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Since 1946

Formerly the Independent Accountants Association of Michigan.


2017 PTIN Renewal Information
2017 PTIN Renewal Update

October 17, 2016 -- The Preparer Tax Identification Number (PTIN) renewal period began on October 17 and continues through December 31, 2016.

Click Here to Renew Your PTIN: https://www.irs.gov/tax-professionals/ptin-requirements-for-tax-return-preparers

The IRS reports that over 47,000 renewals have been approved as have 600 new applications. The Service reports there are about 730,000 active PTINs in the system.

Anyone who prepares or assists in preparing federal tax returns for compensation must have a valid 2017 PTIN before preparing returns. All enrolled agents must also have a valid PTIN.

As previously reported, the IRS is currently transitioning its CPE provider system to a new vendor. The system will be unavailable for CPE uploads during the transition, so CPEs you have earned in the summer and early fall have not yet been uploaded.

Practitioners can renew their PTIN even if their CPE count is not current since there is no CPE requirement when renewing a PTIN. However, if you are participant in the AFSP, it may prohibit you from opting into that program and you’ll need to check back later in November.

The IRS expects the new system to be fully operational the first week of November.


Projected PTIN System Enhancements Unveiled

In a call with practitioner stakeholders, the IRS announced several enhancements to the online PTIN system:

Expired PTINs. If a preparer did not renew their PTIN in 2015 for the 2016 filing season, when they log on, they will have the option to renew their PTIN for the 2016 filing season or report that they did not prepare taxes in 2016. Afterwards, they will be able to renew their PTIN for the 2017 filing season. In the past, the preparer had to do this on paper.

Report a new name. The system now allows for a preparer to file a name change in the PTIN system. The preparer will need to upload a certificate that verifies the legal name change.

Identity proofing. In the past, a foreign preparer or someone without an SSN who wanted to submit an application for a PTIN would have to file the W-12 by mail. Now, the IRS allows the person to file the W-12 online and upload identity proof documents. The IRS will review the documents and notify the preparer when they can finish the process online.

Payment problems. Previously, if a preparer’s payment was rejected during the renewal process, the preparer was required to send a certified check by mail. Now the system allows them to resubmit payment online or the preparer can opt to send a personal check by mail.

AFSP opt-in. For the past few years, when a preparer wanted to complete the steps of the Annual Filing Season Program (AFSP), they had to wait a few days after their PTIN was renewed. Now, if the preparer has met all of the CPE requirements, after they renew their PTIN, they will have immediate access to the option to consent to the Circular 230 Requirements and finalize their opting in to the program.
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