itonewbie
Level 15
03-04-2020
09:04 AM
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No, you don't have to be certified to be a preparer but you are required to have a PTIN to prepare returns as a paid preparer.
To represent clients, you generally need to be a credential preparer. Non-credentialed prepares have limited representation rights for clients whose returns they prepared.
See this IRS article for more details: https://www.irs.gov/tax-professionals/understanding-tax-return-preparer-credentials-and-qualificatio...
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