Create your Efin Application Form from scratch

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Here's how it works

01. Start with a blank Efin Application Form
Open the blank document in the editor, set the document view, and add extra pages if applicable.
02. Add and configure fillable fields
Use the top toolbar to insert fields like text and signature boxes, radio buttons, checkboxes, and more. Assign users to fields.
03. Distribute your form
Share your Efin Application Form in seconds via email or a link. You can also download it, export it, or print it out.

Create Efin Application Form from the ground up by following these detailed instructions

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Step 1: Get started with DocHub.

Start by signing up for a free DocHub account using any available sign-up method. Simply log in if you already have one.

Step 2: Register for a free 30-day trial.

Try out the entire suite of DocHub's pro features by signing up for a free 30-day trial of the Pro plan and proceed to build your Efin Application Form.

Step 3: Add a new empty document.

In your dashboard, hit the New Document button > scroll down and choose to Create Blank Document. You’ll be taken to the editor.

Step 4: Organize the document’s layout.

Use the Page Controls icon marked by the arrow to toggle between two page views and layouts for more flexibility.

Step 5: Begin by adding fields to create the dynamic Efin Application Form.

Use the top toolbar to add document fields. Insert and configure text boxes, the signature block (if applicable), add photos, and other elements.

Step 6: Prepare and customize the incorporated fields.

Organize the fields you incorporated based on your chosen layout. Personalize the size, font, and alignment to ensure the form is easy to use and professional.

Step 7: Finalize and share your form.

Save the completed copy in DocHub or in platforms like Google Drive or Dropbox, or create a new Efin Application Form. Share your form via email or utilize a public link to reach more people.

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.
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How to apply for an EFIN: Step 1 Create an IRS e-services account. This account will allow you to interact with the IRS electronically. Step 2 Submit your application to become an Authorized IRS E-File Provider. Step 3 Pass a suitability check.
The EIN and EFIN normally belong to the business or owner of the company. EIN is used to identify the company, and if you have employees, you use your EIN. The IRS only requires EFINs for businesses that prepare and electronically file tax returns. The business owns the EFIN number rather than the employee.
Can I have more than one EFIN on my account? Yes, but you must contact EFIN Management at (866) 273-9032 and tell them you want to add a second EFIN as a sub-EFIN. How do I replace my EFIN with a new number? Upload a copy of the e-File Application Summary to the Support website.
Each one will require a separate, unique EIN. You cannot use the same EIN for multiple businesses, even if they are owned by the same person. EINs are not limited, so you may apply for as many as you need. You are dividing your business into separate entities.
Your EFIN is not transferable; if you sell your businesses, the new principals must obtain their own EFIN. There must be an EFIN application for each office location; if you expand your business, an application is required for each location where e-file transmissions will occur.
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Related Q&A to Efin Application Form

In the event that the IRS suspends an e-File Provider, you may apply for reactivation of your EFIN after the suspension has been lifted. However, if the IRS expels your EFIN, you may no longer reapply.
An EFIN should not be used at more than one fixed location, e.g., the one to which it was assigned by the application process. For example, if a preparer has 15 offices and plans to transmit returns from all of them, the preparer would need to have 15 EFINs.

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