Questions? We’ve Got Answers.

A valid PTIN is required for individuals who prepare or substantially assist in preparing federal tax returns for compensation.

Your PTIN identifies you as the paid preparer. Your overall business setup, software access and electronic filing structure may involve additional steps depending on how you plan to operate.

A PTIN belongs to the individual paid tax return preparer.

An EFIN is issued by the IRS to an approved e-file provider and is used as part of the electronic filing process.

They serve different purposes and are not interchangeable.

No. Each paid federal tax return preparer who is required to have a PTIN must obtain and use their own PTIN.

Professional tax software is a tool for preparing returns; it does not replace tax knowledge or professional training.

If you are new to tax preparation, LuxeLogic also offers education and training options that can help you strengthen your foundation before or while building your tax business.

Your starting point depends on what you already have. Some professionals begin with tax training, others already hold a PTIN and need software, while others are preparing to pursue their own EFIN and operate as an ERO.

Contact LuxeLogic if you need help deciding which path makes the most sense for your current stage.

LuxeLogic provides guidance, education and business resources for tax professionals working toward greater independence, including professionals preparing to apply for their own EFIN and establish an ERO structure.

LuxeLogic offers professional tax software options including TaxSlayer Pro, OLT Pro and TaxWise solutions.

Available packages may vary, so review the current Tax Software collection for specific offerings and product details.

The best fit depends on factors such as your workflow, experience, office structure, expected return volume and the features you value most.

LuxeLogic can help you compare available options before you choose.

Not necessarily. Your software setup should be based on your business needs and the products or licenses available to you.

LuxeLogic offers multiple professional software options so tax professionals are not limited to one platform across every situation.

That depends on the software product and package you select. Different professional tax software platforms may have different installation, browser, desktop or cloud-access options.

Review the product description for the specific software you are considering.

State return availability and any related pricing depend on the specific software product or package.

Review the product details before purchase or contact LuxeLogic if you need help comparing packages.

Business-return capability depends on the platform and package purchased.

If business return preparation is important to your office, confirm that the specific package you choose includes the forms and return types you need.

Bank product availability depends on the software setup, participating banking partners, program requirements and approval.

Purchasing tax software does not by itself guarantee acceptance into a bank product program.

LuxeLogic offers professional software structures designed for tax professionals and offices seeking greater control over their business.

Review the current software product description for the fee structure and package terms before purchasing.

Data conversion or client migration options depend on the software platform, prior software and available conversion tools.

Contact LuxeLogic before switching if client migration is an important requirement for your office.

Multi-preparer, user and office capabilities vary by platform and package.

If you have a team, tell LuxeLogic how your office is structured so we can help you review the most appropriate available setup.

No. Professional tax software is a business tool. Purchasing software does not by itself grant ERO status or an EFIN.

Yes. LuxeLogic offers self-paced tax education options designed for professionals who want the flexibility to learn on their own schedule.

Self-paced training can be a strong option for new tax professionals who need to build foundational knowledge without being tied to a live classroom schedule.

Always review the specific course description to make sure the course level matches your experience.

Topics vary by course and program and may include filing status, dependents, income, adjustments, deductions, credits, due diligence, federal tax law and return-preparation concepts.

Refer to the individual training product for the exact curriculum.

Not always. A training course can be educational without necessarily qualifying for IRS continuing education credit.

If you specifically need CE credit, choose a course or program that clearly states the applicable continuing education credit.

Access depends on the specific training platform and course format. Review the product details for device and access requirements.

Access periods vary by training product. Check the specific course description for the current access period before purchasing.

Yes. LuxeLogic offers professional tax education and continuing education options for individual preparers as well as solutions for qualifying organizations.

The Annual Filing Season Program is a voluntary IRS program intended to recognize certain non-credentialed tax return preparers who complete specified continuing education and other program requirements.

No. Completing education is only part of the process.

Tax preparers must meet the applicable IRS requirements for the program, including the required education, an active PTIN for the applicable year and required consent obligations.

