Form W-12 (2023)

What is a W-12 Form?

Every return preparer should get an identification number (PTIN) from the revenue service. Form W-12 is an application to renew or receive this number. It is a three-page document for online filling of which you will need to specify quite a lot of information, for example, a complete list of your professional credentials.

What do I need Form W-12 for?

• Form W-12 is used for getting PTIN. Without it, you do not have the right to conduct professional tax preparer activities.
• If your number has expired, you also need to use fillable Form W-12 to renew it. It is illegal for multiple people to use the same PTIN. If the information you submit has not changed since last year, you will be given the same number.
• If you do not have an SSN for religious reasons, you should fill out another document, Form 8945.

How to fill out Form W-12?

A Form W-12 blank is a fairly extensive document. Fortunately, you do not have to count and calculate big numbers; in the PDF file, you need to indicate all the available information related to the preparer's work.

• On the first page, you need to enter personal and business information like contact email and CAF Number.
• The second page is devoted to criminal convictions (if any), tax information, your marriage status, and security responsibilities.
• On the third page, you should list all professional credentials and put your sign.
• Please note that the submission of the document is not free. After completing the form, you will need to pay the amount specified in line 13. After that, you can download Form W-12, send it by email or fax, and print.

Organizations that work with Form W-12

• IRS