Before you can electronically file tax returns, you must apply to become an Authorized e-file provider with the IRS. Applications to become an IRS e-file provider are prepared and submitted online only in three easy steps:
Step 1: Create an IRS e-services Account - Before you can begin the application process, you must apply and be approved for an e-services account with the IRS. The IRS may take several days to verify and approve your information, so it is important to plan accordingly.
Note: In your application you are asked what kind of service you will provide. If you are going to prepare original returns for taxpayers and electronically file them, choose ERO ("Electronic Return Originator"). Do not choose "Online Provider".
Step 2: Submit Your Application - After you are approved for e-services, you will be able to log into your account to fill out the online application to become an IRS e-file provider. Plan accordingly as it may take up to 45 days for the IRS to approve an Authorized e-file Provider application.
Get electronically fingerprinted, if needed
If the principal or responsible official is certified or licensed, such as an attorney, CPA or enrolled agent, they must enter their current professional status information. All other individuals will need to be fingerprinted.
The IRS recently transitioned to a new electronic fingerprinting process. Applicants must schedule an appointment with the IRS-authorized vendor for fingerprinting. The scheduling link is located on the e-file application summary page. There is no charge for this service.
Step 3: Pass a Suitability Check - After you submit your application and any 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).
The entire application process can take 4-6 weeks to complete. https://www.irs.gov/e-file-providers/become-an-authorized-e-file-provider
In order to complete your bank application submission and to electronically file tax returns, you must have a valid EFIN and an IRS Tracking Number issued by the IRS. Your EFIN and Tracking Number can be obtained by logging into your IRS e-Services Account.
Follow these steps to locate your IRS Tracking Number:
- Access the IRS E-File Provider Services Page. Select Access e-file Application. If you do not have an e-services account, click Create Account and follow the on-screen prompts.
- Enter your username and select LOG IN. If you are an existing e-Services user, but have not registered in the new e-services system, you will be prompted to update your registration. Follow the onscreen prompts.
- Enter your password in the space provided and select SUBMIT
- A 6-digit security code will be sent to the phone number you provided when you registered for e-Services. You will be prompted to enter your 6-digit security code in the space provided. Select SUBMIT
- Follow the onscreen prompts by selecting the CONTINUE and/or SUBMIT buttons until you reach the External Services Authorization Management Page.
- Locate your Tracking Number in the list of ApplicationsThe Tracking Number will contain 16 or 20 digits. The Tracking Number will be verified by the IRS to prevent unauthorized use of your EFIN.
How do I sign up for a new PTIN?
Anyone who prepares or assists in preparing federal tax returns for compensation must have a valid PTIN before preparing returns. All enrolled agents must also have a valid PTIN.
Click the link to RENEW, REGISTER, or LOGIN - CLICK HERE
- First, you must create an account. Go to the online PTIN system and click on “Create Account” under the “New User” option.
- Follow the prompts to complete the account setup process and obtain a temporary password. Then use your User ID and temporary password to login to the system. Your User ID is the email address you used when you created your account.
- You will be prompted to change your password upon logging in for the first time.
- Once logged in, if you have a social security number, you must select: “Sign Up with SSN.” Follow the prompts to apply for the calendar year or prior year/s, and obtain a PTIN.
- Note: PTINs are issued for a specific calendar year. A current year PTIN refers to a PTIN for the current calendar year while next year refers to a PTIN for the upcoming calendar year. PTIN applications for the upcoming year can be submitted beginning in mid-October each year.
How do I renew my PTIN?
- First, log in to your online PTIN account.
- On the Main Menu, next to “PTIN Renewal”, click on “Select” and then follow the prompts to complete your renewal online.
- If you do not have an online PTIN account, you can create one by clicking “New User” on the PTIN system login page.
- In order to link your new online account to your existing PTIN, you will need an activation code. These codes are generally sent out automatically during open season or you can contact the PTIN helpline to obtain one. Link to help line - CLICK HERE
