EFIN Process - Become an Authorized e-file Provider

EFIN Process - Become an Authorized e-file Provider

What is an authorized IRS e-file provider?
An Authorized IRS e-file Provider is a business or organization who has met the criteria for and been accepted to participate in IRS e-file. To become an Authorized e-file Provider, you need to apply for an Electronic Filing Identification Number (EFIN). After your application is completed, a suitability check will be performed. Then a letter of acceptance will be sent, which will include the EFIN.

What is an EFIN?
An EFIN is assigned by the IRS to identify the firms that have completed the e-File application. 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 much does it cost to obtain an EFIN?
Currently there is NO fee to obtain an EFIN.

How to obtain an EFIN?
Three-step process
  1. Access IRS e-file Application
  2. Submit Your Application
  3. Pass a Suitability Check

Step 1: Accesss IRS e-file Application
The e-file Application is located under e-Services, E-file Provider Services. In order to access the e-file Application, you must sign in with an existing account or create a new account. Once you are able to sign in, you will be able to complete and submit an e-file Application.

Step 2: Complete and Submit Your Application to Become an Authorized IRS e-file Provider
Once step 1 is complete and essential individual(s) are approved for an e-Services account, your firm can begin the application to become an authorized e-file provider. The application process is comprehensive and is designed to protect the integrity and security of the electronic filing system in order to maintain the highest standards for e-file providers.
During the application process, you have the option to complete the application at your own pace. The system allows you to save your progress, close out the application and return to it at your convenience. Keep in mind, it can take up to 45 days from the date of submission for the IRS to approve your e-file application.
To complete the application, you'll need to:
  1. supply identification information for your firm
  2. enter information about each Principal and Responsible Official in your organization
  3. choose your e-file provider option. If you're a return preparer and want to e-file for clients, select Electronic Return Originator (ERO).
If the Principal or Responsible Official is certified or licensed, such as an attorney, CPA or enrolled agent, they must enter their current professional status information. Individuals who do not provide this information 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. Here are some important points.
  1. This fingerprinting service is free to you
  2. Once you submit your e-file application, you can schedule your appointment by accessing the e-file Application summary page and using the scheduling link on the Terms of Agreement Signature(s) & Personal Information section. The link is embedded with a unique ID and program code requiring each Principal and Responsible Official to schedule their own appointment
  3. The online scheduling tool will provide a list of Livescan locations within a 120-mile radius to schedule your electronic fingerprinting appointment. Livescan fingerprinting locations are located nationwide in all 50 states, D.C., Guam, Puerto Rico, Saipan and the U.S. Virgin Islands
  4. When the appointment is scheduled and confirmed, Fieldprint® will send an appointment reminder, highlighting the required forms of identification to bring as well as information for rescheduling the appointment, if needed.
Step 3: Pass a Suitability Check
After you submit your application and submit the required information outlined above, the IRS will conduct a suitability check. This suitability check may involve: a credit check; a tax compliance check; a criminal background check; and a check for prior non-compliance with IRS e-file requirements.
If your application is approved, the IRS will send you an acceptance letter with your Electronic Filing Identification Number (EFIN).


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