Become a New York Registered
Become a Tax Preparer in just weeks with our 60-hour qualifying tax course.
The Income Tax School (ITS) provides the education needed to prepare accurate tax returns in New York through our comprehensive tax school.
Want to be paid to prepare New York State (NYS) tax returns or facilitate refund anticipation loans or checks?
- You may need to register annually with the New York State Department of Taxation and Finance.
- You may also have to pay a registration fee when you register.
You must register if you:
- are paid to prepare at least one New York State return in calendar year 2015 as a tax return preparer, or
- help to issue or administer a refund anticipation loan or refund anticipation check.
- Find out if you are exempt from registering or qualify as a tax return preparer, commercial preparer, or facilitator.
You must pay a $100 registration fee if you are a commercial tax return preparer:
- paid to prepare 10 or more New York State tax returns in calendar year 2014, and will be paid to prepare at least one tax return in calendar year 2015; or
- will be paid to prepare 10 or more tax returns in calendar year 2015.
Use e-file. Almost all preparers are required to e-file their clients’ returns.
Certification as to child support obligations
If you’re registering as a tax preparer, you will need to certify that you either:
- Do not have any child support obligations, or
- You have child support obligations and you are not four months or more in arrears in those obligations. If you are four months or more in arrears in your child support obligations, you must meet one of the exemptions in order to register. See resource list below for more information.
- If you cannot make this certification, you will not be eligible to register.
How to Register as a New York Tax Preparer:
- You must register with New York State as a tax return preparer or facilitator. See a demo to learn more. Also review registration questions and answers .
- Each preparer needs to first create an Individual Online Services Account and then login to the account to access the Tax Preparer Registration Program and register as a preparer or facilitator.
- If you already have created a Tax Professional Online Services Account using your social security number, you can access the Tax Preparer Registration Program directly through your existing account and register yourself as a preparer or facilitator.
- You must now register with NYS for all tax types you prepare. Be sure to register as a tax preparer prior to filing any tax returns in calendar year 2014, to avoid penalties.
- NOTE: The IRS has a separate registration program for tax return preparers and you must separately register with the IRS
After you register:
- Once you register online, you can print your Certificate of Registration, which includes your New York Tax Preparer Registration Identification Number (NYTPRIN). You can also log in and print the certificate later.
- You must include your NYTPRIN and your signature on signed tax returns or reports when required.
Who may be subject to penalties
- Tax return preparers (including commercial tax return preparers) and facilitators who fail to:
- register or renew each year
- sign a New York State tax return or report or refund anticipation loan or refund anticipation check documentation when required
- include the New York Tax Preparer Registration
Identification Number (NYTPRIN) on any New York State tax return or report when required, or on refund anticipation loan or refund anticipation check documentation that requires the facilitator’s signature
- ensure that tax return preparers they employ are registered
- Commercial tax return preparers who fail to pay the annual fee.
For more information or registration assistance
- Contact The New York Department of Taxation and Finance Call Center at (518) 457-1929.
- See a demo
New York State Tax Return Preparer Continuing Education Requirements
All commercial preparers who will prepare New York State personal income tax returns must complete continuing education requirements. Your status as a personal income tax preparer will be reflected on your registration certificate.
Are you a commercial preparer?
You are a commercial tax return preparer if you were:
- paid to prepare ten or more New York State tax returns during 2014 and expect to be paid to prepare at least one return in 2015, or
- paid to prepare fewer than ten New York State tax returns during 2014 and expect to be paid to prepare ten or more returns in 2015.
If you are not a commercial preparer, but wish to have your registration certificate reflect that you prepare personal income tax returns, you may voluntarily complete these continuing education requirements.
How many hours of continuing education coursework are you required to take?
- If you are a commercial preparer who prepared ten or more New York State personal income tax returns during each of the past three years (2011, 2012, 2013), you must take four hours of continuing education coursework by the end of December 2015.
- If you are a commercial preparer who prepared fewer than ten New York State personal income tax returns during each of the past three years (2011, 2012, 2013), you must take:
- 16 hours of continuing education coursework by the end of December 2015, and
- four hours of continuing education coursework each year after that.
It’s easy to become a Tax Preparer with our Comprehensive Income Tax Course. Get everything you need to start your career – fast!
All you have to do is study the tax material we give you, and understand when certain laws and rules apply. The ITS Comprehensive Tax Course teaches you everything you need to know to succeed as a tax professional!
We help you:
Learn tax preparation – with our Comprehensive Tax Course. In this beginner tax preparer course, you will learn to prepare tax returns and research tax issues for most Form 1040 individual, non-business taxpayers and small business taxpayers (self-employed/Schedule C). Upon successful completion of the course, we will send you a Certificate of Completion.
Launch your own tax business in weeks – No franchise fees or royalties
It’s easy to go into business for yourself. Add the Business Start Up Guides to the Comprehensive Tax Course and you’ll be in business in no time! The guides include the following…
Guide to Starting a Tax Business & Getting Clients includes:
Getting Started, Taking the Courses, Starting Your Own Business, Specifics for a Tax Business, How Do You Get Clients? (Includes sample marketing pieces), Bootstrap Marketing Materials You’ll Need, Meeting With Your Client, How to Price Your Services, Continuing Education, Client Retention, and Becoming a Brick and Mortar Business.
Guide to Policies & Procedures for a Tax Business includes:
Introduction, Company Philosophy, Personnel Policies, Tax Office Policies and Procedures, Tax Preparation Procedures, Processing Tax Returns, and Client Folder Setup.Source: www.theincometaxschool.com