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davinderk
Level 1
March 4, 2020
Question

Do I need to be a certified tax preparer to use Intuit ProConnect to prepare and efile clients' tax returns? Or, can we use our SSN to sign as preparer?

  • March 4, 2020
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1 reply

itonewbie
itonewbie
Level 15
March 4, 2020

No, you don't have to be certified to be a preparer but you are required to have a PTIN to prepare returns as a paid preparer.

To represent clients, you generally need to be a credential preparer.  Non-credentialed prepares have limited representation rights for clients whose returns they prepared.

See this IRS article for more details: https://www.irs.gov/tax-professionals/understanding-tax-return-preparer-credentials-and-qualifications

---------------------------------------------------------------------------------Still an AllStar
    itonewbie
    itonewbie
    Level 15
    March 4, 2020

    If you are not a credentialed preparer, you should also refer to your state's regulations as some have their own licensing requirements.

    ---------------------------------------------------------------------------------Still an AllStar
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