efin

EFIN, or Electronic Filing Identification Number, is an integral part of the professional tax landscape, specifically for those who handle electronic tax submissions. EFIN for CPAs, EAs let IRS know who prepared and filed the tax return on behalf of a taxpayer. This article explores what an Electronic Filing Identification Number is, who requires one, how to apply, and the process of EFIN verification.

What is an EFIN?

The Electronic Filing Identification Number is a unique identifier issued by the IRS) to individuals or firms authorized to file tax returns electronically on behalf of clients. This unique identifier is key to the IRS’s security measures, ensuring that only qualified and authorized entities submit electronic tax returns.

Why is an Electronic Filing Identification Number (eFin) Required?

The IRS made Electronic Filing Identification Number mandatory for any tax professional who prepares and electronically files 11 or more tax returns, including income tax returns, amended returns, and extensions. This requirement is in place to enhance the security of tax return filing and ensure the submitted information’s accuracy and reliability.

An Electronic Filing Identification Number speeds up the filing process, enabling tax professionals to directly and securely submit tax return information to the IRS. It’s an integral part of modern tax services, providing faster responses and quicker refunds for clients.

Who Must Apply for an Electronic Filing Identification Number?

Any tax professional or firm planning to file eleven or more tax returns, extensions, or amendments electronically in a calendar year should apply for an EFIN. This includes Certified Public Accountants (CPAs), Enrolled Agents (EAs), tax attorneys, and other tax preparers.

How to Apply for an Electronic Filing Identification Number?

Before applying for an EFIN, you must create an IRS e-Services account. This online platform is where the IRS manages applications and existing EFINs.

The application process is pretty straightforward but does involve several steps. It includes providing personal and business information, passing a suitability check (which requires fingerprinting, a background check, and tax compliance verification), and completing the IRS’s e-file Provider Application.

You can not afile the application manually by filing Form 8033 after 2012.

Once the application is complete, it’s submitted online via the IRS e-Services portal. After submission, it generally takes about 45 days for the IRS to process the application and issue an Electronic Filing Identification Number.

How to Know the EFIN Status?

Electronic Filing Identification Number verification is an essential step in the process. Once you’ve been issued an EFIN, you can verify its status through the IRS e-Services portal. This step ensures that your Electronic Filing Identification Number is active and ready for use.

To verify your Electronic Filing Identification Number, log into your IRS e-Services account, select your organization, and click “EFIN Status” in the EFIN application. The current status of your EFIN will be displayed there.

How Long Does it Take to Get an eFin?

IRS on its official page has given an ETA i.e it can take up to 45 days from the date of submission your e-file application.If your application is approved, the IRS will send you an acceptance letter with your EFIN.


Do You Need to Apply for EFIN Renewal ?

No! You are not required to renew your federal EFIN (Electronic Filing Identification Number) each year. However, certain responsibilities and specific situations , like below ,may require you to take action or update your information.

  1. If there is a change in your firm’s address, responsible party, or any other details provided in your application, you must update your EFIN information using the IRS e-Services portal.
  2. The IRS may occasionally request you to review and confirm your EFIN details. To ensure you receive these notifications, keep your contact information up to date.

Can My EFIN be Revoked by IRS?

Yes, in case your EFIN remains unused or inactive for two consecutive filing seasons the IRS system may sniff it dead and may deactivate it. Second case of deactivation of EFIN is when the IRS gets notified of any misuse of your EFIN .

We have also published an article on another identification number that is mandatory for certain types of taxpayers. Read What is ITIN?

Prashant Thakur
Prashant Thakur is a practicing tax advisor on Income Tax Act of India . He also blogs on US taxation law (IRC) . He has more than 30 years of experience in dealing with tax issues ( 20 years on the other side of the table i.e for Income Tax department) . He has written three books - Tax Evasion Through Shares( 2008 & 2012) , Taxing Question Simple Answer (2013) and Crypto Taxation in USA (2022) . Other than taxation , he has great interest in cloud technology, WordPress and is found of small tech company .
Prashant Thakur
Prashant Thakur
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