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Certification

Individual Requirements
Each employee needs to complete tax certification. Certification consists of the following steps:
1. Fax your 2023 PTIN letter to 678-807-5265 with your name and store number.
2. Complete all training modules as assigned by your training team
3. Complete monthly practice problem sets.
4. Attend a certification webinar.  Dates for these will be posted in the webinar section.
5. Complete 3 certification problems. They are located in the certification module.
6.Complete 25 Taxpayer information sheets.

7. Have your manager sign the "Individual Certification Form" and fax it to 678-807-5265.
Once you have completed all these steps you will be certified to do taxes and eligible for prizes throughout the year.
Office Manager
Requirements
Complete all steps in the "Office Certification Form" and fax it to
678-807-5265
PTIN Resources
Webinar Schedule
Monthly Practice Problems
individual Certification form
information sheet log
office certification form
Business Partners
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