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EFIN
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magicmiketax
Level 1
02-14-2024
01:30 PM
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Hi! I had an old ProTaxConnect account. Just started a new one. The IRS website says my EFIN is active since 2019 but I got an error from ProTaxConnect that is needs to be applied for within the last 6 months.
4 Comments 4
George4Tacks
Level 15
02-14-2024
02:51 PM
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Call support. You posted this in a user supported site, not direct to PCT.
Contact Support EITHER https://proconnect.intuit.com/community/proconnect-tax-news-updates/discussion/proconnect-tax-assist... OR https://proconnect.intuit.com/support/en-us/help-article/intuit-account-settings/contact-proconnect-...
OR NEW!!! https://proconnect.intuit.com/community/proconnect-tax-news-updates/discussion/proconnect-tax-assist...
Answers are easy. Questions are hard!
itonewbie
Level 15
02-14-2024
04:24 PM
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You didn't say what you submitted to Intuit. EFIN documents more than 12 months old are not acceptable. Since your EFIN is older than 12 months, what you need to submit is a printout of your firm's Application Summary from the IRS website.
See this article for a sample of the Application Summary and instructions of how to access the Application Summary on the IRS website:
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Still an AllStar
Still an AllStar
nattanucci4
Level 1
04-20-2024
09:28 AM
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Where is the input to change my EFIN in ProConnect Tax
George4Tacks
Level 15
04-20-2024
06:28 PM
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You may have to call support if you are CHANGING an existing EFIN.
Do you maybe mean PTIN? or maybe EIN?
Answers are easy. Questions are hard!
