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Video instructions and help with filling out and completing Form 8633
Instructions and Help about Form 8633
In this tax layer Pro training video Kim Hensley will take us through part one of the steps involved in applying for an EF'n hi my name is Kim I would like to help you through the process of applying for you ref'n or getting an additional even if you've already gotten your first it's a process that typically takes what the IRS will tell you are it typically takes about 45 days I usually advise that you give yourself at least two months for the full process to set up the account on the IRS s website and mail in the fingerprint cards and do the actual EF'n application and then from that point it's typically about 45 days, so today I'll walk you through the process and one little reminder I wanted to let you know up front is that if you already have an even then the process is much simpler to get an additional EF'n it's just a matter of calling the IRS or logging into your services account and and requesting an additional EF'n and the phone number for the IRS is efile or even hotline is one eight six two five five zero six five four and the reason that I'm sending you that direction is that you can avoid a lot of what we'll talk about further in this video because getting an additional even you don't have to do the fingerprint cards you don't have to do the actual even application again it's just a matter of calling to request an additional even now I know most of you are probably requesting your first EF'n and I'd like to say congratulations that's a big step in starting a business or opening a new tax office so let's work through this together the first thing that I'll have you do is go to the IRS website, and you heard me mention it before you'll create an e services account and that's the account where you'll be able to log in with a username and password to apply for the ef'n so I'll walk you through that process today this is the IRS is website you can access that WWE IRS gov and click on the link that says for tax Pro's and when we get to this website you see the link over here that says services and we're going to access eServices and then click login or register and today since it's our first time we're going to register for an e services account, and you can see that it's just asking for some pretty basic information what I want to point out also early in the video is that you'll need your AGI your adjusted gross income from your most recent tax return sometimes people have to collect that data before they actually sit down to do this registration process, so I like to point that out but I'm gonna go through and put some mock information into.