Drake Tax – IRS: e-File Application Summary

Before you can begin to e-file from Drake Tax, you must register your EFIN with Drake Software by providing a copy of your e-File Application Summary from the IRS e-Services website. To retrieve a copy of your e-File Application Summary, follow these steps: 

1. Go to https://www.irs.gov/tax-professionals/e-file-provider-services.

2. Log in to your account. Steps vary depending on which login type you use with IRS.

3. Select your organization from the choices given, and click Submit.

4. Read and accept the Terms of Service.

5. You will be redirected to the External Services Authorization Management page. Under All Applications, click the blue eye underneath View/Edit for the Application you need.

6. Under the EFIN section (near the bottom), verify that the EFIN shows as “Active.”

7. Near the top right of the document, under Application Status, click Print to print a hard copy or save as PDF. You must include both pages when you upload the document to Drake Software.

8. See EFIN Registration or Change for details on uploading the document and completing your registration with Drake Software.

If you need assistance, contact the IRS: 

• e-Services Helpline at (866) 255-0654.

• Secure Access Helpline at (888) 841-4648.