EFIN Verification Requirements

All TaxAct Professionals are required to submit a copy of their IRS e-file application summary to TaxAct for verification. If you were verified for tax year 2013, 2014 or 2015, you do not need to resubmit your documentation.

This one-time verification process needs to be completed for each EFIN used in your office. It is important to submit your EFIN documentation now to avoid tax time processing delays.

You may submit a copy of your IRS e-file application summary two ways:

  1. Email: EFINcertificate@taxactservice.com (preferred)
  2. Fax: 319-447-4674 (Attention: EFIN Verification)

It is important to submit your EFIN documentation now, to avoid tax-time processing delays. Until your EFIN is verified, you will receive a pop-up reminder to submit your information each time you proceed through the e-file process.

Electronic Filing Identification Number (EFIN)

An EFIN is required to e-file using TaxAct Preparer's 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


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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