How to Find a Preparer Tax Identification Number (PTIN)

A Preparer Tax Identification Number (PTIN) is a unique identification number issued by the Internal Revenue Service (IRS) to all paid tax preparers. This number is mandatory for any individual who prepares or assists in preparing federal tax returns for compensation. Its purpose is to ensure accountability, provide a standardized identifier for tax professionals, and replace the use of Social Security Numbers on federal tax forms. The PTIN helps the IRS track preparer activities, supporting compliance with tax laws.

For Tax Preparers: Locating Your PTIN

Tax preparers can retrieve their PTIN through several methods. The most direct approach is accessing their online IRS PTIN account, which serves as the primary hub for managing preparer information. Upon logging in, the PTIN is prominently displayed on the account’s main dashboard. This system allows preparers to manage their details and confirm active registration.

If a preparer cannot recall their username or password for the online PTIN system, the IRS provides recovery options. They can use the “Forgot User ID” or “Forgot Password” links, typically requiring an email address and a security question. If the associated email address is no longer accessible, preparers may update it by providing their last name, date of birth, PTIN, and Social Security Number, then answering their secret question.

Preparers can also find their PTIN by reviewing copies of federal tax returns they have previously prepared and signed. Regulations mandate that paid tax preparers include their PTIN in the designated signature block on all federal tax returns they submit. For instance, on a Form 1040, the preparer’s signature area will typically contain their printed name, signature, and the required PTIN.

Preparers can also find their PTIN on official IRS correspondence related to their preparer status. This includes initial application confirmation letters and annual renewal notices. These documents are typically mailed or made available electronically through the PTIN account, serving as a reliable source for retrieving the identification number.

For Clients: Verifying a Tax Preparer’s PTIN

Clients seeking to confirm the legitimacy of a tax preparer can take steps to verify their PTIN, although direct public lookup of all individual PTINs is not available. The most straightforward method is to ask the tax preparer directly for their PTIN. A professional and legitimate preparer should readily provide this number, as it is a requirement for their practice.

Upon receiving a completed federal tax return, clients should carefully review the preparer’s signature block. The PTIN is legally required to be present on all federal tax returns prepared for compensation. For example, on a Form 1040, the preparer’s PTIN will be printed near their signature and name. Clients should ensure a PTIN is clearly visible on their tax documents as evidence that the return was prepared by a registered professional.

The IRS does not offer a public, searchable database where individuals can look up any tax preparer’s PTIN. While the IRS provides an online “Directory of Federal Tax Return Preparers with Credentials and Select Qualifications,” this directory does not list every preparer with a PTIN. Instead, it includes only those who hold specific credentials recognized by the IRS, such as Certified Public Accountants (CPAs), Enrolled Agents (EAs), or attorneys, or who have completed the IRS Annual Filing Season Program. This directory helps clients find credentialed professionals, rather than providing a universal PTIN verification tool.

Verifying a tax preparer’s PTIN is a significant step in protecting oneself as a taxpayer. It helps ensure that an individual is working with a legitimate professional authorized by the IRS to prepare federal tax returns. This due diligence can provide peace of mind and contribute to the accurate and compliant filing of tax documents.