What you need to establish a PTIN...

The Preparer Tax Identification Number is issued by the IRS to tax preparers. You do not need a
PTIN to file your own tax return, however if you plan on preparing taxes for compensation, then
you will need a PTIN. Most first time applicants can obtain a PTIN within 15 minutes. It is
important to have a PTIN because it is used to replace your SSN on the tax returns you prepare.
It cannot be used in place of an EIN or EFIN. Your PTIN expires and can be renewed every year.

PTIN checklist

Personal Information

  • Name
  • Social Security Number 
  • Mailing Address
  • Date of Birth

Business Information

  • Name
  • Telephone Number 
  • Mailing Address

Last Year’s Individual Tax Return

  • Name
  • Filing Status 
  • Mailing Address
  • Explanations for felony conviction. (if any)
  • Explanations for problems with your individual or business tax obligations. (if any)
  • $35.95 fee via Online Payment
  • If applicable, any U.S.-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.

Applying for a PTIN :

  1. Create an account with the IRS.
  2. Complete the application.
  3. Pay your fee.
  4. Get your PTIN.

What you need to establish a PTIN...

The Preparer Tax Identification Number is issued by the IRS to tax preparers. You do not need a
PTIN to file your own tax return, however if you plan on preparing taxes for compensation, then you will need a PTIN. Most first time applicants can obtain a PTIN within 15 minutes. It is
important to have a PTIN because it is used to replace your SSN on the tax returns you prepare. It cannot be used in place of an EIN or EFIN. Your PTIN expires and can be renewed every year.

PTIN checklist

Personal Information

  • Name
  • Social Security Number 
  • Mailing Address
  • Date of Birth

Business Information

  • Name
  • Telephone Number 
  • Mailing Address

Last Year’s Individual Tax Return

  • Name
  • Filing Status 
  • Mailing Address
  • Explanations for felony conviction. (if any)
  • Explanations for problems with your individual or business tax obligations. (if any)
  • $35.95 fee via Online Payment
  • If applicable, any U.S.-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.

Applying for a PTIN :

  1. Create an account with the IRS.
  2. Complete the application.
  3. Pay your fee.
  4. Get your PTIN.