Do you need to know how to apply for an IRS PTIN or EFIN number for tax preparation or IRS e-services? 1040TaxBiz assists our clients with IRS EFIN or PTIN renewal, application, or registration for 2018-2019. Contact 1040TaxBiz if you need help through this process.
What is PTIN – Preparer Tax Identification Number
Preparer Tax Identification Number (PTIN) is an identification number assigned by the Internal Revenue Service (IRS) that all paid income tax return preparers must use on US federal tax return claims for refund.
What is EFIN – Electronic Filing Identification Number
Electronic Filing Identification Number (EFIN) is an identification number assigned by the Internal Revenue Service (IRS) for tax preparers to become an authorized IRS e-file service provider.
Do I Need a Preparer Tax Identification Number (PTIN)
A PTIN must be obtained by all enrolled agents, as well as all tax return preparers who are paid for preparing any US federal tax return, claim for refund or other tax form submitted to the IRS.
What is an Enrolled Agent
An enrolled agent is a person who represents taxpayers before the Internal Revenue Service by either passing a three-part comprehensive IRS test covering individual and business tax returns, or through experience as a former IRS employee. Individuals who obtain this status must adhere to ethical standards and complete 72 hours of continuing education courses every three years. Enrolled agents, like attorneys and certified public accountants (CPAs), have unlimited practice rights.
Note: All PTIN correspondence is delivered through secure messaging through your online PTIN account. Tax return information is required to authenticate your identity. Felony convictions may affect your ability to obtain a PTIN.
PTIN Requirements for 2018
Below are the requirements and checklist for PTIN registration or renewal for 2018.
PTIN Application Documentation Checklist
- Social Security Number
- Personal information (name, mailing address, date of birth)
- Business information (name, mailing address, telephone number)
- Previous year’s individual tax return (name, address, filing status)
- Explanations for felony convictions (if any)
- Explanations for problems with your US individual or business tax obligations (if any)
- If applicable, any US-based professional certification information (CPA, attorney, enrolled agent, enrolled retirement plan agent, enrolled actuary, certified acceptance agent, or state license) including certification number, jurisdiction of issuance, and expiration date
Acceptable Supporting Documents for ID
- Passport / Passport Card
- Driver’s License
- US State ID Card
- Military ID Card
- National ID Card
IRS PTIN Application Process Checklist
- Create IRS Account
- Apply for PTIN
SSN Requirements for PTIN
Individuals are usually required to provide their social security number to obtain a PTIN. Those who have an Individual Taxpayer Identification Number (ITIN) are not eligible for a PTIN unless they are foreign persons with a permanent non-US address, and can provide documentation to support that status. A resident from Puerto Rico who has never filed a US individual income tax return must submit a paper Form W-12 PTIN application.
IRS PTIN, EFIN Application and Registration for 2018-2019
1040TaxBiz can assist you through many issues related to IRS PTIN and EFIN aaplication, registration and renewal. Below are the application forms provided by the IRS.
IRS EFIN, PTIN Renewal for 2018-2019
Your IRS Electronic Filing Identification Number (EFIN) does not expire.
Your IRS Preparer Tax Identification Number (PTIN) does expire every tax season. PTIN renewal occurs after October 15, and the identification number is valid through December 31 of the following year. For example, your PTIN would be valid from October 16, 2018 through December 31, 2019.
Who Owns an EFIN
The tax firm who applied and received the EFIN number owns it. The principals of the firm use either their Social Security Number (SSN) or Employer Identification Number (EIN) to apply for an EFIN. The tax firm’s Doing Business As (dba) name and business address should be used on the EFIN application.
What is an Authorized IRS e-File Provider
An Authorized IRS e-file Provider performs a variety of tasks, including return origination and transmission. A provider may work with other providers who originate or transmit returns for them. Authorized IRS e-file Providers must validate that the other providers have an EFIN.
Can You Transfer an IRS EFIN
No. Your EFIN is not transferable and neither is your password.
Does an EFIN Expire
No. Your IRS Electronic Filing Identification Number (EFIN) does not expire.