Triva isn't available right now.
Check out the support page for our phone number and hours
Solutions
-
Corporations
-
Governments
Success stories
-
A true competitive advantage
Law firm Zarin Baum’s embrace of generative AI as the natural next step in the evolution of legal work and their adoption of CoCounsel Legal has helped them achieve remarkable efficiency gains and improved client relationships.
-
Workflow transformation drives impact
Brinks, a global leader in secure logistics and security solutions, used CoCounsel to reimagine what was possible with AI tools, turning legal challenges into a competitive advantage.
-
The forefront of audit tech
A better auditing workflow solution was the answer to multiple challenges faced by The Mercadien Group. Find out how they achieved greater efficiency by embracing Cloud Audit Suite.
Questions? We are here to help.
Products
-
Tax, audit & accounting
Recommended products
-
CoCounsel Legal
Transform your work with the only AI legal solution uniting research, drafting, and document analysis in a single experience. Designed by legal experts and built on trusted content and advanced AI, CoCounsel Legal accelerates multistep work so you can better serve your clients and grow your business.
-
CoCounsel Tax
Transform your tax practice with CoCounsel Tax, an AI-powered assistant that combines trustworthy answers, automation, and firm knowledge into one seamless platform. Enhance efficiency, reduce risk, and improve client confidence with CoCounsel Tax.
-
CLEAR
Powerful software designed for law enforcement, compliance, risk, and fraud investigators. Conduct thorough investigations with ease using our intuitive online investigation software. Efficiently, prevent, detect, and solve crime.
Questions? We are here to help.
Purchase
Resources
-
Product training
-
Product communities
-
Developers
Highlights
-
2026 SKILLS Showcase
Join weekly sessions to experience in-depth demonstrations of the leading legal AI products while connecting with strategic law firm leaders in knowledge management, innovation, and AI.
-
Ghosts on the ledger
Payroll fraud is a major compliance risk. Learn how payroll analytics and AI-powered tools can help exorcise phantom employees and employers.
-
Future of professionals report 2025
The Thomson Reuters Future of Professionals Report 2025 reveals how AI continues to shape professional work — and what it takes to get ahead. This year’s report shows that increased efficiency, productivity, and cost savings top the list of benefits professionals attribute to AI, making it indispensable for organizations facing rapid change.
E-file application summary and requirements
Learn about the steps and documentation needed for electronic tax filing, including how to access and submit your IRS e-file application summary for verification.
The IRS, state tax agencies, and private companies formed the Security Summit partnership. Together, they added new safeguards for taxpayers and tax preparers. These efforts make it easier to authenticate for tax return preparers and transmitters who use Electronic Filing Identification Numbers (EFINs).
Your provider will need to keep a copy of your e-file application summary.
note
If you're a new customer or you received a new EFIN from the IRS, submit your e-file application summary to Thomson Reuters to file returns electronically.
Obtain your e-file application summary
You'll need to provide a copy of your IRS e-file application summary before you can e-file tax returns. Sign in to your e-services account to get it. This summary shows the application you submitted and the IRS approved for your EFIN number. It lets Thomson Reuters verify that you're eligible to file returns electronically.
Once we verify your EFIN, you can file returns electronically. If your firm uses the IRS e-Services program, you can use Thomson Reuters to e-file.
- If you need help with your IRS e-services portal or sign-in issues, call the IRS e-Help Desk at 866-255-0654.
- Only the person who received the EFIN from the IRS can access the e-file summary. For sign-in help, call the IRS e-Help Desk at 866-255-0654.
Submit your e-file application summary
Send your e-file application summary to GSTEFINCertificate@TR.com. Include your 4-character account number in the subject field.
note
If you have more than 1 EFIN associated with your account, we'll need an IRS e-file application summary for each EFIN.
In ONESOURCE Income Tax, select
Tools
, then Admin Tools
, then EFIN Validation
.On the
EFIN Validation
screen, complete all required fields and upload your EFIN Application Summary. This document must match the information on file with the IRS for successful e-filing.This article applies to:
- PRODUCT: ONESOURCE Income Tax
- Return type: 1065 Partnership
- Subject: e-file