Do we need something special when re newing/questing a PTIN this year?

[Pacun]

If yes, where can I get a Free IRS WISP Template?

Has anyone paid for one?

[Lion EA]

https://www.irs.gov/pub/irs-pdf/p5709.pdf

Also, IRS Pub. 5708

[Lee B]

"Page Last Reviewed or Updated: 06-Sep-2023"

https://www.irs.gov/tax-professionals/ptin-renewal-checklist-what-you-need-to-get-started

[Catherine]

I have paid for a customized WISP plan with someone who is also going to do IT support for me (which I've needed for a while). We just had a big long discussion about it all and I'm waiting for the plan to be sent to me. The discussion was very detailed and he brought up many items I would never have thought of. 

If anyone is interested, I've stated before I'll pass on his contact information. Send me a PM or an email. I have had one query from one of our colleagues here.