As you are transitioning into the next filing season, remember to take time to review your e-file application information through e-services. Your e-file application information should be updated within 30 days of any changes, such as individuals involved, addresses or telephone numbers. Failure to do so may result in the inactivation of your EFIN.
Any time you make changes to your EFIN application, or activate a new EFIN number, please provide an updated application summary page to Intuit to verify and protect your EFIN:
- ProSeries users: For more information about how to verify your EFIN with Intuit, see EFIN Facts: Providing EFIN Verification to Intuit before e-filing.
- Lacerte users: For more information about how to verify your EFIN with Intuit, see EFIN Facts: Providing EFIN Verification to Intuit before e-filing.
Your application should only include individuals as principals who are authorized to act for the entity in legal and/or tax matters. For example:
- Sole proprietor is the principal
- Partnership should list each partner who has 5 percent or more interest in the partnership
- Corporation should list the president, vice-president, secretary and treasurer
Your application should also include a Responsible Official. A Responsible Official is an individual with authority over the Provider’s IRS e-file operation at a location, is the first point of contact with the IRS and has authority to sign revised IRS e-file applications. The Responsible Official may oversee IRS e-file operations at one or more offices, but must be able to fulfill identified responsibilities for each of the offices. If one individual cannot fulfill these responsibilities, add Responsible Officials to the e-file application.
Note: Only individuals involved in the operation of the business can be on the e-file application.