EFIN verification required for electronic filing through CS Connect

If you don’t have a verified electronic filing identification number (EFIN), you won't be able to e-file returns in UltraTax CS.
Submit an e-file application summary to Thomson Reuters for any EFIN you'll use to transmit returns electronically. All returns eligible for electronic filing, regardless of tax year, need a verified EFIN.
Using an unverified EFIN to transmit an electronic file will turn off your electronic filing ability. If you use an EFIN that hasn’t been verified, it may cause the application to display the following Critical diagnostic message:
"Action Required - Electronic Filing Identification Number (EFIN) verification required for electronic filing through CS Connect. See your alerts for information on filing the necessary documentation with Thomson Reuters."
To review the unverified EFIN, open the UltraTax CS homepage by selecting
Crtl + J
on your keyboard, then selecting the
Alerts
section on the homepage. You'll get a message indicating the last 3 digits of the unverified EFIN that was used.
If you've previously verified your EFIN and try to submit an e-file with a new unverified EFIN, you'll receive the following rejection:
"The EFIN used to create this return (***888) has not been properly registered."
note
If you also own Accounting CS, using an unverified EFIN in Accounting CS for any Federal 94X form will turn off e-filing for both applications. To find the unverified EFIN in Accounting CS, select
Process Electronic Forms
then
Transmission Information
. If you use a separate EFIN to transmit your Federal 94X payroll tax forms, it needs to be verified before you use it in Accounting CS.
Internal use only
There maybe some exceptions in the event the IRS e-Services site is down. If an e-file application summary isn't accessible because of this and e-filing for UltraTax has been turned off due to an unverified EFIN in Accounting CS, work with the
Customer Service Call facilitator
for guidance.

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