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Level 2
March 3, 2025
Question

Multiple authorized users equals multiple EFINs in ProConnect?

  • March 3, 2025
  • 1 reply
  • 4 views

My firm has two authorized users, both of whom have an EFIN and both of whom will e-file returns using my ProConnect account. Is there a place to enter my partner's EFIN? My EFIN has been entered, verified, and accepted, and we have entered both PTINs in the user list. I just can't find a way to add their EFIN anywhere. Many thanks...

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    1 reply

    sjrcpa
    Level 15
    March 3, 2025

    Why 2 EFINs? Usually the firm has an EFIN and all returns prepared by however many preparers use that EFIN.

    Do you have more than one business location? I think that might require 2 EFINs.

    The more I know the more I don’t know.
    Level 2
    March 3, 2025

    Thanks for your response. We each have EFINs because we work both independently (I have my own clients and she has her own clients) and together (we have shared clients, primarily those for whom I do the bookkeeping and she does their taxes, so we collaborate). Sounds like the clients we have together can just be filed under my ProConnect/EFIN. "The more I know the more I don't know" is my personal mantra 😎