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The Daily Insight

What is an IRS suitability check?

Author

Emma Jordan

Published Apr 09, 2026

After you submit 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. Once approved, you will get an acceptance letter from the IRS with your Electronic Filing Identification Number (EFIN).

Does your EFIN expire?

Once you’re issued an Electronic Filing Identification Number (EFIN), it doesn’t expire. Your EFIN number covers you and anyone working at your tax preparation firm. When changes at your firm occur, you will have to update your e-file application to reflect those changes.

Can you work for the IRS with a felony?

Yes, you can work for the Federal Government if you have a criminal record and were formerly incarcerated. People with criminal records are eligible to apply to most federal jobs, however there are some exceptions.

Can a felon work for the CIA?

The CIA employment literature states that they realize no one is perfect, so they don’t expect perfection from potential employees. Felony convictions, pending charges, dishonorable discharges and illegal downloading of copyrighted materials are examples given for reasons the CIA would disqualify an applicant.

How long does it take to get an EFIN from the IRS?

about 45 days
The EFIN process typically takes about 45 days, so be sure to get started well in advance of tax season.

IMPACT ON TAXPAYERS Before accepting these individuals, the IRS conducts suitability checks such as background and tax compliance checks to determine if the individuals applying for participation should be accepted in the programs. Allowing unsuitable individuals into the programs would increase the risks to taxpayers.

Can someone else use my EFIN?

An EFIN is not transferable. It is tied to the business location, not to a particular preparer (the PTIN identifies the preparer of the return).

What to do if you have a question about your efin?

You must apply and pass a suitability and tax compliance check. Who do I contact if I have a concern or question associated with my EFIN? Contact the e-help desk at 866-255-0654 (6:30 AM to 6 PM CT) to find out additional information or visit Information for IRS e-file Providers on IRS.gov if you have questions or concerns in regards to your EFIN.

What happens if efin status is ” non compliant “?

If EFIN status is “Inactive” and the Provider status is “Non-compliant” , the Principal and/or Responsible Official will be required to call the e-help Desk. The assistor must update the provider status to “Dropped” allowing the RUP user to reapply.

What is an electronic filing identification number ( efin )?

What is an Electronic Filing Identification Number (EFIN)? Providers need an EFIN to electronically file tax returns. We assign an EFIN to identify firms that have completed the IRS e-file Application to become an Authorized IRS e-file Provider .

Is it bad to file a false efin application?

Unless you are actually moving location, they are basically telling you to file a false application just so they don’t have to deal with a correction! That’s nuts. The situation is even worse when you consider how nutty the idea of ‘expired’ fingerprints is. I agree, it is stupid.