Navigating the procedural aspects of tax preparation involves understanding the tools and forms critical for tax professionals, and the Form W-7P stands out as a vital instrument in this realm. This form, updated in April 2009 by the Department of the Treasury’s Internal Revenue Service, is specifically designed for tax preparers who seek to acquire a Preparer Tax Identification Number (PTIN) without having to disclose their Social Security Number (SSN) on returns they prepare for compensation. The purpose behind the creation of the PTIN was to provide tax preparers with an alternative identifier to ensure their personal SSN remains protected, while still complying with the identification requirements stipulated under section 6109(a)(4) of the Internal Revenue Code. The application process for a PTIN is fairly straightforward, offering options to apply online, via mail, or by fax, though all applicants will receive their PTIN by mail. This form emphasizes the importance of honesty and accuracy under penalty of perjury, reinforcing the seriousness with which the tax preparation profession must be approached. However, it's also critical to note that while acquiring a PTIN is not mandatory, should one choose to obtain it, they cannot use it in lieu of the employer identification number (EIN) of their tax preparation firm. The instructions provided with Form W-7P are careful to highlight that certain states and localities might not recognize a PTIN as a valid preparer identification number, underscoring the complexity of navigating tax law at various jurisdictional levels.
Question | Answer |
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Form Name | Form W 7P |
Form Length | 1 pages |
Fillable? | No |
Fillable fields | 0 |
Avg. time to fill out | 15 sec |
Other names | fw7p irs form w7p |
Form
(Rev. April 2009)
Department of the Treasury Internal Revenue Service
Application for Preparer Tax Identification Number
Last name |
First name |
Middle name/Initial |
1 Name
(Type or print)
Street address. Use a P.O. box number only if the post office does not deliver mail to your street address.
2 Address (residence)
Check |
City or town, state/province, and, if outside the U.S., country. Include ZIP or postal code where appropriate. Do not abbreviate name |
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3 SSN and |
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Date of Birth |
SSN |
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Under penalties of perjury, I declare that I have examined this application, and to the best of my knowledge and belief, it is true, |
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correct, and complete. Further, I certify that I will use my preparer tax identification number only to identify myself on returns or |
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claims for refund that I prepare for compensation. |
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Your signature |
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Date (month, day, year) |
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Phone number |
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Instructions
Section references are to the Internal Revenue Code unless otherwise noted.
Purpose of form. Use this form to apply for a preparer tax identification number (PTIN) only if you are a paid tax return preparer and you do not want to disclose your social security number (SSN) on returns you prepare. If you use a PTIN, you will meet the requirement under section 6109(a)(4) of furnishing your identifying number on returns you prepare. The PTIN cannot be used in place of the employer identification number (EIN) of the tax preparation firm.
Note. You are not required to get a PTIN. If you prefer, you may continue to use your SSN on tax returns you prepare. However, you must use either an SSN or PTIN on returns you are paid to prepare. Do not write “PTIN applied for” in the Paid Preparer’s Use Only section of the return. Certain states and localities may not accept the PTIN as satisfying a requirement for a preparer identification number on their tax returns.
How To Apply
●Online. Request a PTIN online at www.irs.gov. Click on Tax Professionals then on the link for
●By mail. Complete Form
Internal Revenue Service
P.O. Box 9020
Holtsville, NY
●By fax. Complete Form
Regardless of how you applied, you will receive your PTIN by mail only. If you have not heard from the IRS within
6 weeks after applying for your number, you may call
Privacy Act Notice. We ask for the information on this form to carry out the Internal Revenue laws of the United States. Section 3710 of the Internal Revenue Service Restructuring and Reform Act of 1998 allows the use of a PTIN. If you request a PTIN, you must give us the information requested on this form; we need it to properly respond to your request. Under section 6109, you must provide your social security number on Form
Cat. No. 26781M |
Form |