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Create an Account and Apply for a PTIN Part 1 - YouTube video text script

TO APPLY FOR A PREPARER TAX IDENTIFICATION NUMBER…OR P-TIN… THE FIRST THING YOU MUST DO IS CREATE AN ONLINE ACCOUNT.

JUST GO TO I-R-S DOT-GOV SLASH P-TIN AND SELECT “RENEW OR SIGN UP NOW” FROM THE LEFT -HAND SIDE OF THE SCREEN.
    
ONCE YOU ARE ON THE LOGIN PAGE… SELECT “CREATE AN ONLINE P-TIN ACCOUNT”.
    
NEXT… TYPE IN THE INFORMATION NEEDED TO CREATE YOUR ACCOUNT.  
    
THE FIELDS WITH A RED ASTERISK ARE MANDATORY AND INCLUDE YOUR FIRST AND LAST NAME.
    
USE THE SAME NAME AS SHOWN ON YOUR PREVIOUS YEAR’S TAX RETURN.
    
INCLUDE AN EMAIL ADDRESS…  AND USE ONE YOU CAN ACCESS ALL YEAR.
    
REMEMBER…THIS EMAIL ADDRESS WILL ALSO BE YOUR USER I-D.
    
YOU’LL ALSO NEED TO INCLUDE A SECRET QUESTION… AND A SECRET ANSWER.
    
YOU MAY NOTICE QUESTION MARKS NEXT TO SOME FIELDS.
    
YOU CAN MOVE YOUR MOUSE OVER THESE TO SEE HELPFUL TIPS.
    
BE SURE TO KEEP TRACK OF YOUR USER I-D AND SECRET ANSWER.
    
YOU WILL NEED THESE IF YOU FORGET YOUR PASSWORD IN THE FUTURE.
    
AFTER COMPLETING THE FIELDS… CLICK “NEXT”.
    
THEN REVIEW YOUR INFORMATION…AND CLICK “SUBMIT”.
    
AFTER YOU SUBMIT YOUR INFORMATION… A TEMPORARY PASSWORD WILL BE EMAILED TO YOU.
    
YOU CAN FIND IT IN THE INBOX OF YOUR EMAIL.
    
YOU MAY NEED TO CHECK YOUR SPAM OR JUNK FOLDER.
    
NOW RETURN TO THE P-TIN SYSTEM LOGIN PAGE.
    
ENTER YOUR USER I-D… WHICH IS YOUR EMAIL ADDRESS….AND THEN ENTER THE TEMPORARY PASSWORD THAT WAS EMAILED TO YOU.
    
TO DO THIS…SIMPLY HIGHLIGHT THE PASSWORD…RIGHT CLICK YOUR MOUSE OR SELECT EDIT ON YOUR TOOLBAR.
    
THEN SELECT THE “COPY” FUNCTION…AND “PASTE” THE TEMPORARY PASSWORD IN THE PASSWORD FIELD ON THE LOGIN PAGE.
    
YOU SHOULD NOW SEE A REDACTED COPY OF THE TEMPORARY PASSWORD…AND YOU CAN CLICK THE SIGN-IN BUTTON.
    
AT THIS POINT… THE SYSTEM WILL ASK YOU TO CREATE A NEW PASSWORD.
    
BE SURE YOUR PASSWORD MEETS THE REQUIREMENTS LISTED ON THE SCREEN.  
    
ONCE YOUR NEW PASSWORD HAS BEEN ACCEPTED… WRITE IT DOWN AND KEEP IT IN A SAFE PLACE.
    
YOU ARE NOW AT THE MAIN MENU OF THE P-TIN SYSTEM AND READY TO START THE P-TIN APPLICATION PROCESS.

Page Last Reviewed or Updated: 18-Dec-2014