Which Of The Following Individuals Must Register With Ctec?

California Tax Education Council

CTEC Awarding Procedure FOR NEW PREPARERS

Read before continuing with your application.

An asterisk on the application is a required field (* Required fields)

This is the application to apply for CTEC registration. Completing this application does not guarantee registration. Once your application is canonical, y'all can begin the registration process.

If yous were previously registered with CTEC and let your registration elapse, you must re-have the 60-hr qualifying education grade from an canonical pedagogy provider, laissez passer a background check and annals as a NEW applicant.

If required, exist sure to select the appropriate awarding cycle year and blazon of application.

Step i - COMPLETE ONLINE Awarding FOR NEW PREPARERS

Click the link below to begin your Online Application. You will be required to enter all required personal data, complete a background questionnaire and create your login account. Be sure the electronic mail address you provide is current and accurate. Add together a secondary electronic mail address (optional). Email addresses are used for communication during the groundwork review process besides as registration renewal notification. You will exist required to create a New User ID and Countersign. The New User ID and Password you lot create here will replace any previous User ID and Password that exists from your sometime account.

NOTE: Y'all have the option to start your required 60-60 minutes Qualifying Educational activity (QE) Class before get-go the Online Awarding; still, if you have the sixty-Hr QE Course but practise Not pass the new CTEC requirements of a background cheque and fingerprinting process (Alive Scan), y'all will not exist able to register with CTEC.

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

Footstep 2 - Consummate Live SCAN PROCESS

CTEC now requires all new applicants to pass a background bank check and fingerprinting procedure (Live Scan) in gild to get registered with CTEC. Login to your business relationship, which you created in Stride 1, using the link below to access Alive Scan forms and find Live Browse locations near y'all.

You lot will be required to complete the background questionnaire section. All offenses MUST be fully reported, fifty-fifty if they take been adjudicated, dismissed, expunged or have occurred more than x years ago.

You lot will have the ability to upload any supporting documents to be used in the groundwork investigation process.

Yous volition be required to download and complete a Live Scan Class. Take the completed Live Scan Form with you to the Live Scan location y'all have selected where they volition complete the fingerprinting process and send the information electronically to the California Section of Justice (DOJ).

The Live Scan Facility will return the completed grade to you for your records. DO Not send this course to CTEC.

The California Department of Justice (DOJ) volition notify CTEC electronically with your background information, which and so will exist reviewed past CTEC. This process can have anywhere from two-viii weeks.

NOTE: Your application will remain "Pending" until CTEC receives your Live Browse written report from the California Department of Justice.

Pace 3 - CTEC NOTIFICATION OF Alive Scan Approving OR DENIAL

CTEC Live Scan reviewers will receive and review reports from the California Department of Justice. Either an blessing or denial notification will be sent to the applicant. If canonical, the notification will exist sent via email within one-2 weeks. If denied, the notification will exist sent via USPS within 1-2 weeks. If approved, the applicant can and then continue with the registration process below. If denied, the process to appeal will exist outlined in the denial letter.

You lot may be contacted past CTEC (via electronic mail) if additional information is needed regarding your background check. If additional information is requested and no response is received, y'all may receive a proposed deprival alphabetic character.

If canonical, y'all volition receive an email from CTEC with instructions on how to go along with the Registration Process. Your certificate of completion will be sent to you within 4-six weeks later on blessing and paid registration.

If denied, the notification will be sent via electronic mail and USPS within 5 weeks.

CTEC REGISTRATION PROCESS

STEP 1 - TAKE A 60-HOUR QUALIFYING Educational activity (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 Canonical Provider.

Find a CTEC Approved Didactics Provider

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

Become to IRS.gov/tax professional to utilize for a Personal Taxation Identification Number (PTIN). You are required to have this number for CTEC registration.

STEP three - PURCHASE OR Take A VALID TAX PREPARER SURETY Bail

Equally required past law, you must buy a $5,000 Tax Preparer Surety Bail from a surety bond company in gild to register with CTEC. Utilize the Cyberspace to search for surety bond companies. Once you receive the bail, you will need to upload a re-create of that bond to your CTEC account. You will discover directions on the uploading procedure once you are in your business relationship.

View CTEC's Bonding Requirements

STEP iv - COMPLETE ONLINE CTEC REGISTRATION AND SUBMIT PAYMENT

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