This package is for NEW California Tax Preparers needing to meet the 60 hours of Qualifying Education for CA CTEC tax preparer registration & certification. This bundle consists of a full 45 credits of federal tax law topics and 15 hours of California state tax law topics. This course bundle meets both the 60 credit hours of CA CTEC Qualifying Education needed for tax preparers new to CA CTEC as well as being recognized by the IRS for Federal continuing education credit purposes.
California Tax Education Council (CTEC) new preparer requirement
This course bundle is licensed and recognized by the California Tax Education Council (CTEC) to meet the 60 credit hour qualifying education requirement in order to become a licensed CTEC tax preparer. If you are not a CPA, EA, or Attorney, you must complete this requirement before offering tax preparation services in the state of California.
24/7/365 online access to training videos & learning modules
Our California, Federal, and Ethics Qualifying Education topics are all delivered via convenient video format, listen and learn wherever and whenever your schedule permits! Need to take a break, no problem. Just start back up right where you left off!
This 60 credit hour course for new tax preparers includes 3 comprehensive exams covering California State Tax Law, Federal Tax Law, and Ethics. These exams are open book and can be taken multiple times as needed to attain a minimum passing grade of 70% or better. The course bundle is broken down into small 1 to 3 credit sections of content to help keep the learning easy to digest and allow for a structured approach to completing the training.
Next steps after finishing the CTEC QE course
Once you have completed the CTEC 60 credit QE course there are some important next steps you need to take. Register for a CTEC preparer number, pay the enrollment fee, complete a background check, get a surety bond and get your PTIN from the IRS. For more details visit our page: How to become a CTEC Registered Return Preparer.
This bundle is meant for Returning CA Tax Preparers wanting to meet the annual California Tax Education Council’s (CTEC) renewal requirements for maintaining your registration status as a CTEC licensed tax preparer. Included in this package provides access to our library of California state and Federal tax topics along with Ethics courses as well, providing more than enough continuing education credits for meeting your needs for CTEC renewal. All course completion credits are automatically reported. Federal and Ethics course credits are reported to both the IRS and CTEC simultaneously. California State tax courses only apply for CA CTEC credits.
5 Credits of California Tax law topics
This course bundle includes 5 credits of California state specific material covering the form 540 in depth, Federal gross income and how it relates to California Adjusted Gross Income, California Residency Requirements, Credits, Community Property, Family scenarios and much more.
2 credits of Ethics
Ethics has always been the category of "grey". Not everything in the tax preparation arena is black and white. Many times, your clients present you with scenarios that require your scrutiny and analytics through a prism of Ethics. This category covers not only circular 230 and tax preparer requirements and penalties, but it also has scenario related topics to help you get a basis for identifying incomplete, inconsistent, and inaccurate return information and how to deal with those clients and their situations.
3 credits of annual Tax Law Updates
The tax law updates category covers annual updates to the tax code and how it will affect the preparation of your clients' returns. The IRS changes and updates the tax code every year. These changes can come in the form of inflationary changes, new credits credit and deductions as well as expiring ones, and sometimes as we have seen with the recent tax law changes there are broad sweeping revisions causing all tax professionals to need to re-educate themselves. Make sure you are in the know and ready for the current tax season by keeping up with annual Tax Law Updates!
10 credits of General Tax Law
The general tax law category might seem like an intimidating category label, but this category simply focuses on individual 1040 tax topics. Federal Direct training strives to covers common tax topics of interest and relevance to the general tax preparer. If you preparer traditional individual tax clients, this category will cover standards such as income, expenses, deductions, credits, and dependents, as well as delving into some higher level topics like self-employment, and depreciation.
This 5-credit bundle is meant as an add-on course for existing tax preparers needing only access to the 5 credits of California Tax Law content for purposes of California Tax Education Council (CTEC) annual renewal. **Note: this is only the 5 credits of CA state specific training. For annual CTEC tax preparer renewal you will need at least 15 hours of federal training in addition to these 5 CA state credits for your annual renewal with CTEC. These additional 15 credits can be obtained through us or another approved CTEC continuing education provider.
5 credits of CA Tax Law
This course bundle is comprised of 5 credits of California specific tax content covering the form 540 in depth; determining residency and filing status, conforming to federal tax law, electronic filing, payments, and CTEC registration. These trainings are provided in video format for easy access and are available for completion at any time in your training web portal.