To enroll in the Annual Filing Season Program, you must have a PTIN number. Applying for one is a quick and easy process, and can be done here.
What You Need Before Applying For a PTIN
Before you begin your PTIN application, be sure you have the following information available:
- 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) 1
- Explanations for any felony convictions 2
- Explanations for problems with your U.S. individual or business tax obligations (if any) 2
- Credit or debit card for the $50.00 PTIN user fee
- 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
Step 1. Create Your Account
Create an account by providing your name, email address and security question. You will then be emailed a temporary password which can be changed when you go back to enter your information in the PTIN application.
Step 2. Apply For Your PTIN
Complete an online application and enter your personal information, your previous years tax return information, and your professional credentials.
Step 3. Pay Your Fee
Once you have submitted your application, you will then be asked to pay a $50.00 fee via credit or debit online.
Step 4. Receive Your PTIN
Once your payment is process your PTIN number will be issued.
A step by step guide for applying for a new PTIN can also be found at https://www.irs.gov/tax-professionals/ptin-top-faq-3