An EFIN is assigned by the IRS to identify the firms that have completed the e-File application. An EFIN is required to file tax returns electronically.
The EFIN process typically takes about 45 days, so be sure to get started well in advance of tax season.
To become an Authorized IRS E-File Provider, you need to apply for an Electronic Filing Identification Number (EFIN). After your application is completed, a suitability check will be performed. Then a letter of acceptance will be sent, which will include the EFIN.
This account will allow you to interact with the IRS electronically. This process can take several days, so plan accordingly. When you apply for this account, you will need to:
Once the essential people are approved for e-services, your firm can begin the application to become an Authorized e-file Provider. This application is lengthy and can take up to 45 days for approval. Items of importance include:
Finally, the IRS will perform a suitability check for your firm and as each person listed on your application, including principal and responsible officials. This process may include a credit check, a tax compliance check, a criminal background check, and a check for prior non-compliance with IRS e-file requirements.
Once approved, you will receive an acceptance letter from the IRS containing your Electronic Filing Identification Number (EFIN).
More information about EFINs and e-file can be found in IRS Publication 3112, IRS e-File Application and Participation.