top of page

BRG Tax Preparer Training: PTIN Track

  • 82 Steps
Get a certificate by completing the program.

About

A practical tax-preparer readiness program for BRG preparers who will prepare federal individual income tax returns for compensation under an authorized firm/provider structure. Each paid preparer must obtain and maintain their own active PTIN. A separate personal EFIN is not a prerequisite for this preparer track; electronic filing must occur only through the authorized e-file provider or firm and in accordance with IRS rules. Training covers intake, filing status, dependents, income, adjustments, deductions, credits, due diligence, documentation, diagnostics, practice returns, e-file workflow, rejection handling, quality control, ethics, security, and final readiness approval. Annual tax-law amounts, forms, thresholds, and software screens must be refreshed before each filing season.

You can also join this program via the mobile app. Go to the app

Overview

Price

Free

Group Discussion

This program is connected to a group. You’ll be added once you join the program.

BRG Business & Tax Community

BRG Business & Tax Community

Public1 Member

Share

bottom of page