Create automatic tax plans for clients using tax return data mined from your ProConnect Tax or Lacerte software.
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Training & Education Training & Education Learning, news, and insights Learning, news, and insights Education resource center Browse our full list of training and education resources in one convenient place. Tax Pro Center Find articles on what’s important and trending in tax and accounting. Resources for starting a tax practice Read articles curated especially for pros establishing a new practice. Featured event Featured event 9/24–9/25: ConnecTax WebConJoin us for information-packed sessions on how to enhance your firm workflows and improve client satisfaction. Plus, earn free CPE credits too.
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ProConnect Contact us Contact us Lacerte: 800-933-9999 ProConnect: 800-200-7599 ProSeries: 800-434-6818 Looking for QuickBooks help? Looking for QuickBooks help? Access training and support resources For Sales: 844-877-9422 ProConnect Other Intuit Services modal test Professional Tax Preparer License and CertificationsThe Internal Revenue Service issues preparer tax identification numbers (PTINs) to anyone authorized to legally prepare — and defend — tax documents for individuals and companies. But there are credentials beyond the PTIN providing tax return preparers additional representation rights. For individuals interested in becoming a tax preparer, understanding the tax preparation requirements will help them achieve the career they're interested in pursuing. The certifications include:
An enrolled agent is a registered tax return preparer required to pass a suitability check, take an extensive test covering individual and business taxes as well as representation issues, and undergo 72 hours of additional education every three years. They have the most extensive licensing provided by the IRS, valid across the entire country.
CPAs are licensed by states or U.S. territories, and must pass the Uniform CPA Examination. Each state or territory establishes additional tax preparation requirements like education and review of certification requirements as well. Many CPAs will specialize in tax planning or preparation of returns.
Attorneys must be licensed by a state court or state bar after having earned a law degree and passed the bar exam. Not only are attorneys a registered tax return preparer, they also can prepare a legal defense for a client involved in a tax-related court case, even for taxes they did not prepare.