Who can prepare taxes and e-file them to the IRS?
To become an authorized e-file provider there are three steps: 1) Create an IRS e-Services Account, 2) Submit your application, and 3) Pass a suitability check. There is no fee and the process takes up to 45 days.
Step 1: Create an IRS e-services Account
Before you begin the online e-file application, you must have an IRS e-services account, which facilitates electronic interaction with the IRS. All e-Services users must register using a two-factor authentication process called secure access. Here's what you need to get started:
A readily available email address;
Your Social Security number;
Your filing status and address from your last-filed tax return;
Your personal account number from a:
credit card, or
home mortgage loan, or
home equity (second mortgage) loan, or
home equity line of credit (HELOC), or
A readily available mobile device. For instant access, your name must be associated with a U.S-based mobile phone capable of receiving text messages. If the mobile number cannot be linked to your name, you may opt for a mailed activation code during registration.
Step 2: Submit Your Application to Become an Authorized IRS e-file Provider
Once essential people are approved for e-services, your firm can begin the application to become an authorized e-file provider. The application process is not simple, but as a tax professional, you understand these steps are necessary to protect the integrity and security of the electronic filing system.
Step 3: Pass a Suitability Check
After you submit your application and related documents, the IRS will conduct a suitability check on the firm and each person listed on your application as either a principal or responsible official. This may include a credit check, a tax compliance check, a criminal background check, and a check for prior non-compliance with IRS e-file requirements. Once approved, you will get an acceptance letter from the IRS with your Electronic Filing Identification Number (EFIN).
Once enrolled, you will be able to serve your clients more effectively. Taxpayers know e-filing is fast and safe and gets them their refunds much more quickly.
Now, you’re just a click away from improving your business and improving service to clients.