Preparer Tax Identification Number (PTIN) requirements for tax preparers

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MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to access the electronic filing transmission feature in CS Connect.

Thomson Reuters is committed to proactively evolving our security features to help you protect your firm and your clients' data. For more information about multi-factor authentication, see Multi-factor authentication overview.

IRS code section 1.6109-2 provides that all individuals who receive compensation for preparing all or substantially all of a federal tax return or claim for refund after Dec. 31, 2010, to have a Preparer Tax Identification Number (PTIN). As of January 1, 2012, the IRS no longer allows paid preparers to use SSNs on federal income tax returns. Some states still require SSNs for state tax returns.

You can apply for or renew a PTIN on the IRS.gov website. 

To enter a PTIN within UltraTax CS, choose Setup > Office Configuration, click the Preparers tab, select a preparer, click the Edit button, and enter the number in the PTIN/SIDN field.

Related topic: Entering preparer information

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