CTEC QE California Tax

Overview

Anyone who prepares tax returns for a fee in California is required by law to register as a tax preparer with the California Tax Education Council (CTEC). In order to register and obtain the California Registered Tax Preparer designation with CTEC, CTEC requires you to first complete a one-time 60-hour qualifying education course.

The online CTEC tax course thoroughly covers fundamental tax topics geared for first time tax preparers who have not received any prior instruction in tax preparation. The 60 Hour Qualifying Course includes 45 Hours of Federal Tax Law and 15 Hours of California State Tax Law in accordance with CTEC's qualifying education requirement.

Learning Objectives

After completing this course, students should be able to:

  • identify relevant differences in tax treatment between the Federal and California law
  • understand the various parts of the Form 1040 and its related schedules and forms
  • accurately report income and deductions for a taxpayer
  • determine a taxpayer's eligibility for credits and deductions
  • calculate a taxpayer's refund or balance due

Tax Year: 2019

When you have successfully completed all three portions of the 60-Hour QE course, WebCE will email you a Certificate of Completion and notify CTEC that you passed the QE. This notification will allow you to apply for your CRTP registration online at www.CTEC.org.

After receiving this notice, you must complete the registration process within 18 months of passing the course. You must take the following actions to complete your CTEC CRTP registration:

  • Obtain a PTIN (Preparer Tax Identification Number) from the IRS
  • Purchase a $5,000 tax preparer bond (at a cost of about $15 - $25 per year from various bond sellers)
  • Register with CTEC within 18 months from the completion date on the certificate of completion for the 60-hour CTEC qualifying course

After your initial registration, you must complete 20 hours of continuing education each year and register with CTEC by October 31. You may register late (November 1 - January 15) with a late fee. WebCE has a 20-hour CTEC-approved continuing education package that will fulfill your continuing education requirements.

Designed For

Tax professionals who want to obtain their official certification (CRTP) for preparing California tax returns for compensation

Prerequisites

Basic familiarity with tax concepts
WebCE® is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
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