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IF YOU ARE A TAX PROFESSIONAL WHO NEEDS TO APPLY FOR A PREPARER TAX IDENTIFICATION NUMBER
OR PTIN, THIS VIDEO ILLUSTRATES A COMMON APPLICATION.
AFTER YOU CREATE AN ONLINE PTIN ACCOUNT, YOU'RE READY TO APPLY FOR THE ACTUAL PTIN.
TO GET STARTED, GO TO WWW.IRS.GOV/PTIN
AND SELECT "RENEW OR SIGN UP NOW" FROM THE LEFT SIDE OF THE SCREEN.
LOG INTO THE SYSTEM BY ENTERING YOUR USER ID, WHICH IS GENERALLY YOUR EMAIL ADDRESS,
AND THEN YOUR PASSWORD.
ONCE YOU'RE LOGGED IN, SELECT "PTIN SIGN- UP WITH SSN", ON THE MAIN MENU.
REVIEW THE LIST OF REQUIRED INFORMATION AND MAKE SURE YOU HAVE EVERYTHING YOU NEED
BEFORE YOU CONTINUE.
NOTICE THAT YOU MUST HAVE YOUR MOST RECENT INDIVIDUAL TAX RETURN.
YOU WILL NEED INFORMATION FROM IT TO VALIDATE YOUR IDENTITY.
REMEMBER, A RED ASTERISK MEANS THE INFORMATION IS MANDATORY, AND SOME MUST BE
FORMATTED A CERTAIN WAY.
FOR EXAMPLE, YOUR SOCIAL SECURITY NUMBER SHOULD BE ENTERED WITHOUT DASHES,
AND YOUR DATE OF BIRTH SHOULD BE ENTERED AS MONTH, DAY, AND YEAR.
YOU CAN ROLL YOUR MOUSE OVER THE QUESTION MARKS TO REVEAL HELPFUL TIPS.
IF YOU ARE APPLYING FOR A PTIN DURING OPEN SEASON, WHICH IS FROM MID-OCTOBER TO
JANUARY EACH YEAR, THEN YOU MUST SPECIFY THE YEAR YOU ARE APPLYING FOR A PTIN.
THERE IS ALSO A BAR ON THE LEFT SIDE TO HELP GUIDE YOU THROUGH THE PROCESS.
REMEMBER, MAKE SURE YOU ENTER YOUR INFORMATION EXACTLY AS IT'S SHOWN
ON YOUR LAST TAX RETURN.
THE INFORMATION IS USED TO VALIDATE YOUR IDENTITY AND CAN RESULT IN YOUR APPLICATION
NOT BEING PROCESSED IF ITEMS DON'T MATCH.
CONTINUE THROUGH THE APPLICATION AND BE SURE TO ANSWER ALL REQUIRED QUESTIONS.
IF YOU CURRENTLY HAVE PROFESSIONAL CREDENTIALS SUCH AS BEING A CPA, ATTORNEY,
OR ENROLLED AGENT, ENTER THIS INFORMATION.
BE SURE TO ONLY ENTER CREDENTIALS WHICH ARE CURRENT AND UNEXPIRED.
AT THE END OF THE APPLICATION, YOU WILL HAVE A CHANCE TO REVIEW YOUR INFORMATION
FOR ACCURACY.
IF CHANGES ARE NECESSARY, GO DIRECTLY TO THE SECTION BY SELECTING
THE CORRESPONDING EDIT BUTTON.
ONCE YOU CLICK SUBMIT, THE SYSTEM CHECKS FOR ERRORS AND VERIFIES YOUR IDENTITY.
ANY ERRORS ARE SHOWN ON THE SUMMARY PAGE AND MUST BE FIXED IN ORDER TO PROCEED.
IF THERE ARE NO ERRORS, YOU'RE PROMPTED TO SUBMIT PAYMENT.
AFTER THAT'S COMPLETE, YOU RECEIVE A "PAYMENT SUCCESS" CONFIRMATION, FOLLOWED
BY A DISPLAY OF YOUR NEW PTIN.
CLICK "FINISH" TO VIEW ANY NEXT STEPS.
CONGRATULATIONS! YOU NOW HAVE YOUR PTIN.