Prepaid E-Filing - Practice ID and EFIN Verification
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When you purchase prepaid or unlimited e-filing, that purchase is assigned to your account. When you sign into TaxAct with the username and password associated with that account, your Practice ID should automatically appear.

If you encounter the Preparer E-File Wizard, make sure the preparer entry has the correct name, EFIN, and PTIN (or SSN if not using a PTIN).

To enter the verification information for your prepaid e-filing:

  1. Click Preparer from the menu bar.
  2. Hover your mouse over Master Information, then click Preparers.
  3. In the Preparer Name list on the right, click the pencil icon to the left of the preparer's name.
  4. Verify the preparer name is correct.
  5. Enter and verify your PTIN (or enter SSN if not using a PTIN).
  6. Click Electronic Filing Info, then enter your EFIN.
  7. Verify your EFIN.

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