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