2015 Renewal Reminders: License and PTIN

Posted on January 15, 2015 · Posted in Industry News

EA Renewals

Enrolled Agents whose Social Security Number (SSN) ends in 7, 8, 9, or EAs without an SSN, are required to renew their enrollment by January 31, 2015. You can renew online through Pay.gov. To access the Enrolled Agent Renewal application form, enter “8554” in the Search box at the top of the web page. Remember to save your payment receipt, which includes transaction IDs. If you experience any renewal problems after your renewal period, these transaction IDs will help serve as proof that you renewed on time and complied with the rules and regulations set by Circular 230.

EA License Renewal Reminder Program

NAEA now has a program to help Members remember when to renew their licenses to practice. Simply follow the instructions below; it just takes a few minutes:

  • Log into your profile on www.naea.org;
  • Click on My Account;
  • Click on Update Profile;
  • Click on Details About You;
  • Click on the Edit button to the right of About Me;
  • Scroll to the bottom of the page and select your renewal period (i.e., the range in which the last digit of your Social Security Number falls); and
  • Click the Save button at the bottom of the page.

PTIN Renewals

Anyone who prepares or assists in preparing federal tax returns for compensation must have a valid 2015 Preparer Tax Identification Number (PTIN) before preparing returns. All current PTINs will expire on December 31, 2014. Click here to renew your PTIN online.

CTEC Renewals

The California Tax Education Council (CTEC) “grace period,” which incurs a $55 late fee, ends January 15, 2015. Preparers who fail to renew by January 15 will be required to retake the 60-hour qualifying education course and register as a new preparer with CTEC. Click here to visit the CTEC Tax Professionals web page for more information.

CTEC Registered Tax Preparers (CRTPs) who have a current CTEC registration and PTIN will be exempt from the Annual Federal Tax Refresher (AFTR) course and test requirements. CRTPs must have renewed with CTEC by December 31, 2014 to receive the IRS exemption.