Getting a PTIN
A Preparer Tax Identification Number (PTIN) is generally required for anyone who is paid for prepare or help to prepare all or substantially all of a federal tax return, claim for refund, or certain other IRS tax forms. See the FAQs: Do I Need A PTIN? for the list of returns, claims for refund, and other tax forms submitted to the IRS for which you do not need to obtain a PTIN. You must renew your PTIN every year.