Registering with Taxfyle

How to register with Taxfyle

Success Team avatar
Written by Success Team
Updated over a week ago

Tax professionals may register with Taxfyle by creating an account within the “SIGN ME UP” section of the Taxfyle apply page and completing the onboarding questionnaire provided within the website. Please note that your application will not be complete until a copy of the following has been provided and the questionnaire has been filled out:

  1. Government-issued ID (Driver's license, Passport, etc.)

  2. Proof of EA credential (if applicable)

  3. Proof of active PTIN (PTIN renewal letter from IRS or Screenshot of IRS PTIN Account)

  4. Proof of EFIN (E-file acceptance letter from IRS or screenshot of IRS E-file application account)

You can choose to upload a copy of these documents as you're going through the application (if you have them readily available) or upload them after your onboarding request is submitted. Tax professionals are required to use their own preparation software to work on Taxfyle as well as have their own EFIN to e-file client returns.

A confirmation email will be sent to your email on record within a week of receipt of these documents. There may be a delay in this process during high traffic times. 

Once documents are reviewed and verified, you will be sent a background check via Checkr before your Pro account is officially set up. Background checks typically take 1-7 business days to be processed.

If you're ever curious as to your registration status, feel free to reach out to the Success Team for an update. 

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