Description
Get organized before starting your e-file provider application. Track the business details, people and documents involved, along with follow-up and after-approval tasks.
What’s Included
- 19 check-off steps across gathering information, applying and after-approval upkeep.
- Prompts for office locations, principals, responsible officials, identity verification and credentials.
- Application, fingerprinting and follow-up reminders, with links to relevant IRS resources.
- After-approval tasks for saving records, software setup, application changes and monitoring.
How You’ll Use It
Check which information is ready before you apply. Keep the completed checklist with your business records to track follow-up, software setup and ongoing application maintenance.
Who It’s For
Preparers organizing a new e-file operation or reviewing their application records.
Format & Details
Free digital checklist with step-by-step application guidance. Application submission and IRS approval are separate.
