Who is a paid preparer for ptin

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Tax information center : Filing : Tax preparation and services. What is a PTIN? Anyone you hire to prepare tax returns needs a PTIN regardless of whether you review and sign the returns. Individuals generally are required to provide their social security numbers when they obtain a PTIN.

However, U. These individuals are required to provide supplemental documentation to verify their identity and substantiate their eligibility for a PTIN under these specific exceptions. See questions 2 and 3 below or Revenue Procedure for additional guidance. Documentation to substantiate identity, U. Documentation requirements and mailing information are included in the Form instructions.

Allow weeks to process your PTIN application. A foreign preparer who does not have and is not eligible to obtain a social security number and is neither a citizen of the U. Only preparers that have a foreign non-U. Original documents, or notarized or certified copies of documents must be submitted that verify your foreign status identity. This documentation can be mailed to the address included in the Form instructions if submitting by mail or uploaded using your online PTIN account.

If you submit copies of documents that display information on both sides, copies of both the front and back of the document s must be included to be considered as acceptable.

Notarized copies - must be notarized by a foreign notary legally authorized within his or her local jurisdiction to certify that each document is a true copy of the original. The notary must see the valid, unaltered, original documents and verify that the copies conform to the original.

You must submit the copy that bears the mark stamp, signature, etc. Certified copies - must have a stamp or an ink seal. Any copy certified by a foreign official must be issued by the agency or official custodian of the original record.

The foreign certification must clearly certify that each document is a true copy of the original. All certifications must be included when the documents are submitted.

Note: A notarized Passport is considered the only acceptable stand-alone document. If you do not have a current Passport, you will need to provide 2 notarized documents from the list of acceptable documents below.

Please allow weeks for the IRS to review. Once the foreign status and identity documents have been verified and approved, you will be notified to log in and finish the online PTIN application process. If you are a Puerto Rican resident who has never filed a U. Follow the online prompts to complete the application process. Ensure the address on Line 8 of the Form W matches the information from your Hacienda tax return information.

You must submit an original or notarized or certified copy of your social security card along with an original or notarized or certified copy of one other government-issued document that contains a current photo ID. Examples of acceptable supporting documents are listed below. All documents must be current original document or notarized or certified copies and must verify your name.

Refer to Form W instructions for complete information regarding acceptable supporting documentation and application requirements. Note: The IRS will accept original documents or notarized or certified copies of documents.

Original documents will be returned to the preparer at the mailing address shown on the Form W Although the IRS will accept original documents, it is recommended that preparers submit copies of original documents in accordance with either of the requirements outlined below:.

More In Tax Pros. Are individuals who are active attorneys and certified public accountants required to obtain a PTIN if they do not prepare all or substantially all of any tax return? Are enrolled retirement plan agents required to obtain a PTIN? Can multiple individuals or one office share one PTIN? You must have a PTIN to prepare tax returns for compensation. Is there an age requirement for obtaining a PTIN? Yes, applicants must be at least 18 years of age. What penalties can be imposed against tax return preparers who don't have a current PTIN?