Pacun Posted October 3, 2023 Report Share Posted October 3, 2023 If yes, where can I get a Free IRS WISP Template? Has anyone paid for one? Quote Link to comment Share on other sites More sharing options...
Lion EA Posted October 3, 2023 Report Share Posted October 3, 2023 https://www.irs.gov/pub/irs-pdf/p5709.pdf Also, IRS Pub. 5708 3 Quote Link to comment Share on other sites More sharing options...
Lee B Posted October 3, 2023 Report Share Posted October 3, 2023 "Page Last Reviewed or Updated: 06-Sep-2023" https://www.irs.gov/tax-professionals/ptin-renewal-checklist-what-you-need-to-get-started 2 Quote Link to comment Share on other sites More sharing options...
Catherine Posted October 3, 2023 Report Share Posted October 3, 2023 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. 2 Quote Link to comment Share on other sites More sharing options...
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