New 2019 Legislative Changes

Wednesday, December 12, 2018 - 0 comments

California Assembly Bill 3143 was signed into law last year with new provisions and requirements that will extend the CTEC program until January 1, 2023. It was the third Sunset Review for CTEC since its inception 21 years ago.

The renamed Tax Preparation Act stipulates revisions that will impact CTEC Registered Tax Preparers (CRTPs), as well as adds additional responsibilities for the Council.

 

CRTPs Must Provide CTEC’s Website to Clients

Effective January 1, 2019, CRTPs must provide the CTEC website, ctec.org, to clients in writing prior to rendering tax preparation services. This is in addition to other information already required -  the tax preparer’s name, address, phone number and bond number.

 

CTEC Subject to Bagley-Keene Open Meeting Act

As of January 1, 2019, meetings of the CTEC Board of Directors are subject to the Bagley-Keene Open Meeting Act.  This means that CTEC will now, among other requirements, be generally required to post meeting agendas at least ten days in advance of Board meetings and can only discuss or act on issues listed on the agenda. 

 

Disciplinary Actions Against CRTPs Made Public

Starting July 1, 2019, CTEC will post on its website…

• All disciplinary actions taken against registrants by the Council, including - but not limited to - misconduct that results in a suspension or revocation of a CRTP registration.
• A list of registrants on probation, including the misconduct that resulted in the probation and any terms of probation.

 

Reporting Bond Claims

Starting July 1, 2019, a CRTP is required to report all paid claims against their surety bond to CTEC. CTEC is also required to post a notice of the paid surety bond claims on ctec.org.

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