • Confirm registration using the confirmation code you receive.

To Submit your Application

  • Identification information for your firm
  • Select your E-File option- Electronic Return Originator (ERO).
  • Information about each principal and responsible official including  1) If they are certified or licensed enter their current professional
    status. 2) All other individuals need to provide fingerprints (fingerprinted by
    a trained professional) to the IRS.
  • Mail and sign completed fingerprint cards to:
    Attn: EFU Acceptance, Testing Stop 983, 310 Lowell
    Street, Andover, MA 0181

Pass a Suitablility check: This process may include…

  1. Credit check
  2. Tax Compliance check
  3. Criminal Background check
  4. Prior Non-Compliance with IRS e-file Requirements check