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e-file for Tax Professionals

IRS will start its Tax Season January 31, 2014

Since January 1, 2011, a new law required many paid tax return preparers to electronically file federal income tax returns prepared and filed for individuals, trusts and estates. Preparers who anticipate filing 100 or more Forms 1040, 1040A, 1040EZ and 1041 during the year must use IRS e-file. The requirement also applies to firms, which must compute the number of returns prepared by its members in the aggregate.


Become an Authorized e-file Provider
The IRS e-file Application Process in three easy steps.

e-Services
Online e-services products are now available including the IRS Electronic e-file Application.  E-services is a suite of web based products that allow tax professionals and payers to do business with the IRS electronically.

Publication 3112: Applying and Participating in IRS e-file
IRS e-file Application and Participation information from Publication 3112 converted to web content. This allows continuous updates to be available.

Publication 1345: Handbook for Authorized e-file Providers of Individual Income Tax Returns (updated 3/2014)

EFIN (Electronic Filing Identification Number) 
FAQs about EFINs including compromised EFINs.

E-file Security, Privacy and Business Standards Mandated as of January 1, 2010.
The IRS has mandated six (6) new security, privacy, and business standards to better serve taxpayers and protect their information collected, processed and stored by Online Providers of individual income tax returns. Compliance with these standards became mandatory January 1, 2010. 

E-file Providers Prohibited From Transmitting Returns Prior to Receiving Forms W-2, W-2G or 1099-R
Authorized IRS e-file Providers are prohibited from submitting electronic returns to the IRS prior to the receipt of all Forms W-2, W-2G, and 1099-R from the taxpayer.

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7216 Rules for Tax Preparers 
Regulations under Internal Revenue Code Section 7216, Disclosure or Use of Tax Information by Preparers of Returns, became effective January 1, 2009.

Business e-file
Electronic filing is available for Employment Taxes, Information Returns, Corporations, Partnerships, Estates & Trusts as well as returns for Charities & Non-Profits.

Business e-file Providers & Partners
Find an e-file solution for electronically filing your clients' business returns using the services of one of our providers or partners.

Corporations - e-file for Large and Mid-Size Corporations
Certain large and mid-size corporations are required to electronically file their Forms 1120 and 1120-S. Other corporations may do so voluntarily. This page provides e-file information for corporations that prepare and transmit their own electronic corporate income tax returns and those that use the services of third party tax professionals.

Market Research Data
Results from the IRS e-file Market Research Data including e-file Demographic Data, Demographic Analysis and Taxpayer Filing Attribute Reports.

Practitioner PIN Method for Forms 1040 and 4868 Modernized e-File (MeF)
Everything Tax Professionals Need to Know About the Practitioner PIN Method.

QuickAlerts
Never miss another important e-file message with QuickAlerts! Calling "ALL" EROs , Software Developers And Transmitters!! Did you know that the IRS has a messaging system that gives you e-file information and submission processing center processing delays within moments of when they occur? 

Reporting Agents
Reporting Agents who have on file an accepted e-file application to participate in IRS e-file Program will automatically be permitted to use the Transcript Delivery System (TDS).

Report Fraud and Abuse within the IRS e-file Program 
All Authorized IRS e-file Providers must be on the lookout for fraud and abuse in the IRS e-file Program.

Self-Select PIN Method for e-file
Everything Tax Professionals Need to Know About Signing Their Client's Return using the Self-Select PIN Method.

Subscription Services
Subscription Services for Tax Professionals.

Tax Exempt Organizations (e-file for Large Tax Exempt Organizations)
IRS regulations require certain tax-exempt organizations to file annual returns electronically. 

Transmitter and 2013/2014 URL Information
The EMS URL chart contains the URLs for BMF filers to electronically file their tax returns via the Internet.

 

Page Last Reviewed or Updated: 09-Jul-2014