Can the PTP fill out the business registration for the BMA? If the taxpayer is in the presence of the professional tax preparer, the PTP may register on the taxpayers behalf.
Return to Questions An accounting supervisor is a BMA of a company and his SSN was used to fill out the business registration. He now wants to also be a PTP on his own. He does not want the PTP registration to be linked to the company. How will this affect his application if he puts his SSN in the Social Security field? It will not affect his/her application at all, because they are two separate registrations. The SSN is used as verification and for security purposes. Return to Questions Can the BMA just give PTP access to view the account but not make changes so that the PTP can check on the BMA’s filings? The PTP or accountant if given the ability to view an account will have the ability to file and pay the taxes but will not have the ability to make account changes. Return to Questions Can a Professional Tax Preparer (PTP) sever its ties with a client on the WebFile system? Yes. To do so, a PTP would go into Manage Accounts and select delete client.
Related Questions
- Can the PTP fill out the business registration for the BMA? If the taxpayer is in the presence of the professional tax preparer, the PTP may register on the taxpayers behalf.
- Can a Professional Tax Preparer (PTP) sever its ties with a client on the WebFile system?
- What is the income potential for a tax preparer in the first year?
