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IRS Reopening PTIN System

By | June 21st, 2017|IRS|

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 [...]

IRS PTIN Requirements for Tax Preparers

By | October 21st, 2016|IRS|

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 [...]

Updates on IRS e-Services and Secure Access

By | October 21st, 2016|IRS, News|

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 [...]

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

By | October 5th, 2016|IRS, News|

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 IRS.gov self-help tools.  They refer to this process as “Secure Access”, and the intent is to help protect tax professionals, [...]

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

By | September 27th, 2016|IRS, News|

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 [...]

IRS CE Provider System Delay

By | September 13th, 2016|IRS|

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 [...]

Annual Federal Tax Refresher Course (AFTR)

By | August 16th, 2016|IRS|

Are you considering a career in tax preparation, or have you been preparing tax returns for many years and want to set yourself apart from the competition?  If so, the IRS' new Annual Filing Season Program (AFSP) credential is the perfect way to show potential clients that you take certification and education seriously.  The first [...]

Annual Filing Season Program (AFSP)

By | May 20th, 2016|IRS|

The IRS’ Annual Filing Season Program (AFSP) is a voluntary program designed to recognize the efforts of non-credentialed return preparers who aspire to a higher level of professionalism. In general, nonexempt return preparers with a valid PTIN must complete 18 hours of continuing education, including a six-hour federal Annual Federal Tax Refresher (AFTR) course with a test. [...]