How Long Does It Take to Get an EFIN?
Understand the IRS EFIN application process. Get a clear overview of requirements, typical timelines, and what to expect from submission to approval.
An Electronic Filing Identification Number (EFIN) is a unique six-digit identifier issued by the Internal Revenue Service (IRS) to tax professionals, authorizing them to electronically file tax returns. EFINs are necessary for Electronic Return Originators (EROs) and other tax professionals who submit client tax returns to the IRS digitally. The process of obtaining an EFIN involves several steps, and the timeline for approval can vary.
Prerequisites and Application Steps
Before initiating an EFIN application, tax professionals must meet certain foundational requirements. All principals and responsible officials associated with the firm need to obtain a Preparer Tax Identification Number (PTIN) and create an IRS e-services account. The PTIN is an identification number required for anyone who prepares federal tax returns for compensation. Creating an e-services account requires providing full legal name, Social Security number, date of birth, and Adjusted Gross Income from a recent tax year. This initial setup can take several days to process.
Once these prerequisites are in place, the application process for the EFIN can commence through the IRS e-services portal. The application requires information about the business, including legal name, address, and Employer Identification Number (EIN), if applicable. For sole proprietorships, the owner’s Social Security Number may be used. Applicants must also provide information for each principal and responsible official, including names, Social Security numbers, and dates of birth.
A suitability check is part of the EFIN application process, conducted by the IRS on the firm and all listed principals and responsible officials. This check includes a credit check, a tax compliance review, a criminal background check, and an assessment for any prior non-compliance with IRS e-file requirements. If a principal or responsible official is not a certified or licensed professional, such as an attorney, Certified Public Accountant (CPA), or Enrolled Agent (EA), they may be required to undergo electronic fingerprinting. Fingerprinting often involves scheduling an appointment with an IRS-authorized vendor.
Processing and Approval Timeline
The IRS states the EFIN application process takes about 45 days from submission. This timeframe allows for comprehensive suitability checks and background verifications. However, actual processing time can vary.
Several factors can influence EFIN application approval time. Incomplete applications or information discrepancies can lead to significant delays. High application volumes, particularly during peak tax seasons, can also extend processing times, sometimes reaching 45 to 60 days if fingerprint cards are involved. Additional information requests from the IRS, such as clarifying tax compliance issues or resolving background discrepancies, will also prolong the approval process.
Applicants can monitor the status of their EFIN application through their IRS e-services account. The e-file application summary provides updates on the application’s progress. Once the EFIN application is approved, the IRS will issue an acceptance letter containing the Electronic Filing Identification Number. This notification is sent via email.
Post-Approval Actions and Responsibilities
After obtaining an EFIN, holders have specific actions and ongoing responsibilities. While there isn’t a separate activation step beyond receiving the EFIN, the holder can immediately begin using it to electronically file tax returns through IRS-approved software.
EFIN holders must keep their information current with the IRS annually. Review and update the e-file application periodically, especially within 30 days of changes to individuals, addresses, or telephone numbers. Failure to update this information can result in the inactivation of the EFIN. Although the EFIN itself is not subject to annual renewal in the same way a PTIN is, the associated firm information must be kept current.
Safeguarding the EFIN and client data is a continuous responsibility. This includes strong, unique passwords, multi-factor authentication for e-services accounts, and encrypting sensitive data. EFIN holders should also regularly monitor their EFIN activity through their e-services account to detect unauthorized use by comparing records with the IRS’s weekly updated EFIN Status page. Reporting any suspected data theft or loss to the IRS immediately is also an obligation.