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E-filing

IRS E-File Application Summary Required Prior to E-Filing with UltraTax CS and GoSystem Tax RS

Thomson Reuters Tax & Accounting  

Thomson Reuters Tax & Accounting  

If you haven’t already done so, you’ll need to provide a copy of your IRS e-file application summary before you can electronically file returns via UltraTax CS and GoSystem Tax RS.

For UltraTax CS

If you attempt to e-file returns in UltraTax CS without verifying your e-file application summary, you’ll receive the following message:

“Your CS Connect electronic filing capability is disabled. Thomson Reuters requires preparers to submit a copy of their ‘Application Summary’ from E-Services prior to e-filing. Please send the application summary to EFINCertificate@TR.com and include your firm ID (1234) in the subject line.”

If you’re unsure of your firm ID number, see How to locate the firm ID number.

IMPORTANT: If you have more than one EFIN number associated with your account, we’ll need an IRS e-file application summary for each EFIN number.

For GoSystem Tax RS

If you attempt to e-file tax year 2016 returns in GoSystem Tax RS without verifying your e-file application summary, you’ll receive the following diagnostic:

“EFIN entered is not valid for this account.  Thomson Reuters requires preparers to submit a copy of their ‘Application Summary’ from E-Services prior to e-filing. Please send the application summary to GSTEFINCertificate@TR.com and include your firm ID (1234) in the subject line.”

If you’re unsure of your Account Number, see How to Locate Your GoSystem Tax Account Number.

IMPORTANT: Single-location firms using only a single EFIN may send us the Firm Number. For firms with multiple accounts and multiple EFINs in use, include a reference to the Account Number to which the EFIN pertains.

For Both Products

To access or print the application summary from IRS e-services to resolve this error, follow these steps:

  1. Visit the IRS website at www.irs.gov and click the for Tax Pros link at the top of the page.
  2. Click the Access e-Services link on the left navigation pane.
  3. Click the Login button to open the e-services login page.
  4. Using the fields provided, enter your credentials to log in to the IRS e-services site.
  5. On the Select Organization page, select the option next to your firm’s name.
  6. Click the Application link.
  7. Click the e-File Application link.
  8. Click Application Summary.
  9. At the bottom of the application Summary, click the Print Summary link.
  10. Create a PDF of your e-file application summary by selecting Adobe PDF as the printer, then click Print. (This step varies depending on your browser.)
  11. Attach the PDF to an email message, address the email to EFINCertificate@TR.com (for UltraTax CS) or GSTEFINCertificate@TR.com (for GoSystem Tax RS), and click Send.

If you have any questions, please call Customer Service at 800.968.0600 and select option 2, then option 2 again.

Check Out These Videos for Additional Tips

IRS.gov e-Services: Resetting Your Password
Watch this short video to learn how you can reset your password for the IRS e-Services portal, and regain access to your e-file application summary.

IRS.gov e-Services: Printing Your EFIN Application Summary
Check out this video to see how to get a copy of your e-file application summary.

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