Our Training
Empower yourself with knowledge through our comprehensive training programs:
Software Training:
Access live or virtual software training sessions throughout the year on a rolling basis. Additionally, partners have on-demand access to instructional videos and practice returns to simulate real tax scenarios.
Tax Training:
As a valued partner, you gain access to live, in-person, and self-paced courses at no extra cost. Our training covers various topics from beginner to advanced levels, ensuring you stay ahead in the ever-evolving tax landscape.
At ITC Pro Tax Solutions, we’re dedicated to equipping you with the tools and knowledge you need to
thrive. Join us and unlock your full potential in the tax industry.
What is an EFIN?
An EFIN number is like a special code given by the IRS to certain people or businesses who meet all the rules to file taxes electronically. This code lets them send tax returns straight to the IRS without using paper forms. The people or businesses who get this code are called EROs, which stands for Electronic. Return Originators. It’s free to get an EFIN number, but it takes about 6 to 8 weeks, sometimes longer.
If you already have your own EFIN, you’ll do all the steps yourself – preparing and sending the returns. But if you have partners with only a PTIN under your office, you’ll oversee checking their returns for mistakes and sending them to the IRS.
Are you waiting for your EFIN to be approved or can’t get one for some reason?
If you choose our Stork Package, you don’t have to have an EFIN number to be a partner with us. If you don’t already have an EFIN, here’s how it works: You gather all the tax documents, prepare the tax return, and then send it to us at ITC Pro Tax Solutions. Since we own the EFIN and you own the PTIN, our compliance department will review the return and the documents that you attach with the return to ensure accuracy. After the return has been reviewed, we will submit the return to the IRS after checking it over. This only applies if you bought the Stork Package with just a PTIN. Remember, getting help and
being able to work under someone’s EFIN is a big deal and you must follow all the IRS rules. If we see any
misuse or breaking of the rules, we’ll have to stop working together.
How do You Get An EFIN?
If you need help obtaining your FREE EFIN from the IRS, here is a FREE Mini-Course we created that teaches you how to get your EFIN:
