IRS Now Processing 2014 PTIN Renewals and Applications
- The fully functional "Manage My Account" tool allows preparers to self-correct almost any field at any time, including professional credentials. In the past, most changes had to be made during renewal, and a phone call was required for users to make changes during the rest of the year. However, for security reasons, name changes still require written documentation.
- Tax preparers can now view completed continuing professional education (CPE) programs reported by IRS-approved providers beginning with 2013 courses. Providers report CPE programs to the IRS based on the preparer's PTIN. Enrolled agents must have a minimum of sixteen CPE hours annually and a total of seventy-two hours every three years. Others can also view voluntary programs completed. Tax preparers should contact their provider if something is missing, as the IRS only displays what providers have sent.
- A new function for tax preparers who plan to take a full year off allows them to inactivate their PTINs voluntarily and then reactivate the same PTIN when they return to work. Tax professionals who are paid to prepare tax returns during any part of the year must have a valid PTIN. Enrolled agents must maintain a valid PTIN each year in order to maintain their enrolled agent credential and, therefore, are not eligible to inactivate their PTIN.
The October 30 update to the PTIN web page also mentioned PTIN requirements "are not affected by recent legislation." The IRS is referring to a ruling made by the US District Court for the District of Columbia on January 18, 2013, that put a halt to the IRS' efforts to license tax preparers under the IRS Registered Tax Return Preparers (RTRP) program.
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