Becoming and staying an enrolled agent (PTIN, enrollment, renewal and CE)

This lesson is part of the full course.

In it you will learn to:

• State who must hold a PTIN, how often it is renewed and what happens without one
• Describe the Form 23 enrollment process, including the suitability check
• Determine an enrolled agent's renewal period from the last digit of the SSN and the effect of failing to renew
• Compute continuing education requirements for a full cycle and for a new enrollee
• Explain inactive status, inactive retirement status, waivers and CE recordkeeping