Tax professionals

If you are paid to prepare Minnesota returns and are not otherwise licensed (as an attorney, accountant, or enrolled agent), you must follow Minnesota?s standards of conduct.

You must:


* Use due diligence when preparing, approving, and filing returns
* Complete your client?s return promptly
* Include your Preparer Tax Identification Number (PTIN) on any return or form when required
* Give your client a copy of their completed return
* Maintain confidential relationships with clients and former clients
* Safeguard and account for your client?s money
* Provide your client with an itemized schedule of charges

You must not:


* Obtain your client?s signature on an incomplete authorizing document or return
* Fail to return all documents to your client
* Charge a fee based on a percentage of an anticipated refund
* Deposit your client?s refund in a bank account with your name or business name, unless the client?s name is also on the account

For a complete list of the standards of conduct, see Minnesota Statute 270C.445, subdivision 3 [ [link removed] ], and Minnesota Rule 8052.0300, subparts 4, 5, and 6 [ [link removed] ].

*What happens if I do not follow the standards of conduct?*

You may be penalized and sanctioned. For details, see:


* Regulation of Tax Preparers [ [link removed] ]
* Tax Preparers Subject to Sanctions [ [link removed] ]

*Questions?*

Contact us.

*If you*



*Then*



Need help with your clients? accounts and have power of attorney on file with us



Contact the appropriate taxing division [ [link removed] ]



Have questions about tax law changes



Email [email protected]



Have general questions, need time-sensitive assistance, or have an idea for a tax pro tip



Email [email protected], or call 651-556-6606



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