Chartered Tax Professional (CTP®) Certificate Program

What’s the difference between the CTC® and CTP® Certificate Programs?

Both the Chartered Tax Consultant (CTC®) and Chartered Tax Professional (CTP®) begin with our Comprehensive Tax Course, so any beginner has the option to choose the program that works best for them. The difference is how much further education beyond the Comprehensive course you wish to take. The CTC® program includes Small Business I and Small Business II. The CTP® program includes from the CTC® program plus advanced individual income tax preparation courses Advanced 1 and Advanced II.

Do I take the courses all at once, or one at a time? 

One at a time. Depending on when you purchase, you could start your first course and by the time you’re ready to start the next one a new edition could be available. For this reason, we give you access to each course one at a time, to ensure you get the most up-to-date version available. This is also true if you order hard copy books with your course. Books are shipped one at a time so that you get the newest edition possible.

What order are the courses taken in?

The courses will be loaded into your account in the following order Comprehensive (including California portion for those that order CA specific edition), Small Business I, Advanced I, Small Business II, and Advanced II. Books will be shipped out in that order as well. 

I’m buying a course on behalf of someone else, what should I do?

For business owners operating their own tax school who wish to license our courses for their students: email info@theincometaxschool.com or call 1-800-984-1040.

Many customers come to us and are buying a course or seminar for someone else. They could be buying the course for their spouse, or a business owner purchasing for an employee(s), or an employee signing up for a course that their employer is paying for. In those cases, use the following steps:

1. Select your course(s)
2. Proceed to checkout
3. Fill the billing address and payment fields with the information of the person paying for the course.
4. In the Additional Comments section: enter the names and emails of the person(s) taking the course(s)

Example: Jane is a business owner who wants to purchase the Comprehensive Tax Course for Megan and the CTP Program for Jeff. Jane puts both the Comprehensive course and the CTP Program in her cart and proceeds to checkout. Jane enters her information for the Name, Email, Billing Address, and credit card info, then specifies “Megan Smith – Comprehensive course. Email: megan@example.com, Jeff Jones – CTP Program. Email: jeff@example.com” in the Additional Comments section.

Jane will receive a receipt of purchase by email and will be given login credentials of her own by default. Our school administrators will then manually create student accounts for Megan and Jeff and add their respective courses to their accounts. Please allow up to 2 business days for this to take place.

Please Note: Extension requests and name changes on purchases placed on a Friday may not be completed until the next business day.

Am I required to buy hard copy books?

Hard copy books are completely optional. Some students prefer to work through reading materials offline and simply use the online platform to complete assignments, quizzes, and tests. The hard copy books are also a useful tool for tax preparers to use as a reference after they’ve completed the course and are filing tax returns in the field. You do not have to wait for your hard copy book to be shipped to you before beginning your course, but you can if you wish.