Getting a Preparer Tax Identification Number (PTIN)
All professional tax preparers need a Preparer Tax Identification Number to file their clients’ tax returns. Learn more about how to apply for or renew a PTIN below.
What is a Preparer Tax Identification Number (PTIN) ?
A Preparer Tax Identification Number (PTIN) is an ID number that comes directly from the IRS. All enrolled agents and preparers who plan to file tax returns for paying clients are legally required to have a PTIN. If you work in an office setting where there are many preparers, every individual in the office should have their own PTIN.
How to apply for a PTIN:
You can apply for a PTIN online in about 15 minutes, or you can complete and mail in a paper Form W-12.
Note: The processing time for paper applications is four to six weeks.
Step 1 – Create your PTIN account
When you are ready to create your account, head to the IRS website, here.
Step 2 – Complete the online new PTIN application
You will be asked to provide the following information:
- 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 any tax obligations or felony convictions (if applicable).
- Any certification information (including certification number, jurisdiction of issuance, and expiration date) for all certifications you hold including CPA, attorney, enrolled agent, etc.
Step 3 – Get your PTIN
This completes the application process. Still need help? Learn more about how to get a PTIN.
Does a PTIN expire?
Yes. PTINs expire on December 31st each year. All PTINs expire – there are no exceptions. If you applied for and received a
PTIN to file tax returns last tax season, you will need to renew your PTIN. The IRS begins receiving applications
for PTIN renewals around the middle of October. To renew or to update your PTIN account information, visit irs.gov/ptin.
How to renew a PTIN:
Step 1 – Gather your documents
Have a copy of last year's tax return and your Social Security number ready.
Step 2 – Go to IRS.gov
Click on Renew Your PTIN at the top of the page.
Step 3 – Access your account
Log in to your PTIN account.
Step 4 – Complete the online PTIN renewal application
You will be asked to verify personal information and answer a few questions. You will need to provide the following:
- 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 any tax obligations or felony convictions (if applicable).
- Any certification information (including certification number, jurisdiction of issuance, and expiration date) for all certifications you hold including CPA, attorney, enrolled agent, etc.
Is an EFIN different than a PTIN?
Yes. An Electronic Filing Identification Number (EFIN) is a six-digit ID issued by the IRS. You are required to have an EFIN in order to use IRS e-file for filing tax returns.
Most tax preparers need an Electronic Filing Identification Number. If you plan to prepare more than 11 tax returns in a year, you are required to use IRS e-file, and so you will need an EFIN.
How do I get an EFIN?
An EFIN comes directly from the IRS. The application process is somewhat complicated and takes longer than the PTIN process. To apply for an EFIN, you will need to follow these three steps:
- Create an IRS e-services account – This step is your basic registration. You will provide information like your SSN, address, and personal account number.
- Submit an application – This step is challenging and comprehensive, but it is an extremely important part of the process. It can take up to 45 days for your application to be approved.
- Pass a suitability check – this step includes a credit check, a background check, and a tax compliance check.
For more information about how to apply for an EFIN and to become an Authorized e-file Provider, click here.
