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2 replies

DoninGA
Level 15
Level 15
May 9, 2020

Unless you are a paid tax preparer you do not have PTIN (preparer tax identification number)

Level 15
March 2, 2021

Turbo Tax will not have a PTIN, as these are only given to paid tax preparers. 

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Level 2
May 16, 2023

I am registered tax preparer. I have my own PTIN number. How can I register my PTIN for TurboTax software

Critter-3
Level 15
May 16, 2023

You CANNOT use the DIY  TT program professionally ... it is NOT set up for use by paid tax pros.  Paid tax pros who have a PTIN  MUST use a professional tax program.  This information is in the user agreement of the TT program. 

 

 

Critter-3
Level 15
May 16, 2023

You can not use the TT Online versions or the personal TT Desktop Software to prepare returns for clients.  Intuit (the company that makes TurboTax) has three tax software product lines for paid preparers: ProSeries, Lacerte, and Intuit Tax Online. Here are links to their web sites.

http://proseries.intuit.com
http://lacerte.intuit.com
http://accountants.intuit.com/tax/online/

For a new preparer just starting out, ProSeries Basic is probably the most suitable.

And to prepare more than five e-files, you will need to sign up with the IRS as an ERO - an Electronic Returns Originator.  How to become an Authorized E-file Provider…..
http://www.irs.gov/Tax-Professionals/e-File-Providers-&-Partners/Become-an-Authorized-e-file-Provider 

FAQ for Tax Preparer Requirements
http://www.irs.gov/Tax-Professionals/Requirements-for-Tax-Return-Preparers:-Frequently-Asked-Questions 

Do you need a PTIN (Preparer Tax Identification Number)?
http://www.irs.gov/Tax-Professionals/Frequently-Asked-Questions:-Do-I-Need-a-PTIN%3F