EFIN Compliance Manual
The EFIN Compliance Manual was created for tax professionals who want to operate a stronger, more organized, and more compliant tax business before tax season starts.
As an EFIN holder, your responsibility goes beyond preparing tax returns. You are responsible for protecting taxpayer information, supervising your office, creating systems, maintaining compliance, and leading your team. This manual was designed to help you understand those responsibilities and put better procedures in place.
Inside this manual, you will learn how to strengthen your office systems, train and supervise PTIN holders, develop written policies and procedures, create quality control processes, maintain proper documentation, protect taxpayer information, and prepare your office for IRS reviews and examinations.
This is not a manual to just read and put away. It is designed to be used as a working guide for your tax business so you can review your current procedures, update your policies, train your team, and conduct regular compliance reviews throughout the year.
This manual is for:
EFIN Holders
Electronic Return Originators
Tax Business Owners
Service Bureau Owners
Multi-Office Tax Businesses
Tax Office Managers
Tax Professionals Preparing to Build a TeamIf you want to stop waiting until the IRS contacts you to think about compliance, this manual will help you start preparing now.
Protect your EFIN. Protect your business. Stay ready so you do not have to get ready.
Digital Product Terms
All digital product sales are final. No refunds are permitted, and chargebacks are prohibited. If you do not receive your download, please email info@xpertbusinesssolution.com. All files must be downloaded within 30 days of purchase. Links for items purchased during promotional sales will not be reissued after 30 days from the purchase date.