Tax office EFIN and e-file application checklist

Tax Office with Hired Preparers | PublicProof Academy working document

Walk the owner through the IRS e-file provider application, suitability check and post-approval upkeep.

Business

State or jurisdiction

Prepared on

Owner

Official source saved

Next review

Before applying

Owner PTIN obtained
Personal federal and state returns filed and taxes paid
Principal and Responsible Official chosen
IRS e-Services account created with identity verification
Business EIN and entity documents ready

Application

e-file application submitted in e-Services (date)
Fingerprinting scheduled or professional credential provided
Application tracking checked weekly
Acceptance letter with EFIN received (date)

After approval

EFIN stored only with the owner and Responsible Official
e-Services information updated within the required time after any change
EFIN monitored for unexpected return counts
Publication 3112 rules reviewed with staff

Use rule: Education and organization only. Record the agency, official source, checked date, cost, proof saved and responsible person for every consequential requirement. Unknown means stop and confirm. Example rows are labeled EXAMPLE and are not your data.