PTIN RENEWAL SEASON UNDERWAY
The IRS Return Preparer Office will send the following message to all PTIN holders in the coming weeks. The Return Preparer Office will also issue a general news release next week.
Subject: Get your 2024 PTIN before Dec. 31
Dear Tax Professional,
It is now preparer tax identification number (PTIN) renewal season for 2024. All PTINs expire on Dec. 31 and must be renewed annually. You must have a valid PTIN if you plan to prepare any federal tax returns for compensation or you are an enrolled agent.
The renewal fee is $19.75 and non-refundable. Get started at www.irs.gov/ptin
If you can't remember your user ID or password, on the PTIN system login page select Log In and use the "Forgot User ID" or "Forgot Password" links. You will be asked to enter the email address associated with your account. To keep up with the latest info for return preparers, please subscribe to e-News
for Tax Professionals.
- Visit www.irs.gov
- Select News
- Select e-News Subscriptions
Return Preparer Office
Internal Revenue Service
For non-credentialed PTIN holders, RPO will be sending the following message:
Subject: Participate in the 2024 Annual Filing Season Program
Dear Tax Return Preparer,
Set yourself APART! Participate in the Internal Revenue Service’s Annual Filing Season Program. This voluntary program is for non-credentialed return preparers who aspire to a higher level of professionalism. The Annual Filing Season Program promotes the importance of education and filing season preparation for return preparers without professional credentials. We encourage you to take time to review the requirements and consider participating for the upcoming 2024 filing season.
Why should you participate?
Many of you already take continuing education (CE) courses, so participating in the Annual Filing Season Program won’t require a major adjustment for you. You need either 15 or 18 hours of continuing education in specific categories and you must complete them by December 31, 2023. Also, you must take the courses from IRS-approved CE providers.
By participating in the program and receiving an Annual Filing Season Program Record of Completion, you will be included in the IRS’s public directory of tax return preparers. The “Directory of Federal Tax Preparers with Credentials and Select Qualifications” is a searchable database that includes the names, city, state, zip code, and credentials of all current year Annual Filing Season Program participants, enrolled agents, attorneys, CPAs, enrolled retirement plan agents and enrolled actuaries with a valid PTIN.
Additionally, as a program participant you have limited representation rights, meaning you can represent your clients whose returns you have prepared and signed before examination, customer service representatives, and the Taxpayer Advocate Service. Tax return preparers without a professional credential who don’t participate in the Annual Filing Season Program have no representation rights before the IRS for returns prepared after December 31, 2015.
For more information, including program requirements, how to locate IRS-approved CE providers, and course and test descriptions, visit www.irs.gov/tax-professionals/annual-filing-season-program.
Go further - Become an enrolled agent
Get the credential that says you are a tax professional. The Annual Filing Season Program is a filing season qualification – an enrolled agent license provides professional status. The enrolled agent credential is an elite credential issued by the IRS to tax professionals who demonstrate special competence in federal tax planning, individual and business tax return preparation, and representation matters. Enrolled agents have unlimited representation rights; allowing you to represent your clients before the IRS on all tax matters. As you consider the next steps for your professional career, consider becoming an enrolled agent.
More information is available at www.irs.gov/tax-professionals/enrolled-agents
Return Preparer Office
Internal Revenue Service
Note from the Editor: NSTP offers the Annual Federal Tax Review course as an on-demand webinar. We also offer an EA Bootcamp to assist with passing the Special Enrollment Exam (SEE). See NSTP.org for more information.
