How to register as a tax return preparer or facilitator
The 2019 tax preparer education content is currently unavailable. The Tax Department is making enhancements to include the recent federal and state tax law changes. We will notify you when the content is available.
Completing your tax preparer registration is easy!
To register, simply follow the instructions, below, or review our Tax preparer registration demo and follow along as we guide you through the process.
- Log in to your Individual Online Services account. (Don’t have an account? Create one!)
- Select Tax preparer registration program from the left-hand menu under Services.
- Select Register as a tax preparer from the drop-down.
- Follow the prompts to complete your registration.
- When you reach the Transaction Confirmation page, select:
- Print to save the confirmation page for your records (it’s proof of your successful registration); and
- Print Certificate and Form to print a copy of the form you filed and your Tax Preparer Certificate of Registration (it contains your registration information and your New York Tax Preparer Registration Identification Number [NYTPRIN]).
Note: You will need to provide a business address to complete your registration. The city and state you enter will be public and viewable in the Registered Tax Preparer Database, available on Open Data New York.
If you need to create an account, you can view our Individual account creation demo to learn how.
When you create your account, keep in mind:
- you must create an Individual account, not a Tax Professional account;
- you must use your personal information, including your Social Security number, and income tax filing history, not your client’s; and
- we may send important messages and information to your account—so check it regularly.
- Tax preparer registration
- Who is a tax return preparer or facilitator
- Continuing education requirements for tax return preparers