i need to sign up as a tax preparer

vivian2025
vivian2025 Member Posts: 2 Newcomer
in General

i need to file taxes for others i have a ptin for 2026 renewed

Answers

  • Taylor
    Taylor FreeTaxUSA Agent Posts: 71 image
    Hello vivian2025,

    Yes, you can use FreeTaxUSA to prepare and file taxes for others as a paid preparer. Once you've set up the client's account and entered their personal information, go to the MISC menu and select Paid Preparer to enter your PTIN and other preparer information.

    If you plan to e-file your clients' returns, you'll also need an EFIN. During the Paid Preparer setup process, you'll be guided through getting your EFIN verified by the IRS for use with our software. After entering the PTIN, the software will ask for you to enter your Electronic Filing Identification Number (EFIN) as well.
  • toyotadriver
    toyotadriver Member Posts: 23 Level 5

    There's also a video about how to do that on their youtube

    https://www.youtube.com/watch?v=qIiXJczrYcU
  • vivian2025
    vivian2025 Member Posts: 2 Newcomer

    I applied for the Efin and they haven’t approved it yet, they said it takes up to 45 days but I have a ptin can I just use the ptin.

    Thanks

  • Taylor
    Taylor FreeTaxUSA Agent Posts: 71 image
    Hi vivian2025,

    Yes, you can use the PTIN and then you'll need to mail your clients' tax returns instead of e-filing them. The software will ask if you have an EFIN, select No and then continue to the Filing Method screen where you can select to mail the return. Once the EFIN is approved, you can start e-filing the returns.

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