How TaxBandits enables seamless PTIN Management?


A Preparer Tax Identification Number (PTIN) is a 9-digit ID issued by the IRS to identify tax preparers who file returns on behalf of clients. It’s a mandatory requirement for all authorized tax professionals.

How TaxBandits Manages PTIN

TaxBandits allows the paid preparers (admin) and their team members to use and manage their PTINs for flexible and accurate return filing.

1. Team PTIN Management:
During the signup process, team members can enter their individual PTIN or choose to use the firm’s PTIN assigned by the admin.

2. Admin PTIN Management:
Admins can easily manage their own PTIN and also update or modify the PTIN details of their team members, ensuring all filings remain compliant and up to date.

 

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