Tax preparer and facilitator registration and continuing education
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The 2024 tax preparer education content and registration application will be available mid-November 2023. If you're a tax preparer, we'll notify you through your Individual Online Services account when they become available.
Generally, if you’re a New York State tax return preparer or facilitator, you must register annually with the Tax Department. If you’re a tax return preparer, you may also need to complete continuing professional education (CPE) requirements and pay a registration fee.
Resources
- Publication 58, Information for Income Tax Return Preparers
- Tax preparer regulations
- Memoranda:
- TSB-M-09(11)C, Tax Preparer Registration Program
- TSB-M-09(14)C, Amendment to the Definition of Tax Return Preparer for the Tax Preparer Registration Program
- TSB-M-10(6)I, Enrolled Agents Excluded from the Definition of Tax Return Preparer for the Tax Preparer Registration Program
- Tax Law:
- Subscribe to Tax professionals
Updated: