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.

  1. Navigate to Form 8879 from the Attached Forms menu on left. 
  2. Click inside the EFIN Field located in the top right of the form. 
  3. Select the Choices button from the active field information section located at the bottom of the screen. 

  4. Select the appropriate EFIN record (If EFIN is NOT present, please contact Support for assistance).
  5. Select Refresh to update all forms & documents.