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IRS Reopening PTIN System

On June 1, 2017, the United States District Court for the District of Columbia upheld the Internal Revenue Service's authority to require the use of a Preparer Tax Identification Number (PTIN), but enjoined the IRS from charging a user fee for the issuance and renewal of PTINs.  As a result of this order, PTIN registration and renewal was suspended on [...]

By | June 21st, 2017|Categories: IRS|0 Comments

IRS PTIN Requirements for Tax Preparers

ALL paid tax return preparers who prepare all or substantially all of a tax return for compensation are required to have a Preparer Tax Identification Number (PTIN) before preparing returns. This also applies to anyone who has a designation, like EA, CPA, or attorney, and those who are unenrolled preparers. The registration is an annual process and may be completed [...]

By | October 21st, 2016|Categories: IRS|0 Comments

Updates on IRS e-Services and Secure Access

Earlier this month, the IRS announced a new IRS e-Services initiative referred to as "Secure Access". We blogged about this initiative here. On the 14th, the IRS sent out the following update: In the next few weeks, the IRS plans to have discussions with key stakeholders affected by the e-services changes to discuss security protocols and next steps in this [...]

By | October 21st, 2016|Categories: IRS, News|0 Comments

IRS to Add Two Step Authentication to E-Services in Late October

In an ongoing effort to combat tax identity theft, the IRS is moving all e-Service accounts to two-factor authentication on or after October 24, 2016.  They have been strengthening their identity authentication process for other self-help tools.  They refer to this process as “Secure Access”, and the intent is to help protect tax professionals, their clients and the IRS [...]

By | October 5th, 2016|Categories: IRS, News|Tags: |1 Comment

IRS to Email 434,000 Non-Credentialed Tax Return Preparers

The IRS is sending an email to approximately 434,000 non-credentialed tax return preparers this week.  The message promotes the Enrolled Agent (EA) and Annual Filing Season Program (AFSP) credentials. The text of the IRS email: Dear Tax Return Preparer, Set yourself APART!  Participate in the Annual Filing Season Program.  The voluntary program is for non-credentialed return preparers who aspire to a [...]

By | September 27th, 2016|Categories: IRS, News|Tags: , , , |0 Comments

IRS CE Provider System Delay

Today, we received the following message from the IRS Return Preparer Office: Dear IRS Approved Provider, We previously sent you a message on September 1 advising that the old CE system would be shut down on September 14 and a new CE system was tentatively scheduled to go live on September 19.  Unfortunately the transition will take longer than originally [...]

By | September 13th, 2016|Categories: IRS|0 Comments