How to validate Your EFIN in Keep It Simple

You are here:

  • On the EFIN Notification, Click Upload Now.

  • On the next screen, enter the IRS Tracking Number inside the Tracking Number box.

  • Click Choose File.

  • Select your PDF copy of the IRS EFIN Status Summary Page.

  • Then click Upload and Save.

  • You can see the status of your validation under EFIN STATUS.

The status remain UPLOADED NOT VERIFIED until the IRS verifies the EFIN information. There is no time frame for the IRS to do this. However, this will not affect your ability to file any returns.

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