EFIN Verification Requirements

All TaxAct Professionals must submit a copy of their IRS e-file application summary that includes their tracking number to TaxAct for verification. This one-time verification process needs to be completed for each EFIN used in your office. If your EFIN has been verified by TaxAct in a previous year, you do not need to resubmit your documentation.

To submit your documentation:

  1. Sign in to your IRS e-Services account and print your e-file application summary with your tracking number.
  2. For fastest verification, email your summary to EFINcertificate@taxactservice.com. (Alternatively, you can fax to 319-447-4674, Attention: EFIN Verification.)
  3. You will receive an email from TaxAct as soon as your EFIN information has been verified.

It is important to submit your EFIN documentation now to avoid tax time processing delays.

Electronic Filing Identification Number (EFIN)

An 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


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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