IRS Tax Professionals
Federal information and services for tax preparers and other tax professionals.
MY TAX PROS KNOWLEDGE CENTER
Open member libraryResources for a stronger tax practice.
Start with authoritative public guidance, then continue inside the protected member library for the professional resources available to your plan.
IRS & Compliance
Official federal forms, publications, and tax-professional reference points.
IRS Forms and Instructions
Search current federal tax forms, instructions, and publications directly from the IRS.
PTIN / EFIN
Registration and e-file participation guidance from the IRS.
PTIN Requirements for Tax Return Preparers
Review who needs a preparer tax identification number and how the IRS PTIN process works.
Become an Authorized IRS e-file Provider
Read the official application steps and suitability requirements for IRS e-file providers.
Due Diligence
Official checklists and tools for paid-preparer due diligence.
Form 8867
Open the IRS page for the Paid Preparer’s Due Diligence Checklist and related instructions.
Tax Preparer Due Diligence Toolkit
Use official IRS tools and guidance for paid-preparer due diligence responsibilities.
Data Security
Authoritative safeguards and taxpayer-data protection guidance.
IRS Publication 4557
Review the IRS guide to safeguarding taxpayer data in a tax professional practice.
FTC Safeguards Rule Guidance
Review the Federal Trade Commission’s business guidance for covered financial institutions.
Business Operations
Practical official and member resources for operating a professional practice.
IRS Small Business and Self-Employed Center
Find federal tax information for small businesses, self-employed professionals, and employers.
Member Compliance Library
Access the structured My Tax Pros compliance library for PTIN, due diligence, security, recordkeeping, updates, and internal standards.
Practice Growth
Current My Tax Pros business services and approved partner solutions.
Business Growth Center
Explore My Tax Pros services for websites, marketing, CRM, automation, and business growth.
Approved Marketplace Solutions
Browse approved partner companies and published services for tax professionals and offices.
Tax Professional Insights & Resources
Read reviewed public articles for tax professionals, tax office owners, and people learning about tax preparation services.
Continue inside the member knowledge library.
Professional, Pro, and Office members can sign in for the compliance and operating resources included with their plan.