PTIN Application
The initial part of the PTIN application for preparers with an SSN and tax history.
What is IVS?
The type of preparer that would desire/want to participate in the Annual Filing Season Program.
What is a Non-Credentialed Preparer?
The directory you can search up that will give a list of the CPG articles used on calls.
What is 'CCC'/Table of Contents?
"Thank you for calling the PTIN Information Line. My name is..."
What is the required opening?
When looking up a preparer, the function you would use in Workspace to find their account.
The path(s) a preparer can go down if they have never filed their own taxes OR do not have a SSN.
What is the Never Filed/Foreign Preparer Path?
December 31, 2023 is the current season deadline to finish this.
What is obtaining CE credits?
The article that details the identity verification that is required on calls/chats.
What is 'Call and Chat Verification'?
Restating the preparer's issue in your own words AND the action you will take for the issue (according to the notes).
What is proactive paraphrasing?
The source of info for all PTIN holders in TPPS.
What is the Preparer Record?
An optional section of the initial application that requires notarization AND a stated timeframe of 6 weeks.
What is uploading documents/verifying identity with documents?
This is considered the highest status of a preparer, and not only are they included on the IRS Preparer Directory, but they are required to have an active PTIN during the time they hold this status.
What is an Enrolled Agent (EA)?
The part of a CPG article that must be followed in every call.
What is 'CSR Procedures'?
The reason(s) to use a phone number as replacement for the email step of the identity verification process.
What is (Foreign) Permanently Expired Preparer/Paper Preparer?
The 'front end' of the system that the preparers see when they use their PTIN account (internal wording).
What is Portal?
The end of the application that paper preparers need to put an exact number for (online preparers do not need to put exact numbers).
What is payment/PTIN payment?
This must be consented to and signed by participants by April 15, 2024.
What is the Circular 230 (C230)?
The article that is used when a caller is inquiring about something that is NOT account-specific.
What is 'CPG 9 - General PTIN Questions'?
The person on the call succeeds verification but confirms that they are not the person on the account.
What is a Third Party?
This section within the preparer record is NOT always visible when going through all of the tabs on an account.
What is the Activity Tab?
When a preparer acquires a PTIN, they can file taxes for any tax year BUT the PTIN needs to be active for this period of time.
What is calendar year/current calendar year?
The exam that must be taken to complete the program unless a preparer has a status that exempts them from it.
What is the Annual Federal Tax Refresher (AFTR) Course?
CPG 1 - Online Login Assistance contains the information to deal with this issue that can be discovered when a CSR CANNOT change the email on a preparer account.
What is 'Second Account Creation'?
This is expected to be 8 minutes (480 seconds).
What is Average Handle Time?
A new function/button in Workspace that we can only use in specific instances and will wipe the preparer's record.
What is -Set to Error-?