{"id":13140,"date":"2026-05-18T14:08:06","date_gmt":"2026-05-18T21:08:06","guid":{"rendered":"https:\/\/blog.academy.intuit.com\/?p=13140"},"modified":"2026-05-18T14:08:06","modified_gmt":"2026-05-18T21:08:06","slug":"tax-preparer-mistakes","status":"publish","type":"post","link":"https:\/\/academy.intuit.com\/blog\/life-at-intuit\/tax-preparer-mistakes\/","title":{"rendered":"What Happens if a Tax Preparer Makes a Mistake?"},"content":{"rendered":"\n<div class=\"wp-block-cover alignfull hero-with-image-right has-white-color has-text-color has-link-color wp-elements-803500092cbb64a626f91c3db4f21ae7\" style=\"padding-top:0;padding-right:0;padding-bottom:0;padding-left:0;min-height:100vh;aspect-ratio:unset;\"><span aria-hidden=\"true\" class=\"wp-block-cover__background has-watermelon-110-background-color has-background-dim-100 has-background-dim\"><\/span><div class=\"wp-block-cover__inner-container has-global-padding is-layout-constrained wp-container-core-cover-is-layout-c06d165c wp-block-cover-is-layout-constrained\">\n<div class=\"wp-block-columns alignfull is-layout-flex wp-container-core-columns-is-layout-bceb8df2 wp-block-columns-is-layout-flex\" style=\"padding-top:var(--wp--preset--spacing--500);padding-right:var(--wp--preset--spacing--500);padding-bottom:var(--wp--preset--spacing--500);padding-left:var(--wp--preset--spacing--500)\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\"><div style=\"background-color:#dfdfd866;font-size:0.63rem;font-style:normal;font-weight:600;line-height:1.2;text-decoration:none;text-transform:uppercase;letter-spacing:2px;padding-top:var(--wp--preset--spacing--75);padding-bottom:var(--wp--preset--spacing--75);padding-left:var(--wp--preset--spacing--75);padding-right:var(--wp--preset--spacing--75);margin-bottom:0.625rem\" class=\"taxonomy-category has-text-align-center wp-block-post-terms has-background has-avenir-font-family\"><a href=\"https:\/\/academy.intuit.com\/blog\/category\/life-at-intuit\/\" rel=\"tag\">Life at Intuit<\/a><\/div>\n\n<h1 style=\"font-size:clamp(2.257rem, 2.257rem + ((1vw - 0.2rem) * 2.882), 4.13rem);font-style:normal;font-weight:400;line-height:1.3;letter-spacing:-3px; margin-top:0;margin-bottom:0;\" class=\"has-text-align-center wp-block-post-title has-avenir-font-family\">What Happens if a Tax Preparer Makes a Mistake?<\/h1><\/div>\n\n\n\n<div class=\"wp-block-group alignfull has-avenir-font-family has-fs-0750-font-size has-global-padding is-layout-constrained wp-container-core-group-is-layout-4171d8c2 wp-block-group-is-layout-constrained\" style=\"padding-right:var(--wp--preset--spacing--500);padding-left:var(--wp--preset--spacing--500);font-style:normal;font-weight:500;letter-spacing:2px;line-height:1.2;text-transform:uppercase\">\n<div class=\"wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-1d5c417a wp-block-group-is-layout-flex\" style=\"margin-top:0.625rem;margin-bottom:0.625rem\">\n<p>Written By<\/p>\n\n\n<div class=\"wp-block-post-author-name\">Intuit Academy Blog Team<\/div><\/div>\n\n\n\n<div class=\"wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-23441af8 wp-block-group-is-layout-flex\">\n<p>Published<\/p>\n\n\n<div class=\"wp-block-post-date\"><time datetime=\"2026-05-18T14:08:06-07:00\">May 18, 2026<\/time><\/div>\n\n<p class=\"reading-time wp-block-rkv-reading-time has-fs-0750-font-size is-layout-flow wp-block-rkv-reading-time-is-layout-flow\">12 Mins read<\/p>\n\n\n<p class=\"has-text-align-right\">mins read<\/p>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\"><figure style=\"margin-top:0;margin-bottom:0;\" class=\"aligncenter wp-block-post-featured-image\"><img loading=\"lazy\" decoding=\"async\" width=\"672\" height=\"660\" src=\"https:\/\/blog.academy.intuit.com\/wp-content\/uploads\/2026\/05\/Mistake_6e421a.jpg?w=672\" class=\"attachment-post-thumbnail size-post-thumbnail wp-post-image\" alt=\"\" style=\"object-fit:cover;\" srcset=\"https:\/\/blog.academy.intuit.com\/wp-content\/uploads\/2026\/05\/Mistake_6e421a.jpg 672w, https:\/\/blog.academy.intuit.com\/wp-content\/uploads\/2026\/05\/Mistake_6e421a.jpg?resize=150,147 150w, https:\/\/blog.academy.intuit.com\/wp-content\/uploads\/2026\/05\/Mistake_6e421a.jpg?resize=300,295 300w\" sizes=\"auto, (max-width: 672px) 100vw, 672px\" data-attachment-id=\"13144\" data-permalink=\"https:\/\/academy.intuit.com\/blog\/life-at-intuit\/tax-preparer-mistakes\/attachment\/man-paper-and-reading-on-sofa-with-laptop-writer-and-thinking-for-script-draft-in-home-person-editor-and-technology-in-living-room-for-research-networking-and-application-with-freelancer-2\/\" data-orig-file=\"https:\/\/blog.academy.intuit.com\/wp-content\/uploads\/2026\/05\/Mistake_6e421a.jpg\" data-orig-size=\"672,660\" data-comments-opened=\"0\" data-image-meta=\"{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;peopleimages.com - stock.adobe.com&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;Man, paper and reading on sofa with laptop, writer and thinking for script draft in home. Person, editor and technology in living room for research, networking and application with freelancer.