Your First Step to a Thriving Career as a Tax Preparer: The Ultimate Step-by-Step Guide

What Are the IRS E-File Requirements for Tax Preparers?

The IRS encourages tax preparers to file returns electronically, and in fact, all paid tax preparers who file more than 10 returns annually are required to file electronically. To become an authorized e-filer, you need to apply for an Electronic Filing Identification Number (EFIN) through the IRS.

This process involves:

1. Applying online with the IRS.
2. Passing a suitability check, which may include a criminal background check.
3. Attending an e-file training session (if required).

Once approved, the IRS will issue you an EFIN, allowing you to submit tax returns for your clients electronically.

Tip: Apply for your EFIN early, especially if you’re planning to start your practice. It can take several weeks for the IRS to process your application and issue your number.

Also, read for more information about tax preparation. IRS Fact Sheet: Registered Tax Return Preparer Test Explained

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