How to Obtain Your Certified Tax Preparer Certification in New York- A Step-by-Step Guide

How to Become a Certified Tax Preparer in New York

Embarking on a career as a certified tax preparer in New York can be a rewarding experience, offering the opportunity to help individuals and businesses navigate the complexities of tax laws. If you’re interested in becoming a certified tax preparer in New York, here’s a step-by-step guide to help you achieve your goal.

1. Understand the Requirements

Before you start the certification process, it’s essential to understand the requirements set by the New York State Tax Department. To become a certified tax preparer in New York, you must meet the following criteria:

– Be at least 18 years of age
– Possess a high school diploma or equivalent
– Pass a competency examination

2. Obtain Preparer Tax Identification Number (PTIN)

The first step in becoming a certified tax preparer is to obtain a Preparer Tax Identification Number (PTIN) from the IRS. This number is required for all tax preparers, regardless of their certification status. To obtain a PTIN, visit the IRS website and follow the instructions provided.

3. Complete the Competency Examination

The competency examination is designed to test your knowledge of tax laws and regulations. To prepare for the exam, you can take online courses, attend workshops, or study tax preparation materials. Once you feel confident in your knowledge, you can schedule and take the exam at an approved testing center.

4. Pass the Continuing Education Requirement

In New York, certified tax preparers are required to complete continuing education (CE) courses to maintain their certification. The CE requirement is typically 16 hours per year, including 2 hours of ethics training. Make sure to keep track of your CE credits and submit them to the New York State Tax Department when required.

5. Apply for Certification

After passing the competency examination and completing the CE requirements, you can apply for certification with the New York State Tax Department. To apply, you’ll need to submit an application, along with proof of your PTIN, education, and examination results. The department will review your application and, if approved, issue you a certificate.

6. Maintain Your Certification

To keep your certification active, you must comply with the following requirements:

– Complete the required CE courses each year
– Adhere to the Code of Professional Conduct for Certified Tax Preparers
– Report any changes in your contact information to the New York State Tax Department

Conclusion

Becoming a certified tax preparer in New York involves meeting specific requirements, passing an examination, and maintaining your certification through continuing education. By following this guide, you can successfully embark on a career that helps individuals and businesses navigate the world of taxes. Remember to stay up-to-date with tax laws and regulations to provide the best possible service to your clients.