How to Get Your EFIN Application Summary

An Electronic Filing Identification Number (EFIN) Application Summary provides a concise record of an approved application for an EFIN, which is required for tax professionals to electronically file tax returns with the IRS. This summary is needed for maintaining accurate records, confirming your EFIN status, or fulfilling compliance requirements from tax software providers. This document verifies your authorization to participate in the IRS e-file program.

Gaining Access to Your IRS e-Services Account

Accessing your EFIN Application Summary begins with logging into your IRS e-Services account, the secure online portal for tax professionals. If you are a new user, you will need to create an account through the IRS website, which involves an identity verification process. This verification is often through a third-party provider like ID.me, requiring you to upload government-issued identification and sometimes a video selfie. Providing accurate personal information, including your Social Security Number or Individual Taxpayer Identification Number, is essential for identity confirmation.

Once your identity is verified, you can establish your e-Services account by setting up a unique username, password, and security questions. This multi-factor authentication process ensures the security of your tax information and helps protect against unauthorized access. If you are an existing user but have forgotten your login credentials, the e-Services portal offers options to retrieve your username or reset your password by answering security questions or following recovery steps. Maintaining current contact information within your account is important for receiving communications from the IRS.

Steps to Retrieve Your EFIN Application Summary

After logging into your IRS e-Services account, you can navigate the portal to locate your EFIN Application Summary. Begin by selecting the “Tax Pros” tab on the IRS.gov homepage, then proceed to “Access e-Services.” Within the e-Services section, choose “E-file Provider Services” to access the main application area.

Next, select “Access e-file Application” and verify any required online security information to proceed. You will then be prompted to select your organization from a list of choices, and you may need to accept Terms of Service. After selecting your organization, click on the “View/Edit” icon to open your application details. The EFIN Application Summary will be displayed, and from this screen, you can find a “Print” option to print or save it as a PDF for your records. Ensure that the status of your EFIN application is listed as “Complete” or “Active” before saving or printing.

Key Details in the Application Summary

The EFIN Application Summary contains information that confirms your authorization to electronically file tax returns. It displays your Electronic Filing Identification Number (EFIN) and the status of your application, which should be “Active” to permit electronic filing. The summary also includes the date your application was submitted and approved by the IRS.

This document details the applicant’s information, such as the firm’s name, business address, and contact information, all of which must match current records. It also lists Responsible Officials and principals linked to the EFIN, ensuring that the appropriate individuals are identified. Reviewing these details regularly is for compliance, as any changes in business structure, address, or personnel must be updated with the IRS within 30 days to avoid inactivation of your EFIN. This summary serves as a reference for tax professionals and can be required by tax software vendors to verify your eligibility for e-filing.