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Getting a Preparer Tax Identification Number (PTIN)

All professional tax preparers are required to have a valid Preparer Tax Identification Number (PTIN) in order to legally file federal tax returns on behalf of their clients. Whether you’re just getting started or you’re a seasoned pro, maintaining an active PTIN is essential for staying compliant with IRS regulations.

What is a Preparer Tax Identification Number (PTIN)?

A Preparer Tax Identification Number (PTIN) is a unique ID issued by the IRS to tax professionals. If you are paid to prepare or assist in preparing federal tax returns, you are legally required to obtain and use a PTIN.

This requirement applies to all tax preparers, including enrolled agents, and remains necessary regardless of whether you work independently or as part of a firm. Every individual preparing returns for compensation must have their own PTIN—even when operating in the same office.

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

Begin by creating your online account through the IRS PTIN system. This account will be used to manage your application and renewals.

 

  • Step 2 – Complete the Online Application

You’ll need to provide the following information:

  • Social Security Number

  • Personal details: Name, date of birth, and mailing address

  • Business details: Name, address, and phone number

  • Prior year’s tax return information for verification

  • Explanations for any criminal convictions or outstanding tax obligations (if applicable)

  • Professional certification details, if applicable (e.g., CPA, attorney, EA)

  • Step 3 – Receive Your PTIN

Once the application is complete, your PTIN will be issued immediately. Keep it safe and ensure you include it on all client tax returns you prepare.

Does a PTIN Expire?

Yes. All PTINs expire annually on December 31st—no exceptions. You’ll need to renew your PTIN each year, usually beginning in mid-October. Keeping your PTIN current is essential to remain compliant with IRS regulations.

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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

Login to your PTIN account.

  • Step 3 – Access your account

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:

  1. Create an IRS e-services account – This step is your basic registration. You will provide information like your SSN, address, and personal account number.
  2. 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.
  3. Pass a suitability check – this step includes a credit check, a background check, and a tax compliance check