For IRS-approved CE providers

PTIN Reporting That's Right Before the Preparer Leaves the Form

LecturePanda checks each PTIN as the preparer registers, then builds your upload file in the IRS's layout and emails it to your PPOC on schedule, all season long.

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Fewer rejects, less rework

Fix the PTIN Before It's on a Sign-In Sheet

A rejected record usually started as a guess on a clipboard. LecturePanda gets the details from the preparer, while they have them.

  • PTINs checked on the formA PTIN missing its P or a digit is fixed while the preparer is still registering.
  • Program numbers typed onceEach program's IRS number goes on its credit, and every preparer who completes it carries it.
  • Several programs, one fileA seminar day with federal tax, updates and ethics sessions reports in a single upload.
  • A preview before it goesSee the next file's real rows, every PTIN already checked at registration.
  1. Column 1, header: Attendee First Name, from: Registration field › First name Formatting:Name cleaner, thenKeep the first N characters16, thenTrim spaces
  2. Column 2, header: Attendee Last Name, from: Registration field › Last name Formatting:Name cleaner, thenKeep the first N characters40, thenTrim spaces
  3. Column 3, header: Attendee PTIN , from: Registration field › PTIN Formatting:UPPER CASE, thenReplace textFind-Replace with, thenReplace textFindReplace with
  4. Column 4, header: Program Number, from: Credit field › IRS program number Formatting:Trim spaces, thenUPPER CASE
  5. Column 5, header: CE Hours Awarded, from: Credit › Credit hours Formatting:Number with decimals0RoundDown
  6. Column 6, header: Program Completion Date, from: Completion › Completion date Formatting:Write the date as%m/%d/%Y
When PTIN renewals open

Ready for the Busiest Quarter of Your Year

Your seminars are full, your webinars are full, and preparers want to see their CE before they renew. Your reporting keeps up without anyone staying late.

  • Switch to a daily send for the fourth quarterThen back to weekly in January. One setting.
  • Every preparer reported onceNobody doubled, nobody missed, nobody to remove and resubmit.
  • Straight to your PPOCThe file lands in the inbox of whoever signs in to upload.
  • Every file on recordSend History keeps each file for a year, with a download and Resend.
Your whole program, one platform

Seminars, Webinars and Self-Study, Start to Finish

Member Pricing

Societies connect their AMS, and members see the member price at registration.

Live and On Demand

Zoom and GoToMeeting attendance sync, or video courses preparers take on their own time.

Quizzes Before Credit

The test you require comes first, so only preparers who passed are reported.

Certificates on Completion

Issued on completion and kept in each preparer's Learning History.

Questions from Tax CE Providers

How long does setup take?

One short sitting. Choose "Start from a board's format" in a Spreadsheet Report and pick IRS PTIN CE, choose the registration question that holds the PTIN or let LecturePanda create one, and type each program's IRS number on its credit. We're glad to set it up with you on a call before the season starts.

What do we need to have ready?

Your IRS program numbers and your PPOC's email address. LecturePanda takes care of the layout, the headings, the dates and the schedule.

What if a preparer types their PTIN wrong?

The PTIN question checks the format as they register and won't take anything that isn't a PTIN, so the mistake is fixed on the spot by the person who knows the number. The preview shows the next file's rows before it goes, and Send History keeps every file, with its rows, so a fix starts from the exact file you sent.

Does it work for free member programs and in-house training?

Yes. A society's free member webinar, a firm training its own preparers and a paid seminar all report the same way, and Spreadsheet Reports are part of the LecturePanda subscription. Pricing is an annual subscription plus participants; see pricing.

Can we still change the file?

Yes. Once it's set up, the IRS report is an ordinary Spreadsheet Report: change the schedule, add a recipient or adjust a column whenever you need to. Send a test shows you the result first.

Looking for the IRS CE provider website?

The IRS's page for CE providers is at irs.gov.

Also for Financial and Tax Professionals

CFP Board

Advisor attendance files without retyping a sign-in sheet.

NMLS

Mortgage loan originator CE, ready for credit banking every morning.

Spreadsheet Reports

Completions in any recipient's columns, on a schedule.

Teaching Tax Professionals?

Bring one of your IRS-approved programs to a demo and we'll set up its PTIN file with you, before the busy season does.

Request a Demo

Ready to transform your learning program? Let's talk!

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