Newbie - EFIN verification

Mingyi
Mingyi Member Posts: 3 Newcomer
in General

Hi,

I just got my EFIN number from IRS for e-filing. How do I submit it to FreeTaxUSA for verification before I start with first client as a tax preparer?

thanks

Comments

  • Taylor
    Taylor FreeTaxUSA Agent Posts: 71 image
    edited February 13

    Hi Mingyi,

    Congratulations on receiving your EFIN! To submit it for verification, follow these steps:

    1. Sign in to your FreeTaxUSA account
    2. Go to the MISC tab
    3. Select Paid Preparer
    4. Enter your EFIN and tracking number
    5. Continue through the screens to submit the verification request

    If you have any questions or run into any issues during the process, please reach out to our Customer Support team inside your account with us. A manager can assist you with the EFIN verification.

    Once submitted, the IRS verification process typically takes about 3-4 business days. You'll receive a notification when your EFIN has been verified, and then you'll be able to e-file returns for your clients.

  • Mingyi
    Mingyi Member Posts: 3 Newcomer

    thank you!

  • Mingyi
    Mingyi Member Posts: 3 Newcomer
    https://community.freetaxusa.com/discussion/comment/6426#Comment_6426

    Will this going to be every client of mine? I mean that IRS verification only done once for first customer, and then after that no need to verify anymore?

  • MatthewD
    MatthewD FreeTaxUSA Admin, FreeTaxUSA Agent Posts: 901 image
    Hi Mingyi,

    Once you verify your EFIN in FreeTaxUSA, you do not need to verify your EFIN for each client account. Use the same email address on each account you manage and the same Paid Preparer information.

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