Support Tips


How to Renew Your PTIN


Now is the optimal time to renew or obtain your PTIN for the year. “We ask that you renew your PTIN as soon as possible to avoid a last-minute rush,” says Carol A. Campbell, director of the IRS Return Preparer Office. “It’s easy to let this slip as the holiday season approaches.” Here is a quick guide to renewing your PTIN or obtaining it for the first time. Who needs…


A tax preparer saves important documents in files

Safeguard office, personal information for post-tax season


Don’t be too quick to pack your beach bag as tax season comes to an end. Before closing up your tax practice for the off season, consider taking some time to protect your office and clients’ sensitive personal information while you are away. It’s a good security protocol and just plain good business. Your office files contain information such as names, Social…

Preparers must know laws, regulations for safeguarding taxpayer data


TaxSlayer Pro tax preparers must be aware of laws and regulations to protect taxpayer data from identity theft. The federal, state, city and local mandates are just as important to know as are the practical steps for safeguarding personally identifiable information and reporting security breaches. A brief overview of the federal laws can be found below.…