Federal Tax Law Section – 10 Hours
- General Filing Issues
- Filing Status
- Tax Payments
- Types of Income
- Divorce and Property Settlement Issues
- Gains and Losses Sale or Disposition of Property
- Adjustments to Income
- Itemized Deductions
California Tax Law Section – 5 Hours
- Residency Rules of California
- California Adjustments to Income
- California State Tax Depreciation
- California Conformity
- Special Topics
- California State Additional Special Topics
Tax Law Updates – 3 Hours
- Tax Cuts and Jobs Act (2018 Tax Reform)
- New Tax Brackets, and Credits
- Crypto Currency Gaines and Losses Now Recognized by the IRS
Ethics – 2 Hour
- Practice Professionals & Ethical Conduct
- Sanctions for Violations of the Regulations
- EITC Due Diligence
We know you have to take the 20-hour CTEC renewal course every year, so we’ve made sure to keep the entire process as simple as possible.
The CTEC renewal course consists of 4 main sections: 1. Federal Tax Law 2. California Tax Law 3. Tax Law Updates 4. Ethics. Each section has review questions and a Final exam. A passing score of 70% or higher is required to complete the exam. Once you pass the final exam, you can continue to the next section.
Once you’ve completed all the lessons, you will be given access to the Final Exam. And don’t worry, you have unlimited attempts to pass, so don’t sweat it if you don’t pass on your first try. You don’t have to take the entire exam in one sitting either, you’re able to take a break at any time and come back later, just make sure to save your progress before you leave.
Once you pass the Final Exam, your course will be considered complete and you will be given access to download/print your Certificate of Completion. We will then report your course completion to CTEC and the IRS, allowing you to renew your CTEC registration.
We recommend purchasing the course book if you are one who has trouble sitting in front of a computer for a long period of time and would rather have the freedom to take the course at a place of your own choosing. The biggest reason we recommend purchasing the physical book for the CTEC renewal course is the fact that it can be used while taking the final exam online, as the exams are “open-book”. It’s simply a great resource to have for a better way to study and a more confident way to pass the exam. Shipping time is 5-7 days, shipping cost is free.
Remember that all CTEC registered tax preparers are required to renew their registration with CTEC annually to legally prepare tax returns in California for a fee. It is the tax preparers responsibility to renew their registration with CTEC, not their employer, even if the employer has agreed to pay for their continuing education course.
Also remember that completing this course does not mean you have renewed with CTEC, you are also required to go to CTEC.org and fill out the renewal form and pay the $33 CTEC renewal fee after completing your 20 hours of CTEC Approved Continuing Education.
All CTEC Registered Tax Preparers are required to take 20 hours CTEC Continuing Education annually in order to renew their CTEC registration by October 31st. Once you finish this course, you are still required to go to CTEC.org/Preparer/Logon/ ( <– Click Link ) to pay the $33 CTEC renewal fee and fill out the renewal form.
Complete a 20 Hour CTEC Renewal Course each year.
Maintain a valid PTIN (Preparer Tax Identification Number) from the IRS
Maintain a $5,000 tax preparer bond
Fill out the CTEC renewal form and pay the $33 CTEC renewal fee at CTEC.org
If you wish to prepare taxes for a fee in the state of California, then you are required by state law to register with the California Tax Education Council (CTEC). In order to register with CTEC, one must complete 60 hours of CTEC Approved Qualifying Education, and 20 hours of CTEC Approved Continuing Education by October 31st of every year. If you want to just prepare your own taxes, you do not need to take CTEC courses.
Do I need to take 20 hours of Continuing Education by 10/31 even if I just finished the 60 hour course in the same year?
Yes, if you registered with CTEC after completing your 60 hour tax course, then you will be required to renew your CTEC registration and have 20 hours of continuing education completed before October 31st. All CTEC Registered Tax Preparers are required to pay the $33 Renewal Fee with CTEC and have 20 hours of continuing education completed by October 31st every year.
If you fail to complete the 20 hours of C.E. or renew by October 31st, you’ll be required to pay a $55 late fee, and you will have until January 15th to complete your 20 hours of C.E. If you have not completed your 20 hours of C.E. by January 15th, you will be required to retake the CTEC 60 hour course and restart the registration process with CTEC.
Yes, if you forgot to take the 20 hour continuing education course and/or forgot to renew with CTEC by the January 15th final deadline, CTEC will require you to re start the entire registration process, which includes retaking the 60 hour qualifying education course.
Nope, the only test you’ll need to take is already included in this course. You won’t have to leave your home to take the test, you can take it at the computer when ever you’re ready. And we give you unlimited time and attempts, so if you don’t pass, you can keep on retaking it.
Absolutely. All of our courses are updated annually with any new tax laws and regulations that come out.
What sets us apart from everyone else is the practicality we’ve integrated into our courses. We’ve made the course extremely user friendly for those who are not that familiar with computers. All you have to do to start the course is simply enter your username and password, and you’re in! There’s no complicated PDF forms or test answers you need to print and mail in, everything is done on our website.