JetDRV
Level 2

Please provide the option to "Redact / Mask / Prevent Display of" the tax preparer's Electronic Filing Identification Number (EFIN) on the electronic client copy of Forms 8879 and 8878 (for both Federal and State e-file Signature Authorization forms).

The IRS requires the EFIN to be protected from theft (https://www.irs.gov/tax-professionals/how-to-maintain-monitor-and-protect-your-efin).

The completion of the current (as of Dec 2021) DocuSign e-signature process for the 8879 provides a copy of the signed 8879, with the EFIN clearly displayed and readable, into a client controlled DocuSign account (for the remote signature process). The completion of the in-person DocuSign e-signature process presents the option to send the 8879 with a readable EFIN to a client email account. 

The current e-signature/DocuSign process for the 8879 prevents the tax preparer / tax firm from protecting their EFIN from unauthorized disclosure (contrary to current IRS EFIN protection requirements).

Providing the option to "Redact / Mask / Prevent Display of" the EFIN on forms 8879 and 8878 (for both federal and state e-signature forms) prior to sending a copy to a client will enable tax preparers / tax firms the ability to continue protecting their EFIN from theft and/or unauthorized disclosure (in compliance with IRS requirements).