Onboarding Guide

Welcome to the team! To ensure a smooth start in your new tax prep role, here’s your step-by-step onboarding guide. Please complete each task by the assigned deadlines to hit the ground running!

Mandatory Action Steps

Complete Tax Level 1 (mandatory)

Learn to accurately interpret W-2 and 1099 forms and input taxpayer information into the correct forms. Analyze each situation to identify deductions, credits, and calculate whether taxes are owed or a refund is due. Self-paced (18 hours on average)

Enroll

Obtain Your PTIN (Preparer Tax Identification Number)

What: A PTIN is required to legally prepare taxes. How: Apply online via the IRS PTIN system here. Deadline: Submit confirmation of PTIN receipt by December 31, 2025.

Apply

Complete Tax Preparation Training (Recommended )

In this program you’ll learn how to practice preparing basic federal returns using scenarios and federal tax forms. Self-paced (15 hours 30 minute on average) YOU DO NOT HAVE TO COMPLETE THIS TRAINING. IT IS ONLY RECOMMENDED. PLEASE GET YOUR PTIN ASAP.

Enroll

JSST 2025-2026 Tax Season Recording

Watch this recorded JSST onboarding call to get a clear overview of the process, expectations, and steps to get started smoothly and confidently. Passcode: O&A8g+e0

Watch Now