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Click E-services; > e-file services > efile application. then click the little eye under View/Edit. This takes you to the summary page where you will see the categories underlined in Green at the top of the page. click the first one - Firm info, then start making changes. I just updated mine when I saw this post. The only problem is at the end they ask for a PIN to accept terms, but it won't take any input. Maybe its not required on an update? HTH

I, too, have only the login.gov.

My saving Grace is that I print all of my own. The simpler, the better because I don't believe most clients give it a second look even though I do have it nicely laid out and assembled. I don't plan on moving, but the Power Plant across the road might have different ideas. At the same time, I am playing this game year by year anyway. I haven't done an engagement letter in years and they all keep coming back and bringing others. This is the year that I put an end to the "others". You will both be fine. The quality of your work speaks volumes for you. Best of luck to both of you and don't leave us. We need all the help that we can get.

I decided not to purchase stationery when I moved and got only new business cards. I do have shipping labels printed with my name & address that I can also use on tax folders, colors do match the folders so it looks nice. I don't use these regularly on folders for all returns, only oddball returns that I haven't printed out labels for at the beginning of the season. For letterhead, I created that as a template in MS-Word. I usually print on plain paper, but if you want it to be nicer without engraved stationery, you could buy heavier weight bond if you think the recipient notices or cares. No preprinted envelopes either. They are either run through my printer, again a template, or I use clear Avery address labels using the same font as the letterhead. I use these on a variety of envelopes including small return envelopes that go with invoices or balance due reminders. I guess it depends on how much your image depends on these, and how much your clients would notice or care. Mine don't care, and the template works better for anyone that gets the correspondence by pdf attachment rather than snail mail. Sorry for the derail from the Efin addy change, and if this portion gets lots of responses,I may move to its own topic.

So many letters, so early about the least little thing! Clients are furious and afraid. Sometimes I can fix it,(like the case where the IRS tried to draw from the wrong account); sometimes I can"t. On the other hand, a miracle happened. A gal came in with a return that she had attempted to do on Turbo Tax. Married filing Separately, mind you. It was a total mess. Apparently TT lets you import your W2. Well, don't try that! Numbers were all incorrect. She was getting a very large refund according to her return. The IRS said NOT SO! I did an amendment on the return and the miracle was that it was accepted on the first filing. Actually she owes a large amount which just gets added to the payment plan that she already has active. Reason for the MFS. This was a new marriage and they didn't know what to do. Needless to say, she won't be trying that again. One more reason for me to stay active for at least one more year.

Did you see this page under "Maintainingyour EFIN"? Like I said, it's been years, but when I changed my address and then when I added additional services, I'm pretty sure that I opened my application and made the changes and had to resubmit it. I don't remember it saying that it was a new application, but it did seem like I was reapplying because of having to "submit" the application. https://www.irs.gov/tax-professionals/how-to-maintain-monitor-and-protect-your-efin

Thank you for the replies. I am moving from my office building of 25 years to a small room in my house. I have donated to Mission Central 5 computers and alot of office equipment and supplies. I am going to do about 20 family returns and 5 client/friends. My office was doing a little over 1000 returns. I had 3 full time and 3 part time employees. All 3 full timers decided they were ready to retire. Two were with me 35 years and the 3rd 15 years. I do not want to start over with new staff. I will not have business cards or letterhead. Judy, I did see where to click for a new application. I did not think that was correct. I will go back in on Monday to see if I can figure it out. It's a shame when it seems more difficult to change your address and phone number than it is to do a tax return.

When I changed mine, it was in the application area. Sorry to say it's been enough years ago that I don’t remember the specifics, but it was as if resubmitted the appication, or that part of the appication.

On the other hand, these rules strongly suggest that if I prepare any tax returns for residents of Nevada or Washington (states with no income tax) then that income would not be Oregon Income or subject to Oregon Tax. Hmm

That is my issue as well. I had the login.gov. I did the ID.me account on Saturday.

I get a sick stomach every time I think of setting up an ID.me account. I have to, though, in order to get my husband's meds from the VA. I have also had a login.gov account for some time.

I hope there is a prompt reply to this. We just signed a contract and will be moving (if it's accepted) in July. I have always had a home office for 25+ years but now will be a different home. I'm wondering now actually if I should just retire. The thought of new letterhead, cards, whatever is frightening. I wonder if my clients would mind old letterhead on the engagement letter. How much can I do without? This would also be the death knell of my fax line. Many changes ahead for us, Taxit!

However, depending on where your client resided your income could be subject to Self Employment Tax from a Transit District or a City. Over $400 of Self Employment Income related to a client living in Eugene would require the filing of a Lane Transit District SE Tax Return and the filing of a City of Eugene SE Tax Return.