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Important IRS Reminders! Renew Your PTIN by Dec 31 & Check EFIN Status Now for the Upcoming Tax Season

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Don’t Forget to Renew Your PTIN & Check Your EFIN Status for the Upcoming Tax Season

To our Valued Partners:

Due to the importance, we are again reminding our partners to renew their IRS PTIN by the December 31, 2022 deadline. Please refer to our previous communication provided below for details and instructions, including checking with your state for additional tax preparer annual registration requirements and deadlines.    

We are sharing another related reminder for tax professionals participating in the IRS Annual Filing Season Program. In addition to meeting the annual CPE requirements, you must secure your Record of Completion for 2023 by logging into your PTIN account and: 

To participate in the Annual Filing Season Program for 2023, you must take this action by April 17, 2023. To access the log in page, visit www.irs.gov/ptin. After you log in, renew your PTIN (if you haven’t already) and then select “AFSP Record of Completion – Circular 230 Consent”.

The Annual Filing Season Program aims to recognize the efforts of non-credentialed return preparers who aspire to a higher level of professionalism. Participants are included in a public database of return preparers on the IRS website. For more information about the IRS Annual Filing Season Program, visit this webpage at irs.gov. 

(Repeat) Partner Support Communication – October 28, 2022:

Important IRS Reminders! Renew Your PTIN by Dec 31 & Check EFIN Status Now for the Upcoming Tax Season

Preparer tax identification number (PTIN) applications and renewals for 2023 are now being processed at IRS.gov. All current PTINs will expire December 31, 2022.

IRS reminds tax professionals that: 

  • “Anyone who prepares or assists in preparing a federal tax return for compensation must have a valid 2023 PTIN from the IRS before preparing returns. The PTIN needs to be included as the identifying number on any return filed with the IRS. All Enrolled Agents must also have a valid PTIN”.

The online renewal process only takes about 15 minutes. To renew and/or apply, and for more details and instruction including FAQs, please refer to the following PTIN Requirements for Tax Return Preparers page at IRS.gov.  

Important Reminder for State Registration Requirements: In addition to the federal PTIN registration requirements, some states have separate registration requirements for tax professionals, such as California (October 31 deadline to avoid late fees plus…if a CRTP does not renew his/her registration by the late renewal of January 15, 2023, he/she will have to retake the 60-hour qualifying education course, complete a criminal background check, and register as a new CRTP.).

  • You can access individual state tax websites here to check specific requirements.    

Electronic Filing Identification Number (EFIN) Reminders

In addition to renewing your PTIN, the IRS reminds tax professionals about their responsibilities for maintaining and protecting your EFIN and e-Services account.

Maintaining your EFIN responsibilities include: 

  1. Review your e-file application periodically. Your e-file application must be updated within 30 days of any changes such as individuals involved, addresses or telephone numbers. Failure to do so may result in the inactivation of your EFIN.
  2. Ensure proper individuals are identified on the application, and update as necessary. The principal listed on the application is the individual authorized to act for the business in any legal or tax matters. 
  3. Adding any new principals or responsible officials
  4. Updating any business address changes, including adding new locations.
  5. Your EFIN is not transferable; if you sell your business, the new principal must obtain their own EFIN
  6. There must be an EFIN application for each office location; if you expand your business, an application is required for each location where e-file transmissions will occur.

For more details, including step-by-step instructions for checking your EFIN to ensure it is not being used by others, go to the How to Maintain, Monitor and Protect Your EFIN page at IRS.gov.

Don’t forget! If you need a new and/or additional EFIN for this upcoming season, we encourage you to apply now to avoid potential processing delays. In most cases when simply requesting an additional EFIN for your existing business, a new EFIN will be immediately assigned to you.  

Additional IRS EFIN Resources:

For additional questions, contact the IRS e-Help Desk at 866-255-0654. 

Thank you, 

Your Partner Support Team

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