LuxeNova Tax Lab

Lesson library/ERO Foundations: PTIN, EFIN & IRS Suitability

IntermediateSlide lesson12 min

Maintaining EFIN compliance

Annual updates, address changes, adding principals, monitoring your EFIN in e-Services, and the Publication 3112 duties.

Last reviewed: July 2026 · Tax year 2026 (post-OBBBA)

Annual EFIN maintenance

0/5

Complete this compliance checklist before moving to the next lesson.

Logged into e-Services and reviewed EFIN status this month
Address and principals on file are current
Reject rate reviewed and any patterns addressed
WISP reviewed and updated within the last 12 months
Security Six controls verified: AV, firewall, 2FA, backups, encryption, VPN