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E-file application summary for payroll tax forms

The Security Summit partnership includes the Internal Revenue Service, state tax agencies, and private-sector industry. As part of this partnership, we have added safeguards for payroll tax forms transmitted electronically via Accounting CS.
One of these safeguards is the requirement to submit a copy of your IRS e-file application summary before transmitting federal 94x forms via Accounting CS. Thomson Reuters uses your IRS e-file application summary to verify your eligibility to file 94x returns electronically. It's a summary of the application submitted and approved by the IRS for your Electronic Filing Identification number (EFIN).
To display this message, select
Actions
,
Process Electronic Form
, then
Transmission Information
.

Get your e-file application summary

You'll need to access your IRS e-Services account to get a copy of your IRS e-file application summary. If you have more than 1 EFIN for your account, or use a 2nd EFIN for your payroll operations, get e-file application summaries for all EFINs you plan to use.
To generate your e-file application summary, complete the following steps:
  1. Go to irs.gov and select
    Tax Pros
    .
  2. Select
    Access e-Services
    .
  3. Go to the
    e-Services Applications
     section and select
    E-file Provider Services
    .
  4. Select
    Access e-file Application
    .
  5. Enter your credentials to sign in. You'll need to enter a security code sent to your phone to complete multi-factor authentication.
  6. Mark the checkbox for your firm and select
    Submit Selected Organization
    .
  7. Select your e-file application.
  8. Select
    Print
    .
  9. Create a PDF of your e-file application summary:
    • Select Adobe PDF as the printer, then
      Print
      . This step varies depending on your browser.

Submit your e-file application summary

Send your e-file application summary to EFINCertificate@TR.com and include your firm ID in the subject line.

Check your e-file approval status

After submitting your e-file application summary to EFINCertificate@TR.com, you'll automatically receive a confirmation email. If you don't receive this confirmation within 20 minutes, re-send your application summary to EFINCertificate@TR.com. After your submission is reviewed, you'll receive another email with your approval status. You can expect to receive an e-file approval status message within 2 business days of receipt.

Frequently asked questions

Do I need to submit an e-file application summary yearly?
  • No. Once verified you don't need to resubmit your e-file application summary to us each year. However, if you change your firm's demographic information (such as your name or address), you may need to submit a new e-file application summary.
What are the EFIN requirements to transmit state payroll tax forms electronically through Accounting CS?
  • If you plan to transmit only state payroll tax forms electronically through Accounting CS in states that don't require an EFIN, you don't need to obtain an EFIN from the IRS.
    If you plan to transmit federal 94x payroll tax forms electronically through Accounting CS, you'll need an EFIN number issued from the IRS. After the IRS has approved your e-file application and assigned your EFIN number, you'll need to give a copy of the e-file application summary, unless you submit all payroll tax forms using the internet or magnetic filing methods.
The e-file application summary isn't available when I sign in to the e-Services portal.
  • Access to the e-file application summary will only be available using the sign-in credentials for the individual who applied for and received the EFIN from the IRS. For assistance with sign-in errors, verifying sign-in credentials, or accessing your IRS e-Services portal, contact the IRS e-Help desk at 866.255.0654.
Is an e-file application summary needed if I don't transmit returns electronically through Accounting CS?
  • No. Payroll tax forms transmitted using the internet or magnetic method aren't submitted via Accounting CS and don't need the verification of your EFIN.
Is any other documentation accepted for EFIN verification?
  • No. The e-file application summary available via the IRS e-Services portal is the only documentation we can accept. If you have applied for and received an EFIN from the IRS, you'll have access to this documentation.
I use multiple EFINs to file returns electronically. Is an application summary needed for each EFIN I want to use?
  • Yes. You'll need to submit an application summary for each EFIN you want to use to transmit payroll tax forms electronically through Accounting CS. If you have multiple office locations, submit an e-file application summary for each office that will electronically transmit payroll tax forms through Accounting CS. For assistance, see the previous section
    Submit your e-file application summary
    .
What happens if I try to e-file with a different EFIN than the one listed on the submitted application summary?
  • The return will be rejected. Thomson Reuters must validate all EFINs in use by our customers.
How can I find the EFIN I'm using in Accounting CS?
  • As part of the pre-filing setup steps, your firm's EFIN is entered in the Federal section of the Transmission Information window. To verify the EFIN, select
    Actions
    ,
    Process Electronic Forms
    , then
    Transmission Information
    . The EFIN field contains the number you're using to transmit payroll tax forms.

This article applies to:

  • Product: Accounting CS
  • State: All states
  • Subject: Payroll tax forms
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