Irs Gov Ptin Renewal PDF Details

The IRS Paid Preparer Tax Identification Number (PTIN) Application and Renewal process is crucial for tax preparers ensuring their credentials remain up to date. This procedure is outlined in Form W-12, an essential document for both new applicants and those looking to renew their PTIN. With revisions as recent as May 2021, the form provides a comprehensive guide for professionals navigating through personal and business details, professional credentials, and compliance with tax filing statuses. Applicants must disclose any past felony convictions and are reminded of their responsibilities regarding data security. The form also includes a section for the application or renewal fee, which stands at $35.95, emphasizing the form's non-refundable nature. The option for online submission offers a streamlined process, with immediate PTIN issuance upon completion, while mail submissions require a longer processing time. Spanning over crucial aspects such as eligibility, documentation requirements, and the acknowledgment of legal and security obligations, Form W-12 serves as the backbone for maintaining legitimacy and trustworthiness in the tax preparation profession.

QuestionAnswer
Form NameIrs Gov Ptin Renewal
Form Length3 pages
Fillable?No
Fillable fields0
Avg. time to fill out45 sec
Other names Form W-12 (Rev. May 2021). IRS Paid Preparer Tax Identification Number (PTIN) Application and Renewal

Form Preview Example

Form W-12

(Rev. May 2021)

Department of the Treasury

Internal Revenue Service

IRS Paid Preparer Tax Identification Number (PTIN)

Application and Renewal

▶Go to www.irs.gov/FormW12 for instructions and the latest information.

OMB No. 1545-2190

1 Name and PTIN First name

 

 

Middle name

 

Last name

 

 

 

(Print in ink or

 

 

 

 

 

 

 

 

 

 

 

Type)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Initial application

 

Renewal application

 

(Enter PTIN: P

 

)

2

Year of

If you checked the “Initial application” box and are submitting this form between October 1 and December 31,

 

Application/

 

indicate below whether you want your PTIN to be valid for the current calendar year or the next calendar year.

 

Renewal

 

Current calendar year

 

Next calendar year

 

 

 

 

 

 

 

 

 

Prior year(s) (YYYY): Check box(es) below for the prior year(s) you are renewing your PTIN. See line 2

 

 

instructions for additional guidance. If you are applying for a prior year(s), write each year(s) below. Use the

 

 

following format. (YYYY)

 

 

 

 

 

 

 

 

 

2020

2021

 

2022

 

 

 

 

 

 

 

 

Other prior year(s)

 

 

 

 

 

 

 

 

3

SSN and Date

Provide your Social Security Number (SSN). If you

SSN

 

 

Date of birth (MM/DD/YYYY)

 

of Birth

have an SSN, you are required to provide it. If you

 

-

-

 

/

/

 

You must

do not have an SSN, then check the N/A box.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

provide your

N/A

 

 

 

 

 

 

 

 

 

 

SSN or check

Failure to provide your SSN or check the N/A

 

 

 

 

 

 

 

the N/A box

box will result in your PTIN application being

 

 

 

 

 

 

 

 

rejected.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

4

Personal

Street address. Use a P.O. box number only if the

post office does not deliver mail to your street address.

 

Mailing

 

 

 

 

 

 

 

 

 

 

 

Address and

 

 

 

 

 

 

 

 

 

 

 

Phone Number

 

 

 

City or town, state or province, country, and ZIP or foreign postal code. Do not abbreviate name of country.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Phone Number (

)

-

 

 

 

 

 

5a

Business

Business address

Check here if your business address is the same as your personal mailing address. If

 

Mailing

different, enter it below.

 

 

 

 

 

 

 

 

Address and

 

 

 

 

 

 

 

 

 

 

 

Phone Number

 

 

 

 

 

 

 

 

 

 

City or town, state or province, country, and ZIP or foreign postal code. Do not abbreviate name of country.

 

Domestic business phone number

 

 

International business phone number

 

 

 

(

)

-

EXT.

 

+

 

 

 

 

 

 

 

 

 

 

b Business

Are you self-employed or an owner, partner, or officer of a tax return preparation business?

Yes

No

Identification

If “Yes,” then complete this line. If “No,” go to line 6.

 

 

 

Enter the business name.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Your CAF Number

 

EIN

 

 

EFIN

 

 

 

 

 

 

 

-

 

 

 

 

 

Website address (optional)

 

 

 

 

 

 

6Email Address Enter the email address that should be used to contact you.

For Privacy Act and Paperwork Reduction Act Notice, see instructions.

Cat. No. 55469F

Form W-12 (Rev. 5-2021)

 

 

For Internal Use Only

 

 

F:

 

 

 

E:

 

 

 

A:

 

 

 

 

Form W-12 (Rev. 5-2021)

Page 2

7Past Felony Convictions You must check a box. If “Yes,” you must provide an explanation.

Have you been convicted of a felony in the past 10 years?

If “Yes,” list the date and the type of felony conviction(s).

Yes No

If this is your initial application for a PTIN, continue to line 8. If you are renewing your PTIN, go to line 10.

8

Address of

Enter the address used on your last U.S. individual income tax return you filed.

 

Your

 

 

 

 

 

Last U.S.

 

 

 

 

 

Individual

 

 

 

 

 

Income Tax

 

 

 

 

 

Check here if you have never filed a U.S. income tax return or do not have a U.S. income tax filing

 

Return Filed

 

requirement. See line 8 instructions for documents that must be submitted with this form and continue to

 

 

 

 

line 10.

 

 

 

 

 

 

 

 

 

9

Filing Status

Single

Head of Household

 

and Tax Year

 

 

 

 

 

on Last U.S.

