New Requirements for Tax Return Preparers
In tax year 2010, the IRS began implementing new regulations for paid tax return preparers. The rules require all paid preparers to register with the IRS, pass testing, complete continuing education and e-file if filling more than 10 returns. See summary of the new requirements.
Electronic Filing Identification Number (EFIN)
An EFIN is required to e-file more than 10 individual federal returns per calendar year using TaxACT Preparer's Editions.
To apply for an EFIN, either use the IRS' e-Services – Online Tools for Tax Professionals or complete Form 8633, Application to Participate in the IRS e-file Program. Learn more about becoming an authorized e-file provider.
For assistance in completing the form, please call the IRS Help Desk phone line specifically for Form 8633 at 1-866-255-0654 (toll free).
IRS e-file help desk hours
Core hours (non-peak): Monday – Friday, 6:30 AM – 6 PM (CST)
Expanded service (January 14 – April 21, 2011):
Monday – Friday, 6:30 AM to 10 PM (CST)
Saturday, 7:30 AM to 4:00 PM (CST)
Preparer Tax Identification Number (PTIN)
Renew or obtain a PTIN before January 1, 2012. Your PTIN will expire on December 31 of each year and must be renewed annually. Renewal period will begin in October 2011 for the 2012 calendar year. The fastest way to obtain a PTIN is using the IRS' registration system. If you mail Form W-12, it will take approximately 4-6 weeks to receive your PTIN. For technical support related to the online registration system, call the IRS at 1-877-613-PTIN (7846).
TaxACT Bundles save you money!
Need unlimited e-filing and 1040 federal and state editions? Save money with TaxACT 1040 Bundles that include everything you need to prepare, print and e-file federal & state tax returns.
