Enroll in e-file program Tax professionals

To automatically enroll in the California e-file Program:

  1. Apply for the IRS Electronic Filing (e-file) Program. We will receive your account information within 2 weeks after the IRS accepts you into their program.
  2. e-file with us:
    1. Tax preparers: Use your IRS-assigned Electronic Filer Identification Number (EFIN).
    2. Transmitters: Use your IRS-assigned Electronic Transmitter Identification Number (ETIN).
  3. Comply with the guidelines found in the FTB Pub. 1345, Handbook for Authorized e-file Providers.