My firm has two authorized users, both of whom have an EFIN and both of whom will e-file returns using my ProConnect account. Is there a place to enter my partner's EFIN? My EFIN has been entered, verified, and accepted, and we have entered both PTINs in the user list. I just can't find a way to add their EFIN anywhere. Many thanks...
Why 2 EFINs? Usually the firm has an EFIN and all returns prepared by however many preparers use that EFIN.
Do you have more than one business location? I think that might require 2 EFINs.
Thanks for your response. We each have EFINs because we work both independently (I have my own clients and she has her own clients) and together (we have shared clients, primarily those for whom I do the bookkeeping and she does their taxes, so we collaborate). Sounds like the clients we have together can just be filed under my ProConnect/EFIN. "The more I know the more I don't know" is my personal mantra 😎
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