Tax & Accounting Blog

IRS E-File Application Summary Required Before You Can E-File with Accounting CS and Accounting CS Payroll

Accounting Firms, CS Professional Suite Accounting & Auditing Solutions May 12, 2017

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 payroll compliance forms via Accounting CS® and Accounting CS Payroll.

Keep these things in mind:

  • No action is required if you’ve already completed this process and provided documentation for UltraTax CS e-filing.
  • If you have more than one EFIN number associated with your account or a second EFIN for your payroll operations, you’ll need to provide an IRS e-file application summary for each EFIN number.
  • For firms with multiple accounts and multiple EFINs in use, include a reference to the Firm ID to which the EFIN pertains.

If you attempt to e-file returns in Accounting CS without submitting your e-file application summary with Thomson Reuters, 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 and include your firm ID (1234) in the subject line.”

To view or print the application summary from IRS e-Services to help you resolve this error, follow these steps:

  1. Visit the IRS website at and click the for Tax Pros link at the top of the page.
  2. Click the Access e-Services link in the left navigation pane.
  3. Click the Login or Register button to open the e-Services login page.
  4. Enter your username and password to log in.
  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, and click Send.

If you have any questions, please contact us via chat support, email us or visit our Help & How-to Center for anytime answers.

Check Out These Resources for Additional Tips

How Do I Find My EFIN Number and Application Summary?
Check out the step-by-step guide to Find My EFIN Number.

How to Locate the Firm ID Number
Go here if you’re unsure of your firm ID number. 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. e-Services: Printing Your EFIN Application Summary
Check out this video to see how to get a copy of your e-file application summary.