&quot;,&quot;created_timestamp&quot;:&quot;1747735579&quot;,&quot;copyright&quot;:&quot;www.peopleimages.com&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;Man, paper and reading on sofa with laptop, writer and thinking for script draft in home. Person, editor and technology in living room for research, networking and application with freelancer&quot;,&quot;orientation&quot;:&quot;1&quot;}\" data-image-title=\"Man, paper and reading on sofa with laptop, writer and thinking for script draft in home. Person, editor and technology in living room for research, networking and application with freelancer\" data-image-description=\"\" data-image-caption=\"&lt;p&gt;Man, paper and reading on sofa with laptop, writer and thinking for script draft in home. Person, editor and technology in living room for research, networking and application with freelancer.&lt;\/p&gt;\n\" data-large-file=\"https:\/\/blog.academy.intuit.com\/wp-content\/uploads\/2026\/05\/Mistake_6e421a.jpg?w=672\" \/><\/figure><\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n<p>Tax preparers help clients file accurate returns, but mistakes do happen. A name might be misspelled or a number entered incorrectly. In more serious cases, a return might leave out income, a claim deduction, or credit the taxpayer isn\u2019t eligible for.&nbsp;<\/p>\n\n\n\n<p>The key question is responsibility: If a preparer makes an error, who has to fix it? Who may owe penalties or interest? When can the tax preparer be held liable for mistakes?&nbsp;<\/p>\n\n\n\n<p>The answer depends on the mistake and the information the taxpayer provided. Whether the preparer acted carefully also factors into the equation. Generally, taxpayers are responsible for the returns they sign. Paid preparers also have professional and legal duties.&nbsp;&nbsp;<\/p>\n\n\n\n<p>Let\u2019s take a closer look at what liability looks like if a tax preparer makes a mistake.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Key Points<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Taxpayers are generally responsible for the returns they sign, even when a paid preparer completes them.\u00a0<\/li>\n\n\n\n<li>If a tax preparer makes a mistake, start by confirming the error. Contact the preparer and find out whether you need to file an amended return.\u00a0<\/li>\n\n\n\n<li>Common signs of tax return mistakes include unusually high refunds or IRS notices. Recognizing these signs can save a lot of trouble down the line.\u00a0<\/li>\n\n\n\n<li>Math and clerical errors are common enough that the IRS tracks them. In the 2023 tax year, the IRS issued more than 1 million math error notices for individual income tax returns.\u00a0<\/li>\n\n\n\n<li>It\u2019s possible to report a tax preparer for misconduct, but being proactive is the best way to prevent mistakes. That means reviewing returns carefully and seeking basic tax prep education.\u00a0\u00a0<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Common Tax Preparer Mistakes<\/strong><\/h2>\n\n\n\n<p>So, what if a tax preparer makes a mistake? The first step is diagnosing the mistake.&nbsp;<\/p>\n\n\n\n<p>Here are some of the most common mistakes tax preparers make, according to the <a href=\"https:\/\/www.irs.gov\/newsroom\/common-tax-return-mistakes-to-avoid\" target=\"_blank\">Internal Revenue Service (IRS)<\/a>:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Filing before a taxpayer receives all their relevant tax documents\u00a0<\/li>\n\n\n\n<li>Using the wrong filing status (e.g., single vs. married filing separately)\u00a0<\/li>\n\n\n\n<li>Incorrectly reporting income or omitting income sources\u00a0<\/li>\n\n\n\n<li>Misspelling a name or leaving off a Social Security number\u00a0<\/li>\n\n\n\n<li>Entering numbers incorrectly\u00a0<\/li>\n\n\n\n<li>Claiming tax credits or deductions that the taxpayer may not be eligible to claim\u00a0<\/li>\n\n\n\n<li>Missing deductions or credits\u00a0<\/li>\n\n\n\n<li>Entering incorrect bank account or routing numbers\u00a0<\/li>\n\n\n\n<li>Submitting a return before the required signatures are complete\u00a0<\/li>\n<\/ul>\n\n\n\n<p>Some of these are clerical errors, but others may involve misinterpretation of tax law. The good news is that most mistakes are minor. A careful review process can reduce many common mistakes, but tax preparers and taxpayers alike also need to know what to do when an error is found.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>How to Spot a Mistake on a Tax Return<\/strong><\/h2>\n\n\n\n<p>Some mistakes show up before a return is filed. For example, income on the return may not match their tax forms or a filing status may seem inconsistent with their household situation. Other errors may not turn up until after filing, often through an IRS or state tax agency notice.