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E-file application summary and EFIN requirements
As part of the Security Summit partnership involving the Internal Revenue Service, state tax agencies, and the private-sector industry additional taxpayer and tax return preparer safeguards are in place for UltraTax CS. The Security Summit Partners initiatives enhance the authentication efforts of tax return preparers and transmitters using Electronic Filing Identification Numbers (EFINs). These guidelines require that all software providers retain a copy of each customer's e-file application summary, even if an e-file acceptance letter or a screenshot from irs.gov has already been submitted.
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If you are new to UltraTax CS, or you have received a new EFIN from the IRS, submit your e-file application summary to Thomson Reuters now to electronically file returns using UltraTax CS.
Obtain your e-file application summary
A copy of your IRS e-file application summary is required before you can electronically file tax returns. You'll need to access your e-services account and provide a copy of the IRS e-file application summary.
This is a summary of the application submitted and approved by the IRS for your EFIN number and allows Thomson Reuters to verify your eligibility to electronically file returns.
You will be unable to electronically file returns in UltraTax CS until we verify your EFIN. This means that if you are not a member of a firm who can participate in the IRS e-Services program, you won’t be able to electronically file returns in UltraTax CS.
- If you are uncertain if you have created an e-services portal, or if you need assistance with sign in errors, verifying sign in credentials, or accessing your IRS e-services portal contact the IRS e-Help desk at866.255.0654.
- 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 at866.255.0654.
Submit your e-file application summary
Send your e-file application summary to EFINCertificate@TR.com, please include your firm ID number in the subject line.
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If you have more than 1 EFIN number associated with your account, we'll need an IRS e-file application summary for each EFIN number.
Send a single message to EFINCertificate@tr.com and indicate in the body of the message the firms IDs for each office location that will be using the EFIN associated with the attached e-file application. This will allow e-filing approval to be reviewed for all office locations utilizing that EFIN.
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 don’t 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 24-48 business hours after receipt.
To verify your e-file approval status within UltraTax CS, complete the following steps:
- SelectSetup,Office Configurationand then select theE-Filingtab.
- If theAll returns in this office will file using EFINoption is marked, the assigned EFIN will show in theEFINfield. If theSeveral EFINs are being usedoption is marked, the assigned EFINs can be reviewed in thePreparerstab.
- To verify you have successfully verified the listed EFIN(s), open the UltraTax CS homepage and selectAlerts. If you see a message labeledAction Required - Electronic Filing Identification Number (EFIN) Verification, your firm hasn't submitted an EFIN application summary for the EFIN listed.
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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 homepage to clear this alert.