Enrolled Agent Exam [Part 3] 72, E-File Mandate EFIN and Authorized Providers

Podcast: Finance Exam Prep · Ran Chen, EA, CFP®

Opublikowano: 2026-10-16

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - The specific '11 or more' aggregate filing threshold that triggers the mandatory e-file requirement for a preparer or firm. - Key exceptions to the e-file mandate, such as taxpayer choice to file on paper and how to document it with Form 8948. - The components of the IRS suitability check for an E...