We moved!
Help articles have been migrated to the new Help and Support. You can find help for your products and accounts, discover FAQs, explore training, and contact us!
As part of the Security Summit partnership, which includes the Internal Revenue Service, state tax agencies, and private-sector industry, we have added additional safeguards for payroll tax forms transmitted electronically via Accounting CS.
One of these safeguards is the requirement that you provide a copy of your IRS e-file application summary before transmitting federal 94x forms via Accounting CS. Your IRS e-file application summary allows Thomson Reuters to verify your eligibility to electronically file 94x returns and is a summary of the application submitted and approved by the IRS for your Electronic Filing Identification Number (EFIN).
If you haven’t already submitted your e-file application summary to Thomson Reuters, please do so now. Complete the appropriate steps below to obtain a copy of your e-file application summary and submit it for approval. Any Federal 94x form transmitted with an unverified EFIN is rejected. The rejection message on the electronic form includes the unverified EFIN - "The EFIN used to create this return (######) has not been properly registered."
To view this message, choose Actions > Process Electronic Form and then click the Transmission Information button.
Note:
If either of the following are true, you do not need to submit an e-file application summary.
- You will use the same verified Electronic Filing Identification Number (EFIN) that you have on file for UltraTax CS to transmit your federal 94x forms via Accounting CS.
- You file all payroll tax forms using the Internet or Magnetic method. For details, see Processing internet and magnetic files.
If you also own UltraTax CS, using an unverified EFIN in Accounting CS for any Federal 94X form will disable e-filing for both applications. If you use a separate EFIN to transmit your Federal 94X payroll tax forms, it must be verified before use Accounting CS.
Obtaining your e-file application summary
You'll need to access your IRS e-Services account to provide a copy of your IRS e-file application summary. If you have more than one EFIN associated with your account, or use a second EFIN for your payroll operations, obtain e-file application summaries for all EFINs you plan to use.
To generate your e-file application summary, complete the following steps:
- Visit the IRS website at irs.gov and click the for Tax Pros link at the top of the page. Show me.
- Click Access e-Services in the e-Services section. Show me.
- Scroll to the e-Services Applications section and click E-file Provider Services. Show me.
- In the E-file Application section, click the Access e-file Application button to open the e-Services login page. Show me.
- Using the fields provided, enter your credentials to log in to the IRS e-Services site. You'll also need to perform multi-factor authentication by entering a security code sent to your phone.
- On the Select Organization page, mark the checkbox next to your firm's name and click Submit Selected Organization. Show me.
- On the ESAM Application Landing Page, in the View/Edit click the icon for your desired e-file application. Show me.
- At the top right of the application summary page, click the Print link. Show me.
- Create a PDF of your e-file application summary by selecting Adobe PDF as the printer, then click Print. (This step varies depending on your browser.)
For details about your e-Services account, see IRS: Important update about your e-Services account.If you are uncertain if you have created an e-Services portal, or if you need assistance with login errors, verifying login credentials, or accessing your IRS e-Services portal, contact the IRS e-Help desk at 866.255.0654.
Submitting your e-file application summary
Send your e-file application summary to EFINCertificate@TR.com and include your firm ID in the subject line. If you are unsure of your firm ID number, see How to locate the firm ID number.
If you have more than one EFIN associated with your account, or use a separate EFIN for your payroll operations, you must submit e-file application summaries for every EFIN you will use.
Submitting e-file application summaries for multiple office locations using different EFINs.
Submitting your e-file application summary for multiple office locations using the same EFIN.
Verifying your e-file approval status
After submitting your e-file application summary to EFINCertificate@TR.com, you will automatically receive a confirmation email. If you don't receive this confirmation within twenty minutes, re-send your application summary to EFINCertificate@TR.com. After your submission has been reviewed, you will receive an additional email with your approval status. You can expect to receive an e-file approval status message within two business days of receipt.
Frequently asked questions
Am I required to submit my e-file application summary annually?
The e-file application summary is not available when I log in to my e-Services portal.
Will any other documentation be accepted for EFIN verification?
How can I determine the EFIN I am using in Accounting CS?
Was this article helpful?
Thank you for the feedback!
You can verify e-file approval status in EMS.
To use Accounting CS to transmit payroll tax forms, the submitted e-file application must meet the following criteria:
- The firm name and address information on the summary match what is in Flash/EMS.
- EFIN status is listed as Active.
- Electronic Originator status is listed as Accepted.
- The application's status is listed as Completed.
- A tracking number is present - this will be located near the bottom of the summary.