Tax Professional Awareness Week

 

What is Tax Professional Awareness Week?

A dedicated series of educational initiatives designed to equip tax professionals with the tools and information needed to prepare accurate returns ahead of filing season. The event delivers timely messaging, promotes online due diligence training, and offers valuable insights into available tax benefits. Its goal is to empower tax professionals with current knowledge and skills to navigate the continuing evolving field of taxation.

Why are tax professionals so important?

Paid tax professionals play an important role in assisting taxpayers with their filing obligations. More than half of taxpayers who claim refundable credits like the Earned Income Tax Credit or Child Tax Credit rely on paid tax professionals to accurately file their return. Without a doubt, tax professionals play an important role in ensuring the integrity of the tax system.

Support your success

Due Diligence

Know the law. Ask the right questions. Document both your questions and your clients’ responses. Keep the required worksheets and records. Review due diligence requirements for the earned income tax credit, child tax credit, additional child tax credit, credit for other dependents, American opportunity tax credit, and head of household filing status before the filing season starts.

Due diligence training

Take the paid preparer due diligence training online. You will learn about the requirements for paid tax return preparers and how to avoid penalties when you complete returns claiming the earned income tax credit, child tax credit, additional child tax credit, credit for other dependents, American opportunity tax credit, or head of household filing status.

In addition to the due diligence "must-do's" the training contains scenarios and quizzes to check your understanding. Enrolled agents and other tax return preparers can earn two continuing education credits for completing the Due Diligence Training Module along with a certificate of completion.

Become an authorized e-file provider

Join our partnership in three easy steps to save money, increase your productivity and build your business, while providing a service most taxpayers now expect.

Identity theft information for tax professionals

Be aware! Cybercriminals target tax professionals because you are custodians of highly sensitive client data. Cybercriminals attempt to steal your client's personal financial information so that they can create fraudulent tax returns and claim your client’s refunds.

Annual Filing Season Program

The program recognizes the efforts of non-credentialed return preparers who aspire to a higher level of professionalism.

Form 8867, Paid Preparer’s Due Diligence Checklist

Use Form 8867 to document your questions, your clients' responses and keep the form with your records.

Tip - Due diligence rules do not require you to request specific documentation if your clients’ responses appear to be correct, consistent, and complete. However, you must document your probing questions and your client's responses.

How to know it's the IRS

If you get a call, text or letter that claims to be from the IRS — or if you see information online about how to get a big refund — it might be a scam, or just bad tax advice.

Affordable Care Act (ACA) services

Have a client that has received the Advanced Premium Tax Credit? The Affordable Care Act (ACA) contains comprehensive health insurance reforms and includes tax provisions that affect individuals, families, businesses, insurers, tax-exempt organizations, and government entities. The law also contains benefits and responsibilities for other organizations and employers.

PTIN requirements for tax return preparers

Get ready! Ensure your filing season readiness by renewing or obtaining your 2025 preparer tax identification number (PTIN) now. An active PTIN is required for all tax return preparers who are compensated for preparing or assisting in the preparation of any U.S. federal tax return.

IRS Independent Office of Appeals starts Post Appeals Mediation (PAM) pilot program

Your client can request PAM at the conclusion of an unsuccessful Appeals proceeding, and if the request is accepted, the parties meet in an accelerated mediation session where they make a final attempt to negotiate a mutually acceptable resolution.

One, Big, Beautiful Bill provisions

The One, Big, Beautiful Bill has a significant impact on federal taxes, credits and deductions. Several provisions go into effect for the 2025 Filing Season.

Modernizing payments to and from America’s bank account

Starting September 30, 2025, paper checks for federal payments—including IRS tax refunds—will be discontinued. If your clients still receive paper checks, now is the time to explore their options for electronic payment. Learn how they can make the switch and avoid delays.

Volunteers needed to provide no-cost tax services for the upcoming filing season

Did you know anyone can volunteer to help during tax season? Whether you're a student, a tax professional, or a retiree, both the IRS and your community need your support. Volunteers play a vital role in helping underserved communities meet their tax obligation and save money. Plus, tax professionals can earn Continuing Professional Education (CPE) credits while making a meaningful impact. It’s a rewarding way to give back and make a difference nationwide.

Enhance your knowledge – Attend a free live IRS educational webinar

Webinars for tax practitioners

Tax law research and training opportunities

Stay informed: Access resources designed to enhance your expertise in tax preparation

Online publications

Page Last Reviewed or Updated: 06-Oct-2025