How to Become A Tax Preparer

If you’re on this page you must be interested in becoming a tax preparer. Before you file your first tax return there are a few preliminary steps you must take.

You can use the checklist below to help you map out a proven strategy to ensure you are all set to efile your client’s tax return.

New Preparer Checklist
to Become a Tax Preparer

Register for your EFIN- this is the most critical step that is often overlooked because many people don’t remember or know they need it. The EFIN (Electronic Filing Identification Number) allows you to efile (electronically file) your Federal and State tax returns to the IRS and State governments. The process generally takes 45 days to receive your EFIN. Need your EFIN? Click here to begin.
Obtain a new PTIN or renew your current PTIN- If you registered your existing PTIN (Preparer Tax Identification Number) or obtained a new PTIN after 9/28/10 you will need to renew your PTIN when the renewal period opens in October 2011. Need your PTIN? Click here to begin.

Before you begin your PTIN application, be sure you have all your personal info ready. If you obtained your PTIN before 9/28/10 and you did not renew it after that date, you must register using the new online system or Form-12. You may not be issued the same PTIN when you register.
Find out what your state requirements are. Review the IRS state page for your state’s requirements.
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