How do I become an IRS e-File provider? What is the EFIN application process?
Per the IRS, "As of January 1, 2012, any tax return preparer who anticipates preparing and filing 11 or more Forms 1040... during a calendar year must use IRS e-file..." Tax preparers can request a waiver of the e-filing requirement due to hardship with Form 8944. If a return that is generally subject to the e-filing mandate is paper-filed, Form 8948 should be included with the paper-filed return.
Applications to become an IRS e-file provider must be submitted online via a 3-step process:
- Create an IRS e-Services account.
- Submit your application to become and authorized IRS e-file provider.
- Pass a suitability check.
- Approval of the online application can take up to 45 days.
- After receiving your EFIN from the IRS, you will need to register that EFIN with Drake before you will be able to e-file. See Related Links below for the process.
- Additional useful links are:
- Help is available at IRS.gov or through the e-Help Desk at 1-866-255-0654.
- Generally, it is not necessary to reapply for an EFIN each year - see Publication 3112, page 12 for more information.
- Step 2 requires being fingerprinted by a trained specialist unless you meet certain exceptions. See Publication 3112 for a list of exceptions.
- If fingerprint cards are needed, you can obtain them by calling IRS e-Help at 1-866-255-0654 or by contacting the Drake Education Department by email at Education@DrakeSoftware.com.