Note:
Enrollment is closed for course 2020 updates. Enrollment will reopen September 2019.
Course Description:
The tax course is designed to fulfill the 60 hour qualifying tax education requirement imposed by the state of California to register with CTEC (California Tax Education Council) and become a registered tax preparer that is allowed to prepare taxes in California. This Course covers topics related to the preparation of individual tax returns (both Federal form 1040 and California Form 540), the Ethics and codes of conduct for tax professional, as well as the Tax Law updates pertaining to the preparation of individual tax returns.
Learning Objectives:
Upon completing this course, the student should have the basic knowledge and concepts of income taxation for individuals and the necessary knowledge to prepare income taxes in California for individuals using IRS Form 1040 and California Form 540 and their associated forms and schedules for most taxpayers.
Course Note:
The course material has been updated to reflect all the available changes for the 2019 tax year (returns filed in 2020) available at the time the course was created. All review and exam questions are based on 2019 tax year information provided in the course material. Since the forms and publications for the 2019 tax year were not available at the time this course was created, this course therefore uses the 2018 tax year tables, forms, and publications for reference.
Since the tax law is continuously changing, further updates affecting the 2019 tax returns will either be included in our updated “Tax Law Updates” course or will be emailed to the students who have successfully completed this course.
Who is this Course for?
- This course is ONLY for individuals interested in learning how to prepare taxes and want to register with CTEC to prepare taxes in California.
- This course is NOT for Attorneys, CPAs, EAs, Tax Preparers that do not prepare taxes in California, or registered tax preparers (CRTP) that are currently registered with CTEC.
Course Prerequisites:
There are no education prerequisites for this course. The student must be 18 years of age and have a valid social security number to receive credit for this course.
Course Requirements:
Anyone can take the course for their own benefit, but in order for 3IS Tax School to submit the course credits and completion to CTEC, the student must be 18 years of age or older and have a valid Social Security Number.
After 3IS Tax School submits the course credits and completion to CTEC, the student will need to go to the CTEC website at www.ctec.org and follow the steps to register with CTEC.
To register with CTEC, the student will need to:
- Successfully complete and pass this course.
- Register for an IRS Preparer Tax Identification Number (PTIN).
- Obtain a $5,000 prepare surety bond.
- Complete a criminal background check and submit fingerprint images to CTEC.
- Pay the CTEC registration Fee.
- For information about CTEC registration and renewals (see requirement on CTEC website)
- For information about obtaining or renewing a PTIN number (see instructions on the IRS website)
Field of Study:
Taxation.
Knowledge Level:
Basic
Course Material:
Online course (web based course material and exams).
Course Location:
Online at www.3isschool.com
Course Registration:
Online at www.3isschool.com
Course Credits:
- CTEC – 60 QE credit hours.
Course Work, Access, Progression, and Grading:
- Students need to complete the course within 6 months. Access to the course expires 180 after enrollment.
- Our online courses are divided into Sections, Lessons, and Topics.
- Topics include review questions that are designed to help you assess your understanding of the material. Review questions provide feedback and are not graded.
- After each section or lesson there is a quiz or an exam. Quizzes and exams are graded. You need to pass each section or lesson quiz or exam to be able to proceed to the next section or lesson. The minimum passing grade for each quiz or exam is 70%. You are allowed a maximum of 2 attempts for each quiz or exam.
Course Name and Number:
3IS Income Tax CTEC CE Course (Course# 6239-QE-0002)
Course Content and Outline:
- 40 Hours Federal Tax Law.
- 15 Hours California Tax Law.
- 2 CE Hours Federal Ethics.
- 3 CE Hours Federal Tax Law Updates.
- Course Certification.
- Course Survey.
- Course Credit Submission.
- Student Letter (Next Steps).
Cancellation and Refund Policy:
- You may cancel your enrollment within 10 days of your enrollment – and before you have completed the course – by notifying us. Upon receiving your notification, you will receive a full refund of your enrollment fees.
- You may cancel your enrollment after 10 days of your enrollment – and before you have completed the course – by notifying us. Upon receiving your notification, you will receive a 50% refund of your enrollment fees.
- You must notify us of your intent to cancel your enrollment within 30 days of your enrollment to be eligible for any refunds.
- If you cancel after completing the course, no refunds will apply.
- You have a maximum of 2 attempts to pass the course exam. No refunds will be issued for failure to pass the course exam. If you fail to pass the exam, you can notify us to request a third attempt at a special exam for an additional fee, or to re-enroll in the course.
- You may contact us by phone at 1-855-620-7988 or by email at info@3isschool.com.
- All refund requests will be processed within 10 days after receipt of your cancellation request.
Grievance Policy:
Should a student become dissatisfied with this course he/she should contact the Administrator of the 3IS Tax School at (855) 620-7988 or via email to info@3isschool.com. Grievances, complaints, suggestions, and comments will be reviewed on an individual basis.
Terms, Conditions, and Privacy:
Please read our complete terms and conditions and privacy policy.
3IS Tax School (Provider # 6239) has been approved by the California Tax Education Council to offer The 3IS Income Tax CTEC CE Course (CTEC# 6239-CE-0002), which fulfills the 20-hour “continuing education” requirement imposed by the State of California to renew the CTEC. A listing of additional requirements to register as a tax preparer with CTEC may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA 95812-2890; toll-free by phone at (877) 850-2832; or at www.ctec.org.