Right Choice Tax Suite offers separate PTIN and EFIN setup courses for aspiring and developing tax professionals who want a clearer, organized path through each process.
Explore Assistance OptionsChoose the PTIN Setup Course if you are becoming a paid preparer, or the EFIN Setup Course if you are preparing to apply to become an authorized IRS e-file provider.
A focused course for individuals preparing to become paid federal tax return preparers and obtain their own PTIN.
A structured course for tax professionals preparing to apply to become an authorized IRS e-file provider and obtain an EFIN.
A PTIN identifies an individual paid tax return preparer. An EFIN is issued by the IRS to approved individuals or firms participating as authorized IRS e-file providers. Most independent tax-business owners who prepare and electronically file returns will eventually need both, depending on their role and business structure.
Request AssistanceRight Choice Tax Suite provides education, organizational guidance, and business-readiness support. IRS-issued credentials and approvals are controlled by the IRS. Completing a course does not guarantee PTIN issuance, EFIN approval, provider approval, bank approval, or software activation.
Paid federal tax return preparers generally need their own valid PTIN and may not share a PTIN with another preparer.
An EFIN is issued to approved individuals or firms that become authorized IRS e-file providers. It is not sold or transferred by Right Choice Tax Suite.
Tell us where you are in the process and which type of assistance you want.