Federal Tax Preparer Program CPE Starts January 1, 2012

We have been getting quite a few calls about the new IRS requirement for PTIN and continuing education for all registered tax return preparers (RTRP). First let’s make a distinction between who is covered under the new program and who stays with their old guidelines.

1st group—CPAs, EAs, and Attorneys: Renewal is available to those in good standing with their designation; therefore, these professionals’ continuing education requirements are covered under their current guidelines. 

2nd group--Unlicensed Preparers: A preparer other than a CPA, EA, or attorney can renew for 2012 without any continuing education requirements or suitability testing. The IRS refers to this as a provisional PTIN. Additionally, those holding a provisional PTIN may not use the Registered Tax Return Preparer (RTRP) designation. That designation cannot be used until after successfully completing the suitability testing. The continuing education requirement for this groups starts January 1, 2012. Continuing Education Requirements: In order for a RTRP or holder of a provisional PTIN to renew their registration for 2013, the individual must have met the IRS requirement for 15 hours of continuing education. Thus, all RTRPs and holders of provisional PTINs must complete 15 hours of IRS-mandated education between January 1, 2012 and December 31, 2012 before they can re-register.

ClientWhys has developed a CPE course that meets the new IRS 15-hour requirements. This new Registered Tax Return Preparers CPE course will be released January 1, 2012. Visit our tax CPE website at www.taxcpe.com after the first of the year to review our course options. We guarantee that our course will meet the requirements and prepare you for tax season. For California tax preparers (CTEC), we have developed a course that will meet both your federal and CA state requirements. 

Additionally, for California tax preparers, on January 1, 2012 the CTEC continuing education requirements will change. Effective January 1, 2012, the CPE requirement will be the same as the 15-hour federal requirement plus 5 hours of California education. However, if you complete your education before the close of 2011, you can renew your CTEC registration in October 2012 based on the prior CPE requirements of 12 hours federal, 2 hours ethics, 4 hours California and 2 hours optional in federal or CA tax subjects.  

  • Lee Reams II

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