Yes to use professional tax software like TaxAct Pro (different than TaxAct) you will need EFIN. 10 returns requirement is IRS requirement, but any professional tax software will require EFIN
Using Fieldprint®, the IRS authorized vendor. Once you submit your e-file application, you can schedule your appointment by accessing the e-file application summary page and using the scheduling link on the Terms of Agreement Signature(s) & Personal Information section
Hi Kat, very helpful video! I am a non-US citizen living abroad. As I do not have SSN, I recently created a single-member LLC in Wyoming state. Can I now apply for EFIN using my LLC's EIN? If yes, what should be the business structure when filling the online application - 'Limited Liability Corp.' or 'Sole-Proprietor' (because my LLC is a single-member LLC)?
Hello, i see on irs website that everyone who has more than 10 tax returns should apply for EFIN. What if I only have 3 or 4 customers for the first year? Can I still apply for efin? This is totally new for me. I’m not even sure if i will get clients for the first year
Yes IRS requirement is 10 clients. But if you would like to use professional tax prepares softwares (everything except TurboTax), you will need EFIIN to e-file with that tax software even if it’s 5 tax returns
I am CPA licensed in Washington state and living in Pakistan. Can you help in getting EFIN. As per publication 3112, I need to be affiliated with US based e-file provider, who can apply on our behalf to IRS.
Grateful you posted this video. It reminded me that I need to apply for one to have it for next year!
You got this!
Hi Kay, thank you for this video! It was so helpful.
You are so welcome!
Thanks for sharing this!
Glad you enjoyed it!
For some reason, when I click individual it ask for a PIN number. Idk how to get past that step, unless the system is down.
Maybe the system is down. The instruction say to create username, password, pin and security question before proceeding
@ Thank you
If I prepare less than 10 returns, how can I buy the TaxAct Software without EFIN
Yes to use professional tax software like TaxAct Pro (different than TaxAct) you will need EFIN. 10 returns requirement is IRS requirement, but any professional tax software will require EFIN
Which software would you recommend for a new Tax Preparer?
I will make video about that. But in general I would recommend Drake if on budget, otherwise Proconnect is great and easy to use to start.
Nice video
Thank you!
How do you get your fingerprinted if you are just a tax preparer?
Using Fieldprint®, the IRS authorized vendor. Once you submit your e-file application, you can schedule your appointment by accessing the e-file application summary page and using the scheduling link on the Terms of Agreement Signature(s) & Personal Information section
Hi Kat, very helpful video! I am a non-US citizen living abroad. As I do not have SSN, I recently created a single-member LLC in Wyoming state. Can I now apply for EFIN using my LLC's EIN? If yes, what should be the business structure when filling the online application - 'Limited Liability Corp.' or 'Sole-Proprietor' (because my LLC is a single-member LLC)?
You still someone with SSN as principal for EFIN
Hi
I am looking for help to apply for my EFIN can you help me with this?
I am sorry I don't do that, but hopefully you find the video helpful
I am looking for someone to help me apply for EFIN. Can you help me make the application?
I am sorry I don't do that, but hopefully you find the video helpful
Hello, i see on irs website that everyone who has more than 10 tax returns should apply for EFIN. What if I only have 3 or 4 customers for the first year? Can I still apply for efin? This is totally new for me. I’m not even sure if i will get clients for the first year
Yes IRS requirement is 10 clients. But if you would like to use professional tax prepares softwares (everything except TurboTax), you will need EFIIN to e-file with that tax software even if it’s 5 tax returns
hey
is the time duration for getting EFIN is same as mail and online ?
and can a non US resident having LLC and ITIN get EFIN number ?
I think it would be double the time. I suggest applying online - it probably will take around a month
@@notsoboringcpa done
Can we have some sort of B2B collab for returns preparation for year 2024?
I am CPA licensed in Washington state and living in Pakistan. Can you help in getting EFIN. As per publication 3112, I need to be affiliated with US based e-file provider, who can apply on our behalf to IRS.
Hm.. I am really not sure about it. But you can apply yourself if you have SSN