As part of our continuing commitment to work with the IRS, states, and industry to combat tax fraud, Intuit requires all tax professional customers to have IRS documentation of EFIN registration on file before they can e-file through Intuit's professional tax products.  
 
Additionally, customers must submit EFIN documentation when requesting changes on their account. Your firm name and business address must match the IRS EFIN Application Summary. (Refer to IRS Pub 3112, pages 3-16).

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Do I need to provide EFIN verification?
Requirements for EFIN verification with IRS for ProConnect Professional Software.
What to Submit for EFIN verification.
How do I check my EFIN Status at IRS e-Services?
Steps to Submit EFIN documents for verification.

Do I need to provide EFIN verification?

 
Protecting your EFIN account and your taxpayer data is as important to us as it is to you.  As such, we require that all EROs (Electronic Return Originators) provide verification of their EFIN (E-File Identification Number) before approval for e-filing.  It's an important first step in preventing tax-related identify theft and fraud. Provide EFIN verification if:
  • If you are new to e-filing with Intuit and have not previously submitted verification.
  • If you have not previously submitted the Application Summary and have been approved.
  • If you make changes to your EFIN Application Summary Information.
  • When notified by email or by one of the e-file reject messages below.  
    • 853 Oops! The EFIN has not been registered to your Account! 
    • 854 Attention! Your E-filing privileges have been temporarily disabled by Intuit. 
  • Do not send verification if you only intend to paper file.
  • Do not send verification if you have previously sent the Application Summary, are currently approved for e-filing (you are able to e-file successfully) and your EFIN Application DBA name and physical location and address are current.

New! If you would like to confirm if your EFIN is approved to electronically file through your Intuit professional tax software - Click here for information.

Requirements for EFIN Verification with IRS for ProConnect Professional Software:

  1. One EFIN Per Firm Physical Location (as defined in IRS Pub. 3112).
  2. One Intuit Customer Account Number (CAN) Per Enrolled EFIN required.
  3. If more than one Firm shares a single Physical Location, Each Firm must have a separate Licensed Intuit CAN and a separate EFIN.
  4. Firm Name (DBA Name), Firm Physical Address, EFIN, and ERO Contact on the EFIN Application must match Software Licensed Firm Name and Physical Address, EFIN, and Contact Name.
  5. The EFIN status on the EFIN Application must be Active.
  6. The ERO status on the EFIN Application must be Accepted.

What to Submit for EFIN Verification:

To e-file returns you must submit official documentation of your credentials to e-file as a Provider in good standing with the IRS. You can submit in one of two formats:
  1. Submit the "Application Summary" from the IRS e-Services website. Below is an example image of the Application Summary (Note, credentials for EFIN will need to be in an "Active" status, and Electronic Return Originator status must be "Accepted"):


    User-added image

User-added image

  1. If you received an EFIN within the last 12 months, submit your EFIN Acceptance Letter
Caution:  EFIN letters older than 12 months from the date they were generated and  will be rejected. 

What NOT to Submit. We do not need to see the following or similar forms: 

  • Your PTIN Registration.
  • Your original Form 8633 Application
  • Your EFIN Activity Report
  • Your EIN Tax ID number
  • Your e-Services Account Registration Information

Where to Submit:

Provide your EFIN Application Summary using the form provided on My Account.  The steps to submit your documentation are:

  1. Sign into My Account.
  2. Once on the Dashboard, select the Account drop down and Account Details.
  3. Click Upload under the EFIN section.
  4. Enter your information on the form.
  5. Select the file to be uploaded showing your EFIN Application Summary.
  6. Agree to the terms and conditions shown at the bottom of the form.
  7. Click Submit.

Note:  For ProConnect Tax Online (PTO) users, click this link for information on finding your CAN: How to View the Customer Account Number (CAN)

**If you do not receive a notification that your documents have been received within 1 hour of uploading through My Account, submit another verification by using this link: 
EFIN Verification Upload Form


Verify the Customer Account Number and EFIN in Options:

When will EFIN documentation be processed?

  • EFIN updates are usually made within 2 business days after submission. E-filing may be delayed until processing is complete.

EFIN Usage:

  • Only one EFIN may be used to transmit returns from a software license. The EFIN is registered to the firm where returns are prepared. For more information, see IRS FAQs about Electronic Filing ID Numbers.
  • Individual preparers are identified using separate PTINs (Preparer Tax Identification Number). See IRS PTIN FAQs for more information.
  • The IRS recommends that you help safeguard your EFIN. During the filing season, check on your EFIN status to ensure that your EFIN is not being used by others improperly. Your e-file application will help verify the volume received by the IRS which you can match to your records. The statistics are updated weekly. Should you see a higher volume than you transmitted, please contact the IRS e-help Desk at 866-255-0654.

EFIN Name & Address must match Software License:

  • It's important that the Name and Address on your Application Summary match the account information in your software license. 
  • By submitting your Application Summary as verification of your EFIN, you authorize Intuit to make changes to your Intuit account name and address to conform to the EFIN registration with the IRS and if you make changes to EFIN registration with IRS, please notify Intuit immediately by submitting a new EFIN verification.
  • PO Boxes will not be approved for your firm address. The IRS requires a physical address on your EFIN Application and for ERO lookup purposes. Intuit requires your physical address for site licensing of the software in the End User License Agreement.

Regulatory requirement : IRS Publication 3112, page 12, requires e-file transmitters (Intuit) to verify the ERO?s EFIN:

"Authorized IRS e-file Providers may use only other Authorized IRS e-file Providers to perform IRS e-file activities, including but not limited to origination and transmission of electronic submission. For example, Transmitters must ensure they are transmitting only for Authorized IRS e-file Providers. Providers should request other Providers provide information to ascertain that they are Authorized IRS e-file Providers."

The document Intuit requires for EFIN verification is the "Application Summary" from the IRS e-Services website. Save
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