How Long Does It Take to Get a PTIN?

A Preparer Tax Identification Number (PTIN) is an identification number issued by the Internal Revenue Service (IRS) to paid tax preparers. It serves as a unique identifier for individuals who prepare or assist in preparing federal tax returns for compensation, allowing the IRS to identify and track these professionals.

What a PTIN Is and Who Needs One

A PTIN is a unique eight-digit number, preceded by the letter P, that the IRS issues to individuals who are compensated for preparing or assisting in the preparation of federal tax returns or claims for refund. This requirement applies to anyone who prepares all or substantially all of a tax return for a fee. The IRS mandates PTINs to ensure proper identification and oversight of tax preparers, which helps maintain the integrity of the tax system.

A PTIN is necessary even if you only prepare a portion of a tax return, provided that portion involves determinations impacting the client’s tax liability. This includes certified public accountants (CPAs), enrolled agents, and other tax professionals who receive payment for their services. Individuals who prepare returns for free, such as volunteers, generally do not need a PTIN.

Steps to Apply for a PTIN

The primary method for applying for a PTIN is online through the IRS’s Tax Professional PTIN System. Gathering all necessary information beforehand can help ensure a smooth submission and prevent delays.

You will need:
Your Social Security Number (SSN), date of birth, and current mailing address.
Your business name and address, if applicable.
Information from your previous year’s tax return, such as your filing status, for identity verification.
Professional credentials (e.g., CPA or Enrolled Agent licenses), including certification numbers, issuing jurisdictions, and expiration dates, if you hold them.
Explanations for any felony convictions or issues with your U.S. individual or business tax obligations.

The application requires a non-refundable fee of $19.75. Payment can be made using a credit card, debit card, ATM card, or eCheck through the online system.

Typical Processing Times and Influencing Factors

For most applicants, obtaining a PTIN online is a quick process. When applying through the IRS Tax Professional PTIN System, you can typically receive your PTIN immediately or within about 15 minutes after completing the application and payment. This immediate issuance allows new tax preparers to quickly begin their work.

Several factors can influence processing time. If an application is submitted by mail using Form W-12, the processing time is significantly longer, generally taking four to six weeks. Discrepancies or errors in the provided information can also lead to delays, as the IRS may need to conduct a manual review or request additional verification. High application volumes, particularly leading up to tax season deadlines, or IRS system maintenance issues, might also affect processing speed. If an applicant does not have an SSN or faces identity verification challenges, additional documentation and review may be required, extending the processing period.

Checking Your Application Status

After submitting your PTIN application, you can check its status by logging into your IRS PTIN account online. You will need your username and password to access the system. The status of your PTIN will typically be displayed in the account’s main menu or information window.

Statuses you might see include “Pending,” “Approved,” or “Denied.” If your application is not immediately approved or if you experience a prolonged delay beyond the typical processing times, you may need to take further action. Contact IRS PTIN customer service for assistance or consult the IRS website for guidance.