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 or 2014, you do not need to resubmit your documentation.

This one-time verification process needs to be completed for each EFIN used in your office.

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

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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