- Reach out to your SPEC Relationship Manager with the changed information
- Your SPEC Relationship Manager will notify the appropriate team for verification that the new EFIN is active in the IRS system
- TaxSlayer will be notified by our IRS Relationship Manger when the EFIN can be changed
Q: Can TaxSlayer support request my EFIN to be changed?
A: No
Q: Will I still have access to prior year returns and carry forward data if my EFIN changes?
A: The new EFIN must be changed in TaxSlayer’s system prior to the software order being received
Q: What happens if my old EFIN is still active with TaxSlayer and my order is placed with my new EFIN?
A: You will not have access to any prior year returns or prior year carryforward
Q: How will I know if my old EFIN has not been changed prior to my software being ordered?
A: You will receive an email notification to setup your admin user account. If you are create a new user account and do not see any of your prior year users or prior year returns, you need to reach out to your SPEC relationship Manager immediately so this can be resolved.