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PTIN requirements and verifying your PTIN

by Intuit Updated a day ago

PTIN enrollment and upkeep:

Anyone who is paid to prepare or assist in preparing federal tax returns or claims for refund must have a PTIN. All enrolled agents must also have a PTIN. Attorneys and Certified Public Accountants do not need a PTIN unless they are compensated for preparing or assisting in preparing federal tax returns or claims for refund.

A PTIN cannot be shared among multiple individuals or one office. Each individual must obtain his or her own PTIN.

All PTINs expire on December 31st of each year. The IRS PTIN renewal season opens around October 15th for the following year.

  • To enroll for a new PTIN with the IRS, see here.
  • To renew your PTIN with the IRS, see here.

PTIN verification

Starting in tax year 2020, some states have mandated PTIN Verification for both printed and paper filed returns. Verify your PTIN by checking the verification box in your Firm Preparer Information.

Click on the link for your tax product below to see product specific verification steps:

Lacerte TaxProConnect TaxProSeries BasicProSeries Professional

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