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05/24/2012 at 04:51PM PDT
Important Announcement! A planned system-wide upgrade will take place over the Memorial Day Weekend in the US (From Thurs, May 24, 2012 at 6 pm PDT thru Tues, May 29, 2012 at 5 am PDT). This includes QuickBooks, QuickBooks Payroll, Point of Sale, & Salesforce.com. This is only for US based products. This does not affect QuickBooks Online customers! During this time, you can shop, but can’t place orders online, activate products or update account info. We apologize for the inconvenience & thank you for patience while we improve our infrastructure to better serve you. International versions are unaffected. For more info, see our community discussion.
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irc162
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10/20/11 10:06am PDT
Viewed by asker 10/20/11 5:20pm PDT

PTIN Online Rewnal (Here we go again...)

Lacerte

Anyone brave enough to try the online PTIN renewal process? Were there problems?

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10/20/11 11:16am PDT

If you had problems, YOU ARE NOT ALONE! http://www.caltax.com/Flash%20...

Hmm??? Could I have been clearer when I asked that question? Did I mark the question solved after it was answered?
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10/21/11 11:01am PDT

During the account establishment process they request an activasion code, as follows:

"Enter the 12-digit activation code from your account activation letter"

Where do I obtain this code?  When and how is the activation letter sent to me?  There is no 12-digit code ahown on the Welcome Letter I received last year when my PTIN was first assigned to me.  The only number assigned to me so far was a temporary password, which I have subsequently changed online.  Should I be waiting for something in the mail before I attempt to continue creating my online account?

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10/20/11 11:47am PDT

Last week I looked, but the site said there were delays setting it up, so we should wait until after Oct. 19. I have not tried again yet.

If you use Pro Series Basic I might not be able to help you. If you use Turbo Tax I might refuse to help you. All others, watch out! ;-)
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10/20/11 1:56pm PDT

I tried to do it online last year, but ended up doing by phone.

 

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10/20/11 3:08pm PDT

Renewed PTIN online this afternoon. No problems. Took less than 2 minutes.

 

 

Pappu Khera, CPA, M.S. Taxation
Odenton, MD
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10/20/11 3:32pm PDT

Glad to know it worked.

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10/20/11 5:20pm PDT

I worked through the renewal form until I got to the end. They show an authentication address---listed as the address on my return---that was used last year. But that address is no longer valid. I used a different home address on my 2010 returns. There doesn't seem to be any way to change this. Both my mailing and business addresses are the same as last year and do not need to be changed---just the address shown on my return.  According to the instructions for Form W-12, the return info  info doesn't need to be provided for a renwal. But since I am reluctant to "sign" the electronic form showing the wrong athentication address, and since who knows what this will mess  up, I decided instead to mail in a paper renewal. On that form, they don't ask  for the address on the returns.

Did any one have a similar issue and call the PTIN line? If so, did they have an answer?

 

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10/20/11 7:22pm PDT

Just did it a few minutes ago. No problems. Most of my info was already there. Mainly verify. The only slight difficulty was answering the 3 "Are you supervised?" questions when you are self-employed and a CPA, but I got through it.

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10/21/11 4:50pm PDT

Just completed the form but got an error message sayingmy information was submitted but  they couldn't calculate my fee. I tried again 15 minutes later but got the same error message. I guess they don't want my money....NOT!

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10/24/11 6:19pm PDT

Followup - I was able to log back on Sunday afternoon and make the payment. Done for another year!

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10/24/11 5:47am PDT

The only hitch was a message I received indicating the program could not calculate my fee.  That was during Saturday.  Sunday PM I tried again, no luck. Monday AM at 8:45 it worked, confirmed my payment and assigned me a number.

Other than dialing up via Internet twice.  I can't think it would be much more painless. 

 

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10/24/11 7:42am PDT

I got an e-mail from ncCPAp (National Conference of CPA Practitioners) saying that if you signed up by mail last year, IRS'll mail you something-or-other which has a code so that you can use the web this year if you want -- but I think it said this won't be for a while -- but if you signed up on the web last year, they'll send you an e-mail.

You can also get a W-12 form and submit it thru the mail, no matter what method you used last year.

I also understand the fee for this 2nd year is $63, but first-time filers still have the $64.25 fee.

Back up before it's too late. For a professional answer, call Tech Support at 1-800-933-9999 (Lacerte)(other numbers ProSeries, QB, or TurboTax). I am a volunteer, not compensated or supported by Intuit.
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10/24/11 8:35am PDT

 I tried to renew.  They took my money (I have the receipt!) but said I got no PTIN letter because I hadn't paid yet.  Alas!

If I wanted phone calls, my phone number would be in my profile. If you have a question, post it in the applicable forum.
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10/24/11 10:51am PDT

I just did it, and the only glitch was that my certifcations were all listed improperly. I had to go back to the beginning and fix them. Then all was fine until...

They would not accept my payment, like last year. Although they did accept my payment last year.

So now I will wait to check it again, and if it's like last year, they will soon acknowledge that they did accept my payment.

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10/24/11 3:14pm PDT

I downloaded the W-12 form from IRS.gov, filled it out on paper, and wrote a check.  It's all going out in the mail of Tuesday 10/25/11.   I'm sure that eventually they'll cash my check and renew my PTIN.

Back up before it's too late. For a professional answer, call Tech Support at 1-800-933-9999 (Lacerte)(other numbers ProSeries, QB, or TurboTax). I am a volunteer, not compensated or supported by Intuit.
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10/24/11 3:51pm PDT

I just went through the process today and all went smooth.

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12/19/11 2:09pm PST

Let's see... click "Access PTIN Account"  wait 10 minutes, enter credentials under "Returning users login here", wait 10 minutes. Find myself back at the first screen, click "Access PTIN Account," wait 10 minutes.  See "Logged in as [me]" and "Returning users login here." Enter credentials again and click login, wait 10 minutes. Find myself at first screen again....Repeat three times until it says I have tried loggin in too many times....

My 15 minutes to complete has taken more than 2 hours so far.

Did I also mention that the phone number for support says its busy and hangs up on me? 

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12/21/11 8:44am PST

I tried again, and it actually worked. It took more than 2 minutes, but not more than 15.

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12/19/11 2:17pm PST

Somehow or other, after I did the thing on paper, IRS later sent me a letter saying "Hey, here's your new info to do the thing on line, and we suggest you user a different e-mail account from the one you gave us last year."  So I used a different e-mail account, did whatever they said in the letter, did the application on line, paid with a credit card, and got my PTIN renewed.  They figured out not to cash my check because instead I paid with the credit card on line.

This was several weeks ago.  Maybe the process takes longer now, when "everyone" is trying to deal with it in December?  Who knows?

Back up before it's too late. For a professional answer, call Tech Support at 1-800-933-9999 (Lacerte)(other numbers ProSeries, QB, or TurboTax). I am a volunteer, not compensated or supported by Intuit.
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12/19/11 2:22pm PST

I renewed mine a month ago and sailed through the whole process in a few minutes.  The system could be getting bogged down a bit now due to the volume of users as preparers realize the end of the year is quickly approaching.

If this answers your question please click, um, ok I forgot what you are supposed to click. If this answered your question, how about just saying thanks and we will call it good.
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