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Compliance Protocol: Unregistered Additional Tax Preparers

Important Notice for All TAXX Savage OfficesTo remain compliant with IRS, banking, and platform requirements, all tax preparers operating under your office must be formally registered and approved through the TAXX Savage Onboarding Team before preparing or filing any tax returns.
What Is Considered a Violation?A compliance violation occurs when:An office places additional tax preparers under their account

  • Those preparers have not completed TAXX Savage onboarding

  • Returns are prepared or filed under the office using unregistered preparers

What Happens If a Violation Is Found?If TAXX Savage identifies unregistered tax preparers under an office:

  • The office’s ability to create new tax returns is restricted

Preparation fees for unregistered tax preparers will not be releasedThe office is notified by email of the violation

  • Operations will continue, but internal audits of unregistered activity will occur after tax season

Compliance DeadlineTAXX Savage issues compliance notices beginning January–February, before IRS funding beginsNotices are repeated throughout peak season and through June

  • The final deadline to cure unregistered preparer violations is February 13th

If documentation is not received and approved by this date, enforcement protocols are applied without exception.
If Your Access Is RestrictedIf your office is restricted:• This is due to a compliance violation, most commonly failure to register additional tax preparers• A member of our Team may need to speak with you• Access will remain restricted until:The compliance conversation occurs or documents are submitted.Required documentation is submitted and approvedManagement authorizes reinstatement
How to Cure a ViolationTo resolve the issue, you must submit onboarding documentation for each additional tax preparer, including:

  • Government-issued photo ID

  • Social Security card

  • Valid PTIN

  • Email Address

  • Phone Number

All documents must be reviewed and approved before access can be restored.
Important Reminders

  • TAXX Savage does not customize compliance requirements by office

  • Frontline support cannot remove restrictions

  • Continued non-compliance may result in termination of the business relationship