How to create your online Prometric account and schedule your IRS SEE exam

Transcription

1 Hw t create yur nline Prmetric accunt and schedule yur IRS SEE exam The Prmetric Candidate Management System (CMS) is the new nline registratin system that was effective March 8, It requires yu t create a new accunt and user prfile befre yu schedule and pay fr yur exam. Please remve any links yu saved t yur internet favrites prir t March 8, 2016 as the prir registratin system is n lnger active. The new Prmetric system includes nline service tls t help yu manage yur test appintments and view the histry f yur Prmetric testing events and scres. This user guide includes instructins fr creating yur CMS accunt and user prfile, scheduling a testing appintment, and navigating yur dashbard. If yu have an existing accunt yu will be prmpted fr a ne time verificatin f yur PTIN. Please ensure yu are using yur individually assigned PTIN# (P0XXXXXXX) prvided t yu by the IRS 1

2 Creating a new CMS accunt r lgging int an existing accunt A. Create yur nline accunt (first-time users) Visit and select Create an Accunt Frm the Lg in page, click n Create Accunt Prvide the fllwing infrmatin then click Create accunt : Username Address Cnfirm address Passwrd Re-enter passwrd Check the bx that yu have read and agree t the Prmetric Data Privacy Plicy Enter text frm the image Click n Create accunt Yu will receive an accunt activatin . Yu must click the link prvided in the within 24 hurs t cmplete yur accunt creatin. If yu d nt d this, after 24 hurs yu must recreate yur accunt. After clicking the link in the , yu will be directed t the Lg in page. Fllw the instructins in sectin B belw starting frm the Lgin page. B. Lg int yur accunt (existing users) Visit and select Schedule My Test 2

3 Frm the Lg in page, enter yur username r address, passwrd, and text frm the image. Then click Lg in. C. Update yur prfile After lgging in t yur accunt, add yur prfile infrmatin. Red asterisks indicate required fields and include: First name, middle name, last name The name yu enter int yur prfile must exactly match yur gvernment-issued ID Cuntry (select frm drp-dwn menu) Address, City, State/Prvince, and Pstal Cde Primary Phne Number Date f Birth (select mnth and day frm drp-dwn menus then type the year) Preparer Tax Identificatin Number (PTIN) If yu d nt wish t subscribe t ntificatins, under Subscriptin mve the circle t the left. Click Save and cntinue Yu can access and update yur prfile page at any time by selecting Prfile at the tp f the Webpage. 3

4 Candidate Dashbard Frm the Candidate Dashbard page yu can schedule a new IRS Special Enrllment Exam, reschedule r cancel an existing appintment, and view yur examinatin histry. Examinatin parts that are available t schedule appear in the Ready t schedule sectin. See Scheduling an appintment n page 5 f this jb aid fr instructins. Examinatins that have already been scheduled appear in the Scheduled sectin. T reschedule r cancel the appintment, click n the Reschedule r Cancel link beside the examinatin name and fllw the prmpts. Click n the Directins link t btain directins t the test center. T request a replacement cnfirmatin , select Mre under the applicable appintment then click Resend Cnfirmatin . Click n the Ntificatins link in the upper right crner t view cpies f prir ntificatins frm Prmetric. See page 7 f this jb aid fr instructins t review yur examinatin histry. 4

5 Scheduling an appintment T schedule a new appintment frm the Candidate Dashbard: Click Schedule nw next t the examinatin part yu wish t schedule. 5

6 Read the Infrmatin Review and Privacy Plicy Review pages (scrll dwn t see the entire pages) and then click Next Eligibility Infrmatin Select n r yes as t whether yu have been pre-apprved by a Prmetric representative fr a testing accmmdatin then click Next. Search fr and select a test center by entering the city and state r zip cde f the lcatin yu wish t test then click Search. A listing f nearby test centers will be prvided. Select Schedule an Appintment next t the desired test center. T select an appintment date a time, we recmmend yu select Find available seats in a 3 mnth perid s that yu have a brad selectin f chices. Then click G. Yu cannt schedule an examinatin mre than 6 mnths in advance. 6

7 A calendar will appear and the days that are available will be underlined. Click n the day that yu wish t test and a listing f available times fr the selected date will appear at the right. Click n the desired time and then click Next. Cmplete the payment infrmatin screen then click Next. The Appintment Cmplete page will appear and yu will receive an appintment cnfirmatin . Frm the Appintment Cmplete page yu can print an appintment cnfirmatin, print a receipt, r request a receipt via . Review yur appintment cnfirmatin immediately t cnfirm the crrect exam part, date, time, and test center lcatin was scheduled. Ntify Prmetric t make any crrectins. Viewing Test Histry 7

8 Frm this sectin f the Candidate Dashbard, yu can view yur examinatin histry and test results frm the previus tw years and print an unfficial scre reprt. Test results will be available 24 hurs after yu create yur accunt. Lg int yur accunt and click n Test Histry T view r print an unfficial scre reprt click the Unfficial scre reprt link under the applicable exam name then click Print. 8