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The 2023 Tax Software activations have started. To receive your login information you must add your PTIN and upload your Required Exam Certificate to your Pay Center Account. After uploading your required certifications you can then submit your activation request. The system will NOT allow the request to be sent without the PTIN and Certificate.

Team Leaders must complete the Team Leader Certification Exam with a score of 85%.

Tax Pros must complete the Income Tax Certification Exam with a score of 70%

Team Leaders once you receive your activation you can begin adding your certified Tax Pros to the tax software. Tax Pro activations will start in the coming weeks and continue throughout the season. The sooner that you complete the certification steps, the sooner you can get activated. You can get your PTIN on the IRS website (here).

Follow the steps in the pictures below to complete the process correctly.

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