Form 2587 (Rev. 3-2022). Application for Special Enrollment Examination-2026

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  1. Click ‘Get Form’ to open it in the editor.
  2. Begin by entering your last name, first name, and middle initial in the designated fields. Ensure accuracy as this information is crucial for identification.
  3. Fill in your mailing address completely. If you reside outside the United States, avoid abbreviations and include your province and postal code if applicable.
  4. Provide your primary telephone number and secondary telephone number if available. This will help in communication regarding your examination.
  5. Enter your date of birth in the format mm-dd-yyyy. This is essential for verifying your identity.
  6. Complete the Preparer Tax Identification Number (PTIN) section. If you do not have a PTIN, visit www.irs.gov/ptin to obtain one before proceeding.
  7. Review all entered information for accuracy before submitting the form through our platform, ensuring a smooth registration process with Prometric.

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Follow these steps to become an EA: Obtain a Preparer Tax Identification Number; Apply to take the Special Enrollment Examination (SEE); Achieve passing scores on all 3 parts of the SEE; * Apply for enrollment; and.
If Youre Receiving Automatic Payments. If you are on automatic payment, you will receive a Notice of Automatic Payment (DE 2587) when your first payment is issued. Sign and return the DE 2587 to us if: You recover or return to work (either part time or full time) before your expected recovery date.
Once youve passed all three parts of the Enrolled Agent Exam, you can apply for enrollment to practice before the IRS by filling out Form 23. The cost to apply is $30. Candidates who apply for enrollment must pass a suitability check, including a tax compliance check and background check.
To become an enrolled agent, pass all three parts of the IRS Special Enrollment Exam or qualify through five years of IRS experience with relevant tax law duties. EA candidates do not need a college degree, but most pursue accounting or taxation coursework and must complete a background check.
The EA Exam, also known as the Special Enrollment Exam (SEE Exam), is one of the easier tax professional credential exams, with about a 70% national pass rate. Compare that to the CPA and CMA Exams, which are both closer to 50% on average.

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To get started, you must: Obtain a Personal Tax Identification Number (PTIN). Apply to take the SEE. Achieve passing scores on all three parts which cover every aspect of tax code. Apply for enrollment on Form 23. Undergo a background check prior to enrollment, which includes a review of your tax transcript.
The IRS Special Enrollment Examination (SEE) consists of multiple-choice questions that test the knowledge and skills required for an Enrolled Agent. These sample test questions have never been used on any current or prior SEE.
Steps to becoming an enrolled agent: Apply for enrollment and pay enrollment fee electronically using Pay.gov Form 23 or by downloading Form 23, Application for Enrollment to Practice Before the Internal Revenue Service PDF and mailing the completed form and a check to the IRS.

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