EFIN Holder Compliance Checklist

Your EFIN is one of the most important assets in your tax business, and it needs to be protected.

The EFIN Holder Compliance Checklist is a fillable compliance tool created to help EFIN holders, tax office owners, responsible officials, principals, and tax team leaders review key areas of their tax office before and during tax season.

This checklist helps you look at the areas that matter, including your EFIN holder information, business compliance, PTIN holder compliance, office policies and procedures, due diligence, quality control, security, return transmission, documentation, team management, and internal compliance review.

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