The IRS page on the new regulations provides links to notices and proposed regulations covering PTINs, the exam, CE, practice before the IRS, background checks for RTRPs, user fees under the new regulations, and restrictions on the use of the RTRP title, among others.
If you haven’t got a PTIN, start here.
The IRS PTIN application checklist details documentation and other information needed, such as Social Security number, personal and business information, previous year’s tax return, and other information, and outlines steps to apply.
This handy chart shows what the IRS requires of every type of tax preparer, and who’s exempt from what.
The details of Notice 2011-6 explains how the rules apply to these two particular types of preparers, and who qualifies for this status
- The Competency Exam
The IRS’s Test Information Page details steps to prepare to take the test, study materials, locations of the test, a video on what to expect on test day, and FAQs.
The IRS’s CE page details topics to be covered in the 15 hours of annual education for RTRPs, such as ethics and federal tax laws and its updates. A link to a list of IRS-approved CE providers is also included, and there’s also information for CE vendors.
SFP Works was designed specifically to make filing tax returns easy and increase efficiency.
The IRS has hotlines to answer questions about PTINs, the exam, and becoming a CE provider.
