Tax Professionals

Welcome to the Tax Professionals section of the Internal Revenue Service (IRS) website. This section is designed to provide tax professionals with the resources and information they need to effectively serve their clients and stay compliant with IRS regulations.

Tax Pro Account

The Tax Pro Account is a secure online portal that allows tax professionals to submit Power of Attorney (POA) and Tax Information Authorization (TIA) forms, view all their Centralized Authorization File (CAF) authorizations, and withdraw authorizations as needed. By using the Tax Pro Account, tax professionals can streamline their interactions with the IRS and easily manage their clients' tax matters.

To access the Tax Pro Account, simply click on the "Use Tax Pro Account" button on the IRS website.

Serve Your Clients

In this section, tax professionals can find a wealth of resources to help them serve their clients effectively. These resources include:

E-Services: The IRS offers a range of online services for tax professionals, including electronic filing, transcript delivery, and account management. By utilizing these services, tax professionals can save time and provide a more efficient service to their clients.
Tax Pro Account: As mentioned earlier, the Tax Pro Account is a valuable tool for tax professionals. It allows them to manage their clients' tax matters in a secure and convenient manner.
Employer Identification Numbers (EINs): Tax professionals can find information on how to obtain an EIN for their clients, as well as guidance on when an EIN is required.
Filing and Forms: This section provides tax professionals with access to all the necessary forms and instructions for filing tax returns on behalf of their clients. It also includes information on electronic filing requirements and options.
Third Party Authorizations: Tax professionals often need to obtain authorization from their clients to act on their behalf. This section provides guidance on how to obtain and manage third party authorizations.
Procedures and Tax Guidance: Tax professionals can find detailed guidance on various tax topics, including reporting requirements, deductions, and credits. This information can help them provide accurate and comprehensive advice to their clients.

Stay Compliant

Compliance with IRS regulations is essential for tax professionals. In this section, tax professionals can find information and resources to help them stay compliant. These include:

Circular 230: Circular 230 sets forth the rules and regulations governing the practice of tax professionals. Tax professionals can find the full text of Circular 230, as well as guidance on compliance requirements.
Preparer Tax Identification Number (PTIN) Requirements: Tax professionals must obtain a PTIN in order to prepare tax returns for compensation. This section provides information on how to obtain and renew a PTIN, as well as the requirements for maintaining a PTIN.
Due Diligence: Tax professionals are required to exercise due diligence when preparing tax returns. This section provides guidance on the due diligence requirements for various tax credits and deductions.
Preparer Compliance: The IRS has a program in place to ensure that tax professionals are complying with their obligations. This section provides information on the Preparer Compliance program and what tax professionals need to do to stay in compliance.

Contacts

In this section, tax professionals can find contact information for various IRS departments and services that are relevant to their work. These include:

Practitioner Priority Service: The Practitioner Priority Service is a dedicated phone line for tax professionals. It provides assistance with account-related issues and can help resolve client-specific tax issues.
Return Preparer Office: The Return Preparer Office oversees the regulation and oversight of tax professionals. Tax professionals can find contact information for the Return Preparer Office in this section.
Office of Professional Responsibility and Circular 230: The Office of Professional Responsibility is responsible for enforcing the regulations set forth in Circular 230. Tax professionals can find contact information for the Office of Professional Responsibility in this section.

E-filing

E-filing is a convenient and efficient way to file tax returns. In this section, tax professionals can find information on e-filing, including:

E-file Your Client's Returns: Tax professionals can e-file their clients' tax returns using approved software or through an Authorized e-file Provider.
Become an Authorized e-file Provider (EFIN): Tax professionals can become authorized e-file providers by obtaining an Electronic Filing Identification Number (EFIN). This section provides information on how to become an authorized e-file provider.
Handbook for Authorized e-file Providers: The Handbook for Authorized e-file Providers is a comprehensive guide that provides detailed information on e-filing requirements and procedures.
File Information Returns: Tax professionals can find information on how to file information returns, such as Forms 1099 and W-2, electronically.
Modernized e-File Information: This section provides information on the Modernized e-File system, which is the IRS's electronic filing system for tax professionals.

We hope that this Tax Professionals section provides you with the resources and information you need to effectively serve your clients and stay compliant with IRS regulations. If you have any questions or need further assistance, please don't hesitate to contact the appropriate IRS department or service.