How to Get My EFIN Number for IRS E-File Services

Obtaining an Electronic Filing Identification Number (EFIN) is crucial for tax professionals offering IRS e-file services. This number enables authorized individuals and businesses to electronically file tax returns, improving efficiency and accuracy. As electronic filing becomes increasingly common, securing an EFIN ensures compliance with IRS regulations and streamlines operations.

Who Can Obtain an EFIN

The EFIN is available to individuals and entities involved in tax preparation and filing services, such as certified public accountants (CPAs), enrolled agents, and tax attorneys authorized to represent taxpayers before the IRS. Businesses, including accounting firms and tax software companies, can also apply. Applicants must comply with IRS guidelines and demonstrate a commitment to protecting taxpayer information.

To qualify for an EFIN, applicants undergo a suitability check, which includes a review of personal and business tax compliance history and a criminal background check. This process ensures only reputable individuals and entities can electronically file tax returns on behalf of clients, safeguarding the system against fraud.

Steps to Sign Up on IRS E-Services

Obtaining an EFIN involves a structured process through the IRS e-Services system, ensuring applicants are prepared for their responsibilities.

Gathering Needed Details

Before applying, gather all required information. This includes personal identification details like Social Security Numbers (SSNs) for individuals or Employer Identification Numbers (EINs) for businesses. Understand your business structure, including legal name, address, and contact information. Provide professional credentials, such as CPA or enrolled agent numbers, if applicable. Reviewing IRS Publication 3112, “IRS e-file Application and Participation,” can help ensure you have all necessary details.

Creating Your E-Services Account

Create an e-Services account on the IRS website by visiting the e-Services portal and registering for a new account. Provide personal and business information, including a valid email address. Set up a strong password and security questions to protect the account. Confirm your email address to activate the account. The IRS may require additional identity verification, such as a government-issued ID, for security purposes.

Submitting the Application

Once your e-Services account is active, log in to the portal and select “e-File Application” to submit your EFIN application. Provide detailed information about your business, including the types of returns you plan to file and the expected volume. Designate a Principal, Responsible Official, and any Delegated Users for the e-File system. Ensure all information is accurate to avoid delays or denials. After submission, the IRS will conduct a suitability check, which may take several weeks. Monitor your email and e-Services account for updates or requests for additional information.

Tracking Your Application

Track your application’s progress through the e-Services portal. Regularly check for updates or IRS requests for further details. Responding promptly to communications can help expedite the process. Once approved, familiarize yourself with IRS requirements for maintaining your EFIN, including compliance obligations and security protocols to protect taxpayer data.

Retrieving Your EFIN if Forgotten

If you forget your EFIN, log in to the IRS e-Services portal and navigate to the “Application” section to retrieve it. Keep your contact information up-to-date to ensure you receive notifications. If you experience difficulties accessing your account, the IRS e-Help Desk can assist with recovery.

Renewal and Updates

Maintaining your EFIN requires keeping your IRS e-Services account information accurate and current. Update any changes to your business structure, contact details, or personnel promptly to avoid disruptions in e-filing capabilities. Significant changes may require re-verification of your suitability. Conduct regular audits of your e-filing practices to ensure compliance with IRS requirements. Staying proactive ensures uninterrupted access to IRS e-file services and reliable tax preparation services for your clients.