PTIN & EFIN Compliance Starter Checklist

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PTIN & EFIN Compliance Starter Checklist

What You Need Before You Apply

Start your tax business the right way — with clear steps and no guesswork.

This one-page cheat sheet is a practical, action-based checklist that walks you through exactly how to apply for your PTIN and EFIN, in the correct order, using official IRS resources.

Whether you’re brand new to the tax industry or returning after time away, this guide helps you understand what’s required, what to prepare ahead of time, and how to avoid common delays.

This is not a high-level overview.  

This is a step-by-step checklist designed to help you take action.

✅ What’s Included

• PTIN overview with direct IRS application link  

• EFIN overview with a clear breakdown of the application process  

• Complete checklist of required information and documents  

• IRS e-Services setup guidance  

• Fingerprint card requirements and tips  

• Bonus tips to help avoid common application delays  

Why This Cheat Sheet Is Helpful

Applying for your PTIN and EFIN can feel confusing — especially if you don’t know what the IRS expects upfront.

This checklist helps you:

• Save time and reduce frustration  

• Go directly to official IRS links  

• Prepare required information before you start  

• Avoid common mistakes that slow approval  

• Follow a clear, professional process from the beginning  

Who This Is For

✔ Aspiring tax preparers  

✔ New or future PTIN holders  

✔ Solo tax professionals starting their business  

✔ Bookkeepers or professionals adding tax services  

✔ Firms onboarding or training new preparers  

No prior tax business experience required.

Important Notes

This resource is for educational and organizational purposes only.  

It does not guarantee IRS approval and does not replace IRS instructions or requirements.

Format & Access

You will receive an editable Microsoft Word document.  

You may customize it with your firm name, logo, colors, and branding.

Clear steps make confident starts —  and confident starts build better tax businesses.