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Internal: Verifying e-file approval status in EMS

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An electronic filing identification number (EFIN) is the number issued by the IRS to individuals or firms that have been approved as authorized IRS e-file providers. Beginning with the 2016 processing season, 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 UltraTax CS send application summaries 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 full EFIN number must be left in tact when submitting the application summary.

Handling Guidelines

Using EMS to review the e-file approval status

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.

Software as a Service

There is a known issue with Software as a Services (SaaS) firms being incorrectly marked as "Yes" in the E-File Approved field. To verify that a SaaS user's e-file approval status marked "Yes" is valid follow the steps below:

  1. Open the Firms approved based on a screen shots and/or letter document.
  2. Use the find command by pressing CRTL+F on your keyboard.
  3. Enter the firm ID into the Find in sheet field.

If no results are found, then the e-file approval status listed in EMS for the firm ID in question is valid. If the firm ID in question is on this list then an e-file application summary must be submitted, see E-file application summary and EFIN requirements.

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: