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How to Renew a PTIN - YouTube video text script

IF YOU ARE A TAX PROFESSIONAL WHO NEEDS TO RENEW YOUR PREPARER TAX IDENTIFICATION NUMBER OR P-TIN…THIS VIDEO CAN HELP.
    
IT’S INTENDED FOR ANYONE WHO HAS AN ONLINE P-TIN ACCOUNT AND WILL WALK YOU THROUGH THE RENEWAL PROCESS STEP BY STEP.
    
TO GET STARTED… 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.
    
LOG INTO THE SYSTEM BY ENTERING YOUR USER I-D…WHICH IS GENERALLY YOUR EMAIL ADDRESS.… AND THEN YOUR PASSWORD.
    
IF YOU DON’T REMEMBER YOUR USER I-D OR PASSWORD… CLICK ON THE APPROPRIATE LINK UNDER RETURNING USER.
    
YOU’LL NEED ACCESS TO THE EMAIL ADDRESS YOU USED TO CREATE YOUR ACCOUNT AND THE ANSWER TO YOUR SECRET QUESTION.
    
ONCE YOU’RE LOGGED IN… YOU WILL NOTICE A NEW LINK FROM THE MAIN MENU.
    
YOUR P-TIN ACCOUNT IS NOW CAPABLE OF DISPLAYING ANY CONTINUING EDUCATION CREDITS THAT YOU HAVE ALREADY COMPLETED.
    
NOTE THAT THE SYSTEM WILL ONLY SHOW CREDITS EARNED IN 2013.
    
TO RENEW YOUR PTIN… SELECT THE “PTIN RENEWAL” LINK FROM THE MAIN MENU.
    
REVIEW THE LIST OF INFORMATION NEEDED TO BEGIN THE RENEWAL PROCESS AND MAKE SURE YOU HAVE EVERYTHING BEFORE YOU CONTINUE.
  
YOU WILL BE VERIFYING PRE-FILLED INFORMATION THROUGHOUT THE RENEWAL APPLICATION.
  
REMEMBER … A RED ASTERISK MEANS THE INFORMATION IS REQUIRED.
  
YOU CAN ROLL YOUR MOUSE OVER QUESTION MARKS TO REVEAL HELPFUL TIPS.
  
THERE IS ALSO A BAR ON THE LEFT SIDE TO HELP GUIDE YOU THROUGH THE PROCESS.
   
IF YOU HOLD A PROFESSIONAL CREDENTIAL SUCH AS A C-P-A… ATTORNEY… OR ENROLLED AGENT… YOU WILL BE ASKED TO REVIEW OR ENTER INFORMATION ABOUT IT.
   
BE SURE YOU ADD OR UPDATE THE EXPIRATION DATE FOR ANY CREDENTIALS AND ONLY ENTER CREDENTIALS THAT ARE CURRENT.
    
JUST LIKE THE ORIGINAL APPLICATION… YOU MUST AGAIN ANSWER QUESTIONS SUCH AS WHETHER YOU ARE CURRENT  WITH YOUR INDIVIDUAL AND BUSINESS FEDERAL TAX RETURNS.
    
IF YOU ARE NOT… PROVIDE AN EXPLANATION.
    
FINALLY… REVIEW YOUR RENEWAL APPLICATION INFORMATION.
    
USE THE EDIT BUTTONS TO MAKE ANY CHANGES TO YOUR INFORMATION.
    
ONCE IT’S ACCURATE…SELECT NEXT…SIGN YOUR APPLICATION ELECTRONICALLY… AND…MAKE THE PAYMENT FOR YOUR P-TIN RENEWAL.
    
NEXT YOU WILL RECEIVE A PAYMENT CONFIRMATION FOLLOWED BY A P-TIN CONFIRMATION.
    
CLICK “FINISH” TO VIEW ANY NEXT STEPS.

CONGRATULATIONS!

YOU HAVE NOW RENEWED YOUR P-TIN.

Page Last Reviewed or Updated: 04-Nov-2014