California Tax Education Council


 

CTEC APPLICATION PROCESS FOR NEW PREPARERS

 


This is the application to apply for CTEC registration. Completing this application does not guarantee registration. Once your application is approved, you can begin the registration process.


STEP 1 - COMPLETE ONLINE APPLICATION FOR NEW PREPARERS

Click the link below to begin your Online Application. You will be required to enter your personal information, complete a background questionnaire and create your login account. 

NOTE: You have the option to start your required 60-Hour Qualifying Education (QE) Course before beginning the Online Application; however, if you take the 60-Hour QE Course but do NOT pass the new CTEC requirements of a background check and fingerprinting procedure (Live Scan), you will not be able to register with CTEC.

 

Click here to Start New Application    OR    Click here to Login and Access Your Existing Application

 


 

STEP 2 - COMPLETE LIVE SCAN PROCESS

CTEC now requires all new applicants to pass a background check and fingerprinting procedure (Live Scan) in order to become registered with CTEC. Login to your account, which you created in STEP 1, using the link below to access Live Scan forms and find Live Scan locations near you. Take the Live Scan form with you to your nearest Live Scan location.

NOTE: Your application will remain “Pending” until CTEC receives your Live Scan report from the California Department of Justice. This process could take several weeks or several months.

 

Login to your Account to Access Live Scan Forms and Locations

 


 

STEP 3 - CTEC NOTIFICATION OF LIVE SCAN APPROVAL OR DENIAL

CTEC Live Scan reviewers will receive and review reports from the California Department of Justice. Either an approval or denial notification will be sent to the applicant. If approved, the notification will be sent via email. If denied, the notification will be sent via USPS. If approved, the applicant can then continue with the registration process below. If denied, the process to appeal will be outlined in the denial letter.

 

 


CTEC REGISTRATION PROCESS


 

STEP 1 - TAKE A 60-HOUR QUALIFYING EDUCATION (QE) COURSE FROM A CTEC APPROVED PROVIDER

Complete the required 60-Hour Qualifying Education (QE) Course from a CTEC Approved Provider. Click the link below to find a CTEC Approved Provider.

 

Find a CTEC Approved Education Provider

 


 

STEP 2 - OBTAIN A PERSONAL TAX IDENTIFICATION NUMBER (PTIN) FROM THE IRS

Go to IRS.gov/tax professional to apply for a Personal Tax Identification Number (PTIN). You are required to have this number for CTEC registration.

 


 

STEP 3 - PURCHASE A TAX PREPARER SURETY BOND

As required by law, you must purchase a $5,000 Tax Preparer Surety Bond from a surety bond company in order to register with CTEC. Use the Internet to search for surety bond companies. Once you receive the bond, you will need to upload a copy of that bond to your CTEC account. You will find directions on the uploading process once you are in your account.

 

View CTEC's Bonding Requirements

 


 

STEP 4 - COMPLETE ONLINE CTEC REGISTRATION AND SUBMIT PAYMENT

Once you have completed your 60-hour QE course from your CTEC approved provider, received your PTIN number from the IRS, and received your $5,000 tax preparer surety bond, you will need to complete the online CTEC registration process. Click the link below to access your CTEC account and finalize your registration.

 

Login to your Account to Access Online Registration