California CTEC Continuing Education Requirements and Renewal Information

The Income Tax School is a CTEC approved continuing education provider for maintaining your CRTP license

CTEC Renewal Registration Information

Renewal registration and CE must be completed annually by October 31 to maintain CRTP status.

To renew your CTEC registration, all CRTPs must:

  • Complete 20-hours of continuing tax education by October 31st each year
    • 10-hrs fed tax law
    • 3-hrs fed tax update
    • 2-hrs Ethics
    • 5-hrs CA state
  • Maintain a $5,000 tax preparer bond
  • Ensure Preparer Tax Identification Number (PTIN) is valid
  • Renew your CTEC registration on-time by October 31st

Please Note:

  • 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.

CTEC Late Renewal Registration Information

If you happen to miss the on-time renewal deadline, the guidance for the late renewal CRTP registration is as follows:

  • The late renewal deadline is January 15 each year.
  • In addition to the renewal fee of $33, there is a $55 late renewal fee for a total of $88 (The late fee will not be waived.)
  • If the CRTP doesn’t meet the late renewal deadline, they will be required to:
    • Complete a 60-hour qualifying education course
    • Undergo a background check
      • They cannot practice tax preparation until they successfully complete their education and the background check
        • If they choose to practice without renewing their registration they face a $2,500 (up to $5,000) fine.

We offer the following California CE options:

Create Your Own 20-Hr CE Package to Meet CTEC Requirements

Includes the following 4 seminars, plus 3 additional federal seminars of your choice:

  • 5-hr – California 5-Hour CE Course #: 1071-CE-3026
  • 3-hr – Federal Tax Law Updates Course #: 1071-CE-3023
  • 2-hr – Ethics Course #: 1071-CE-2010
  • 2-hr – Income, Expenses, and Basis Course #: 1071-CE-3052
  • 9 hr – Choose THREE additional 3-hour CE Seminars
    (Federal Tax Law)

30-Hour Small Business I Tax Course – California Edition

Includes the following 4 courses to meet the annual California CE requirements:

  • CA Edition – Small Business I course (2 Modules)
    • Gain a solid foundation for preparing business tax returns & researching tax issues for various forms of business entities
    • Includes partnerships and corporations
  • 5-hr – California 5-Hour CE Course #: 1071-CE-3026
  • 3-hr – Federal Tax Law Updates Course #: 1071-CE-3023
  • 2-hr – Ethics Course #: 1071-CE-2010

New 2020 requirements

Background checks and fingerprint images – Effective July 1, 2020.

California Business and Professions Code Section 22251.3* was amended to require new applicants interested in becoming CRTPs to pass a criminal background check and submit fingerprint images to CTEC to determine an individual’s eligibility to register as a CRTP. The new requirements are NOT applicable to current CRTPs, only new applicants who register beginning July 1, 2020.

Also beginning July 1, 2020, if a CRTP allows their CTEC registration to expire and they would like to reregister with CTEC, they not only will be required to retake the 60-hour qualifying education course, but they will also be required to go through another background check and resubmit fingerprint images to CTEC.

*All references are in the California Business and Professions Code, Sections 22250-22259

Our most popular CA continuing education courses & seminars include:

Additional continuing education options:

For more information about CTEC: