How to Obtain and Renew Your PTIN
As a professional tax preparer, you must have a Preparer Tax Identification Number (PTIN) from the IRS to perform paid tax… Read more
What is IRS HUB Testing?
HUB testing is the controlled launch period during which the IRS tests the electronic filing system by receiving and processing… Read more
A Tax Season Timeline & Deadlines Guide for Preparers
If you’re thinking about becoming a tax preparer, you may wonder what the tax season looks like once you get started. In this… Read more
Bank and Ancillary Products Checklist for Tax Preparers
We’ve launched our pre-tax season checklist series to help you prepare early and feel ready when clients start arriving… Read more
Last Minute Tax Season Check List
Tax season has begun, but in less than one week the IRS officially opens. As a result, you can expect to see more traffic, more… Read more
How to Prepare for the Tax Season Rush: Tips for Preparers
Each year, tax preparers typically expect an influx of filers who are ready to file as soon as the IRS opens. Effective workflow… Read more