Let's get to the Basics
Here's a Few Very Important things that you need to have completed immediately!
Visit https://www.irs.gov/e-file-providers/become-an-authorized-e-file-provider
Set Up an E-Services account with the IRS which is needed to complete your EFIN application. A EFIN is required for all Tax Professionals who desire to prepare tax returns for compensation and on their own accord. The completion of a E-Services account can take up to 28 days to process and this is only the first step to obtain which is why it is very important that this account is set up as soon as you have access to this course. If you have any questions or issues please email us and help or answers will be provided.
Here's the information needed to complete the set up of your E-Services account:
Here's what you need to get started:
- A readily available email address;
- Your Social Security number;
- Your filing status and address from your last-filed tax return;
- Your personal account number from a:
- credit card, or
- home mortgage loan, or
- home equity (second mortgage) loan, or
- home equity line of credit (HELOC), or
- car loan
- (The IRS does not retain this data)
- A readily available mobile device. For instant access, your name must be associated with a U.S-based mobile phone capable of receiving text messages. If the mobile number cannot be linked to your name, you may opt for a mailed activation code during registration.
Once your E-Services account application is complete:
The IRS will provide you the information to schedule with their assigned Finger Printing Provider:
You will be able to choose a location closest to you. Once scheduled and submitted the IRS will review generally takes 30 days to complete. In the meantime you will be completed Monique Je' Course requirements along with 3rd Party AFSP Course requirements.
Upon approval of your e-services account you will go into your account to complete the application to become an IRS E-File Provider. You will need to provide answers to personal questions as well as submit your finger prints to the address below.
Be fingerprinted by a trained professional, contracted with the IRS that they will provide and if they provide you to mail it in below will be the address. Due to them being the contraceted company to work for IRS Free of charge to you they may submit the finger prints electronically.
310 LOWELL ST STOP 983
EFU ACCEPTANCE TESTING
ANDOVER MA 01810-5430
** The above steps should be started prior to you moving on to the first part of unit 1. I want to ensure that if you do desire to start your own tax preparation business for next season that you have all needed requirements to serve as a Tax Professional with IRS Record of Completion as an Annual Filing Season Preparer.
Below are reasons why becoming an Annual Filing Season Preparer 3rd party course is included in this course and a mandatory requirement for a Monique Je' Certified Tax Professional:
In addition to being included in the public directory of tax return preparers, the Annual Filing Season Program – Record of Completion differentiates you in the marketplace. The IRS launched a public education campaign in January 2015 encouraging taxpayers to select return preparers carefully and seek those with professional credentials or other select qualifications.
Also, as of Jan. 1, 2016, there will be changes to the representation rights of return preparers.
Attorneys, CPAs, and enrolled agents will continue to be the only tax professionals with unlimited representation rights, meaning they can represent their clients on any matters including audits, payment/collection issues, and appeals.
Annual Filing Season Program participants will have limited representation rights, meaning they can represent clients whose returns they prepared and signed, but only before revenue agents, customer service representatives, and similar IRS employees, including the Taxpayer Advocate Service.
PTIN holders without an Annual Filing Season Program – Record of Completion or other professional credential will only be permitted to prepare tax returns. For returns prepared and signed after December 31, 2015, they will not be allowed to represent clients before the IRS. Please Click here to apply for your PTIN number(No Later than November 7, 2023) which will be required to receive your AFSP Record of completion once finishde with the Monique Je Academy & IRS 3rd Party course certification. If you plan to have your Fingerprints submitted by no later than November 10, 2023 you can potentially be approved to for the 2024 program. The 3rd party course and exam must be passed successfully to receive the Record of Completion by no later than December 31, 2023. Your login information for the 3rd party course will be provided to you after successful completion of the Non-Software portion of our course and you have paid for a PTIN for tax year 2024.
*Note to do this successfully our non-software portion of our course must be completed no later than November 20th along with finger prints being submitted and PTIN applied for and received. Please email [email protected] when the PTIN number document has been received from IRS, the official letter and or card must be sent and student will then be provided 3rd party course login information as long as all other requirements are met.
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