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e-file Help and Support

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.

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 at
    866.255.0654
    .
  • 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 at
    866.255.0654
    .

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.
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:
  1. Select
    Setup
    ,
    Office Configuration
     and then select 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 verify you have successfully verified the listed EFIN(s), open the UltraTax CS homepage and select
    Alerts
    . If you see a message labeled
    Action Required - Electronic Filing Identification Number (EFIN) Verification
    , your firm hasn't submitted an EFIN application summary for the EFIN listed.
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