In general, non-exempt preparers seeking an AFSP Record of Completion complete 18 hours of IRS-approved continuing education: a 6-hour Annual Federal Tax Refresher course, 10 hours of other federal tax law and 2 hours of ethics.

Certain preparers may qualify for an AFTR exemption and follow different education requirements.

The Annual Federal Tax Refresher is a course covering filing-season issues and federal tax law updates. For applicable AFSP participants, it also includes a comprehension test administered by the CE provider.

Available education may include Ethics, Federal Tax Law, AFTR and other qualifying topics. Review the specific CE product or package for the credits included.

For qualifying IRS-approved CE courses, reporting follows the applicable provider and IRS reporting process.

Be sure the name and PTIN information you provide for CE registration are accurate.

Certificate availability depends on the specific course and completion requirements. Review the course details for the documentation provided after successful completion.

Yes. LuxeLogic offers branded education solutions for organizations that want to provide professional tax education to their own preparers or audience.

Contact LuxeLogic for current branded CE options and organization-level availability.

An Electronic Filing Identification Number is issued by the IRS to approved participants in the IRS e-file program.

No. EFINs are issued by the IRS. LuxeLogic does not approve or issue EFINs and cannot guarantee IRS approval.

Yes. LuxeLogic provides guidance and educational assistance to help tax professionals understand the application process and the steps involved in becoming an IRS e-file provider.

The IRS e-file application process can include suitability checks and other requirements depending on the individuals and business involved.

The IRS determines approval.

Processing time can vary based on the application, required steps and IRS review.

LuxeLogic does not guarantee a specific approval timeline.

After approval, your next steps may include configuring your professional software, office settings, banking options if applicable, preparer users, workflows and business processes.

LuxeLogic can help you review available software and business solutions for your next stage.

A Service Bureau generally supports and distributes professional tax software or related services to other tax offices or preparers under an applicable provider structure.

Programs, responsibilities and compensation structures vary.

It may be appropriate for experienced tax professionals or organizations that are ready to support other preparers or offices and have the operational capacity to manage training, support and business relationships.

LuxeLogic offers software, education, CRM technology and business solutions designed to support EROs and office owners building teams and stronger operations.

Yes. LuxeLogic business technology solutions can help offices organize leads, communication, follow-ups, client workflows and automation.

LuxeLogic offers branded education solutions for qualifying EROs, Service Bureaus and organizations that want to integrate tax education into their own business ecosystem.

Schedule a discovery call or contact LuxeLogic with information about your current business, team and goals so we can discuss available solutions.

New and returning clients should begin with the current-season LuxeLogic client intake.

After completing the intake, submit all required tax documents through the designated Tax Client Portal.

Preparation can begin once your required client intake and all required tax documents have been submitted through the Tax Client Portal.

Clients should use the designated Tax Client Portal to submit required tax documents rather than sending sensitive tax documents through ordinary email.

Your required documents depend on your tax situation, but common items include identification, Social Security information, W-2s, 1099s, income records and documents related to deductions, credits, dependents or education.

Missing required information can delay preparation. Submit all documents relevant to your tax situation through the Tax Client Portal before expecting preparation to begin.

Fulfillment and access depend on the product purchased.

Review the individual product description and any instructions provided after checkout for the applicable setup or access process.

Yes. LuxeLogic offers software, education, business technology and professional resources that can be combined depending on your business needs.

Contact LuxeLogic as soon as possible and review the applicable product terms and refund policy.

Digital product, software and education purchases may have different fulfillment and refund conditions.

Use the Contact LuxeLogic page and select the topic that best matches your question so your request can be directed appropriately.

Available services include mobile notary, Remote Online Notary and loan signing services.

Availability depends on the document, appointment type, signer and applicable requirements.

Bring valid government-issued identification, the documents requiring notarization and any required signers.

If your signature must be witnessed by the notary, do not sign that portion before the appointment.

If you are unsure, wait until your appointment before signing.

Yes. Mobile appointments are available based on scheduling and service area. Travel fees may apply depending on the appointment location.

Remote Online Notary services are available for eligible transactions and signers when the applicable requirements can be met.