Preparer Tax Identification Number (PTIN) requirements for tax preparers

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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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