Training Curriculum
MODULE 01
PTIN Fundamentals
Learn what a Preparer Tax Identification Number is, who needs one, and how to apply for and renew it each year.
MODULE 02
Ethics & Circular 230
Understand professional conduct standards, due diligence duties, and the responsibilities of paid tax preparers.
MODULE 03
Individual Tax Return Basics
Review filing status, dependents, income types, deductions, and credits commonly found on Form 1040.
MODULE 04
Exam Preparation
Recap key concepts and get ready for the final exam. A score of 70% or higher is required to pass.
Final Assessment Guidelines
To complete your PTIN training, you must pass the final exam with a score of 70% or higher. The exam covers every module in this course, so review each lesson carefully before you begin. Once you reach the passing score, your completion is recorded and you can move forward with confidence. If you score below 70%, revisit the training material and retake the exam.
Ready to Secure Your PTIN?
Enroll in the comprehensive tax training today.