&nbsp;<\/p>\n\n\n\n<p>Common signs of a possible tax return mistake include:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>A refund or balance due that\u2019s much larger or smaller than expected\u00a0<\/li>\n\n\n\n<li>Income on the return that doesn\u2019t match Forms W-2, 1099, or other tax documents\u00a0<\/li>\n\n\n\n<li>Missing or incorrect personal information, such as a name, address, Social Security number, or filing status\u00a0<\/li>\n\n\n\n<li>Credits or deductions that don\u2019t have clear support from taxpayer records\u00a0<\/li>\n\n\n\n<li>Credits or deductions the taxpayer may qualify for but that weren\u2019t included\u00a0<\/li>\n\n\n\n<li>Differences between the federal return and state return that don\u2019t have a clear explanation\u00a0<\/li>\n\n\n\n<li>A rejected e-filed return, delayed refund, or notice requesting more information\u00a0<\/li>\n<\/ul>\n\n\n\n<p>If an error shows up, the next step depends on whether the return has already been filed.&nbsp;&nbsp;<\/p>\n\n\n\n<p>Before filing, the preparer can usually correct the return and review the change with the taxpayer. After filing, the taxpayer may need an amended return or help contacting the appropriate tax agency.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>If a Tax Preparer Makes a Mistake, Who Pays?<\/strong><\/h2>\n\n\n\n<p>If a tax preparer makes a mistake, the taxpayer may still need to pay any tax owed. A signed tax return belongs to the taxpayer, even when a paid preparer completes it. That\u2019s why review matters before filing.&nbsp;<\/p>\n\n\n\n<p>But the preparer may face consequences, too. Paid tax return preparers have legal responsibilities, and the IRS can assess penalties. Here are some of the <a href=\"https:\/\/www.irs.gov\/payments\/tax-preparer-penalties#whattodo\" target=\"_blank\">penalties the IRS may impose<\/a>:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Greater of 75% or $5,000 of the preparer\u2019s income for understatement of the taxpayer\u2019s liability due to willful or reckless conduct\u00a0<\/li>\n\n\n\n<li>Greater of 50% or $1,000 of the preparer\u2019s income for understatement of the taxpayer\u2019s liability due to unreasonable positions (a tax position on a return that doesn\u2019t have enough legal support)\u00a0<\/li>\n\n\n\n<li>$50 per failure for not providing a copy of the tax return to the taxpayer\u00a0<\/li>\n\n\n\n<li>Up to $10,000 on individual tax returns with possible prison time for fraudulent returns or statements\u00a0<\/li>\n<\/ul>\n\n\n\n<p>Penalties are most likely to occur if negligence or misconduct is involved, such as if the tax preparer doesn\u2019t follow tax law. This applies to anyone who gets paid to prepare and file tax returns, regardless of licensing.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Are Tax Preparers Liable for Mistakes?<\/strong><\/h2>\n\n\n\n<p>A <a href=\"https:\/\/www.intuit.com\/expert-careers\/tax-preparers\/\">tax preparer<\/a> can be liable for certain mistakes, but not every error leads to a penalty. What happens depends on what went wrong and whether the preparer acted reasonably. What information the taxpayer provides also plays a role.&nbsp;<\/p>\n\n\n\n<p>As we touched on earlier, the IRS can penalize paid preparers for issues like understating a taxpayer\u2019s liability or failing to give the taxpayer a copy of their return. And penalties are higher when a mistake involves willful or reckless conduct.&nbsp;<\/p>\n\n\n\n<p>Ultimately, though, it\u2019s on the taxpayer to pay any additional tax, interest, or IRS penalties tied to their own return. For tax preparers, that makes careful documentation essential. Preparers should keep clear records and avoid credits or deductions without proper support.&nbsp;<\/p>\n\n\n\n<p>Some preparers also carry errors and omissions (E&amp;O) insurance, which may help cover claims tied to professional mistakes.&nbsp;&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>What to Do If Your Tax Preparer Made a Mistake<\/strong><\/h2>\n\n\n\n<p>If you\u2019re a taxpayer whose tax preparer makes a mistake, the first step is to review the return to confirm the error. From there, the focus turns to fixing the mistake. Some can be corrected before filing, and others may require an amended return.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>1. Review the Tax Return Carefully<\/strong><\/h3>\n\n\n\n<p>Compare your filed tax return against source documents. This might include W-2s, 1099s, receipts, or other IRS-issued forms.&nbsp;<\/p>\n\n\n\n<p>The <a href=\"https:\/\/www.irs.gov\/help\/ita\" target=\"_blank\">IRS Interactive Tax Assistant<\/a> can help answer certain tax questions, such as whether you qualify for a credit or how income may be treated. It\u2019s not a substitute for a full review, but it can help clarify some issues.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>2. Contact the Tax Preparer Immediately<\/strong><\/h3>\n\n\n\n<p>If you find a possible error, contact the preparer who completed the return. Explain the issue clearly and share the supporting documents.