Solved: I am trying to register my EFIN with ProConnect Tax Online. Is there an alternative for providing the EFIN Summary? Can't access or call due to the gov't shutdown.

ColemanTax · ‎12-06-2019

I am trying to register my EFIN with ProConnect Tax Online. To do this, I need my EFIN Summary. I can get this by going onto the IRS' E-Services. When I login to this system, it asks me to validate myself with a piece of financial information. All of my financial assets (credit card, auto loan , mortgage) is in my maiden name. I am now married. The EFIN is also under my married name. So providing this data with my maiden name won't reconcile with the name I used to get the EFIN. I can't call the IRS due to the government shutdown.

Is there an alternative I can provide ProConnect Tax Online other than the EFIN Summary?

AshleyatIntuit · ‎12-06-2019

Yes, if you are attempting to but are unable to during shutdown, you will go through the normal process, but there is a checkbox when you go to submit that you "cannot access my Application Summary today on e-Services".,.... and request temporary access. In order to allow for your request official documents that will allow temporary efile capability until e-Services is able to be accessed are documentation that is official that have the name, address and EFIN within the last 5 years. (PTIN registration, EFIN acceptance letters that are older, EFIN status reports with TY17 activity)

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AshleyatIntuit · ‎12-06-2019

Yes, if you are attempting to but are unable to during shutdown, you will go through the normal process, but there is a checkbox when you go to submit that you "cannot access my Application Summary today on e-Services".,.... and request temporary access. In order to allow for your request official documents that will allow temporary efile capability until e-Services is able to be accessed are documentation that is official that have the name, address and EFIN within the last 5 years. (PTIN registration, EFIN acceptance letters that are older, EFIN status reports with TY17 activity)

I am trying to register my EFIN with ProConnect Tax Online. Is there an alternative for providing the EFIN Summary? Can't access or call due to the gov't shutdown.

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