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TAX PLANNER PRO REVIEW HOW TO
TAX PLANNER PRO REVIEW SOFTWARE DOWNLOAD
TAX PLANNER PRO REVIEW UPGRADE
TAX PLANNER PRO REVIEW TRIAL

Upon completion of both courses (Comprehensive Tax Course and AFTR Course) and registering for your PTIN, you can be approved as an IRS Qualified Preparer and receive an AFSP – Record of Completion from the IRS. So, you don’t have to do this extra step, but it is a wise move!īONUS: When you register for the Comprehensive Tax Course with Surgent Income Tax School, you receive a FREE 6-hour AFTR (Annual Federal Tax Refresher) Course at no additional cost.

This is a voluntary program, not a requirement. Once you complete the Comprehensive Tax Course, you can easily pass the IRS Annual Filing Season Program (AFSP), which includes the Annual Federal Tax Refresher Course (AFTR).

If applicable, any U.S.-based professional certifications information (CPA, attorney, Enrolled Agent, enrolled retirement plan agent, enrolled actuary, certified acceptance agent, or state license) including certification number, jurisdiction of issuance, and expiration date.

Explanations for any problems with your U.S.

Explanations for any felony convictions.

Your previous year’s individual tax return (name, address, filing status).

Your Business Information (name, mailing address, telephone number).

Your Personal Information (name, mailing address, date of birth).You’ll need the following for your PTIN application: There is a $35.95 nonrefundable fee, which can be paid by Credit/Debit/ATM card. You must renew your PTIN annually.Īpplying for your PTIN is easy, and only takes about 15 minutes online. IRS regulations requires anyone who prepares, or assists in preparing, federal tax returns for compensation to have a valid PTIN before preparing returns. Tax Business Owners of America on LinkedInĪ PTIN – also known as a Preparer Tax Identification Number – is issued by the Internal Revenue Service (IRS) to paid preparers. Recruit & Train Tax Preparers - Start Your Own Tax School

TAX PLANNER PRO REVIEW HOW TO

Why You Should Start a Tax Business & How to Get Started Start a Tax School + Other Business Tools

TAX PLANNER PRO REVIEW SOFTWARE DOWNLOAD

And beforehand, we remind you again to get a Drake tax software download of a demo.Become a California CTEC Registered Tax Preparer (CRTP)Ĭalifornia CTEC CE & Renewal Requirements After you make up your mind on whether you’re going to use the desktop version or the Drake online tax preparation version (web-based), we suggest you compare packages and prices carefully before making a commitment. When it comes time to purchase, you can buy Drake tax software from the main developer or a service bureau the difference is usually the package it’s offered within, including extra services provided as well as overall value/pricing. We also suggest you read Drake accounting reviews if you’re considering using it with

TAX PLANNER PRO REVIEW TRIAL

This way you can get a Drake software free trial and get familiar with it before making a purchase. Integrations/limitations on our Bank Products page as well.īefore deciding to use Drake, we suggest you download a Drake tax software demo. It’s also a great idea to review Drake software bank products Before committing to use Drake tax software, download the demo below.

Despite these slight areas of potential improvement, Drake income tax software has surely earned the right to be positioned in our 2022 best professional tax software products. Although Drake does a good job at keeping the functionality of these features simple, a bit more current and user-friendly technology goes a long way for tax professionals and their clients alike.

TAX PLANNER PRO REVIEW UPGRADE

Such as smartphone/tablet apps as an upgrade to the currently outdated web portal. To conclude, our Drake tax software reviews find that Drake tax software can benefit from more useful features