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Applying and Participating in IRS e-file (Pub. 3112 Web Version)

IRS e-file Application

Why Participate in IRS e-file?
What is an Authorized IRS e-file Provider?
IRS Supports Authorized IRS e-file Providers
Getting Started
Becoming an Authorized IRS e-file Provider
          Phase 1 - Create an IRS e-Services Account
          Phase 2 - Submit Your Application to Become an Authorized IRS e-file Provider (updated 
          10/25/2012)
                Principals and Responsible Officials (updated 10/24/2012)
                Provider Options
          Phase 3 - Pass a Suitability Check (updated 11/1/2011)
          Other Individuals on IRS e-file Applications
               Contacts
               Delegated Users
Denial to Participate in IRS e-file (updated 10/24/2012)
Acceptance (updated 10/24/2012)
EFINs, ETINs and Password
Checking Other Authorized IRS e-file Providers
Using Third Parties for IRS e-file Related Activities
When to Submit a New Application
          Adding New Business Locations
          Acquiring an IRS e-file Business by Purchase, Transfer or Gift
Changes to Your IRS e-file Application (updated 10/25/2012)
          Notifying the IRS of Changes to IRS e-file Application
          Required Revision of the IRS e-file Application   

Participation in IRS e-file

Safeguarding IRS e-file
          Safeguarding Taxpayer Information
          Registration of Web Sites with the IRS
Provider Roles and Responsibilities
          An Electronic Return Originator (ERO)
          An Intermediate Service Provider
          A Software Developer
          A Transmitter
Not for Profit Providers
          IRS Sponsored Programs
          Employers Offering IRS e-file as a Benefit
Testing
Advertising Standards
Monitoring of IRS e-file Providers
          Suitability
          IRS e-file Monitoring
Revocation (updated 12/19/2011)
Sanctioning (updated 10/24/2012)
Levels of Infraction
Administrative Review (updated 3/1/2012)
          Administrative Review Process for Denial of Participation in IRS e-file
          The Administrative Review Process for Sanctionng
Helpful Hints
          Tips for Passing IRS Suitability Check
          Tips for IRS e-file Monitoring Visits

Page Last Reviewed or Updated: 2013-04-11