Preparer PTIN Requirement Checker
Caller independently verified compensation/preparation/exception PTIN criteria, not legal duty from job title. Independently declared positive evidence requirements; overlapping/unknown classes retained. Caller independently establishes matching units, evidence, method edition and applicability; output is not compliance, diagnosis, work-safety approval, geological identity or validated hazard prediction.
Description
A PTIN requirement review depends on preparation activities, compensation, and applicable exceptions.
A PTIN requirement review depends on preparation activities, compensation, and applicable exceptions.1
This checker reviews declared evidence rather than assigning a legal obligation from a job title.
When to use Preparer PTIN Requirement Checker
Use this tool when you need to review whether explicit class requirements are contradicted or fully witnessed. Establish jurisdiction, tax year, applicable authority, and eligible amounts or evidence before entering values.
How to use Preparer PTIN Requirement Checker and understand its results
- Establish jurisdiction, tax year, applicable authority, and eligible amounts or evidence before entering values.
- Enter callerPreparerPtinClassIds, callerPreparerPtinRequiredEvidence, observedPreparerPtinEvidence, knownPreparerPtinEvidenceFlags, following the field table and rules below, then run the tool.
- Read compatibleCallerClasses, fullyWitnessedCallerClasses. Use the output meanings below to interpret units, signs, flags, and any nested result fields.
- Correct reported input issues and run again. For a successful result, check the stated evidence coverage and assumptions before using it in your review.
| Input field | Meaning | Value type | Requirement |
|---|---|---|---|
| callerPreparerPtinClassIds | Caller preparer ptin class ids | list of string | Required |
| callerPreparerPtinRequiredEvidence | Caller preparer ptin required evidence | numeric matrix | Required |
| observedPreparerPtinEvidence | Observed preparer ptin evidence | list of number | Required |
| knownPreparerPtinEvidenceFlags | Known preparer ptin evidence flags | list of number | Required |
Provide unique nonblank class IDs, a nonempty rectangular binary requirements matrix with one row per class and one column per evidence item, aligned binary observed and known flags, and at least one required positive witness per class. A required known-zero observation contradicts a class. Unknown requirements leave it compatible but not fully witnessed. Return all compatible and all fully witnessed class IDs in supplied order; a zero requirement means that column is ignored, not a required negative fact.
compatible_c=∀j(required_cj=0 or known_j=0 or observed_j=1); witnessed_c=∀j(required_cj=0 or (known_j=1 and observed_j=1)) Symbols follow the input and output meanings and the calculation rules above.
| Output field | Meaning | Value type |
|---|---|---|
| compatibleCallerClasses | Compatible caller classes | list of string |
| fullyWitnessedCallerClasses | Fully witnessed caller classes | list of string |
{
"input": {
"callerPreparerPtinClassIds": [
"a",
"b"
],
"callerPreparerPtinRequiredEvidence": [
[
1,
0
],
[
0,
1
]
],
"observedPreparerPtinEvidence": [
1,
0
],
"knownPreparerPtinEvidenceFlags": [
1,
0
]
},
"output": {
"compatibleCallerClasses": [
"a",
"b"
],
"fullyWitnessedCallerClasses": [
"a"
]
}
}Limitations and assumptions
These are user-defined positive-evidence screens. Multiple classes may remain, no class may qualify, and missing evidence must be resolved independently. Fully witnessed requirements do not establish that the supplied classification rules are legally or scientifically complete.
Missing required fields, unknown fields, wrong types, and violated calculation rules are input issues. Numeric values must be finite; nonfinite results are rejected. Evidence arrays must be dense, with no missing cells. Numeric observation lists allow at most 10,000 entries, subject to any smaller bounds stated above. String lists allow at most 128 strings of at most 128 characters. Numeric matrices are limited to 128 rows and 128 entries per row, with rectangularity required where stated.
Alternative or Complementary methods
For a related review, use Filing Status Dependents Tree Picker: Filing-status review combines marital, dependent, and household facts. This checker applies your positive evidence requirements and keeps multiple possible classes when the evidence is incomplete. For a complementary step, use AMT Preference Items Addback Checklist: An AMT review needs an established regime, classified preference items, documented differences, and reviewed exclusions. This checklist records witnessed, missing, and unknown evidence separately.
References
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Preparer PTIN Requirement Checker — tool.io
Similar or alternative tools
- Filing Status Dependents Tree Picker
Filing-status review combines marital, dependent, and household facts. This checker applies your positive evidence requirements and keeps multiple possible classes when the evidence is incomplete.
- AMT Preference Items Addback Checklist
An AMT review needs an established regime, classified preference items, documented differences, and reviewed exclusions. This checklist records witnessed, missing, and unknown evidence separately.