Firm Information

‘Firm Information’ is the initial screen displayed when you select ‘e-file Application’. All information indicated with an asterisk is required. Only ‘Volunteer Organizations’ can choose ‘None Required’ for the ‘Tax ID’ selection. If a ‘Doing Business As’ name is not entered, the system will default to the ‘Legal Name’ in this field.

The question, ‘Do you want your firm/organization contact information posted on the IRS.gov public website?’ (ERO Locator), defaults to ‘Yes’. If you do not want this posted, select ‘No’. If you answer ‘Yes’ to the question about operating a website that collects taxpayer data, you are required to update your application once it is complete, you receive your EFIN, and provide the URL information. A menu option will be available to select so you can provide this information.

Select ‘Continue’ to the next page.

Selecting ‘Cancel’ will return you to the ‘ESAM Landing Page’.