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IRS PTIN Registration Step-by-Step Guide 2010

CSO Retail Training

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Introduction

All paid Tax Professionals must register for or renew their Preparer Tax Identification Number (PTIN) before they prepare tax returns in 2014.

New Tax Professionals who do not already have a PTIN need to go through the registration process. The registration process requires new Tax Professionals to establish their identity with the IRS and requires them to supply additional information. Prior Tax Professionals who already have a PTIN and who have already established their identity with the IRS need to go through the renewal process. H&R Block is assisting its Company Tax Professionals to comply with the PTIN requirement by sponsoring Registration Open Houses. At these Open Houses, Tax Professionals will be guided through the registration and renewal processes. Franchisees should consider hosting Open Houses to assist their Tax Professionals. This Step-by-Step Guide shows the process to register for a PTIN. A separate Step-by-Step Guide is available showing the renewal process. Please review this Guide before attending an Open House. The Open House facilitator will also have copies available.

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Before You Get Started

Before you begin the registration process, make sure you have the following information: • Name, social security number, and date of birth. • Name, address, and filing status from your 2012 tax return. If you filed your 2012 tax return within the last six weeks, you need the name, address, and filing status from your 2011 tax return. • Personal mailing address, telephone number, and e-mail address. • Business name, address, and telephone number. • The number, jurisdiction, and expiration date of any professional credentials. • If applicable, an explanation of any felony conviction in the last ten years. • If applicable, an explanation for any problems with your individual or business tax obligations. If you are a Company Tax Professional...