Becoming a tax preparer in New York requires a combination of education, training, and certification. Here is a step-by-step guide on how to become a tax preparer in the state of New York.
How to become a tax preparer in New York?
To become a tax preparer in New York, you must complete the following steps:
1. **Meet the minimum requirements:** You must be at least 18 years old and have a high school diploma or GED.
2. **Get a Preparer Tax Identification Number (PTIN):** You need a PTIN from the IRS to prepare tax returns for compensation.
3. **Complete a tax preparer course:** You must take and pass a basic tax preparation course approved by the New York State Department of Taxation and Finance.
4. **Pass the New York State tax preparer exam:** Once you have completed the required course, you must pass the New York State tax preparer exam to become certified.
5. **Register with the New York State Department of Taxation and Finance:** You must register as a tax preparer with the New York State Department of Taxation and Finance.
6. **Maintain your certification:** To retain your certification, you must complete a minimum of 16 hours of continuing education every year.
By following these steps, you can become a certified tax preparer in the state of New York and help individuals and businesses with their tax returns.
FAQs:
1. Can I become a tax preparer in New York if I have a criminal record?
Yes, you can still become a tax preparer in New York with a criminal record, but you may be subject to additional background checks and screening.
2. Do I need to have a college degree to become a tax preparer in New York?
No, a college degree is not required to become a tax preparer in New York. However, you must have a high school diploma or GED.
3. How long does it take to become a tax preparer in New York?
The time it takes to become a tax preparer in New York can vary depending on how quickly you complete the required courses and pass the exam. It typically takes a few months to complete all the steps.
4. Can I take a tax preparer course online?
Yes, there are online tax preparer courses available that are approved by the New York State Department of Taxation and Finance. Make sure to choose a reputable course provider.
5. How much does it cost to become a tax preparer in New York?
The cost of becoming a tax preparer in New York can vary, but you can expect to pay for the preparer tax identification number, the tax preparer course, the exam fee, and any registration fees with the state.
6. Do I need to renew my tax preparer certification in New York?
Yes, you must renew your tax preparer certification in New York every year by completing a minimum of 16 hours of continuing education.
7. Can I work for a tax preparation company without certification in New York?
In New York, you must be certified as a tax preparer to prepare tax returns for compensation. Some companies may hire you as a trainee until you become certified.
8. Can I prepare tax returns for my family and friends without certification in New York?
Yes, you can prepare tax returns for your family and friends without certification in New York, as long as you do not charge a fee for your services.
9. Are there any continuing education requirements for tax preparers in New York?
Yes, tax preparers in New York must complete a minimum of 16 hours of continuing education every year to maintain their certification.
10. Can I become a tax preparer in New York if I am not a U.S. citizen?
Yes, you can become a tax preparer in New York if you are not a U.S. citizen, as long as you meet all the other requirements and have a valid PTIN.
11. What are the benefits of becoming a tax preparer in New York?
Becoming a tax preparer in New York can provide you with a flexible career, the opportunity to help others with their taxes, and the potential to earn a good income.
12. Can I become a tax preparer in New York if I have no prior experience?
Yes, you can become a tax preparer in New York with no prior experience. By completing the required courses and passing the exam, you can start a career as a tax preparer.