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Personal Information: Have your Social Security Number (SSN), personal details, and contact information ready.
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Business Information: Gather your business name, address, and telephone number.
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Previous Tax Returns: Have a copy of your last filed federal tax return.
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Professional Credentials: If applicable, have your professional credentials (CPA, attorney, enrolled agent, etc.) handy.*
*Note* Completion of this course does not grant you any of these professional credentials.
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IRS Website: Go to the IRS PTIN system website: https://rpr.irs.gov/ptin
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Sign up: Click on “New User” if you are applying PTIN for the first time.
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Form W-12: Fill out the online version of IRS Form W-12, PTIN Application.*
*Note* You only need to apply for a PTIN for the upcoming tax year. You will still be able to prepare previous year's returns with that same PTIN! -
Questions: Answer all questions regarding your tax compliance and felony convictions, if any.
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Payment: Pay the application fee, if required. The fee can vary and is subject to change.