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Department of Taxation and Finance

How to register as a tax return preparer or facilitator

The 2021 Tax Preparer Registration Application is now available. You can register using your Individual Online Services account.

If you have not completed the 2021 Registration Education Requirements, you’ll need to complete it before you can register for 2021.

You may have received emails from the Statewide Learning Management System (SLMS) to confirm your enrollment in the 2021 4-hour Continuing Registration Education Requirements program. Please do not contact the SLMS Helpdesk as they have no further information to provide regarding the emails you received.

If you're having trouble using or accessing SLMS, see SLMS troubleshooting guide.

Completing your tax preparer registration is easy!

  1. Log in to your Individual Online Services account. (Don’t have an account? Create one!
  2. Select the ≡ Services menu in the upper left-hand corner of your Account Summary homepage.
  3. Select Tax preparer registration program, the select Register as a tax preparer from the drop-down menu.
  4. Follow the prompts to complete your registration.
  5. 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]).

Register

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.

Need to create an Individual Online Services account?

If you need to create an account, you can view our 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.

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