Tax Preparation Training Archives - Federal Direct Tax https://www.federaldirecttax.com/blog/category/tax-preparation-training/ Helping Individuals & Businesses Enter The Tax Preparation Industry Wed, 25 Feb 2026 12:07:50 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.4 How to Prepare for 2026 Tax Season https://www.federaldirecttax.com/blog/how-to-prepare-for-2026-tax-season/ Thu, 30 Oct 2025 19:29:30 +0000 https://www.federaldirecttax.com/?p=5333 Preparing for the incoming tax season doesn’t have to be time consuming. Here is a checklist to make you are able to effectively cover all your bases for the 2026 tax season.   1. Check Your EFIN Status– One of the biggest surprises to tax pros happens when they discover via e-file rejection acknowledgement that […]

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]]> One Big Beautiful Bill Webinar Coming 7/24 https://www.federaldirecttax.com/blog/one-big-beautiful-bill-webinar-coming-7-24/ Mon, 21 Jul 2025 18:13:57 +0000 https://www.federaldirecttax.com/?p=5308 Federal Direct and Preparertraining.com present an important webinar covering the new tax law changes resulting from the Trump Administration’s second large reconciliation package.  Federal Direct partners are able to to join the live presentation or watch the archived presentation after the fact. Register for the webinar early on your Federal Direct dashboard. 48 hours after […]

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]]> Tax Certifications For Professional Tax Preparers https://www.federaldirecttax.com/blog/tax-certifications-for-professional-tax-preparers/ Tue, 28 Nov 2023 20:04:07 +0000 https://www.federaldirecttax.com/?p=5126 Tax season is a busy time for everyone involved, but it’s especially important for taxpayers in the market for a qualified tax preparer. Tax laws are complex and ever-changing, and it can be difficult for taxpayers to keep up with the latest changes. This is where professional tax preparers come in. Professional tax preparers can […]

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]]> What is a Tax Purpose for ITINs? https://www.federaldirecttax.com/blog/what-is-a-tax-purpose-for-itins/ Tue, 10 Oct 2023 19:35:35 +0000 https://www.federaldirecttax.com/?p=5089 A “tax purpose” for an individual is the reason why they file a tax return or are listed on the tax return of someone else. It is not the same thing as a tax filing requirement, however, tax filing requirement is a tax purpose. People who have no tax filing requirement can and still should […]

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]]> Do I have to put my PTIN on the tax return? https://www.federaldirecttax.com/blog/do-i-have-to-put-my-ptin-on-the-tax-return/ Thu, 06 Apr 2023 15:11:27 +0000 https://www.federaldirecttax.com/?p=4935 As a tax preparer, it’s essential to ensure that the tax return that you are being paid to prepare is prepared accurately and in compliance with all applicable regulations. One critical aspect of this is the use of a Preparer Tax Identification Number (PTIN) by the tax preparer. A PTIN is a unique identifier assigned […]

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