To enter or update your EFIN:
- From the Tools menu, screen select Options.
- Select Firm/Preparer Information on the left side of the screen.
- In the Firm/Preparer Information screen, complete all setup information for Firm Information and Preparer/Electronic Return Originator (ERO) Information.
- Enter the firm's Electronic Filing Identification Number (EFIN) under the Firm Information.
- Be sure to enter the first and last name of the individual representing the firm as the E-file Contact.