Delaware - Get a Tax Preparer Licence

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Procedure

Before to Get a Tax Preparer Licence, the applicant has to apply for Individual Taxpayer Identification Number.
Step – 1

1. To Obtain an Individual Taxpayer Identification Number (ITIN), the applicant has to complete the applicant and mail it to Internal Revenue Service in United State link
2. The applicant has to download the application form from the following link
3. The applicant has to fill in all the necessary details in the application form. (Incomplete applications are not accepted)
4. Make sure that the applicant has attached all the necessary documents that are mentioned in the “Required Documents” section of this page.
5. The applicant has to attach the photocopies of the required documents along with the application form while submitting.
6. Submit all the documents with the completed form to the concerned office mailing address.
7. The mailing address is mentioned in the “Office Locations & Contacts” section of this page.
8. The applicant has to pay the prescribed fee as requested by the authority.
9. After receiving the application, the concerned authority will check the submitted application and document set. If all are in place, the application will be accepted.
10. The applicant will receive a letter from the IRS assigning their tax identification number usually within 4 – 5 weeks, if the applicant qualify for an ITIN and the application is complete.
11. If the approval has not been given within 14weeks, applicant can visit the office to know status of their application.

Step – 2

1. After receiving the ITIN, the applicant has to visit the IRS office.
2. An application form will be provided to the applicant by the concerned officer.
3. The applicant has to fill in all the necessary details in the application form. (Incomplete applications are not accepted)
4. Make sure that the applicant has attached all the necessary documents that are mentioned in the “Required Documents” section of this page.
5. The applicant has to attach the photocopies of the required documents along with the application form while submitting.
6. Submit all the documents with the completed form to the concerned officer.
7. The applicant has to pay the prescribed fee as requested by the authority.
8. After receiving the application, the concerned authority will check the submitted application and document set. If all are in place, the application will be accepted.
9. The officer may require a background check and fingerprinting as part of the licensing process.
10. Then the application will be processed further. All the updates on the application status will be sent via SMS to the applicant’s mobile number.
11. Once the process gets completed, the applicant gets a call from the office regarding the application.
12. Upon completion, the applicant will receive the license through mail.
13. This entire process can be completed within 4 – 5 weeks or as per the timeline advised by the respective department authority.

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Required Documents

A List of documents those are necessary for the application process:

• Passport
• Duly completed form link
• U.S. Citizenship and Immigration Services (USCIS) photo identification
• U.S. driver’s license
• U Education Documentation
• Background Check and Fingerprinting (if applicable)
• Any other documents (If required)

Office Locations & Contacts

IRS – INTERNAL REVENUE SERVICE OF UNITED STATEAustin Service CentreITIN OperationP.O. Box 149342Austin, TX 78714-9342.
Customer Service: 1-800-829-1040
Individuals with hearing impairments: 1-800-829-4059 (TDD)
Businesses: 1-800-829-4933
International: +1-267-941-1000 (Note: This number is not toll-free)
Refund Hotline: 1-800-829-1954
Contact link
IRS State office locator link
NOTE: The applicant can locate the closest Taxpayer Assistance Centre by entering their 5-digit zip code. Also, the applicant can widen their search by using the pulldown for distance in miles.

Eligibility

To become a tax preparer in the United States, you must meet the following requirements:

• Pass the IRS's suitability check. This check ensures that you have no criminal history or financial problems that would make you ineligible to prepare tax returns.
• Obtain a Preparer Tax Identification Number (PTIN). The PTIN is a unique identifier that the IRS uses to track tax preparers.

Fees

• The fee for this procedure has to be paid as per the authority request.

Validity

Explain the time until which the certificate/document is valid.
e.g. Birth Certificate Valid Forever

Documents to Use

• Application form link

Sample Documents

Please attach sample completed documents that would help other people.

Processing Time

• This entire process can be completed within 4 – 5 weeks or as per the timeline advised by the respective department authority.

Related Videos

Videos explaining the procedure or to fill the applications.
Attach videos using the following tag <&video type='website'>video ID|width|height<&/video&> from external websites.
Please remove the '&' inside the tags during implementation.
Website = allocine, blip, dailymotion, facebook, gametrailers, googlevideo, html5, metacafe, myspace, revver,
sevenload, viddler, vimeo, youku, youtube
width = 560, height = 340, Video ID = Can be obtained from the URL of webpage where the video is displayed.
e.g In the following url 'http://www.youtube.com/watch?v=Y0US7oR_t3M' Video ID is 'Y0US7oR_t3M'.

Instructions

• Applicant must complete the application form before submitting. Incomplete applications will not be accepted.
• Applicant must provide genuine information while applying for this procedure.

Required Information

• Name
• Address
• Contact number
• Zip code
• Town
• Date of birth
• IRSN number
• Education details
• working details
• Financial details
• Declaration
• Signature

Need for the Document

• In the United States, obtaining a Tax Preparer License involves becoming a qualified professional authorized to prepare and file tax returns for individuals and businesses.
• This license allows individuals to legally offer tax preparation services for compensation.
• It is essential for tax preparers to be knowledgeable about federal and state tax laws, regulations, and updates to accurately complete and submit tax returns on behalf of their clients.

Information which might help

For more information link

Other uses of the Document/Certificate

Please explain what are other uses of obtaining this document/certificate.
e.g. Birth Certificate can be used as proof of identity.

External Links

Link

Others

Here are some of the benefits of getting a tax preparer license in the United States:

• Increased credibility and trust with clients. Having a license shows that you have met the necessary education and experience requirements to be a qualified tax preparer.
• Expanded opportunities for employment. Many businesses and organizations require their tax preparers to be licensed.
• Better understanding of tax law. The education and experience requirements for a tax preparer license will help you develop a deeper understanding of tax law.
• Increased earning potential. Licensed tax preparers typically earn more than unlicensed tax preparers.