PTIN renewal checklist: What you need to get started

 

Before you begin your PTIN renewal application, be sure you have the following available:

  • Personal information (name, mailing address)
  • Business information (name, mailing address)
  • Explanations for felony convictions (if any) 1
  • Explanations for problems with your U.S. individual or business tax obligations (if any) 1
  • Credit/Debit/ATM card for the $19.75 PTIN user fee. The user fee is non-refundable.
  • If applicable, any U.S.-based professional certification information (CPA, attorney, enrolled agent, enrolled retirement plan agent, enrolled actuary, certified acceptance agent, or state license) including certification number, jurisdiction of issuance, and expiration date

Note: Most PTIN correspondence is delivered through secure online messaging in your PTIN account. Use your most up-to-date personal email address when obtaining your PTIN to ensure that you receive our messages. Remember, PTINs belong to the individual, not the business or firm. 


1 Felony convictions and discrepancies with your federal tax obligations may affect your ability to obtain a PTIN.