How do I manage Electronic Filing Identification Numbers (EFINs) for my firm in the Electronic Filing Status System®?

Add, review, and edit your firm's EFINs in the Electronic Filing Status System using EFIN Manager. Your firm obtains the EFIN and associated Tracking Number from the e-File Application Summary that is supplied by IRS e-Service. After you enter these numbers in EFIN Manager and the IRS validates the information, a Vendor Control Number (VCN) is assigned to the EFIN. You can access EFIN Manager to view the EFIN, Tracking Number, and VCN information associated with any account. 

Notes
  • To access EFIN Manager, you must be granted the functional right to release returns from the Electronic Filing Status System.
  • Tracking Number is a required number for electronic filing beginning with tax year 2017. This number is located at the bottom of the IRS issued e-File Application Summary.


Adding EFIN Information

This video explains how to use EFIN Manager in CCH Axcess™ Tax and CCH® ProSystem fx® Tax.

  1. Go to the Electronic Filing Status System.
    • Note for CCH® ProSystem fx®: EFINs are associated with a firm's account number. In CCH Axcess™, all values in the Offices filter relate to the account number that you are logged in with. For CCH ProSystem fx, offices can be related to different account numbers. For this reason, if you are a CCH ProSystem fx user, you must first select a specific office on the Filter/Search panel.
  2. If the grid in the active tab is filtered to display All offices, select a specific office on the Filter/Search panel.
  3. Select Admin > EFIN Manager from the toolbar.
  4. Click Add EFIN on the EFIN Manager window.
  5. Enter the EFIN that was assigned by the IRS to authorize electronic filing.
  6. Enter the IRS Tracking Number associated with the EFIN.
    • Note: When entering the Tracking Number, the account number must be selected to apply it to.
  7. Click Continue.
  8. For verification, re-enter the EFIN and Tracking Number.
  9. Click Confirm.
  10. If your entries match, click OK to continue.
  11. Select the account number for the EFIN.
  12. Click Save.
    • Note: Allow approximately 48 hours for the IRS to validate the EFIN. You can then access EFIN Manager to find the VCN that will be assigned to your EFIN.


Reviewing and Editing EFIN Information

  1. Go to the Electronic Filing Status System.
  2. If the grid in the active tab is filtered to display All offices, select a specific office on the Filter/Search panel.
  3. Select Admin > EFIN Manager from the toolbar. EFIN Manager displays the following information:
    • Active. Determines if an EFIN is activated for use by the firm. 
    • EFIN. Lists the EFINs that were assigned by the IRS to authorize electronic filing. 
    • Tracking Number. Lists the IRS Tracking Number that is associated with each EFIN. 
    • Account Number. Lists the firm account number. 
    • Account Name. Lists the account name that is associated with each account number. 
    • Vendor Control Number. Lists the VCN that is associated with each EFIN. Each Individual (1040) return electronically filed with a specific EFIN must include the associated VCN. 
    • EFIN Activity. You can view the name of the staff who last added or updated an EFIN so you can contact the staff, if needed. Hover over any row on the EFIN Manager window to display the staff name.
      • Note: The activity displays for EFINs that are added or updated after 5/20/2018.
  4. Click Edit in the Update column to do any of the following, if needed:
    • Active/Inactive. Click to change the status of an EFIN. An inactive EFIN can be re-activated.
    • Hide/Delete. Click to hide or delete an inactive EFIN.
      • Notes:
        • The Hide and Delete options are available only when the Active box is cleared.
        • Deleted EFIN data cannot be restored.
        • To delete an EFIN, you must have access to all accounts that it is associated with.
        • If you select to hide an EFIN, you must also click Do not display hidden EFINs on the EFIN Manager window to remove the EFIN from the grid display.
        • The Last Update by column displays the name of the staff who last added or edited the EFIN. This activity displays for EFINs that are added or updated after 5/20/2018.
  5. Click Save.


Additional Information

 

  Solution Tools
  Attachments
 Solution Id 000204741/How-do-I-manage-Electronic-Filing-Identification-Numbers-EFINs-for-my-firm-in-the-Electronic-Filing-Status-System
 Direct Link
To provide feedback on this solution, please login.

Your feedback about this article will help us make it better. Thank you!