Verify your e-file approval status

After submitting your e-file application summary to EFINCertificate@TR.com you will receive a confirmation email letting you know your message has been received. If you do not receive this confirmation within 24-hours of submitting your e-file application summary, please re-send it. After your submission has been reviewed you will receive a confirmation email letting you know your approval status. The turnaround time is typically 1-2 business days after receipt.
  1. Choose
    Setup
    , then 
    Office Configuration
    and then click the
    E-Filing
    tab.
  2. If the “All returns in this office will file using EFIN” option is marked, the assigned EFIN will show in the
    EFIN
    field. If the “Several EFINs are being used.” option is marked, the assigned EFINs can be reviewed in the Preparers tab.
  3. To confirm you have successfully verified the listed EFIN(s), open the UltraTax CS Home Page and click
    Alerts
    . If you see a message labeled "Action Required - Electronic Filing Identification Number (EFIN) Verification", your firm has not submitted an EFIN application summary for the EFIN listed.
If you have already submitted an application summary for the listed EFIN and received a confirmation message from EFINCertificate@TR.com, download and apply updates via CS Connect to refresh your Home Page to clear this alert.
Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close