How to Get an EFIN

In order to become an Authorized IRS e-file provider, securing your Electronic Filing Identification Number (EFIN) is a prerequisite.

What is an Electronic Filing Identification Number (EFIN)?

An Electronic Filing Identification Number (EFIN) is a unique number assigned by the IRS to authorized preparers participating in the federal and state e-file program.

Once provided, an EFIN remains valid indefinitely. However, if there are changes to your Employer Identification Number (EIN) or your firm’s name, a new one must be obtained or the existing one must be updated via the online portal.

Important to remember: all tax preparers require a PTIN. Yet, only your firm necessitates an EFIN. Usually, one EFIN per firm or physical location is sufficient.

To put it more straightforwardly: a PTIN is needed for preparation, an EFIN for e-filing.

How do I secure an EFIN?

1. Initiate an IRS e-Services account on the IRS official site.
2. Accomplish and submit your application to be authorized as an IRS e-file provider. The IRS can take up to 45 days to approve an e-file application, hence, planning ahead is advised. The application must include:
   • Details of your firm
   • Information regarding each Principal and Responsible Official in your organization
   • Your e-file provider choice (if you are a return preparer desiring to e-file on behalf of clients, select Electronic Return Originator, or ERO

   If the Principal or Responsible Official is a certified or licensed professional, like an attorney, CPA, or enrolled agent, they must supply their current professional status information.

   All other applicants need to furnish a fingerprint card, which can be set up by contacting the IRS toll-free at 866-255-0654. If fingerprints are needed, use a certified professional. While there are commercial services, your local police station can likely provide this service for a reasonable fee. The signed and completed card then needs to be mailed to the IRS.

3. Clear a suitability check. Post submission of your application and related documents, the IRS will conduct a suitability check on the firm and each person listed on your application as either a Principal or Responsible Official. This might involve a credit check; a tax compliance check; a criminal background check; and a verification for previous non-compliance with IRS e-file requirements. Once approved, an acceptance letter from the IRS with your EFIN will be dispatched to you.