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11475: Getting an EFIN


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What is the EFIN application process?

 

As of October 1, 2012, the application to become an e-file provider must be filed online and cannot be submitted on a paper Form 8633. E-file applications are accepted by the IRS year round, however, you should complete an e-file application online at least 45 days prior to the date you intend to e-file. Generally, it is not necessary to reapply for an EFIN each year - see Publication 3112, page 12 for more information.

The IRS identifies three phases to the application:

  1. Create an IRS e-Services account,
  2. Submit your application to become and authorized IRS e-file provider,
  3. Pass a suitability check.

For more information, see Become an Authorized e-file Provider.

Step 2 requires being fingerprinted unless you meet certain exceptions (below). If fingerprint cards are needed, you can obtain them by calling IRS e-Help at 1-866-255-0654. The Drake Education Department also has fingerprint cards available.

e-File Application Fingerprint Card Exceptions

When submitting an online IRS e-file application, the candidates on the list below may submit evidence of current professional status in lieu of the fingerprint card:

  • Attorney – Proof of good standing of the bar from the highest court in any state, such as a State Bar Card.
  • Certified Public Accountant – A Certified Public Accountant qualified to practice in any state, commonwealth, possession, territory, or the District of Columbia, may provide a copy of current and active CPA license or wallet card. LPAs must provide fingerprints.
  • Enrolled Agent – Provide Enrolled Agent Number or copy of current Enrolled Agent card.
  • Officer of a publicly held corporation – Provide a copy, on corporate letterhead, which carries the name of the officer, the exchange where listed, and the name under which the stock is traded for the individuals listed as Principals and Responsible Officials.
  • Banking official who is bonded and has been fingerprinted within the last two years – Provide a copy of the bonding certificate and proof of fingerprinting within the last two years.

Evidence of professional status must show the name, the state of issuance, and that the license is active with an un-expired expiration date. Attorneys and CPAs may obtain proof by accessing their state licensing board website.

Note: After receiving your EFIN from the IRS, you will need to register that EFIN with Drake before you will be able to efile. See Related Links below for the process. 


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