Q & A

We are happy to provide the most common questions and answers we receive about the Tax Preparers Act (California Business and Professions Code, Chapter 14, §22250-22259). This is not a complete legal description or guide to all requirements.

• Who is required to comply with the Tax Preparers Act?

• Who is exempt from the Tax Preparers Act?

• What if I live outside of California, can I prepare California tax returns?

• What do I do to become a registered Tax Preparer in California?

• How can I locate an approved provider?

• How will I know a tax class meets the "qualifying education" requirements?

• How do I obtain a certificate of completion from CTEC?

• How do I obtain a tax preparer bond?

• When does the time period for continuing education start?

• When can I legally prepare taxes?

• What is the continuing education requirement?

• When and how do I report my continuing education?

• What happens if I don't complete my continuing education and apply for a statement of compliance by October 31st?

• Does the statute allow CTEC to approve work experience in lieu of qualifying education?

• Does the statute allow CTEC to approve courses offered by schools that are not approved curriculum providers?

• Do I have to pay a separate application fee for multiple business locations?

• I've always been subject to the regulations and registered by CTEC, but my bond has been through my employer. I'm going out on my own now. Do I have to start all over again and take the qualifying education?

•  How do I find out more about what I must do to comply with the requirements of the Tax Preparer Act (Business and Professions Code Sections 22250-22259)?

• What is the California Tax Education Council?

• I have other questions.

  

 

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