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Internal: Verifying e-file approval status in EMS

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Web text: EFIN Application Received: EFTY

An electronic filing identification number (EFIN) is the unique number issued by the IRS to individuals or firms that have been approved as authorized IRS e-file providers. In order to electronically file returns within UltraTax CS or GoSystem Tax RS a copy of the IRS e-file application summary must be provided. Based on the application being used for tax return preparation direct external users as follows for additional information.

For firms electronically filing in UltraTax CS or Accounting CS, send the application summary to EFINCertificate@TR.com. For GoSystem Tax RS, send summaries to GSTEFINCertificate@TR.com. The subject line of the email must contain the firm ID. The Summary must include the current firm name, current address, and the tracking number. More details on handling the Summary are found in the internal notes section of the E-file application summary and EFIN requirement overview article.

Using EMS to review the e-file approval status

If a firm is still disabled from electronic filing after checking the steps below, see the Restoring e-file services when e-filing is disabled article for troubleshooting help.

GoSystem Tax

E-File approval status will be displayed as a pop-up message in EMS, stating "EFILE Approved-GST". Show me.

GST Approved

Firms using both GoSystem Tax RS and UltraTax CS will not have a pop-up messaged added in EMS. To verify approval status for these accounts follow the UltraTax CS guidelines.

UltraTax CS

E-file approval status is available within EMS. A pop-up message, stating "E-Filing has been disabled for this firm" indicates this firm's e-file abilities have been disabled. Direct external users to IRS e-file application summary required prior to e-filing with UltraTax CS for more information.

Reviewing additional details

Additional details surrounding e-file approval status can be viewed within EMS. This can be helpful if there are questions around the correctness of approvals status, when e-file was disabled (or enabled), and by whom. Click the E-File Approved button in the Firm Information window to open the Status and Message. The following information can be found in this window: