How to Apply for an EFIN?

An Authorized IRS e-file Provider is a business or organization who has met the criteria for and been accepted to participate in IRS e-file.

To become an Authorized 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.

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.

Currently there is no fee to obtain an EFIN. 

Three-step process

• Step 1: Create an IRS e-services Account
• Step 2: Submit Your Application
• Step 3: Pass a Suitability Check

Before you begin the online e-file application, you must have an IRS e-services account, which facilitates electronic interaction with the IRS. All e-Services users must register using a two-factor authentication process called Secure Access. Here's what you need to get started:

• A readily available email address;
• Your Social Security number;
• Your filing status and address from your last-filed tax return;
• Your personal account number from a:
• credit card, or
• a home mortgage loan, or
• home equity (second mortgage) loan, or
• home equity line of credit (HELOC), or
• car loan 
• (The IRS does not retain this data) A readily available mobile device. For instant access, your name must be associated with a U.S-based mobile phone capable of receiving text messages. If the mobile number cannot be linked to your name, you may opt for a mailed activation code during registration.

Once essential people are approved for e-services, your firm can begin the application to become an authorized e-file provider.

The application process is not simple, but as a tax professional, you understand these steps are necessary to protect the integrity and security of the electronic filing system. We all have a stake in maintaining the highest standards for e-file providers.

Because the application is so comprehensive, it is designed so that you can save your data from a session, closeout, and return to it when convenient.

Another caution about time: It can take up to 45 days for the IRS to approve an e-file application. So please plan accordingly and allow enough time.

• First, you will supply identification information for your firm
• Next, you will enter information about each Principal and Responsible Official in your organization
• You choose your e-file provider option. If you are a return preparer and want to e-file for clients, select electronic return originator, or ERO.
• If the Principal or Responsible Official is someone who is certified or licensed, such as an attorney, CPA or enrolled agent, they must enter current professional status information
• All other individuals need to provide fingerprints to the IRS. You can get a fingerprint card by calling 866-255-0654
• Be fingerprinted by a trained professional - your local police station will likely provide this service for a modest fee or there are commercial services. Then mail the signed and completed card to the IRS at:

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. 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).

Click the link to start the application on (www.irs.gov) - CLICK HERE