TaxEase, LLC
877-829-2667
Professional Tax Education
| Frequently Asked Questions |
If I don't have a PTIN, can I still prepare tax returns for compensation?
No. You must have a PTIN to prepare tax returns for compensation. To obtain your
PTIN, submit an application online or using a paper Form W-12 and pay the required
fee. If you submit your application online, your PTIN generally will be provided to you
immediately after you complete the application process and pay the required fee. If you
submit your application using a Form W-12, it may take 4 to 6 weeks for the IRS to
process your application and for you to receive your PTIN.
No. You must have a PTIN to prepare tax returns for compensation. To obtain your
PTIN, submit an application online or using a paper Form W-12 and pay the required
fee. If you submit your application online, your PTIN generally will be provided to you
immediately after you complete the application process and pay the required fee. If you
submit your application using a Form W-12, it may take 4 to 6 weeks for the IRS to
process your application and for you to receive your PTIN.
Do I Have to Take the IRS Competency Test?
Refer to the IRS website regarding the IRS competency test for information on who must
take the exam and the exam sites.
Refer to the IRS website regarding the IRS competency test for information on who must
take the exam and the exam sites.
What is the IRS continuing education requirement?
IRS requirements are 2 hours of ethics, 3 hours of Federal tax update and 10 hours of
Federal tax law. The deadline for completing the Federal continuing education is Dec.
31st annually. Check the IRS website for reporting your continuing education.
IRS requirements are 2 hours of ethics, 3 hours of Federal tax update and 10 hours of
Federal tax law. The deadline for completing the Federal continuing education is Dec.
31st annually. Check the IRS website for reporting your continuing education.
Will TaxEase issue a Certificate of Completion?
Yes, TaxEase will email a Certificate of Completion to all students. If you want a paper
certificate you must request it at the time you submit your test for grading.
Yes, TaxEase will email a Certificate of Completion to all students. If you want a paper
certificate you must request it at the time you submit your test for grading.
| Links IRS Forms FTB Forms Treasury Department: Circular 230 (rev. 8/2/11) |
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What are the Requirements to Become A Tax Preparer in California?
- You must be 18 years old and have a valid Social Security Number
- Complete 60 hours of CTEC approved education
- Apply for a Preparers Tax Identification Number (PTIN) with the IRS
$64.25) - Purchase a $5,000 Tax Preparer Bond with a surety company of your choice
- Register with the California Tax Education Council (CTEC) ($25 registration fee)
Is this course IRS and CTEC approved?
Yes, TaxEase Sponsor Number with the IRS is B8FQK. TaxEase CTEC Number is 3064.
The results of the exam are entered on the CTEC websiteand recorded as directed by
the IRS.
Yes, TaxEase Sponsor Number with the IRS is B8FQK. TaxEase CTEC Number is 3064.
The results of the exam are entered on the CTEC websiteand recorded as directed by
the IRS.
Where do I go to access the download version of a course?
Select the "Order Now" button associated with the download version of a course. After
entering your payment information, a confirmation page will open, on that page you will
find the download button. The download version is saved as a pdf.
Select the "Order Now" button associated with the download version of a course. After
entering your payment information, a confirmation page will open, on that page you will
find the download button. The download version is saved as a pdf.
All instructions for each exam are included within the course material.
Can I renew with CTEC online?
TaxEase will add your name to the CTEC student roster and then you can complete
your registration on their website. CTEC accept's VISA or Master Card online only.
Online registration will be required beginning August 1, 2012 for the 2012/2013
registration cycle year. Mail-in applications will be accepted only on a case-by-case
basis.
TaxEase will add your name to the CTEC student roster and then you can complete
your registration on their website. CTEC accept's VISA or Master Card online only.
Online registration will be required beginning August 1, 2012 for the 2012/2013
registration cycle year. Mail-in applications will be accepted only on a case-by-case
basis.
What is the deadline for renewing with CTEC?
CTEC registration is due October 31st, 2012. If you have not renewed by that
date there is a late fee of $55.The preparers who do not renew their registration
by January 15, 2013 and each year thereafter, will have to retake the 60 hour
qualifying education course. The grace period for late registration is 10 weeks.
CTEC registration is due October 31st, 2012. If you have not renewed by that
date there is a late fee of $55.The preparers who do not renew their registration
by January 15, 2013 and each year thereafter, will have to retake the 60 hour
qualifying education course. The grace period for late registration is 10 weeks.
How long will it take to get the printed material after I order?
If your order is received prior to 11 am Monday through Friday it will be mailed the same
day. All orders will be sent through USPS.
If your order is received prior to 11 am Monday through Friday it will be mailed the same
day. All orders will be sent through USPS.
What are the CTEC continuing education requirements?
CTEC requirements for 2012 include the IRS 15 hours of federal education (as listed
above) and 5 hours of state education. TaxEase meets these requirements.
CTEC requirements for 2012 include the IRS 15 hours of federal education (as listed
above) and 5 hours of state education. TaxEase meets these requirements.