To report IRS credits, your PTIN must be associated with your account.
Reporting begins Friday mornings, with a cutoff on Thursday evenings.
You can add/update your PTIN to your account with the following instructions:
Log in to your Surgent CPE account
Click on your name in the top right corner and select MY PORTAL
Once in your portal, click the person icon in the top right corner and select MY PROFILE
Select ABOUT from the menu on the left
Select all license(s) professional designations that apply to you and enter your PTIN into the field available
Click SAVE AND CONTINUE