The general rule of thumb is if you prepare or assist in preparing federal tax returns and are paid for preparing those returns, you must have a valid PTIN before preparing returns. Providers need an EFIN to electronically file tax returns.

How do I update my PTIN?

After logging into the account:

1. Select “Manage PTIN Account Information” to update:
2. Select “View or Edit Account Login Information” to update:
3. To update Professional Credentials.
4. To change your Name.

Can I use someone else’s EFIN?

An EFIN is not transferable. It is tied to the business location, not to a particular preparer (the PTIN identifies the preparer of the return).

Does an EFIN expire?

Once you’re issued an Electronic Filing Identification Number (EFIN), it doesn’t expire. Your EFIN number covers you and anyone working at your tax preparation firm.

Can I prepare tax returns without an EFIN?

Without an EFIN, you cannot e-file tax returns or engage in any e-file activities (See IRS Publication 3112). IRS Publication 3112, and the IRS Website). Contact us today to learn how to complete IRS registration for your tax preparation business or more information on opening a tax office.

Do you need a PTIN or efin number?

Electronic Filing Identification Numbers are issued to individuals or firms. Most preparers will need both. What are the differences between these two IRS-issued numbers and what will you need? A Preparer Tax Identification Number (PTIN) is a number issued by the IRS to paid tax return preparers.

Is there a way to renew my PTIN online?

You can renew your PTIN and keep it in Active status online or through the mail, but renewing online is much faster – it only takes about 15 minutes. Once you’re issued an Electronic Filing Identification Number (EFIN), it doesn’t expire. Your EFIN number covers you and anyone working at your tax preparation firm.

When do I need an efin for my business?

One EFIN is needed for every firm or physical location from which you file tax returns for clients. If you’re filing more than 10 tax returns each year, you’ll need an EFIN whether you’re working as a sole practitioner or own the business.

How does the IRS assign an efin?

We assign an EFIN to identify firms that have completed the IRS e-file Application to become an Authorized IRS e-file Provider. After the provider completes the application and passes a suitability check, we send an acceptance letter, which includes the EFIN, to the Provider.