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Can I use a transmitter or any other e-file provider to e-file my Clients' returns prepared with Proconnect if I don't have an EFIN?

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Level 1

My EFIN application was rejected by the IRS. Reasons are unknown as no official communication has been received yet.

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Level 15

No, you can't.  You can only transmit tax returns electronically to the IRS if you have a valid EFIN.

If you don't have an EFIN on your own but your firm is part of a business-related group of another ERO, that ERO may sponsor you for a separate EFIN, which you may use to transmit returns using PTO.  Note that this ERO will then be responsible for your adherence to the e-filing rules.

The alternative is for your clients to file the returns you prepare on paper but you must include a F.8948 with each paper return you prepare for your client to paper-file.

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A fine is a tax for doing wrong. A tax is a fine for doing well.

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Highlighted
Level 15

No, you can't.  You can only transmit tax returns electronically to the IRS if you have a valid EFIN.

If you don't have an EFIN on your own but your firm is part of a business-related group of another ERO, that ERO may sponsor you for a separate EFIN, which you may use to transmit returns using PTO.  Note that this ERO will then be responsible for your adherence to the e-filing rules.

The alternative is for your clients to file the returns you prepare on paper but you must include a F.8948 with each paper return you prepare for your client to paper-file.

---------------------------------------------------------------------------------
A fine is a tax for doing wrong. A tax is a fine for doing well.

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Level 15

No. Call IRS for some help to get the application approved. https://www.irs.gov/e-file-providers/e-help-desk-for-tax-professionals

Income tax returns are the most imaginative fiction being written today. — Herman Wouk
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