Description: This article will show you how to upload the EFIN Summary.
Process:
EFIN Summary Upload Information
You are not required to upload the EFIN Summary, even if you see a message in the software prompting you to do so.
Choosing not to upload the EFIN Summary will not impact your ability to file returns, enroll with banks, or perform any other essential functions.
However, if you choose to upload the EFIN Summary, please follow the instructions below:
Log in to your Software.
Once inside, the following message will appear. Click on ‘Upload Now’.
Click on ’Choose File’, and when the pop up appears, select the EFIN Summary.
Click on ’Upload and Save’.
The status will change to ’Uploaded, Not Verified’.
Please note, this is a manual process handled by the Software Team. Your status is being verified, but this will not affect your ability to work on returns.
There is no estimated completion time for this process.
