PTIN Requirements

What is a Preparer Tax Identification Number (PTIN)?

A Preparer Tax Identification Number (PTIN) is an ID number that comes directly from the IRS. All enrolled agents and preparers who plan to file tax returns for paying clients are legally required to have a PTIN. If you work in an office setting where there are many preparers, every individual in the office should have their own PTIN.

How to apply for a PTIN:

You can apply for a PTIN online in about 15 minutes, or you can complete and mail in a paper Form W-12.
Note: The processing time for paper applications is four to six weeks.

Step 1 – Create your PTIN account

When you are ready to create your account, head to the IRS website, here.

Step 2 – Complete the online new PTIN application

You will be asked to provide the following information:

  • Social Security Number
  • Personal information (name, mailing address, date of birth).
  • Business information (name, mailing address, telephone number).
  • Previous year’s individual tax return (name, address, filing status)
  • Explanations for any tax obligations or felony convictions (if applicable).
  • Any certification information (including certification number, jurisdiction of issuance, and expiration date) for all certifications you hold including CPA, attorney, enrolled agent, etc.

Step 3 – Get your PTIN

This completes the application process. 

Does a PTIN expire?

Yes. PTINs expire on December 31st each year. All PTINs expire – there are no exceptions. If you applied for and received a PTIN to file tax returns last tax season, you will need to renew your PTIN. The IRS begins receiving applications for PTIN renewals around the middle of October. To renew or to update your PTIN account information, visit irs.gov/ptin.