IRS PTIN + EFIN Cheat Sheet

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🧾 IRS PTIN + EFIN Cheat Sheet

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

This one-page guide breaks down exactly what you need to apply for your PTIN and EFIN. Whether you're brand new or returning to the tax industry, this cheat sheet will walk you through the essentials with direct links, document checklists, and pro tips.

✅ What’s Included:

• PTIN overview + application link
• EFIN overview + application process
• Complete list of required info and docs
• IRS e-Services tips
• Fingerprint card guidance
• Bonus tip: Avoid common delays

💡 Why You’ll Love It

✔️ Saves time and confusion

✔️ Takes you straight to what matters

✔️ Designed for new and solo tax pros

✔️ Professional layout — no fluff

✔️ Great for onboarding or training new staff

✅ Editable Word format — customize with your logo, colors, and brand style