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OMB Approval No. 25020605 (exp. mm/dd/YYY)1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16NORTH CAROLINA INSTRUCTIONSIDENTIFICATION OF DOCUMENT PREPARER Pursuant to N.C.G.S. 4717.1, replace recording requested
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To fill out the identification of document preparer, follow these steps:
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Start by clearly printing or typing your name and the name of your organization, if applicable.
03
Provide your full address, including street, city, state, and ZIP code.
04
Write down your telephone number, including the area code.
05
Indicate your Preparer Tax Identification Number (PTIN), if you have one. This is a unique number assigned by the IRS to tax return preparers.
06
If you are not an individual, but representing an organization, provide the employer identification number (EIN) of your organization.
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Sign and date the identification section to certify the information provided.
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If you are an employee filling out the identification of document preparer, also include your occupation and the name of your employer.

Who needs identification of document preparer?

01
The identification of document preparer is needed by individuals or organizations who are preparing tax returns on behalf of others. This includes tax professionals, accountants, enrolled agents, and other individuals who assist taxpayers in preparing their tax documentation.
02
Additionally, employees of tax preparation firms or organizations who are responsible for filling out tax forms on behalf of their employers also need to provide identification as document preparers.
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The identification of document preparer is a form that identifies the person who prepared a specific document.
The person who prepared the document is required to file the identification of document preparer.
The form must be completed with the preparer's name, contact information, and signature.
The purpose is to provide transparency and accountability in the preparation of legal documents.
The preparer's name, contact information, and signature must be reported.
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