OLT: How to Modify the PTIN for a Preparer

Description: This article will guide you on how to modify the PTIN for a Preparer.

Process:

To update or modify a preparer's PTIN, please follow the instructions below:

1. Log in to your MO (Multi Office Admin).
   
   

   

   
   
   

2. Click on ‘ADMIN‘ in the left sidebar.
   
   

   

   
   
   

3. Locate the Location Account where the preparer is under, and click on the Pencil Icon.
   
   

   

   
   
   

4. Click on ‘Save and Continue’.
   
   

   

   
   
   

5. Look for the correct preparer you need to modify the PTIN for.
   
   

   

   
   
   

6. Click on the Pencil Icon (EDIT) for the preparer you need to modify the PTIN for.
   
   

   

   
   
   

7. Edit the PTIN.
   
   

   

   
   
   

8. Click on ‘Save and Continue’.
   
   

   

   
   
   

9. You have now changed/modified the PTIN for that preparer.