Steps To Become A Tax Preparer In California

Complete live scan process you must pass a background check and fingerprinting procedure live scan in order to become registered with ctec see info on ctec website.

Steps to become a tax preparer in california.

Tax preparers who are california certified public accountants cpas enrolled agents eas attorneys who are members of the state bar of california and certain specified banking or trust officials are exempt from the requirement. Take income tax data from a client and enter it into a computer whether in person or other. The california franchise tax board and the california tax education council regulate tax preparers and issue annual certificates to allow them to legally prepare tax returns. Most tax preparers prepare file or assist with general tax forms.

Obtain a preparer tax identification number ptin. However the extent of what a tax preparer can do is based on their credentials and whether they have representation rights. Tax preparers can meet these requirements in addition to those set by the irs. This includes audits and tax court issues.

Requirements to become a new ctec registered tax preparer crtp. Beyond these basic services a tax preparer can also defend a taxpayer with the irs. H r block has been approved by the california tax education council to offer the h r block income tax course ctec 1040 qe 2355 which fulfills the 60 hour qualifying education requirement imposed by the state of california to become a tax preparer. If you live in one of the states below click on the embedded link to learn about the necessary steps to become a tax preparer.

Work for a ctec registered tax preparer. California tax preparer requirements. Sign the income tax return. Finally five states require noncredentialed tax preparers to earn a state issued license or registration to practice.

Visit prometric s special enrollment examination see web page to schedule your test appointments review the see candidate information bulletin pdf sample test questions and other test preparation resources achieve passing scores on all three parts of the see within two years. Purchase a 5 000 tax preparer bond from an insurance surety agent. Work for an exempt tax preparer. Yes or you must resume become an active california cpa.

Individuals charging a fee for tax preparation must register with the california tax education council ctec unless they are attorneys with the state bar association licensed with the state as certified public accountants or registered with the internal revenue service irs as. Steps to become a ctec registered tax preparer crtp in california ctec application process for new preparers. If you work for a ctec registered preparer but have no interaction with clients you do not need to register. Not everyone must undergo this process.

To do so you must. Tax preparers must register online with california tax education council to work in california. Complete online application for new preparers at ctec website. Do not sign the income tax return exempt tax preparer is the responsible party no.

Take a 60 hour qualifying education course from a ctec approved provider within the past 18 months.