EFIN

Forum|Forum|2 years ago
February 14, 2024
2 replies
10 views

Hi! I had an old ProTaxConnect account. Just started a new one. The IRS website says my EFIN is active since 2019 but I got an error from ProTaxConnect that is needs to be applied for within the last 6 months.

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George4Tacks

Level 15

Call support. You posted this in a user supported site, not direct to PCT.

Contact Support EITHER https://proconnect.intuit.com/community/proconnect-tax-news-updates/discussion/proconnect-tax-assistant/00/234845 OR https://proconnect.intuit.com/support/en-us/help-article/intuit-account-settings/contact-proconnect-tax-help/L031xWrR5_US_en_US?uid=le1lkg4y

OR NEW!!! https://proconnect.intuit.com/community/proconnect-tax-news-updates/discussion/proconnect-tax-assistant/00/234845

Answers are easy. Questions are hard!

itonewbie

Level 15

You didn't say what you submitted to Intuit. EFIN documents more than 12 months old are not acceptable. Since your EFIN is older than 12 months, what you need to submit is a printout of your firm's Application Summary from the IRS website.

See this article for a sample of the Application Summary and instructions of how to access the Application Summary on the IRS website:

https://accountants.intuit.com/support/en-us/help-article/electronic-filing-identification-number/submit-efin-registration/L1HoaIyXQ_US_en_US?uid=lsmctt99

---------------------------------------------------------------------------------Still an AllStar