Description
Keep your PTIN application or renewal organized, from gathering your information to saving the confirmation and updating your practice records.
What’s Included
- 19 check-off steps organized into gather-first, apply-or-renew and after-issuance sections.
- Prompts for personal details, business information, credentials and an existing PTIN.
- Links to relevant IRS resources, a timeline reference and reminders for saving confirmation and updating your software.
How You’ll Use It
Gather the information before you start the IRS process. Check off each step, save your confirmation and complete the follow-up tasks for your software and practice records.
Who It’s For
New preparers applying for a PTIN and returning preparers organizing renewal.
Format & Details
Free digital checklist template. IRS applications, fees and processing are separate.
