Follow the online prompts to complete the application process. You must submit an original or notarized or certified copy of your social security card along with an original or notarized or certified copy of one other government-issued document that contains a current photo ID.
Examples of acceptable supporting documents are listed below. All documents must be a current original documents or notarized or certified copies, and must verify your name. If you submit copies of documents that display information on both sides, copies of both the front and back of the document s must be included to be considered as acceptable.
Refer to Form W instructions for complete information regarding acceptable supporting documentation and application requirements. Note: The IRS will accept original documents or notarized or certified copies of documents. Original documents will be returned to the preparer at the mailing address shown on the Form W Although the IRS will accept original documents, it is recommended that preparers submit copies of original documents in accordance with either of the requirements outlined below:.
Enter your address exactly as it appears on your most recent tax return except for punctuation. Punctuation should be omitted. If your name changes after you submit your PTIN application or renewal, you may submit a name change request through your online PTIN account or in writing along with a copy of documentation supporting the change.
Acceptable documents are listed below. You will need to contact the other appropriate business unit for name changes on other accounts. To submit a request online, go to the main menu and under the "Manage My PTIN Account" section select "Submit a name change request" from the drop down menu. Follow the online prompts to enter the name change and upload the required supporting documents.
You will be prompted to review the requested change and documents. Finally, you must attest to the accuracy of the information to complete your online submission.
If you prefer to send a written request, it must include the following information along with the required supporting documents. We cannot accept faxes or make a change to your name over the phone. Please allow weeks for processing of a written or online request.
If your professional credential s do not expire, you should enter December 31 of the year for which you are applying or renewing your PTIN e. If you do not know whether your professional credentials expire or the expiration date if they do expire, you should contact your credentialing organization to obtain the correct date. Enrolled agents and enrolled retirement plan agents can contact the IRS Office Enrollment at Enrolled actuaries should contact the Joint Board for the Enrollment of Actuaries at nhqjbea irs.
Certified public accountants can find contact information for all state boards of accountancy at the National Association of State Boards of Accountancy. All PTIN applicants must attest they are compliant with their personal and business tax obligations, or provide an explanation if they are not.
For purposes of obtaining a PTIN, an individual is in tax compliance if 1 all individual and business returns that are due have been filed or an extension requested and 2 all taxes that are due have been paid or acceptable payment arrangements have been established.
Bankruptcy generally will not affect a PTIN application. A balance due account with the IRS that is in bankruptcy status will not result in a preparer failing the tax compliance test. But, for an account to be in bankruptcy status, the taxpayer must have included the IRS debt in the bankruptcy filing.
If so, the same number is reassigned. There are numerous reasons a preparer's previous PTIN might not have been in active status. The most common was that the preparer did not reply to a request for additional information about their PTIN application. However, if information did not match IRS records or was missing from the application, a follow-up request was sent.
If the preparer did not reply, the PTIN was never placed in active status. The online system not only allows PTIN renewal, but can also be used by tax preparers to view a summary of the number of filed returns their PTIN has appeared on in the current year, and to receive communications through a secure mailbox from the IRS Return Preparer Office. However, the paper form can take four to six weeks to process. Failure to have and use a valid PTIN may result in penalties.
Taxpayers should avoid paid preparers who refuse to include a PTIN on a tax return. Those who set up shop and refuse to get a PTIN are sometimes called ghost preparers or black market preparers for more, click here.
Seek out a competent tax preparer who will answer your questions and sign your tax return. Felony convictions and issues with your tax obligations may prevent you from being able to obtain one. Also, a good thing to note is that if you file your taxes eight weeks or less prior to the time you apply for a PTIN, you will need to use an earlier year's individual tax return. If it was you, no action is necessary on your end. If you already have a PTIN account and just need to renew your number, you will need to provide similar information to a first-time applicant, with a few exceptions.
You will need the following information ready for quick ptin renewal:. In the lawsuit between the IRS and tax preparers in , the Court ruled that the IRS does not have the authority to charge fees, so ptin renewal as well as first-time application will be free. You can log into your account and get started with renewal here.
If you prefer, you can mail in Form W to the IRS rather than use an online account, but your renewal will take four to six weeks to process. If you do choose to mail in the form, send it to this address:. Looking for more information about common, IRS-issued identification numbers? Canopy takes the headaches out of client management by offering a way to keep client info organized.
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