How to Become a New York Tax Preparer

What is a Tax Preparer?


The Internal Revenue Services defines a "tax return preparer" as "an individual who, for compensation, prepares all or substantially all of a federal tax return or claim for refund".




What are the recent changes to become a Tax Preparer?


The IRS requires all paid tax preparers to sign up with the IRS and obtain a preparer tax identification number (PTIN). All tax preparers will need to renew an existing PTIN annually. Enrolled Agents have separate requirements, Click Here to learn more. Please note, residents of California, Maryland, New York and Oregon will also need to complete a state registered tax preparation course approved by their respective state.




What are the fees to obtain a PTIN?


For 2021, the IRS has set a $21 fee per PTIN application or renewal (plus a $14.95 fee payable to a contractor).




What is the difference between an Enrolled Agent and an AFSP Record of Completion Holder?


They may only represent clients whose returns they prepared and signed, but only before revenue agents, customer service representatives, and similar IRS employees, including the Taxpayer Advocate Service. They cannot represent clients whose returns they did not prepare and they cannot represent clients regarding appeals or collection issues even if they did prepare the return in question.




How do I become an IRS Annual Filing Season Program Record of Completion Holder?


In order to participate in the IRS Annual Filing Season Program one must complete 18 credit hours of continuing education. The 18 credit hours would need to include 6 hours of an Annual Federal Tax Refresher (AFTR) course with a knowledge based comprehension test, 10 hours of Federal tax law topics and 2 hours of Ethics. The Annual Federal Tax Refresher (AFTR) is available each year from June 1st - December 31st. The program is directed to preparers who are not attorneys, CPAs or enrolled agents. Tax return preparers who have successfully completed one of the following national or state tests would be exempt from taking the Annual Federal Tax Refresher course with a comprehension test:

  • Passed the Registered Tax Return Preparer (RTRP) test before 1/18/2013
  • Oregon/California/Maryland and other state based return preparer testing programs
  • Accredited Tax preparer test offered by the Accreditation Council for Accountancy or Taxation
  • Passed Part 1 of the Special Enrollment Exam (aka: SEE and EA Exam) during the 2 year eligibility window
  • Successful Volunteer Income Tax Assistance (VITA) program reviewers and instructors
If a credentialed tax professional (CPA, attorney, enrolled agent, enrolled retirement plan agent, enrolled actuary) or the exempt group listed above wants to be a part of the Annual filing Season Program, he/she must have 15 hours of continuing education from an IRS approved provider. The 15 credit hours will need to include 3 hours of federal tax updates, 10 Hours of Federal tax law topics, and 2 hours of Ethics. No CE credit will be given to Enrolled Agents for completing an AFTR course.

Platinum Professional Services offers both the IRS AFSP CE 18 Hour including the AFTR tax course and the IRS AFSP CE 15 Hour tax course. Once you complete the IRS Continuing Professional Education Tax course you will receive a Certificate of Completion from Platinum. Platinum will then report your completion to the IRS electronically. Once the tax preparer has met all three requirements for the AFSP (renewed their PTIN, taken appropriate amount of continuing education, completed and passed the AFTR course/test if required), a record of completion will be available in the PTIN holder's online IRS account for printing. Any "unenrolled" preparer not already bound by Circular 230 will need to sign an agreement to follow sub-part b of Circular 230 before being able to print the record of completion from the Internal Revenue Service. There will be no cost to the preparer for the AFSP record of completion. The IRS will then list AFSP tax preparers in their public database including the tax preparer's credentials. Platinum is approved by the Internal Revenue Service (IRS) to offer both the IRS Annual Filing Season Program (AFSP) CE 18 Hour Tax Course including the Annual Filing Tax Refresher (AFTR) as well as IRS Annual Filing Season Program (AFSP) CE 15 Hour Tax Course. Platinum also offers an IRS Annual Filing Season Program (AFSP) Tax Return Preparer Prep Course including AFTR.




What are the requirements in New York to become a Tax Preparer?


Who must register and pay:

In general, you must register if you:
1. Will be paid to prepare at least one or more New York state returns or report, or
2. Will help to issue or administer a refund anticipation loan or refund anticipation check

You must pay a $100 registration fee if you are a commercial tax return preparer:

1. Will be paid to prepare at least one New York state tax return or report in the current calendar year and were paid to prepare 10 or more New York State tax returns in the previous calendar year, or
2. Will be paid to prepare 10 or more tax returns in the current calendar year

All commercial preparers who will prepare New York State personal income tax returns must complete continuing education requirements. Your status as a personal income tax preparer will be reflected on your registration certificate. Either 4-hour or 16-hour coursework must be completed through the state of New York. Please click here for more information on who is required to take 4 and 16 hours of continuing education.

After you register:

Once you register online, you can print your Certificate of Registration, which includes your New York Tax Preparer Registration Identification Number (NYTPRIN). You can also log in and print the certificate later.

You must include your NYTPRIN and your signature on signed tax returns or reports when required.

Who may be subject to penalties

Tax return preparers (including commercial tax return preparers) and facilitators who fail to:
1. register or renew each year
2. sign a New York State tax return or report or refund anticipation loan or refund anticipation check documentation when required
3. include the New York Tax Preparer Registration Identification Number (NYTPRIN) on any New York State tax return or report when required, or on refund anticipation loan or refund anticipation check documentation that requires the facilitator’s signature
4. ensure that tax return preparers they employ are registered
5. Commercial tax return preparers who fail to pay the annual fee.

Credentialed New York tax preparers are not included in the list of those exempt from taking the 18 hours of continuing education, including the 6 hour AFTR Course. Therefore in order for a tax preparer in New York to participate in the program they must take 18 hours of continuing education between June 1st and December 31st of every year. Once you complete the IRS Continuing Professional Education Tax course you will receive a Certificate of Completion from Platinum. Platinum will then report your completion to the IRS electronically. Platinum will then report your completion to the IRS electronically. Once the tax preparer has met all three requirements for the Internal Revenue Service AFSP (renewed their PTIN, taken appropriate amount of continuing education, completed and passed the AFTR course/test if required), a record of completion will be available in the PTIN holder's online IRS account for printing. Any "unenrolled" preparer not already bound by Circular 230 will need to sign an agreement to follow sub-part b of Circular 230 before being able to print the certificate from the Internal Revenue Service. There will be no cost to the preparer for the AFSP record of completion. The IRS will then list AFSP tax preparers in their public database including the tax preparer's credentials.





Course Features

We offer reliable, superior, quality tax preparer training at an affordable cost. Our New York online tax preparation courses will provide you with the knowledge to excel as a tax professional. Our income tax courses will give you the confidence needed in obtaining the tax knowledge to prepare individual tax returns.   

Platinum Professional Services offers automatic grading, feedback on your missed quiz questions, printable e-books conveniently located within each tax course and unlimited tries to pass the quizzes and final exam(s). We even offer full instructor support. Our tax courses are available to you for six months (180 days) upon purchase and will expire after the six month term. Note: Enrolled Agent Exam Review Courses and Notary Public training classes expire after one year. Learn 24/7, online and your own pace. Best of all, your certificate of completion is emailed you immediately following the successful completion of the tax course. 

With Platinum Professional Services there is no confusion, only a direct path to success. Feel free to discover the most proficient way to deepen your education and be efficient, all while saving you time and money. Here at Platinum Professional Services, we make it easy for you without any added obstacles. Everyone wants to simplify their life and finally, we have the way.

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