E-file application summary and EFIN requirement

IRS e-file application summary required prior to e-filing with UltraTax CS

If you have not already done so, you’ll need to give a copy of your IRS e-file application summary before you can electronically file returns via UltraTax CS. If you try to e-file returns without verifying your e-file application summary, you will receive the following message.
Your CS Connect electronic filing capability is disabled. Thomson Reuters requires preparers to submit a copy of their 'Application Summary' from E-Services prior to e-filing. Please send the application summary to EFINCertificate@thomsonreuters.com and include your firm ID (1234) in the subject line.
To access or print the application summary from IRS e-services to resolve this error, follow these steps.
  1. Visit the IRS website at irs.gov and select the
    for Tax Pros
     link.
  2. Select
    Access e-Services
     in the e-Services section.
  3. Go to the e-Services Applications section and select
    E-file Provider Services
    .
  4. In the e-file Application section, select the
    Access e-file Application
     button to open the e-Services sign-in page.
  5. Using the fields given, enter your credentials to sign in to the IRS e-Services site. You'll also need to perform multi-factor authentication by entering a security code sent to your phone.
  6. On the Select Organization page, mark the checkbox next to your firm's name and select
    Submit Selected Organization
    .
  7. On the ESAM Application Landing Page, in the View/Edit select the icon for the e-file application.
  8. On the application summary page, select the
    Print
     link.
  9. Create a PDF of your e-file application summary by selecting Adobe PDF as the printer, then select
    Print
    . (This step varies depending on your browser.)

This article applies to:

  • Product: UltraTax CS
  • Return type: 1040 Individual, 1120 Corporation