&nbsp;<\/p>\n\n\n\n<p>A responsible preparer should be able to explain (and correct) the mistake and tell you whether an amended return may be needed. For tax preparers, this is where documentation matters. Clear records can show what information the taxpayer provided and how the return was prepared.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>3. File an Amended Return If Necessary<\/strong><\/h3>\n\n\n\n<p>Filing an amended return may be necessary if the original return contained errors or omissions that affect your tax liability. This might include changes to filing status, income, dependents, or eligible tax breaks. Individual taxpayers generally use <a href=\"https:\/\/www.irs.gov\/forms-pubs\/about-form-1040x\" target=\"_blank\">Form 1040-X<\/a> to amend a federal income tax return.&nbsp;&nbsp;<\/p>\n\n\n\n<p>Not every mistake requires an amended return. The IRS may correct certain errors during processing, such as math errors or missing schedules. If the IRS corrects the issue, it will generally send a notice explaining the change.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>4. Respond Promptly to Any IRS Notices<\/strong><\/h3>\n\n\n\n<p>An IRS notice doesn\u2019t always mean something is seriously wrong, but you\u2019ll want to respond quickly to avoid any issues. Common types of notices include:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>CP521:<\/strong> Installment payment due\u00a0<\/li>\n\n\n\n<li><strong>CP504:<\/strong> Money owed\u00a0<\/li>\n\n\n\n<li><strong>CP134R:<\/strong> Refund amount discrepancy\u00a0<\/li>\n\n\n\n<li><strong>CP44:<\/strong> Return processing delays\u00a0<\/li>\n\n\n\n<li><strong>CP180:<\/strong> Return missing a schedule or form\u00a0<\/li>\n<\/ul>\n\n\n\n<p>The sooner you respond, the sooner you can resolve issues like interest charges or penalties.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>How to Report a Tax Preparer for Misconduct<\/strong><\/h2>\n\n\n\n<p>There\u2019s a difference between an honest mistake and misconduct. Reaching out to the tax preparer before submitting a complaint could help you reach a resolution without complicating matters.&nbsp;&nbsp;<\/p>\n\n\n\n<p>Misconduct is more serious and may involve fraud or false claims. The IRS uses the following forms for complaints against a tax return preparer or tax preparation business:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.irs.gov\/pub\/irs-pdf\/f14157.pdf\" target=\"_blank\"><strong>Form 14157<\/strong><\/a><strong>:<\/strong> For general complaints against a tax preparer or tax prep business\u00a0<\/li>\n\n\n\n<li><a href=\"https:\/\/www.irs.gov\/pub\/irs-pdf\/f14157a.pdf\" target=\"_blank\"><strong>Form 14157-A<\/strong><\/a><strong>:<\/strong> For complaints against a tax preparer who engaged in fraud or misconduct\u00a0<\/li>\n<\/ul>\n\n\n\n<p>Be prepared to provide supporting documentation substantiating your concerns.&nbsp;<\/p>\n\n\n\n<p>For federal disputes, you\u2019ll typically have <a href=\"https:\/\/www.irs.gov\/help\/report-fraud\/make-a-complaint-about-a-tax-return-preparer\" target=\"_blank\">3 years<\/a> to file a complaint. State and local disputes have their own timelines.&nbsp;&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>How to Prevent Tax Filing Errors<\/strong><\/h2>\n\n\n\n<p>Knowing what to do if a tax preparer makes a mistake is useful. Preventing the error in the first place is better.&nbsp;<\/p>\n\n\n\n<p>Taxpayers can reduce filing issues by reviewing the return before signing and working with a preparer who has the right experience for their tax situation. For aspiring tax preparers, it\u2019s not much different. Careful intake and a consistent review process can help catch mistakes before filing a return.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Choose a Qualified and Trained Tax Professional<\/strong><\/h3>\n\n\n\n<p>The IRS requires anyone who prepares federal tax returns for pay to have a valid <a href=\"https:\/\/www.irs.gov\/tax-professionals\/ptin-requirements-for-tax-return-preparers\" target=\"_blank\">Preparer Tax Identification Number (PTIN)<\/a>. A PTIN alone doesn\u2019t show a preparer\u2019s training or professional credential. The IRS notes that tax return preparers <a href=\"https:\/\/www.irs.gov\/taxtopics\/tc254\" target=\"_blank\">have different levels of skill and expertise<\/a>.&nbsp;<\/p>\n\n\n\n<p>Credentialed tax professionals may include:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.intuit.com\/blog\/life-at-intuit\/intuit-experts\/enrolled-agent-v-cpa\/\"><strong>Enrolled agents (EAs)<\/strong><strong>:<\/strong><\/a> EAs are federally licensed tax specialists with unlimited rights to represent taxpayers before the IRS. They must complete 72 hours of continuing education (CE) every 3 years to maintain their credential.