20-Hour California CTEC CE Package

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    Description

    This Package contains all necessary credits for a California tax preparer to meet the 20-hour renewal requirements for CTEC.

    Package Includes:

    • 5 credit hours 2024 California 5-Hour CE (#1071-CE-3210)
    • 3 credit hours 2023/2024 Tax Law Updates (#1071-CE-3214)
    • 2 credit hours 2024 Ethics Course (#1071-CE-3213)
    • 10 additional hours on topics of your choice 

    Upon purchase, you’ll be able to select your courses within your account. You will receive login credentials and may start your CE right away. These courses are not webinars, so you can access the course content at any time and work at your own pace.

    The base seminars for this package are 2024 version, which includes 2023 tax law. Students who choose to take this course are eligible for IRS and CTEC CE credit upon completion of the course.

    Note: The IRS requires you to complete with a passing score by 12/31 each year in order to be accepted. Surgent Income Tax School strongly recommends you finish all courses before 12/27 at 1pm EST so we can provide proper Administrative and Course support. Surgent Income Tax School will report all credit hours and completed certificates to the IRS and/or CTEC (for California preparers) within 10 days of completion.

    Note to CTEC Students:

    • ITS students should complete CTEC CE by 10/21 each year to ensure timely reporting in order to meet the 10/31 CTEC renewal deadline.
    • CTEC students are responsible for verifying their own credits through their CTEC account before 10/21 to ensure complete and timely reporting of their CE before the 10/31 CTEC renewal deadline.
    • The Income Tax School will do its best to request PTIN and CTEC numbers from ITS students, but it is the student’s responsibility to provide them to ITS School Administrators to ensure timely CE reporting.
    • The Income Tax School is not liable for any delays caused by the CTEC.org website or the student’s failure to comply with the above requested actions.
    • CTEC does offer late renewal for an additional fee, in which case ITS students must complete CTEC CE by 1/5 of each year to meet the 1/15 CTEC late renewal deadline.

    The Income Tax School Provider Numbers:

    • IRS provider number: EEZ75
    • CTEC provider number: 1071
    • NASBA provider number: 103388
    • 2024 Dispositions
    • 2024 Tax-Related Investments
    • 2024 Special Needs and Concerns for Seniors
    • 2024 Retirement Plans
    • 2024 Income, Expenses, and Basis
    • 2024 Business Organization
    • 2024 Tax Issues for High-Income Taxpayers
    • 2024 Sole Proprietorships
    • 2023/2024 Federal Tax Law Updates
    • 2024 Partnerships
    • 2024 Nonresident Alien Returns – Form 1040NR
    • 2024 Schedule D – Special Issues
    • 2024 C Corporations
    • 2024 Rental Property
    • 2024 Employment Taxes
    • 2024 Clergy
    • 2024 Issues for Divorced and Separated Taxpayers
    • 2024 S Corporations
    • 2024 Amended Returns
    • 2024 Tax Planning, Savings Strategies, and Updates

    What are my CE requirements to renew my registration with the California Tax Education Council (CTEC)?

    California residents must provide an active PTIN, maintain a $5,000 tax preparer insurance bond, and complete 20 hours of CE by October 31st each year to renew their registration with the California Tax Education Council (CTEC). They must also complete. These 20 hours must be made up of:

    • 10 hours federal tax law
    • 5 hours California state law
    • 3 hours federal tax updates
    • 2 hours ethics education

    Do you report my CE credits to the IRS and/or CTEC?

    Yes. The Income Tax School reports CE credits to the IRS once per quarter for the first 3 quarters of the calendar year.

    • CE credits earned from January 1st – March 31st: reported to IRS April 1st.
    • CE credits earned from April 1st – June 30th: reported to IRS July 1st.
    • CE credits earned from July 1st – September 30th: reported to IRS October 1st.

    Beginning October 1st, The Income Tax School reports CE credits to the IRS every 10 days through the end of the calendar year.

    For California residents seeking Qualifying Education (QE) and CE credits for CTEC, The Income Tax School reports to CTEC every 10 days throughout the calendar year. Beginning October 1st, The Income Tax School reports CE credits to CTEC daily.

    CTEC students are responsible for verifying their own CE credits through their CTEC account before the 10/31 CTEC renewal deadline.

    The ITS School Admin Team works diligently to report the influx of CE completions we receive near the deadline, as well as responding to students that reach out via email. While the School Admin Team may not be available to respond to inquiries right away during peak times, please know our students are always our top priority.

    Should you need assistance from the ITS School Admin Team regarding CE credits, please first verify your CE credits by logging into your CTEC account. All reported CE credits will be listed in your CTEC account within the 4 main required categories and will include the name of the course and the number of CE hours earned. Any missing CE credits will also show up on this screen. Please take a screenshot of this information and include it in your email when you contact ITS School Admin Team for assistance with your ITS course information. Email ITS School Admin

    When can I start the course?

    Our income tax courses are all open enrollment. You can register and start the course as soon as you receive your login information and are ready. User logins are issued within 24 business hours.

    What kind of support does Surgent Income Tax School provide?

    • Administrative Support: Accessibility issues, course extensions, program upgrades, resetting of passwords/courses/graded assignments, and more.
    • Course Support: Questions about course content.

    How can I be assured that no one will have access to my course information online?

    Each Student is issued a unique username and password that is required to enter the secure area of the website where their student’s data is entered and stored.

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