After your purchase, you will receive instructions by email to access your Tax Preparation Course and training materials through your membership portal.

After purchase, you will receive an onboarding email with instructions to complete your setup information. Please allow up to 48 hours after completing the required onboarding information for your software account to be set up. Once completed, you will receive your login credentials.

Your included resources will be available through your membership portal. Your Business & Marketing Bundle includes 470+ editable Canva templates and business resources that you can customize for your tax business.

The Starter Tax Preparer Package includes preparation of Form 1040 individual tax returns, including Schedule C. Business return software is not included in this package and requires a separate software license.

Yes. Base preparation fees may already be established in the software, and you can adjust your preparation pricing using the available pricing options.

Yes. Bank products are available to PTIN preparers enrolled through Tax Express Pro Service Bureau, including Refund Advances up to $7,500, Refund Transfers, Prepaid Cards, and other available bank products.

Yes. A $25 e-file/processing fee per return applies when a return is filed without a bank product.

To maintain eligibility for the Starter Tax Preparer Program, you must prepare and transmit at least 3 tax returns each tax season. This is only a minimum requirement—you can file unlimited tax returns with your software.

Yes. Software onboarding and technical software support are available throughout tax season.

Once you obtain your own EFIN, you will no longer qualify under the PTIN Starter Tax Preparer Program. You may transition to our EFIN Holder Program, which requires separate enrollment, software licensing, and program terms.