The first step in becoming a Tax Preparer is to apply for your PTIN.

The Preparer Tax Identification Number (PTIN) is an identification number that all paid tax return preparers must use on U.S. federal tax returns or claims for refund submitted to the Internal Revenue Service (IRS). Anyone who, for compensation, prepares all or substantially all of any federal tax return or claim for refund must obtain a PTIN issued by the IRS.

Before you begin your PTIN application, be sure you have the following available:

  • Social Security Number

  • Personal information (name, mailing address, date of birth)

  • Business information (name, mailing address, telephone number)

  • Previous year’s individual tax return (name, address, filing status) 1

  • Explanations for felony convictions (if any) 2

  • Explanations for problems with your U.S. individual or business tax obligations (if any) 2

  • Credit or debit card for the $50.00 PTIN user fee

  • If applicable, any U.S.-based professional certification information (CPA, attorney, enrolled agent, enrolled retirement plan agent, enrolled actuary, certified acceptance agent, or state license) including certification number, jurisdiction of issuance, and expiration date

Once you gather all of your information, just follow four easy steps to obtain your PTIN:

  • Create Your Account — First, you must create an account by providing your name, email address and security question information. The system will then email your temporary password, which you will change when you go back to enter your information in the PTIN application

  • Apply for Your PTIN — You will complete the online application by providing personal information, information about your previous year’s tax return, professional credentials, and more as shown above.

  • Pay Your Fee — The application will transfer you to our partner bank where you will make your payment of $50.00 by credit card or direct debit.

  • Get Your PTIN — After the bank confirms your payment, your PTIN is provided online.