PTIN & IRS registration
Learn PTIN requirements, IRS registration basics, renewal expectations, and My Tax Pros Networking standards for paid tax preparers.
Read articleTax pro compliance & resource center
Tax Preparer Compliance Resources
Browse individual tax resource articles for PTIN registration, due diligence, data security, IRS updates, penalties, and My Tax Pros Networking standards.
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Due diligence
Understand Form 8867, EITC, CTC, ACTC, ODC, AOTC, Head of Household due diligence, documentation, and recordkeeping expectations.
Read articleData security & privacy
Guidance on Publication 4557, Section 7216, FTC Safeguards, secure file handling, client consent, and taxpayer data protection.
Read articleRecordkeeping
Learn what tax preparers should retain for due diligence, client documentation, signed authorizations, worksheets, and IRS inquiry support.
Read articleContinuing education
Review IRS Annual Filing Season Program guidance, tax preparer education expectations, ethics refreshers, due diligence training, and security awareness.
Read articleProhibited practices
My Tax Pros Networking rules against refund guarantees, fabricated credits, unauthorized filing, data misuse, and other prohibited tax preparation practices.
Read articleIRS updates
Official IRS update sources for tax preparers, e-file providers, filing season changes, tax professional news, and compliance alerts.
Read articleInternal policies
Internal workflow, quality review, customer rights, privacy, communication, and compliance standards for My Tax Pros Networking preparers.
Read articlePenalties
Understand IRS tax preparer penalties, due diligence penalties, enforcement risks, documentation failures, and how penalties can multiply per failure.
Read articleNetwork standards
Integrity, accuracy, confidentiality, professionalism, compliance-first decision making, and escalation standards for network tax preparers.
Read articleDisclaimer
Educational disclaimer for My Tax Pros Networking tax resource content, IRS compliance summaries, and tax preparer guidance.
Read articleCompliance support
Contact My Tax Pros Networking for compliance questions, tax preparer support, documentation concerns, and filing workflow guidance before filing.
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