EFIN Registration or Change

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Article #: 11426

Registering an EFIN or Replacing a Previously Registered EFIN

Submit a copy of your IRS e-file Application Summary showing a Provider Option Status of “Active” by uploading your document through the Support website. If you need to get a copy of your e-File Application Summary, see Drake Tax – IRS: e-File Application Summary.

  1. Log in to the Drake Software Support website.

  2. Click Account > Manage EFINs on the left side of the page.

  3. On the Manage EFINs page:

    • Enter the EFIN you want to register with Drake Software.

      • If a multi-site, you MUST choose the sub office you want the EFIN registered to. If a sub-account EFIN is uploaded to the Master, it will change the Master EFIN.

      • If you use Drake Tax Online (DTO), refer to the FAQ “Can I have more than one EFIN on my account?” below.

    • Click Select File and choose your supporting PDF document for that EFIN.

    • Click Submit to upload the document to Drake Software for validation.

  4. To confirm your upload, and check the status of your EFIN with Drake Software, review the list of registered EFINs at the bottom of the page. Processing can take up to a full business day. The following are the codes you may see under the Status column:

    Image of EFIN processing codes.

FAQs

How will I know if my EFIN is registered?

Once your document has been verified, you will receive an email from Drake notifying you that it has been registered. Processing can take up to a full business day.

How often do I need to register my EFIN?

This is a one-time verification process. You do not need to re-send your EFIN document unless your EFIN number has changed.

Can I have more than one EFIN on my account?

Yes, but you must contact EFIN Management at (866) 273-9032 and tell them you want to add a second EFIN as a sub-EFIN.

Note If you use Drake Tax Online (DTO), you will need to contact the Order Management team at 828-349-5900. They will assist with adding a sub-account to your primary account. Once that is complete, you can follow the steps above to register this additional EFIN to your newly created sub-account (not your primary account). This will then allow you to create the new Firm/EFIN in Drake Tax Online (DTO).

Can I upload proof of my IRS EFIN to my demo account?

No, only active accounts can register an IRS EFIN with Drake Software. Demo users can use the temporary EFIN where needed until they have purchased Drake Software.

How do I replace my EFIN with a new number?

Upload a copy of the e-File Application Summary to the Support website (see steps above). Contact EFIN Management at (866) 273-9032 and tell them you will be replacing your existing EFIN.

If you change your EFIN with Drake Software, be sure to also update it in your software by following these steps:

  1. Go to Setup > Electronic Filing & Account Information (ERO).

  2. Update the EFIN, then click OK.

  3. Go to Setup > Firms.

  4. Update the EFIN.

  5. Click Confirm.

  6. Once the software states that you are confirmed to e-File, click the Save button on the top left-hand side of the software screen.