\u00a0<\/li>\n\n\n\n<li><a href=\"https:\/\/www.intuit.com\/blog\/life-at-intuit\/intuit-experts\/cpa-jobs\/\"><strong>Certified public accountants (CPAs)<\/strong><\/a><strong>: <\/strong>CPAs are licensed by state boards and often have broader accounting, financial reporting, and tax experience. Some CPAs specialize in tax preparation or tax planning, while others focus on audit or advisory work. Licensing and CE requirements vary by state.\u00a0<\/li>\n\n\n\n<li><strong>Attorneys:<\/strong> Attorneys are licensed by state bar authorities and may specialize in tax law or tax disputes. They can be a strong fit for complex legal tax matters, such as IRS disputes or business tax issues.\u00a0<\/li>\n<\/ul>\n\n\n\n<p>A good place to check a tax preparer\u2019s credentials before hiring them is the <a href=\"https:\/\/irs.treasury.gov\/rpo\/rpo.jsf\" target=\"_blank\">IRS Directory of Federal Tax Return Preparers with Credentials and Select Qualifications<\/a>.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Understand Basic Tax Planning Strategies<\/strong><\/h3>\n\n\n\n<p>You don\u2019t need to become a tax expert to review your own return. By grasping even the basics can help you ask better questions before signing.&nbsp;<\/p>\n\n\n\n<p>This is also where tax education can help career-curious learners. Introductory <a href=\"https:\/\/academy.intuit.com\/programs\/tax-level-1\">tax prep<\/a> or <a href=\"https:\/\/academy.intuit.com\/programs\/tax-planning-strategies-level-1\">tax planning<\/a> courses can show how individual returns are built and where common errors tend to happen.&nbsp;&nbsp;<\/p>\n\n\n\n<p>For someone considering tax preparation as a career, that foundation can make the work feel more concrete before committing to a longer training path.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Consider Specialized Training for Complex Returns<\/strong><\/h3>\n\n\n\n<p>Some returns require more experience than others. Business income, self-employment, investments, rental property, foreign income, or multi-state filing can add more tax rules and documentation.&nbsp;<\/p>\n\n\n\n<p>If your return is more complex, look for a preparer with relevant experience. If you\u2019re learning tax preparation, these areas may also point to the kind of specialized training you\u2019ll need over time. Business tax, self-employment income, capital gains, depreciation, and entity-specific rules may require more advanced training, such as a <a href=\"https:\/\/academy.intuit.com\/programs\/business-tax\">business tax class<\/a>.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Education and Accountability Matter in Tax Preparation<\/strong><\/h2>\n\n\n\n<p>If a tax preparer makes a mistake, what happens next depends on the context. Some mistakes are simple to correct. Others may require an amended return or a formal complaint if misconduct is involved.&nbsp;<\/p>\n\n\n\n<p>Taxpayers can reduce risk by reviewing returns before signing and choosing a qualified preparer with the right experience. Tax preparers can reduce risk by documenting client information and reviewing returns carefully before filing.&nbsp;<\/p>\n\n\n\n<p>Tax education can help on both sides. If you hire a preparer, learning the basics can make you more confident when reviewing your return or asking questions. If you\u2019re thinking about <a href=\"https:\/\/www.intuit.com\/blog\/life-at-intuit\/intuit-experts\/how-to-become-a-tax-preparer\/\">becoming a tax preparer<\/a>, an introductory <a href=\"https:\/\/academy.intuit.com\/programs\/tax-preparation\">online tax prep course<\/a> can help you understand the work and figure out whether the field is a good fit.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>FAQs<\/strong><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>How often are errors made on tax returns?<\/strong><\/h3>\n\n\n\n<p>Tax return errors happen often enough that the <a href=\"https:\/\/www.irs.gov\/statistics\/soi-tax-stats-math-errors-on-individual-income-tax-returns-by-type-of-error-irs-data-book-table-25\" target=\"_blank\">IRS tracks them<\/a> by category. Math and clerical errors are among the most common. For calendar year 2023, the IRS reported more than 1 million math error notices for individual income tax returns.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>What are the common errors made by tax preparers, and how serious are they?<\/strong><\/h3>\n\n\n\n<p>Math errors, missing info (like income or an SSN), and incorrect credits and deductions are among the most common. As for how serious they are, it really depends on the mistake and the intent behind it. The IRS may correct certain errors during processing, which resolves some issues. But in other cases, the tax preparer (and the taxpayer) may face penalties or other consequences of filing an incorrect return.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Is an error made by a tax preparer better than making the error by doing a return yourself?