For EFIN holders only. · FreshStart PRO Tax ERO's Train

Rondia Harris

4d • General discussion

For EFIN holders only.

🏢 FIRST START PRO

📞 800-718-3121

📚 STEP-BY-STEP GUIDE TO ADDING A NEW TAX OFFICE LOCATION & APPLYING FOR A NEW EFIN

🎓 EDUCATIONAL INFORMATION FOR EROs & TAX BUSINESS OWNERS

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✏️ STEP 1: GATHER YOUR NEW OFFICE INFORMATION

Before applying for an additional EFIN, make sure you have the following information available:

✅ Legal business name

✅ Employer Identification Number (EIN)

✅ New office physical address

✅ Business mailing address

✅ Business telephone number

✅ Business email address

✅ Business owner's legal information

✅ Principal and responsible official information

✅ Existing EFIN, if applicable

✅ Business registration documents, if applicable

📌 IMPORTANT: If you are opening another tax office under your existing business and EIN, you may be able to add a new location to your existing IRS e-file application.

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✏️ STEP 2: LOG INTO YOUR IRS E-SERVICES ACCOUNT

🌐 IRS Website: https://www.irs.gov/e-file-providers/become-an-authorized-e-file-provider

Visit the official IRS website.
Sign into your IRS account using your approved login credentials.
Access e-File Provider Services.
Open your existing IRS e-file application.
Locate the option to add a NEW LOCATION.
Enter the new office's information.
Review all information before submitting.

📌 If you are opening a location under a completely different business entity, a separate application may be required.

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✏️ STEP 3: DETERMINE WHETHER YOU NEED A NEW EFIN

🏢 OPENING A SECOND TAX OFFICE

If your additional office will originate and electronically file tax returns, a separate EFIN is generally required for that location.

🏢 OPENING A PREPARATION-ONLY LOCATION

If your new office only prepares returns and sends them to an existing authorized office for electronic filing, a separate EFIN may not be required.

🏢 RELOCATING YOUR CURRENT OFFICE

If you are simply moving your existing tax office, update your existing IRS e-file application rather than automatically applying for another EFIN.

🏢 OPENING UNDER A NEW EIN

If the new office operates under a different legal business entity, you may need to submit a new IRS e-file application.

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✏️ STEP 4: COMPLETE YOUR NEW LOCATION APPLICATION

When completing the application, provide:

✅ Legal business name

✅ EIN

✅ New physical business address

✅ Business contact information

✅ Principal information

✅ Responsible official information

✅ ERO provider option

✅ Any required electronic signatures

📌 Review the entire application carefully before submitting it to the IRS.

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✏️ STEP 5: COMPLETE IRS SUITABILITY REQUIREMENTS

The IRS may review:

📚 Federal tax compliance history

📚 Criminal background information

📚 Credit-related information

📚 Previous IRS e-file compliance

📚 Required fingerprinting, when applicable

⏳ PROCESSING TIME: Allow up to approximately 45 days for the IRS application review. Processing times may vary.

💰 IRS EFIN APPLICATION FEE: $0

The IRS does not charge a fee to apply for an EFIN.

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✏️ STEP 6: RECEIVE YOUR NEW EFIN

Once approved:

✅ Obtain your IRS e-file acceptance letter.

✅ Confirm the EFIN assigned to the new location.

✅ Provide the EFIN information to your tax software provider.

✅ Complete applicable bank-product enrollment.

✅ Set up the new office in your tax software.

✅ Add authorized preparers and office users.

✅ Verify that the new location is properly configured before transmitting tax returns.

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✏️ STEP 7: MAINTAIN IRS COMPLIANCE

All EROs and tax business owners are responsible for maintaining compliance with IRS rules and regulations.

📌 Keep IRS e-file application information current.

📌 Report required business changes within 30 days.

📌 Protect your EFIN from unauthorized use.

📌 Ensure all paid tax preparers have valid PTINs when required.

📌 Maintain proper taxpayer information security.

📌 Follow IRS Publication 1345 and applicable e-file requirements.

📌 Maintain a Written Information Security Plan (WISP) as required.

📌 Never allow another business to use your EFIN without proper authorization.

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📞 IRS EFIN ASSISTANCE

IRS e-Help Desk: 📞 866-255-0654

IRS EFIN Application Website: https://www.irs.gov/e-file-providers/become-an-authorized-e-file-provider

IRS Publication 3112: https://www.irs.gov/pub/irs-pdf/p3112.pdf

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🌟 FIRST START PRO — IMPORTANT REMINDER

🎓 TO ALL EROs & TAX BUSINESS OWNERS:

As you continue to expand your tax business, please remember that opening additional locations comes with additional responsibilities.

Your EFIN, business operations, tax preparers, taxpayer information, and IRS compliance are your responsibility as the business owner.

FIRST START PRO is here to assist with software guidance, mentorship, training, and business development support.

💼 GROW YOUR BUSINESS THE RIGHT WAY!

"Growth is not just about opening more locations. It is about building a strong foundation, maintaining compliance, educating your team, and creating a business that can continue to succeed year after year."

📚 Stay educated!

✏️ Stay organized!

🏢 Stay compliant!

💰 Keep growing!

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🏢 FIRST START PRO

📞 800-718-3121

Empowering Tax Professionals Through Education, Mentorship & Business Growth! 🚀

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For EFIN holders only.