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Category: Electronic Filing

Applying For An EFIN To Become An IRS e-File Provider

Before you can electronically file tax returns, you must apply to become an Authorized e-file provider with the IRS.  Effective October 1, 2012, applications to become an IRS e-file provider must be submitted online.  The IRS will no longer accept paper e-file applications.  This process is facilitated by the IRS in three easy steps:

  • Step 1: Create an IRS e-services Account - Before you can begin the application process, you must apply and be approved for an e-services account with the IRS.  The IRS may take several days to verify and approve your information, so it is important to plan accordingly.

  • Step 2: Submit Your Application - After you are approved for e-services, you will be able to log into your account to fill out the online application to become an IRS e-file provider.  Plan accordingly as it may take up to 45 days for the IRS to approve an Authorized e-file Provider application.

  • Step 3: Pass a Suitability Check - After you submit your application and any 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 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 get an acceptance letter from the IRS with your Electronic Filing Identification Number (EFIN).

The online application process takes 4-6 weeks to complete – don’t delay, become an e-file provider today.

NOTE
: Existing e-file providers must now use e-Services to make account updates.

Help is available at IRS.gov - Become an Authorized e-file Provider or through the e-Help Desk at 1.866.255.0654 (512.416.7750 for international calls), Monday through Friday, 6:30 a.m. - 6:00 p.m. (CST). Frequently Asked Questions are available to answer questions and guide preparers through the application process.


Last Updated: 7/20/2017