Tax Tip 2024-98: Tax pros: Apply to be an IRS authorized e-file provider in a few simple steps

IRS Tax Tips

Dec 18, 2024

Issue Number: Tax Tip 2024-98

Tax pros: Apply to be an IRS authorized e-file provider in a few simple steps

With more than 90% of individual federal returns filed electronically, becoming an IRS-authorized e-file provider is important for tax preparers who want to grow their business with a service most taxpayers now expect. All it takes is a few simple steps.

How to apply
Tax professionals can complete and submit an authorized e-file provider application online on IRS.gov. They can complete the application at their own pace, save their progress and return to it later.

To complete the application, tax professionals should:

Sign into an existing account or create a new account with the e-Services e-file application.
Fill out identification information for their firm.
Enter information about each principal and responsible official in their organization.
Choose the e-file provider option.
Select "Electronic Return Originator" if they are return preparers who want to offer e-file to their clients.
If the principal or responsible official is certified or licensed, they must enter their current professional status information.

Get fingerprinted
Applicants who aren’t certified or licensed must schedule an appointment with an IRS-authorized vendor for fingerprinting free of charge. The scheduling link is on the e-file application summary page.

Pass a suitability check
After the IRS receives the application and required information, the agency will conduct a suitability check which may include a:

Credit check.
Tax compliance check.
Criminal background check.
Check for prior non-compliance with IRS e-file requirements.

It can take up to 45 days from the date of submission for the IRS to approve an application. Approved applicants will receive an acceptance letter from the IRS in the mail with the preparer’s Electronic Filing Identification Number.

More information:
Publication 3112, IRS e-file Application and Participation

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Issue Number: Tax Tip 2024-98