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- Click ‘Get Form’ to open the application efin in the editor.
- Begin by checking the appropriate boxes that apply to your application, such as 'New' or 'Revised EFIN'.
- Fill in your firm's legal name and Employer Identification Number (EIN) or Social Security Number (SSN) as required.
- Provide your business location address and contact information, ensuring accuracy for IRS correspondence.
- Complete the questions regarding your firm’s operations, including whether you will originate electronic returns.
- If applicable, list the principals of your firm, ensuring all required signatures are included for verification.
- Review all entries for completeness and accuracy before submitting your application through our platform.
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