How to Get an EFIN Number

Posted at September 12, 2014

How to Get an EFIN Number featured image

Obtaining an EFIN is a step you can’t miss. It’s not exactly fun, but it’s extremely necessary to be a successful tax preparer. We have all of the information EFIN for you right here!

What is an EFIN (Electronic Filing Identification Number)? The Internal Revenue Service assigns EFIN numbers when a preparer is approved by the e-file federal/state e-file program. Before becoming an authorized IRS e-file provider, all preparers must complete an application and must pass the following:

  • Suitability check – fingerprints
  • Credit check
  • Criminal background check
  • Tax compliance check
  • Previous non-compliance with IRS e-file requirements

The process to get your EFIN number can take up to 45 days. In order to meet the January 1st deadline, you will want to get started on this process as soon as possible.

Steps to becoming an Authorized IRS e-file Provider

  1. Create an IRS e-services account
  2. Submit an IRS e-file application
  3. Pass a Suitability Check

Step 1 – Create an IRS e-services Account

You will want to have this information handy when setting up your IRS e-services account.

  • Legal name, Social Security Number, date of birth, phone number, e-mail address and home mailing address (address where the account confirmation will be mailed)
  • Your Adjusted Gross Income for the current or prior tax year
  • A Username, password & PIN to use

Every Principal and Responsible Official in your firm will need to sign up for e-services as well.

In within approx 28 days of receiving your confirmation code in the mail you will want to confirm Your e-services registration.

Step 2 – Submit Your Application

  • Login to e-services then go to the e-file application
  • Complete application as requested
  • Call the IRS at 866-255-0654 and request a fingerprint card
  • Find and hire a professional that can take your fingerprints
  • After submitting your application, write down the tracking number provided and mail the signed card to the IRS at Andover Campus, ATTN. EFU Acceptance, Testing Stop 983, 310 Lowell Street, Andover, MA 01812.
  • Keep your tracking number for reference. At this point each Principal and Responsible Official in your firm must answer several personal questions, and sign the Terms of Agreement using a PIN number.

Step 3 – Pass a Suitability Check

The IRS conducts a suitability check on the applicant and on all of the Principals and Responsible Officials listed on the application.

Suitability checks may include the following:

  • A criminal background check
  • A credit history check
  • A tax compliance check
  • A check for prior non-compliance with IRS e-file requirements

After these steps, the process is complete. We wish you the best of luck and hope that your EFIN Application process was not too painful!

UltimateTax Service, Inc. is a professional tax software provider. We provide this information as a service to our clients and friends. The information we post is for your viewing and knowledge pleasure. We take all information we post seriously and stand behind what we post. However, information we post is not meant to be used as your sole position in tax cases.

Author: Mike Steele

Serial entrepreneur since 1994. Tax preparation and tax software have been my passion over the years. Bringing value to my customers has always been a priority. If it’s not great, keep trying.

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