Do I need an EFIN number?

Providers need an EFIN to electronically file tax returns. The IRS assigns an EFIN to identify firms that have completed the IRS e-file Application to become an Authorized IRS e-file Provider. Even if you transfer your business by sale, gift or other disposition, you may not transfer your EFIN.

The general rule of thumb is if you prepare or assist in preparing federal tax returns and are paid for preparing those returns, you must have a valid PTIN before preparing returns. Providers need an EFIN to electronically file tax returns.

What is needed to file someone’s taxes?

The basic IRS requirement for all paid tax preparers is to pass the suitability check and get issued a PTIN. However, once you start talking about the work of an enrolled agent, there will be additional requirements such as a state license or an electronic filing identification numbers (EFIN).

Who is required to have an efin number?

An electronic filing identification number is issued by the IRS to individuals or entities that are “authorized e-filing providers,” that is, entities authorized to file taxes on behalf of another entity online. The IRS mandates that any entity filing more than 10 tax returns must have an EFIN. To apply for an EFIN, you may need to go through:

Where can I get information about efin for my tax preparation business?

For additional help, you can contact the IRS EFIN Phone Number for Tax Professionals – 866-255-0654 (6:30 AM to 6 PM CT) or visit the IRS.gov website located HERE. Where can I get information about the EFIN? Keeping updated on eFile improvements is important. Check the IRS’ website for updates.

Can you e file a tax return without efin?

Without an EFIN, you cannot e-file tax returns or engage in any e-file activities (See IRS Publication 3112).

Do you have to have a PTIN to renew an efin?

NOTE: As of June 2, 2017, based on a District Court Order, the IRS will not charge for the issuance or renewal of a PTIN. An Electronic Filing Identification Number (EFIN) is a number issued by the IRS to individuals or firms that have been approved as authorized IRS e-file providers.