Ask Tax Question

If the person who does my taxes does not have a PTIN can I still have them do my tax return?

TaxConnections Members... Answer This Question Want To be One of Our Tax Experts? Register Here

Tax Professional Answers

User Photo
Hope Shoulders, Esq.
Yes, if the person is an enrolled agent, tax preparer, attorney or CPA who is paid for preparing or assisting in the preparation of all or substantially all of any federal tax return, claim for refund or other tax form submitted to the IRS. The crucial issue is if the tax preparer is paid then they must have a PTIN.

But there are exceptions. If an employee as part of her duties is preparing her employers' tax return, then the employee does not need a PTIN. Also if the tax preparer is submitting to the IRS forms like, W-2s, Form SS-4, Power of Attorney, etc., then they do not need a PTIN.

For more information regarding who needs to have a PTIN, please refer to the U.S. federal government website,
Leave a Comment 262 weeks ago

User Photo
David Gadberry
I'm a little confused at the answer. The question was "If the person who does my taxes does not have a PTIN can I still have them do my tax return?"
The answer said Yes. However, if the person preparing the return is being paid, they do needa PTIN. So the answer should be, No they should not prepare the return.
Reply 262 weeks ago
User Photo
Rochelle Gross
Thanks for clarifying that comment....
Reply 36 weeks ago

Meet Leading Tax Advisors

User Photo John Stancil

Lakeland, Florida, USA

Tax Advisor/CEO

User Photo Peter J. Scalise

New York, New York, USA

Federal Tax Credits & Incentives Practice Leader

User Photo John Dundon, II EA

Denver, Colorado, USA

Tax Director

User Photo Steven Potts JD EA IAR

Fullerton, California, USA


User Photo Caran Ebert, CPA

Topanga, California, USA

Tax Advisor

User Photo William Rogers, CFP, MBA, EA

Rancho Santa Fe, California, USA

CEO/Certified Financial Advisor

User Photo Randy Tarpey

Tyrone , Pennsylvania, USA


User Photo Lisa Nason CPA, MST

Greenville, South Carolina, USA

Managing Shareholder

User Photo David Hughey, EA, MAcc

Longview, Washington, USA

Tax Consultant/Tax Advisor


Santa Clara, California, USA

Tax Principal - President

User Photo Bill Robinson, CPA

Chattanooga, Tennessee, USA


User Photo Hugo Van Zyl

Stellenbosch, South Africa

Exchange Control & Master Tax Practitioner (SA)

User Photo Douglas Stransky

Boston, Massachusetts, USA

Tax Partner, International Tax

User Photo Chad Hatalla

Rheinfelden, Switzerland

Senior Tax Manager

User Photo Larry Stolberg, CPA, CA

Toronto Mississauga Oakville Burlington Hamilton, Canada

Tax Specialist

View/Select our Current List of Tax Topics

# A B C D E F G H I J K L M N O P Q R S T U V W X Y Z

Previous PageNext Page

Contact Us Today