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fw12.pdf

Here are the key points summarized:

Form W-12 (Rev. 10-2024)

  1. Personal Information: Provide personal details, including name, address, and SSN.
  2. Current on Taxes: Indicate if you're current on individual and business federal taxes, including corporate and employment tax obligations.
  3. Data Security Responsibilities: Confirm that you're aware of the requirement to create and maintain a written information security plan for taxpayer data.
  4. Professional Credentials: Check relevant professional credentials (e.g., attorney, CPA, Enrolled Agent, etc.) and provide jurisdiction(s) and expiration dates.
  5. Fees: Pay the non-refundable application processing fee ($19.75 for 2025).
  6. Under Penalty of Perjury: Confirm that you've reviewed and verified the accuracy of the application.

How to File

  1. Online: Go to www.irs.gov/ptin and follow instructions.
  2. By Mail: Complete Form W-12 and send it to IRS Tax Professional PTIN Processing Center (PO Box 380638, San Antonio, TX 78268).

Published: 2024-10-15 · Source: IRS

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