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Entering your EFIN in ProSeries

SOLVEDby IntuitProSeries Basic16Updated July 13, 2022

To enter or update your EFIN:

  1. From the Tools menu, screen select Options.
  2. Select Firm/Preparer Information on the left side of the screen.
  3. In the Firm/Preparer Information screen, complete all setup information for Firm Information and Preparer/Electronic Return Originator (ERO) Information.
  4. Enter the firm's Electronic Filing Identification Number (EFIN) under the Firm Information. 
  5. Be sure to enter the first and last name of the individual representing the firm as the E-file Contact.

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