How to reload an EFIN
Follow the steps below for the appropriate way to re-load the EFIN on Form 8879.
Reloading the EFIN record may often resolve several refusals and is required in many situations.
- Navigate to Form 8879 from the Attached Forms menu on left.
- Click inside the EFIN Field located in the top right of the form.
- Select the Choices button from the active field information section located at the bottom of the screen.
- Select the appropriate EFIN record (If EFIN is NOT present, please contact Support for assistance).
- Select Refresh to update all forms & documents.