How to Become an Authorized IRS E-File Provider: A Step-by-Step Guide for Tax Professionals
- MyTAXPrepOffice Editorial Group
- 2 days ago
- 3 min read
As tax season ramps up and clients increasingly demand fast, secure, and error-reduced filing options, being able to electronically file returns isn’t just an advantage — it’s a must-have service for serious tax professionals. According to the IRS, becoming an authorized e-file provider is the key to legally transmitting federal tax returns on behalf of your clients, and the process is surprisingly straightforward.
In this post, we break down exactly what you need to do to become an authorized IRS e-file provider — from creating your e-Services account to passing the IRS suitability check.
Why Becoming an E-File Provider Matters
More than 90% of individual federal tax returns are filed electronically. The advantages are clear:
✔ Faster IRS processing
✔ Fewer mistakes than paper filing
✔ Enhanced security and tracking
✔ Improved client satisfaction
As an authorized provider, you’ll receive an Electronic Filing Identification Number (EFIN) — a key credential that allows you to submit client returns directly to the IRS. All tax professionals who prepare and transmit federal returns must be authorized to e-file. With e-file capabilities, you’re not just keeping up — you’re elevating the level of service you provide to clients.
Step 1: Complete the IRS E-File Application
The first step is to submit an authorized e-file application through IRS.gov:
Fill in your firm’s identification information.
Enter data for each principal and responsible official in your organization.
Choose the “e-file provider” option and select Electronic Return Originator (ERO) if you’ll be filing returns for clients.
Include professional status information if the principal or responsible official is a CPA, attorney, or enrolled agent; otherwise, fingerprinting will be required.
The e-file application can be saved and completed at your own pace, which makes it convenient to work through the details carefully.
Step 2: Complete and Submit Your Application
When you fill out the e-file provider application, be prepared to provide:
✔ Identification information for your firm
✔ Details about each principal and responsible official
✔ Selection of your e-file role — for most preparers, this is Electronic Return Originator (ERO)
✔ Professional status info (if certified or licensed like CPA, attorney, or enrolled agent)
This step confirms who you are and what services you plan to offer. If you are not already certified or licensed, you’ll need to complete a fingerprinting appointment through an IRS-authorized vendor — at no cost. This link appears on your application summary page.
Step 3: Pass the IRS Suitability Check
After submitting your application, the IRS conducts a suitability check before final approval. This isn’t unusual — it’s designed to protect the integrity and security of the electronic filing system.
The IRS may review:
✔ Credit history
✔ Tax compliance status
✔ Criminal background
✔ Any prior e-file compliance issues
This suitability check typically takes up to 45 days from the date of submission. Once approved, you’ll receive an acceptance letter in the mail with your Electronic Filing Identification Number (EFIN) — the official credential you’ll use when e-filing returns.
After Approval: Receiving Your EFIN
Once approved, the IRS will mail an acceptance letter with your Electronic Filing Identification Number (EFIN) — your official credential for transmitting returns electronically. This number must be used when submitting returns as an ERO. With your EFIN in hand, you can e-file client returns confidently and securely — a critical capability in today’s tax preparation landscape.
Pro Tips for a Smooth Application
Stay organized: Set aside accurate firm and individual information — it speeds up the application process.
Plan ahead: Since suitability checks can take several weeks, apply well before peak filing season.
Use secure access: Make sure your IRS e-Services account is active and tied to the correct email and contact info.
Track your progress: The IRS sends updates — monitor them to avoid delays.
Make E-Filing Easy With the Right Tools
Once you’re authorized to e-file, having the right tax software makes everything smoother. MyTAXPrepOffice offers intuitive return preparation, e-filing capabilities, and secure client management — all built for today’s busy tax professionals. Explore how MyTAXPrepOffice simplifies your e-filing and tax prep workflow.
Disclaimer: This article is for informational and educational purposes only and does not constitute legal tax advice. Advanced Tax Solutions is not liable or responsible for any damages resulting from or related to your use of this information. It is your responsibility to refer to official IRS documentation for information regarding any tax laws or tax information shown here.
