Aug 31 ā¢ š£ Hub Gems
š How to Become a Tax Preparer in New York
If you donāt live in New York but want to prepare taxes for New York taxpayers, hereās exactly what you need to do:
1ļøā£ Secure Your PTIN
Start with the basics: apply for your Preparer Tax Identification Number (PTIN) from the IRS. This is required for anyone preparing federal tax returns for compensation.
2ļøā£ Register with New York State
New York requires all paid preparersāeven non-residentsāto register with the New York State Department of Taxation and Finance (NY DTF).
- Pay the $100 annual registration fee.
- Receive your NYTPRIN (New York Tax Preparer Registration Identification Number).
3ļøā£ Complete NYās Continuing Education (if applicable)
- If you prepared 10 or more NY returns last year OR plan to prepare 10+ this year, you must complete annual CE: 4 hours federal tax law 1 hour ethics
- This applies whether you live in New York or not.
4ļøā£ Decide How Youāll Operate
- Independent Preparer ā PTIN + NYTPRIN, youāre good to go.
5ļøā£ Stay Current
- Renew PTIN annually with the IRS.
- Renew NY registration each year.
- Keep CE credits updated.
- Follow all IRS Circular 230 compliance rules.
š” Key takeaway: You donāt have to live in New York to serve NY taxpayers but you do have to play by New Yorkās rules. Once youāre registered, you can expand your client base and tap into one of the busiest tax markets in the country.
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š How to Become a Tax Preparer in New York
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