Sec. 2. (a) As used in this chapter, “income tax return preparer” means any of the following:

(1) A person who prepares ten (10) or more income tax returns for compensation in a calendar year.

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Terms Used In Indiana Code 6-8.1-17-2

  • Fiduciary: A trustee, executor, or administrator.
  • income tax return: means any of the following:

    Indiana Code 6-8.1-17-1

  • Year: means a calendar year, unless otherwise expressed. See Indiana Code 1-1-4-5
(2) A person who employs one (1) or more persons to prepare ten (10) or more income tax returns for compensation in a calendar year.

     (b) A person is not an income tax return preparer if the person performs only the following acts:

(1) Furnishes typing, reproducing, or other mechanical assistance.

(2) Prepares returns or claims for refunds for:

(A) the employer by whom the person is regularly and continuously employed; or

(B) an affiliate of that employer.

(3) Prepares, as a fiduciary, any returns or claims for refunds for a person.

(4) Prepares claims for refund for a taxpayer in response to:

(A) a notice of deficiency issued to the taxpayer; or

(B) a waiver of restriction after the commencement of an audit of:

(i) the taxpayer; or

(ii) another taxpayer, if a determination in the audit of the other taxpayer directly or indirectly affects the tax liability of the taxpayer whose claim for refund the person is preparing.

As added by P.L.212-2018(ss), SEC.29.