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Have you ever been convicted of a felony?

The IRS reviews felony convictions during the PTIN/EFIN approval process. Felonies related to fraud or financial crimes may lead to denial, while other cases are reviewed individually.

Do you have active PTIN?

Do you have active EFIN?

Are you current with your personal and/or business tax filings?

The IRS requires all PTIN and EFIN applicants to be current on their own tax filings and payments. If you are not compliant, your application may be delayed, denied, or flagged during the IRS suitability check.

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