The Income Tax School (ITS) provides the education needed to prepare accurate tax returns in New York through our comprehensive tax school.
Want to be paid to prepare New York State (NYS) tax returns or facilitate refund anticipation loans or checks?
- You may need to register annually with the New York State Department of Taxation and Finance.
- You may also have to pay a registration fee when you register.
You must register if you:
- are paid to prepare at least one New York State return in this calendar year as a tax return preparer, or
- help to issue or administer a refund anticipation loan or refund anticipation check.
- Find out if you are exempt from registering or qualify as a tax return preparer, commercial preparer, or facilitator.
You must pay a $100 registration fee if you are a commercial tax return preparer. You are considered a commercial tax return preparer if:
- you will be paid to prepare 10 or more New York State tax returns in the previous calendar year, and will be paid to prepare at least one tax return in the current calendar year; or
- you will be paid to prepare 10 or more tax returns in the current calendar year.
Use e-file: Almost all preparers are required to e-file their clients’ returns.
- See “Who the mandate applies to” for more information.
How to Register as a New York Tax Preparer:
- The IRS has a separate registration program for tax return preparers. You must register with New York State and separately register with the IRS.
- Each preparer needs to first create an Individual Online Services account and then login to the account to access the Tax preparer registration program and register as a preparer or facilitator.
- If you already have created a Tax Professional Online Services account using your social security number, select Tax preparer registration program, then Register as a tax preparer directly through your existing account to register.
- You must now register with New York State for all tax types you prepare. Be sure to register as a Tax preparer prior to filing any tax returns in the current calendar year, to avoid penalties.
After you register:
- Once you register online, you can print your Certificate of Registration, which includes your New York Tax Preparer Registration Identification Number (NYTPRIN). You can also log in and print the certificate later.
- You must include your NYTPRIN and your signature on signed tax returns or reports when required.
Who may be subject to penalties
- Tax return preparers (including commercial tax return preparers) and facilitators who fail to:
- register or renew each year
- sign a New York State tax return or report or refund anticipation loan or refund anticipation check documentation when required
- include the New York Tax Preparer Registration Identification Number (NYTPRIN) on any New York State tax return or report when required, or on refund anticipation loan or refund anticipation check documentation that requires the facilitator’s signature
- ensure that tax return preparers they employ are registered
- Commercial tax return preparers who fail to pay the annual fee.
For more information or registration assistance
- Contact The New York Department of Taxation and Finance Call Center at (518) 457-1929
It’s easy to become a Tax Preparer with our Comprehensive Income Tax Course. Get everything you need to start your career – fast!
All you have to do is study the tax material we give you, and understand when certain laws and rules apply. The ITS Comprehensive Tax Course teaches you everything you need to know to succeed as a tax professional!
We help you:
Learn tax preparation – with our Comprehensive Tax Course. In this beginner tax preparer course, you will learn to prepare tax returns and research tax issues for most Form 1040 individual, non-business taxpayers and small business taxpayers (self-employed/Schedule C). Upon successful completion of the course, we will send you a Certificate of Completion.
And, if you’re thinking of going into business for yourself –you’ll want to add our Business Start Up Guides to your Comprehensive Tax Course. They will help you start your own tax business in weeks without franchise fees or royalties.
With these Business Start Up Guides, you’ll be in business in no time!
- Guide to Starting a Tax Business & Getting Clients, includes:
Getting Started, Taking the Courses, Starting Your Own Business, Specifics for a Tax Business, How Do You Get Clients? (Includes sample marketing pieces), Bootstrap Marketing Materials You’ll Need, Meeting With Your Client, How to Price Your Services, Continuing Education, Client Retention, and Becoming a Brick and Mortar Business.
- Guide to Policies & Procedures for a Tax Business, includes:
Introduction, Company Philosophy, Personnel Policies, Tax Office Policies and Procedures, Tax Preparation Procedures, Processing Tax Returns, and Client Folder Setup.
Annual Renewal and Continuing Education Requirements:
- Once you become a New York Registered Tax Preparer, you will need to renew annually and you will have continuing education requirements.
- Learn about continuing education requirements for New York Registered Tax Preparers