Apr 14 • General discussion
How to maintain, monitor and protect your EFIN
Below is a follow-up to the post on if or when you should get a new EFIN? I couldn't find the original post in the feed to add this as a reply. This is from IRS Publication 3112. I think the trainer was referring to #6.
Maintaining your EFIN
Once you’ve completed the EFIN application process and received your EFIN, it’s important that you keep your account up to date at all times. This includes:
- Reviewing your e-file application periodically. Your e-file application must be updated within 30 days of any changes such as individuals involved, addresses or telephone numbers. Failure to do so may result in the inactivation of your EFIN.
- Ensuring proper individuals are identified on the application and updating as necessary. The principal listed on the application is the individual authorized to act for the business in any legal or tax matters.
- Adding any new principals or responsible officials.
- Updating any business address changes, including adding new locations.
- Your EFIN is not transferable; if you sell your businesses, the new principals must obtain their own EFIN.
- There must be an EFIN application for each office location; if you expand your business, an application is required for each location where e-file transmissions will occur.
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How to maintain, monitor and protect your EFIN
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