Applying to IRS e-File (EFIN)

What is an Authorized IRS e-file Provider?
Most Tax Return Preparers Must Use IRS e-file
Benefits of IRS e-file
Getting Started
Create IRS E-Services Account
15 Topics
Start Your Registration
Create Your Account
Registration Notice
Personal Information Notice
Financial Information Notice
Identity Information Notice
Email Verification
Identity Verificaton
Financial Information Verification
Phone Number Verification
Create Username and Password
Select Site Phrase and Image
Login History
Terms of Service
Create E-Services Pin
Starting A New e-File Application
23 Topics
ESAM Application Landing Page
Firm Information
Application Details
Add Provider Option Information
Application Details with Provider Options selected
Authorized Users
Principals
Responsible Official
Delegated Users
Principal Consent
Primary Contact
Alternate Contact
Authorized Users
Application Summary for a saved e-file Application
Professional Status
Personal Suitability Questions
Firm/Organization Suitability Questions
Application Comments
Application Submission
Submission Completed
1 of 2
Monitoring your EFIN
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Starting A New e-File Application

Applying to IRS e-File (EFIN) Starting A New e-File Application

When logging in to e-Services, you may be asked to select an Organization.

After an application has been saved/completed, any individuals in a firm authorized to view or update the application will be directed to the select organization screen.

To create a new IRS e-file Application chose ‘Individual’

 

Lesson Content
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ESAM Application Landing Page
Firm Information
Application Details
Add Provider Option Information
Application Details with Provider Options selected
Authorized Users
Principals
Responsible Official
Delegated Users
Principal Consent
Primary Contact
Alternate Contact
Authorized Users
Application Summary for a saved e-file Application
Professional Status
Personal Suitability Questions
Firm/Organization Suitability Questions
Application Comments
Application Submission
Submission Completed
1 of 2
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