George4Tacks
Level 15
09-13-2021
04:25 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Your firm (could be just you as a sole proprietor) must get the EFIN from IRS. It is not a quick process, so get started soon. https://www.irs.gov/e-file-providers/become-an-authorized-e-file-provider
Each preparer must have a PTIN. https://www.irs.gov/tax-professionals/ptin-requirements-for-tax-return-preparers
Steps to get it online are in that link.
Here's wishing you many Happy Returns
