Is it necessary to add a preparer to an EFIN with the IRS somehow? If so how do I accomplish that? We have always just had one preparer but are wanting to add one.

[George4Tacks · Accepted solution]

No. The EFIN is for the office location. New Location = New EFIN. Just add a new preparer

https://accountants-community.intuit.com/articles/1607902-add-delete-or-modify-a-preparer

[nwempe]

So to verify, I only need to add the new preparer within the Lacerte program and don't actually have to take any action with the IRS?  I don't have to add the new preparer to our e-services account?  Thanks!

[George4Tacks]

Your new preparer does need their own PTIN, but the office only need on EFIN.

[sjrcpa]

If the principals, responsible parties of the EFIN holder change, then you need to change that with IRS. Otherwise, as Grorge said, just add a preparer in Lacerte.

[josephart]

I'm unable to modify or delete an existing preparer.  On the Setup screen, the box to Modify/Delete is grayed out.  I am a new Lacerte user and my EFIN application with the IRS is in process.  Is this reason I cannot modify or edit this information.  It currently shows only the preparer's first name.