If you prepare or assist in preparing federal tax returns for compensation, you generally must have a valid Preparer Tax Identification Number, commonly called a PTIN.

Need a PTIN? Apply directly with the IRS. If you are a new PTIN applicant, contact our firm first because the IRS may request firm details during the application.

What preparers should verify

  • Confirm your PTIN is active before preparing paid returns.
  • Renew your PTIN when required by the IRS.
  • Keep your IRS account and contact information current.
  • Use your PTIN only for work you are authorized to perform.

Official IRS references

IRS PTIN requirementsPTIN application checklistFAQ: Do I need a PTIN?

Network standard: Maintain an active PTIN and verify your status before preparing or filing returns.