Become a Registered Tax Return Preparer
Follow these steps to become a Registered Tax Return Preparer:
- Obtain a Preparer Tax Identification Number (PTIN);
- Take and pass the Registered Tax Return Preparer Competency Test;
- Pass a tax compliance suitability check (initiated on your behalf by IRS);
- Receive your RTRP certificate
Once you become an RTRP you must:
- Renew your PTIN annually
- Renew online during the open season period: Mid-October to December 31
- At renewal you are required to self-certify that you have completed or plan to complete your CE requirement by December 31. You are NOT required to upload supporting documentation.
- Obtain 15 hours of continuing education (CE) from an IRS-approved provider annually
- 2 hours of ethics
- 3 hours of federal tax law updates
- 10 hours of other federal tax law
- Keep your information current by updating it as needed through your online PTIN account
Page Last Reviewed or Updated: 2012-10-03
