Become an Authorized e-file Provider

 

IRS e-file has safely and securely transmitted more than one billion tax returns since 1990. Over 90 percent of all individual federal returns are now e-filed. Join our partnership in three easy steps to save money, increase your productivity and build your business, while providing a service most taxpayers now expect.

For additional step-by-step guidance on the e-file application, check out IRS Publication 3112, IRS e-file Application and ParticipationPDF.

Step 1: Access IRS e-file Application

The e-file Application is located under e-Services, E-file Provider Services. In order to access the e-file Application, you must sign in with an existing account or create a new account. Once you are able to sign in, you will be able to complete and submit an e-file Application.

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Step 2: Complete and Submit Your Application to Become an Authorized IRS e-file Provider

Once step 1 is complete and essential individual(s) are approved for an e-Services account, your firm can begin the application to become an authorized e-file provider. The application process is comprehensive and is designed to protect the integrity and security of the electronic filing system in order to maintain the highest standards for e-file providers.

During the application process, you have the option to complete the application at your own pace. The system allows you to save your progress , close out the application and return to it at your convenience. Keep in mind, it can take up to 45 days from the date of submission for the IRS to approve your e-file application.

To complete the application, you'll need to:

  • supply identification information for your firm
  • enter information about each Principal and Responsible Official in your organization
  • choose your e-file provider option. If you're a return preparer and want to e-file for clients, select Electronic Return Originator (ERO).

If the Principal or Responsible Official is certified or licensed, such as an attorney, CPA or enrolled agent, they must enter their current professional status information. All other individuals need to provide fingerprints to the IRS and must be fingerprinted by a trained professional. Your local police station will likely provide this service for a modest fee or there are commercial services. If the trained professional does not have a fingerprint card (Form FD-258) call the IRS e-help Desk at 866-255-0654 to request one.

Once the e-file application is submitted, mail the signed and completed fingerprint card to:

IRS
310 Lowell St STOP 983
EFU Acceptance Testing
Andover MA 01810-5430

Alert: Beginning September 25, 2022, the IRS will implement a new electronic fingerprinting process, requiring you to schedule an appointment with the IRS authorized vendor for fingerprinting. There will be no charge for this service. On September 25, 2022, you can schedule your appointment by accessing the scheduling link located on the e-file application summary page.

The cutoff-date to mail your paper fingerprint cards (Form FD-258) to the IRS is August 15, 2022. Fingerprint cards postmarked after August 15, 2022, will not be processed and you will need to wait until September 25, 2022, to schedule your electronic fingerprinting appointment. Instructions for scheduling your appointment will be provided when you submit your e-file application. Refer to this page on September 25, 2022, for more information.
 

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Step 3: Pass a Suitability Check

After you submit your application and submit the required information outlined above, the IRS will conduct a suitability check. This suitability check may involve: a credit check; a tax compliance check; a criminal background check; and a check for prior non-compliance with IRS e-file requirements.

If your application is approved, the IRS will send you an acceptance letter with your Electronic Filing Identification Number (EFIN).

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Congratulations

Now, you're just on click away from improving your business and improving service to clients. Once enrolled, you'll serve your clients more effectively. Taxpayers know e-filing is fast, safe and gets them their refunds much more quickly.

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