uTax is sharing two important IRS process changes that impact tax professionals. We encourage you to carefully read the highlights below and access the IRS.gov links provided for more details, instructions and requirements for maintaining your EFIN. If applicable to your business, be sure to take action now to avoid any possible disruption later.
Your uTax Team
- IRS Quick Alert: New e-File Application Fingerprinting Process Implemented
Beginning September 25, 2022, the IRS will implement a new electronic fingerprinting process for tax professional e-file applicants. The new fingerprinting process is a part of the IRS’s overall effort to improve its tax professionals’ authentication processes and enhance the cyber security of tax professionals and their taxpayer client data as they increasingly use IRS webpages and online tools on behalf of their taxpayer clients.
Individuals will now be required to use the IRS authorized vendor for fingerprinting. Each new Principal and Responsible Official listed on a new e-file application or added to an existing application needing fingerprints, must schedule an appointment with the IRS authorized vendor.
Important! The cutoff date to mail paper fingerprint cards (Form FD-258) to the IRS is August 15, 2022. Fingerprint cards must be postmarked by August 15, 2022, and the application must be submitted prior to mailing the fingerprint cards. There will be a down period between August 15 and September 25 when no action can be taken.
The IRS will not process fingerprint cards postmarked after August 15, 2022. Customers needing fingerprints will need to wait until September 25, 2022, to schedule an electronic fingerprinting appointment. On September 25, 2022, you can schedule your appointment by accessing the scheduling link located on the e-file application summary page.
Instructions for scheduling an appointment will be provided upon submitting an e-file application and on IRS.gov. The IRS will provide additional information about the new fingerprinting process on September 25, 2022. Please continue to check the Become an Authorized e-file Provider webpage for the most up-to-date information.
EFIN Resources and Reminders:
- Important Reminder! Your e-file application must be updated within 30 days of any changes such as individuals involved, addresses or telephone numbers. Failure to do so may result in the inactivation of your EFIN. Ensuring proper individuals are identified on the application, and updating as necessary.
Refer to the following IRS Publication for a refresher and/or to obtain more details and information regarding applying for and maintaining your EFIN: IRS Pub 3112 – IRS e-File Application and Participation. Notifying the IRS of changes to your existing EFIN and revisions that require resubmission of an EFIN application can be found on Pages 11-12.
IRS e-Services New Sign-In Options for Users Beginning Summer 2022
The IRS has transitioned all e-Services tools to a new sign-in system that requires new users to register or sign in with ID.me, the current IRS credential service provider. Existing users with an active account don’t need to take any action at this time. E-Services users with an active IRS username may continue to sign in after the transition, or they may choose to sign in with ID.me. E-Services applications will prompt all users to accept the terms of agreement the first time signing in after July 24, 2022.
In addition to creating an account with the ID.me self-service process, you can now create an ID.me account using a live video chat that does not require a selfie. All selfie and biometric data will be deleted automatically. See our IRS statement for more details.
Access IRS e-Services Home Page here and login to IRS Secure e-Services here.