Married filing jointly

Qualifying widow(er) with dependent child

 

Individual

 

 

 

 

 

Income Tax

Married filing separately

Tax Year (YYYY)

 

 

 

Return Filed

 

Note: If your last return was filed more than 4 years ago, see instructions.

 

 

 

 

 

10

Federal Tax

Are you current on both your individual and business federal taxes, including any corporate and employment

 

Compliance

tax obligations? Note: If you have never filed a U.S. individual income tax return because you are not required

 

 

to do so, check the “Yes” box.

 

 

Yes

 

 

 

 

 

No

 

 

If “No,” provide an explanation.

 

 

 

11Data Security I am aware that paid tax return preparers must have a data security plan to provide data and system security Responsibilities protections for all taxpayer information.

Form W-12 (Rev. 5-2021)

Form W-12 (Rev. 5-2021)

 

 

 

 

 

 

Page 3

12 Professional

Check all that apply. Note: DO NOT check any professional credentials that are currently expired or

Credentials

retired. Enter state abbreviation and appropriate number(s). If the expiration date is left blank or incomplete,

 

then NO professional credential will be added when the application is processed.

 

Attorney—Licensed in which

 

 

 

 

 

 

jurisdiction(s):

Number(s):

Expiration Date(s):

 

 

 

 

 

 

 

 

 

Certified Public Accountant (CPA)—

 

 

 

 

 

 

Licensed in which jurisdiction(s):

Number(s):

Expiration Date(s):

 

 

 

 

 

 

 

 

 

Enrolled Agent (EA)

Number(s):

 

Expiration Date(s):

 

 

Enrolled Actuary

Number(s):

 

Expiration Date(s):

 

 

Enrolled Retirement Plan Agent (ERPA)

Number(s):

Expiration Date(s):

 

State Regulated Tax Return Preparer

 

 

 

 

 

 

—Licensed in which jurisdiction(s):

Number(s):

Expiration Date(s):

 

 

 

 

 

 

 

 

Certifying Acceptance Agent (CAA)

Number:

 

 

 

None

 

 

 

 

 

13 Fees

If you are applying for a PTIN or renewing your PTIN, your fee is $35.95. The fee is an application processing

 

fee and is nonrefundable. Full payment must be included with your application or it will be rejected. If your

application is incomplete and you do not supply the required information upon request, the IRS will be unable

to process your application. Make your check or money order payable to IRS Tax Pro PTIN Fee. Do not

paper clip, staple, or otherwise attach the payment to Form W-12. Separate payments are required for each

year you are applying for. No payment is due for 2020 and prior years.

 

Under penalties of perjury, I declare that I have examined this application and to the best of my knowledge and belief, it

Sign

is true, correct, and complete. I understand any false or misleading information may result in criminal penalties and/or

the denial or termination of a PTIN.

 

 

Here

▲

Your signature (Please use blue or black ink)

Date (MM/DD/YYYY)

 

/

/

 

 

 

 

How To File

Online. Go to the webpage www.irs.gov/ptin for information. Follow the instructions to submit Form W-12. If you submit your application online, your PTIN generally will be provided to you immediately after you complete the application.

By mail. Complete Form W-12. Send the form to:

IRS Tax Professional PTIN Processing Center PO Box 380638

San Antonio, TX 78268

Note: Allow 4 to 6 weeks for processing of PTIN applications. For additional information, refer to the separate Instructions for Form W-12.

For Internal Use Only

Form W-12 (Rev. 5-2021)

How to Edit Irs Gov Ptin Renewal Online for Free

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The program will require you to complete the a Business Mailing Address and, Business address Check here if, Phone Number, City or town state or province, Domestic business phone number, International business phone number, EXT, b Business, Identification, Are you selfemployed or an owner, Yes, Your CAF Number, Website address optional, EIN, and EFIN field.

stage 2 to entering details in Irs Gov Ptin Renewal

Type in any particulars you need in the segment Email Address Enter the email, For Privacy Act and Paperwork, Cat No F, Form W Rev, and For Internal Use Only.

Email Address Enter the email, For Privacy Act and Paperwork, Cat No F, Form W Rev, and For Internal Use Only in Irs Gov Ptin Renewal

You'll need to describe the rights and obligations of each party in section Form W Rev, Past Felony Convictions You must, Have you been convicted of a, If Yes list the date and the type, Page, Yes No, If this is your initial, Address of, Enter the address used on your, Your Last US Individual Income Tax, Filing Status and Tax Year on, Check here if you have never filed, Single, Head of Household, and Married filing jointly.

Irs Gov Ptin Renewal Form W Rev, Past Felony Convictions You must, Have you been convicted of a, If Yes list the date and the type, Page, Yes No, If this is your initial, Address of, Enter the address used on your, Your Last US Individual Income Tax, Filing Status and Tax Year on, Check here if you have never filed, Single, Head of Household, and Married filing jointly blanks to fill

End by looking at the following fields and completing them as required: Filing Status and Tax Year on, Federal Tax Compliance, Married filing separately, Tax Year YYYY, Note If your last return was filed, Are you current on both your, Yes No, If No provide an explanation, Data Security Responsibilities, I am aware that paid tax return, and Form W Rev.

Irs Gov Ptin Renewal Filing Status and Tax Year on, Federal Tax Compliance, Married filing separately, Tax Year YYYY, Note If your last return was filed, Are you current on both your, Yes No, If No provide an explanation, Data Security Responsibilities, I am aware that paid tax return, and Form W Rev fields to fill

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