Ahead of schedule: EFIN and PTIN in place

I had recently been to meetings with CPAs and EAs discussing their experiences enrolling for their new PTINs. Based on those discussions, I didn't think I would obtain a PTIN before December 31.  Earlier this week, I was up at 5 am thanks to the cats using me once again as their pillow. I thought it would be a perfect time to register.

When I went to the IRS Website, the PTIN process required a separate registration and logon from the e-services section of the site. Two months ago, I had started the EFIN process and sent a copy of my CPA wallet card to the IRS. But I couldn't understand why I had received notice. The problem was I didn't scroll down far enough on a couple of screens, resulting my application staying open. An IRS agent who walked me through the rest of the process earlier this month said it may take more than a few days for my EFIN to be issued.

The PTIN process didn't take as long as I thought. The total time was 15 to 20 minutes, most of which was spent verifying my previous entries or obtaining other information. One of the screens asked for my EFIN, which I was certain had yet to be assigned. But for peace of mind, I opened a separate browser window to check the EFIN application. To my surprise, the word "completed" appeared beside my name. And upon further review, a six-digit number appeared under the EFIN category on my application summary.

I added the EFIN  to the PTIN application, which also had my SSN.  All that was needed now was payment of $64.25. Once the credit card information was added, I was ready to submit. During my meetings with the CPAs and EAs, the consensus was I would receive my old PTIN, but there was no guarantee. My application was submitted. and a new screen appeared that approved my application .... and gave me my old PTIN!

Now I have an EFIN, PTIN, tax software and fresh pages for my planner. I also took full advantage of early voting. If nothing else happens this year, I am far ahead of schedule on two fronts.

 

 

 

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Alan is a sole practitioner based in Central Ohio. He made a career change at 40 after working as a journalist for more than 15 years. Alan started his practice in May 2010 and currently focuses on not-for-profit organizations, individuals and small businesses. He has helped a number of nonprofits obtain their tax-exempt status and assisted others with their audit, compliance and tax needs. Alan has overcome many obstacles, and has spent the past 11 years primarily as an auditor. He also has worked on audits of financial institutions, closely-held businesses and began his second career as an ABL field examiner.

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