What proof of documentation should I upload as an ERO?

The IRS mandates that only authorized EROs with an active Electronic Filing Identification Number (EFIN) are permitted to transmit tax returns electronically. To verify your ERO status and ensure compliance, TaxBandits requires supporting documentation that confirms your authorization.

What to upload

You should upload a copy of your IRS e-file Application Summary. This document is accessible through your IRS e-Services account. Make sure the summary clearly shows the following:

• Electronic Filing Identification Number (EFIN)
• Your business or individual name associated with the EFIN
• A Provider Option Status of 'Active'
   

How to download your IRS e-file Application Summary

To download a copy of your e-file Application Summary (needed for EFIN verification), follow these steps:

1. Visit the IRS e-file provider services page.
    
2. Sign in using your IRS credentials. Login steps may vary depending on your setup.
    
3. Select your organization from the list and click ‘Submit’.
    
4. Read and agree to the terms of service.
    
5. On the External Services Authorization Management page, under ‘All Applications’, click the blue eye icon next to View/Edit for your application.
    
6. Scroll to the EFIN section near the bottom and make sure the status shows as ‘Active’.
    
7. At the top right, under 'Application Status,' click 'Print' to save or print the document as a single PDF.