Tax preparer and facilitator registration and continuing education
2024 Tax Preparer Registration is over.
The period to register as a tax return preparer for 2024 is over and the web application is currently unavailable. The 2025 registration application and education requirements will become available mid-November 2024.
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
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