EFIN Verification Requirements

In order to help prevent identity theft, protect your and your clients’ data, and comply with IRS requirements, we must verify EFIN credentials for all of our professional customers. Please submit a copy of your IRS e-file application summary that includes your tracking number to TaxAct Professional for verification. This one-time verification process must be completed for each EFIN used in your office(s). Having your EFIN verified prior to the start of tax season will help avoid disruption to your e-filing services.

Generally, professionals who have been verified in a previous year will not need to be re-verified; however, it is possible TaxAct may request that you re-verified in order to e-file. You can check your EFIN verification status in your TaxAct Account starting on Dec. 27, 2016. If your EFIN is rejected for any reason, we will notify you via email.

To submit your IRS e-file application summary or to check that status of your EFIN verification:

  1. Sign in to your IRS e-Services account and print your e-Services Summary page with your EFIN Tracking Number.
  2. Sign in to your TaxAct Account and click the "Practice Administration" tile.
  3. Click on "EFIN Verification" to expand and follow the instructions.

Electronic Filing Identification Number (EFIN)

A verified EFIN is required to e-file using TaxAct Professional Editions.

To apply for an EFIN, use the IRS' e-Services – Online Tools for Tax Professionals. Learn more about becoming an authorized e-file provider.

IRS e-Help Desk

e-Help Desk assists tax professionals with non-account related questions and issues concerning e-products.

Toll Free Number

1-866-255-0654

Hours of operation for the e-Help Desk:
Days Hours
Monday through Friday 6:30 AM — 6:00 PM (CST)

Preparer Tax Identification Number (PTIN)

Renew or obtain a PTIN before January 1. The PTIN renewal period begins in mid-October, and all PTINs expire on Dec. 31. Learn more about PTIN renewal at www.irs.gov/taxpros.

Get the latest updates about IRS requirements for return preparers here.


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