What is a PTIN?

The Preparer Tax Identification Number (PTIN) is an identification number that all paid tax return preparers must use on U.S. federal tax submitted to the Internal Revenue Service (IRS).

Anyone who is paid to prepare or assist in preparing federal tax for refund must have PTIN. All enrolled agents must also have a PTIN. A PTIN cannot be shared among multiple individuals or one office. Each individual must obtain his or her own PTIN.

1040TaxBiz will provide you assistance in obtaining your PTIN

1040TaxBiz is a Continuing Education Provider. We have all the classes you will need to obtain your CE credits and we will report it to the IRS.

What is an Electronic Filing Identification Number?

An EFIN is a number assigned by the Internal Revenue Service to preparers that are accepted into the fed/state e-file program. To become an authorized IRS e-file provider, preparers must submit an application and undergo a screening process.

1040TaxBiz has a step by step program to assist you with this process.

Before you begin the online Efile applications you must have an IRS E-Services account

Pass a Suitability Check

After you submit your application and related documents, the IRS will conduct a suitability check on the firm and each person listed on your application as either a principal or responsible official. This may include: a credit check; a tax compliance check; a criminal background check; and a check for prior non-compliance with IRS e-file requirements. Once approved, you will get an acceptance letter from the IRS with your Electronic Filing Identification Number (EFIN).

Finger Printing

Once you fill out the online application, you will need to provide your fingerprints to the IRS. The local police station will likely provide this service for modest fee or there are commercial services You can get a fingerprint card by calling us at 317-543-5570. Then mail the signed and completed card to the IRS.