Preparer tax identification number (PTIN)

Each and every one who prepares or assists in preparing federal tax returns for compensation must have a valid PTIN before preparing returns. All enrolled agents must also have a valid PTIN.

How to obtain a PTIN

 For first time PTIN applicants can obtain an PTIN online This can be very time consuming and frustrating if you are new to IRS e-services. A single mistake can cost you weeks in obtaining your PTIN. You must renew your PTIN every year.  When you Partner with 1040taxbiz, Our train staff will guide you through the process step by step ensuring you do not make a costly mistake.

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Tax Return

If you touch it you need a PTIN!

How long does it take to get a EFIN

Another caution about time: It can take up to 45 days for the IRS to approve an e-file application. So please plan accordingly and allow enough time.

Important things to Know

  • First, you will supply identification information for your firm
  • Next, you will enter information about each Principal and Responsible Official in your organization
  • You choose your e-file provider option. If you are a return preparer and want to e-file for clients, select electronic return originator, or ERO.
  • If the Principal or Responsible Official is someone who is certified or licensed, such as an attorney, CPA or enrolled agent, they must enter current professional status information

 

Fingerprints 

 Once you fill out the online application, you will need to provide your fingerprints to the IRS.  The local police station will likely provide this service for modest fee or there are commercial services You can get a fingerprint card by calling us at 317-543-5570 or your police station could have them when you go to be fingerprinted. Then mail the signed and completed card to the IRS at:

At this time, your application is complete

Electronic filing Identification Number or EFINefile

Increase your productivity and build your business, while providing a service the majority of taxpayers now expect. IRS e-file has safely and securely transmitted more than 1 billion tax returns since 1990. Nearly 80 percent of all individual federal returns are now e-filed

What is an Electronic Filing Identification Number

EFIN number allows you to become an authorized e-file provider. Which means you can electronically file tax returns. EFIN are assign to identify firms that you have completed the IRS e-file application to become an Authorized IRS e-file provider.

To Apply for a EFIN

Before you begin the online e-file application, you must have an IRS e-services account, which facilitates electronic interaction with the IRS. When you apply for an e-services account, you will need to:

  • Provide your legal name, Social Security Number (SSN), birth date, phone number, e-mail address and your home mailing address (confirmation of your account will be mailed to you);
  • Provide your Adjusted Gross Income from the current or prior tax year;
  • Create a username, a password and a PIN and provide an answer to a reminder question for your username;
  • Make sure that every principal and responsible official in your firm signs up for e-services; and
  • Return to e-services to confirm your registration within 28 days of receiving your confirmation code in the mail.

 

 Pass a Suitability Check

After you submit your application and related documents, the IRS will conduct a suitability check on the firm and each person listed on your application as either a principal or responsible official. This may include: a credit check; a tax compliance check; a criminal background check; and a check for prior non-compliance with IRS e-file requirements. Once approved, you will get an acceptance letter from the IRS with your Electronic Filing Identification Number (EFIN).

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