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Last active December 8, 2022 00:10
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IRS e-File & e-Services Jargon

High-level Overview

  1. Very few people at the IRS have training on this. You'll have several phone calls and you'll have to explain what you're trying to do several times and be on hold a lot.
  2. A legal officer of the company must:
    • Create his personal account first
    • Apply for API or e-File, doesn't matter what - just needs to create the organization
    • Add himself as a Delegated user
  3. The developer can create an account
  4. The legal officer must add the developer as a Delegated User
  5. ???
  6. Thorough background check

Apply for

-EFIN -SIN(?)

Relevant "Publications":

How to create an account:

  1. Create ID.me with biometric facial recognition
  2. Apply for API at
  3. Create company with EIN, etc
  4. Add delegated user (perhaps yourself)
  5. A2A Enrollment - https://www.irs.gov/tax-professionals/e-file-provider-services
  6. Needs RSA JWK: https://webinstall.dev/keypairs
Abbr Desc
SOR File Storage (Secure Object Repository)
TDS Tax Returns Info (Transcript Document Service)
TINM TIN Matching (Tax Identification Number - EIN/SSN)
FBP ???
ISP Web Applications (misnomer: Internet Service Provider)
A2A Application 2 Application - PIN from reporting agent
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