<\/strong><\/h3>\n\n\n\n<p>It depends on the situation. A professional tax preparer may be more likely to catch complex tax issues or identify deductions and credits correctly, especially for more complicated returns. However, taxpayers are still generally responsible for the accuracy of the return they sign. Whether you prepare your own taxes or hire a professional, reviewing the return carefully before filing can help reduce costly mistakes.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Tax preparers help clients file accurate returns, but mistakes do happen. A name might be misspelled or a number entered incorrectly. In more serious cases, a return might leave out income, a claim deduction, or credit the taxpayer isn\u2019t eligible for.&nbsp; The key question is responsibility: If a preparer makes an error, who has to [&hellip;]<\/p>\n","protected":false},"author":151418448,"featured_media":13144,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"rkv_browse_by_id":0,"rkv_cta_id":0,"rkv_optimize_for_pagespeed":false,"intuitacademy_page_style_header_style":"light","intuitacademy_page_style_header_scrim_color":"#00000066","jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"useModifiedDate":false,"customPublishDate":"","_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[1383],"tags":[237496663,237496660,237496661,237496659,237496662],"intuit_collection":[],"intuit_series":[],"coauthors":[237496521],"class_list":["post-13140","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-life-at-intuit","tag-are-tax-preparers-liable-for-mistakes","tag-if-tax-preparer-makes-mistake-who-pays","tag-what-happens-if-tax-preparer-makes-a-mistake","tag-what-happens-if-your-tax-preparer-makes-a-mistake","tag-what-if-my-tax-preparer-made-a-mistake"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.6 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Can Tax Preparers Be Liable for Mistakes? | Intuit Academy<\/title>\n<meta name=\"description\" content=\"Mistakes on tax returns happen, but where does the responsibility fall? Learn from Intuit what actions to take if a tax preparer makes a mistake on a return.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/academy.intuit.com\/blog\/life-at-intuit\/tax-preparer-mistakes\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Can Tax Preparers Be Liable for Mistakes? | Intuit Academy\" \/>\n<meta property=\"og:description\" content=\"Mistakes on tax returns happen, but where does the responsibility fall? Learn from Intuit what actions to take if a tax preparer makes a mistake on a return.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/blog.academy.intuit.com\/life-at-intuit\/tax-preparer-mistakes\/\" \/>\n<meta property=\"og:site_name\" content=\"Intuit Academy\" \/>\n<meta property=\"article:published_time\" content=\"2026-05-18T21:08:06+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/blog.academy.intuit.com\/wp-content\/uploads\/2026\/05\/Mistake_6e421a.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"672\" \/>\n\t<meta property=\"og:image:height\" content=\"660\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Intuit Academy Blog Team\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Intuit Academy Blog Team\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"11 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/academy.intuit.com\\\/blog\\\/life-at-intuit\\\/tax-preparer-mistakes\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/academy.intuit.com\\\/blog\\\/life-at-intuit\\\/tax-preparer-mistakes\\\/\"},\"author\":{\"name\":\"Intuit Academy Blog Team\",\"@id\":\"https:\\\/\\\/academy.intuit.com\\\/blog\\\/#\\\/schema\\\/person\\\/117ed6f2b32639bd4390ad3538f0900b\"},\"headline\":\"What Happens if a Tax Preparer Makes a Mistake?\",\"datePublished\":\"2026-05-18T21:08:06+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/academy.intuit.com\\\/blog\\\/life-at-intuit\\\/tax-preparer-mistakes\\\/\"},\"wordCount\":2317,\"image\":{\"@id\":\"https:\\\/\\\/academy.intuit.com\\\/blog\\\/life-at-intuit\\\/tax-preparer-mistakes\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/academy.intuit.com\\\/blog\\\/wp-content\\\/uploads\\\/2026\\\/05\\\/Mistake_6e421a.jpg\",\"keywords\":[\"are tax preparers liable for mistakes\",\"if tax preparer makes mistake who pays\",\"what happens if tax preparer makes a mistake\",\"what happens if your tax preparer makes a mistake\",\"what if my tax preparer made a mistake\"],\"articleSection\":[\"Life at Intuit\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/academy.intuit.com\\\/blog\\\/life-at-intuit\\\/tax-preparer-mistakes\\\/\",\"url\":\"https:\\\/\\\/academy.intuit.com\\\/blog\\\/life-at-intuit\\\/tax-preparer-mistakes\\\/\",\"name\":\"Can Tax Preparers Be Liable for Mistakes? | Intuit Academy\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/academy.intuit.com\\\/blog\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/academy.intuit.com\\\/blog\\\/life-at-intuit\\\/tax-preparer-mistakes\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/academy.intuit.com\\\/blog\\\/life-at-intuit\\\/tax-preparer-mistakes\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/academy.intuit.com\\\/blog\\\/wp-content\\\/uploads\\\/2026\\\/05\\\/Mistake_6e421a.jpg\",\"datePublished\":\"2026-05-18T21:08:06+00:00\",\"author\":{\"@id\":\"https:\\\/\\\/academy.intuit.com\\\/blog\\\/#\\\/schema\\\/person\\\/117ed6f2b32639bd4390ad3538f0900b\"},\"description\":\"Mistakes on tax returns happen, but where does the responsibility fall? Learn from Intuit what actions to take if a tax preparer makes a mistake on a return.