How to Become a Tax Preparer: A Step-by-Step Guide
The basic steps to start preparing taxes for pay: learn the fundamentals, get a PTIN from the IRS, practice on software and set up your workflow.
1. Learn the fundamentals
Start with filing status, dependents, income types, common credits and deductions. A structured course keeps you from guessing. FastTrack Tax Academy covers these step by step in eight modules, and enrollment is currently free.
2. Get your PTIN from the IRS
Anyone who prepares federal returns for pay needs a Preparer Tax Identification Number (PTIN). You apply directly with the IRS online. Any fee is set by the IRS, so check the official IRS PTIN page for the current amount. PTINs must be renewed every year.
3. Practice on professional software
Practice returns build confidence before you work with real clients. Academy students train on TaxSlayer Pro (training use only).
4. Consider an EFIN and continuing education
If you plan to e-file on your own, you'll apply to the IRS to become an Authorized e-file Provider (EFIN). The IRS Annual Filing Season Program is a voluntary way to keep learning each year.
5. Set up a simple, secure client process
Use an intake form, a clear engagement letter and secure document collection. Protecting client data is a legal requirement, not an extra.
Official source: IRS PTIN requirements
Learn step by step with FastTrack Tax Academy
Eight online modules. Enrollment is currently free.
See the course