Submit your IRS e-file application summary prior to e-filing with Onvio Tax
Before you begin e-filing tax returns with Onvio Tax, you'll first need to provide us with a copy of your IRS e-file application summary.
If you have your IRS e-file application summary available, complete this step.
Send your application summary to EFINCertificate@TR.com and include your Firm ID in the subject line of the e-mail.
If you don't have your IRS e-file application summary available, complete these steps.
- Visit the IRS e-Services login page, enter your Username and Password and then click Login.
- On the Select Organization page, mark the box next to your firm's name and then click Submit Selected Organization.
- On the ESAM Application Landing Page, in the View/Edit column, click the icon for the e-file application type.
- At the bottom of the application summary, click the Print Summary link.
- Create a PDF of your e-file application summary by selecting Adobe PDF as the printer and then click Print. (This step varies depending on your browser.)
- Send your application summary to EFINCertificate@TR.com and include your Firm ID in the subject line of the e-mail.
If you are uncertain if you have created an e-Services portal, or if you need assistance with login errors, verifying login credentials, or accessing your IRS e-Services portal, contact the IRS e-Help desk at 866.255.0654.
Contact us
Call 800-968-0600
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