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:
Applying online with the IRS.
Passing a suitability check, which may include a criminal background check.
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.
Sudip Sengupta is the founder and chief author of Tfin Career, a trusted platform dedicated to tax, finance, and investment. With extensive knowledge of the tax systems and financial regulations of both the United States and India, he creates clear, practical, and reliable content that helps individuals, professionals, and businesses make informed financial decisions. His mission is to simplify complex tax and financial topics through expert insights, step-by-step guides, and up-to-date information, empowering readers to achieve long-term financial success with confidence.
Areas of Expertise:
Tax, Finance, Investment, Currency, Stock Market, Share Market, Finance Analysis, Tax & Finance Career, US & Indian Taxation,
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