\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/academy.intuit.com\\\/blog\\\/life-at-intuit\\\/tax-preparer-mistakes\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/academy.intuit.com\\\/blog\\\/life-at-intuit\\\/tax-preparer-mistakes\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/academy.intuit.com\\\/blog\\\/life-at-intuit\\\/tax-preparer-mistakes\\\/#primaryimage\",\"url\":\"https:\\\/\\\/academy.intuit.com\\\/blog\\\/wp-content\\\/uploads\\\/2026\\\/05\\\/Mistake_6e421a.jpg\",\"contentUrl\":\"https:\\\/\\\/academy.intuit.com\\\/blog\\\/wp-content\\\/uploads\\\/2026\\\/05\\\/Mistake_6e421a.jpg\",\"width\":672,\"height\":660,\"caption\":\"Man, paper and reading on sofa with laptop, writer and thinking for script draft in home. Person, editor and technology in living room for research, networking and application with freelancer.\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/academy.intuit.com\\\/blog\\\/life-at-intuit\\\/tax-preparer-mistakes\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/academy.intuit.com\\\/blog\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Blog\",\"item\":\"https:\\\/\\\/academy.intuit.com\\\/blog\\\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"What Happens if a Tax Preparer Makes a Mistake?\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/academy.intuit.com\\\/blog\\\/#website\",\"url\":\"https:\\\/\\\/academy.intuit.com\\\/blog\\\/\",\"name\":\"Intuit Academy\",\"description\":\"Powering Financial Prosperity\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/academy.intuit.com\\\/blog\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/academy.intuit.com\\\/blog\\\/#\\\/schema\\\/person\\\/117ed6f2b32639bd4390ad3538f0900b\",\"name\":\"Intuit Academy Blog Team\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/academy.intuit.com\\\/blog\\\/avatar\\\/6fe86b3a902c5f6327761edd8c08ec63d231c3e4b1b071ed36b8829506be00d3?s=96&d=identicon&r=g\",\"url\":\"https:\\\/\\\/academy.intuit.com\\\/blog\\\/avatar\\\/6fe86b3a902c5f6327761edd8c08ec63d231c3e4b1b071ed36b8829506be00d3?s=96&d=identicon&r=g\",\"contentUrl\":\"https:\\\/\\\/academy.intuit.com\\\/blog\\\/avatar\\\/6fe86b3a902c5f6327761edd8c08ec63d231c3e4b1b071ed36b8829506be00d3?s=96&d=identicon&r=g\",\"caption\":\"Intuit Academy Blog Team\"}}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Can Tax Preparers Be Liable for Mistakes? | Intuit Academy","description":"Mistakes on tax returns happen, but where does the responsibility fall? Learn from Intuit what actions to take if a tax preparer makes a mistake on a return.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/academy.intuit.com\/blog\/life-at-intuit\/tax-preparer-mistakes\/","og_locale":"en_US","og_type":"article","og_title":"Can Tax Preparers Be Liable for Mistakes? | Intuit Academy","og_description":"Mistakes on tax returns happen, but where does the responsibility fall? Learn from Intuit what actions to take if a tax preparer makes a mistake on a return.","og_url":"https:\/\/blog.academy.intuit.com\/life-at-intuit\/tax-preparer-mistakes\/","og_site_name":"Intuit Academy","article_published_time":"2026-05-18T21:08:06+00:00","og_image":[{"width":672,"height":660,"url":"https:\/\/blog.academy.intuit.com\/wp-content\/uploads\/2026\/05\/Mistake_6e421a.jpg","type":"image\/jpeg"}],"author":"Intuit Academy Blog Team","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Intuit Academy Blog Team","Est. reading time":"11 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/academy.intuit.com\/blog\/life-at-intuit\/tax-preparer-mistakes\/#article","isPartOf":{"@id":"https:\/\/academy.intuit.com\/blog\/life-at-intuit\/tax-preparer-mistakes\/"},"author":{"name":"Intuit Academy Blog Team","@id":"https:\/\/academy.intuit.com\/blog\/#\/schema\/person\/117ed6f2b32639bd4390ad3538f0900b"},"headline":"What Happens if a Tax Preparer Makes a Mistake?","datePublished":"2026-05-18T21:08:06+00:00","mainEntityOfPage":{"@id":"https:\/\/academy.intuit.com\/blog\/life-at-intuit\/tax-preparer-mistakes\/"},"wordCount":2317,"image":{"@id":"https:\/\/academy.intuit.com\/blog\/life-at-intuit\/tax-preparer-mistakes\/#primaryimage"},"thumbnailUrl":"https:\/\/academy.intuit.com\/blog\/wp-content\/uploads\/2026\/05\/Mistake_6e421a.jpg","keywords":["are tax preparers liable for mistakes","if tax preparer makes mistake who pays","what happens if tax preparer makes a mistake","what happens if your tax preparer makes a