Skip to main content
All CollectionsTaxSlayer Online
Tax Office Checklist: IRS Requirements & Compliance (TaxSlayer ProWeb)
Tax Office Checklist: IRS Requirements & Compliance (TaxSlayer ProWeb)

Ensuring your tax office is properly set up and compliant with IRS regulations is essential for a smooth and successful tax season. Below is a checklist to help you stay on track.

Daisy Macapangal avatar
Written by Daisy Macapangal
Updated over 3 weeks ago

1. Apply for a New EFIN (If Applicable)

  • If you are new to the tax preparation business or expanding to additional locations, apply for a new Electronic Filing Identification Number (EFIN) through the IRS e-Services portal.


2. Renew Your PTIN

  • The Preparer Tax Identification Number (PTIN) must be renewed annually to remain compliant with IRS regulations.


3. Obtain an IRS Tracking Number

  • Secure your IRS Tracking Number from IRS e-Services, as it is required for electronic filing and tax office verification.


4. Stay Updated on Tax Law Changes

  • Review current tax law updates and phase-out limits to ensure compliance and accuracy in return preparation.


5. Understand EITC Compliance Requirements

  • The Earned Income Tax Credit (EITC) has strict compliance guidelines. Make sure you are familiar with IRS due diligence requirements to avoid penalties.


6. Review Tax Implications of the Affordable Care Act

  • Stay informed about how healthcare laws impact tax filings, including coverage requirements and penalties under the Affordable Care Act (ACA).


7. Changing Your EFIN? Follow These Steps

If you are updating or changing your EFIN, follow these steps to notify TaxSlayer Pro:


Fax a copy of the new EFIN letter from the IRS to 706-868-1955.
Email sales@taxslayerpro.com with the following details:

  • Your former EFIN

  • Your new EFIN

  • The reason for the change

Following these steps will ensure that your system is updated correctly for continued e-filing.


By completing this IRS Tax Office Checklist, you can ensure compliance, maintain accuracy, and prepare for a seamless tax season.

Did this answer your question?