mistake","what if my tax preparer made a mistake"],"articleSection":["Life at Intuit"],"inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/academy.intuit.com\/blog\/life-at-intuit\/tax-preparer-mistakes\/","url":"https:\/\/academy.intuit.com\/blog\/life-at-intuit\/tax-preparer-mistakes\/","name":"Can Tax Preparers Be Liable for Mistakes? | Intuit Academy","isPartOf":{"@id":"https:\/\/academy.intuit.com\/blog\/#website"},"primaryImageOfPage":{"@id":"https:\/\/academy.intuit.com\/blog\/life-at-intuit\/tax-preparer-mistakes\/#primaryimage"},"image":{"@id":"https:\/\/academy.intuit.com\/blog\/life-at-intuit\/tax-preparer-mistakes\/#primaryimage"},"thumbnailUrl":"https:\/\/academy.intuit.com\/blog\/wp-content\/uploads\/2026\/05\/Mistake_6e421a.jpg","datePublished":"2026-05-18T21:08:06+00:00","author":{"@id":"https:\/\/academy.intuit.com\/blog\/#\/schema\/person\/117ed6f2b32639bd4390ad3538f0900b"},"description":"Mistakes on tax returns happen, but where does the responsibility fall? Learn from Intuit what actions to take if a tax preparer makes a mistake on a return.","breadcrumb":{"@id":"https:\/\/academy.intuit.com\/blog\/life-at-intuit\/tax-preparer-mistakes\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/academy.intuit.com\/blog\/life-at-intuit\/tax-preparer-mistakes\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/academy.intuit.com\/blog\/life-at-intuit\/tax-preparer-mistakes\/#primaryimage","url":"https:\/\/academy.intuit.com\/blog\/wp-content\/uploads\/2026\/05\/Mistake_6e421a.jpg","contentUrl":"https:\/\/academy.intuit.com\/blog\/wp-content\/uploads\/2026\/05\/Mistake_6e421a.jpg","width":672,"height":660,"caption":"Man, paper and reading on sofa with laptop, writer and thinking for script draft in home. Person, editor and technology in living room for research, networking and application with freelancer."},{"@type":"BreadcrumbList","@id":"https:\/\/academy.intuit.com\/blog\/life-at-intuit\/tax-preparer-mistakes\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/academy.intuit.com\/blog"},{"@type":"ListItem","position":2,"name":"Blog","item":"https:\/\/academy.intuit.com\/blog\/"},{"@type":"ListItem","position":3,"name":"What Happens if a Tax Preparer Makes a Mistake?"}]},{"@type":"WebSite","@id":"https:\/\/academy.intuit.com\/blog\/#website","url":"https:\/\/academy.intuit.com\/blog\/","name":"Intuit Academy","description":"Powering Financial Prosperity","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/academy.intuit.com\/blog\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/academy.intuit.com\/blog\/#\/schema\/person\/117ed6f2b32639bd4390ad3538f0900b","name":"Intuit Academy Blog Team","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/academy.intuit.com\/blog\/avatar\/6fe86b3a902c5f6327761edd8c08ec63d231c3e4b1b071ed36b8829506be00d3?s=96&d=identicon&r=g","url":"https:\/\/academy.intuit.com\/blog\/avatar\/6fe86b3a902c5f6327761edd8c08ec63d231c3e4b1b071ed36b8829506be00d3?s=96&d=identicon&r=g","contentUrl":"https:\/\/academy.intuit.com\/blog\/avatar\/6fe86b3a902c5f6327761edd8c08ec63d231c3e4b1b071ed36b8829506be00d3?s=96&d=identicon&r=g","caption":"Intuit Academy Blog Team"}}]}},"header_image":13144,"jetpack_featured_media_url":"https:\/\/blog.academy.intuit.com\/wp-content\/uploads\/2026\/05\/Mistake_6e421a.jpg","jetpack_shortlink":"https:\/\/wp.me\/pgdvip-3pW","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/academy.intuit.com\/blog\/wp-json\/wp\/v2\/posts\/13140","targetHints":{"allow":["GET","POST","PUT","PATCH"]}}],"collection":[{"href":"https:\/\/academy.intuit.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/academy.intuit.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/academy.intuit.com\/blog\/wp-json\/wp\/v2\/users\/151418448"}],"replies":[{"embeddable":true,"href":"https:\/\/academy.intuit.com\/blog\/wp-json\/wp\/v2\/comments?post=13140"}],"version-history":[{"count":1,"href":"https:\/\/academy.intuit.com\/blog\/wp-json\/wp\/v2\/posts\/13140\/revisions"}],"predecessor-version":[{"id":13147,"href":"https:\/\/academy.intuit.com\/blog\/wp-json\/wp\/v2\/posts\/13140\/revisions\/13147"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/academy.intuit.com\/blog\/wp-json\/wp\/v2\/media\/13144"}],"wp:attachment":[{"href":"https:\/\/academy.intuit.com\/blog\/wp-json\/wp\/v2\/media?parent=13140"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/academy.intuit.com\/blog\/wp-json\/wp\/v2\/categories?post=13140"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/academy.intuit.com\/blog\/wp-json\/wp\/v2\/tags?post=13140"},{"taxonomy":"intuit_collection","embeddable":true,"href":"https:\/\/academy.intuit.com\/blog\/wp-json\/wp\/v2\/intuit_collection?post=13140"},{"taxonomy":"intuit_series","embeddable":true,"href":"https:\/\/academy.intuit.com\/blog\/wp-json\/wp\/v2\/intuit_series?post=13140"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/academy.intuit.com\/blog\/wp-json\/wp\/v2\/coauthors?post=13140"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}