Course Description:
This tax course is designed to fulfill the annual 20-Hours continuing tax education requirement imposed by the state of California for CTEC (California Tax Education Council) registered tax preparers to renew their registration, as well as the 15 hour continuing tax education requirement of the IRS Annual Filing Season Program (AFSP) for exempt tax preparers. 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 improved their knowledge of income taxation for both the Federal and the State of California, as well as being up to date with the latest tax law changes and updates.
Course Note:
The course material has been updated to reflect all the available changes for the 2022 tax year (returns filed in 2023) available at the time the course was created. All review and exam questions are based on 2021 tax year information provided in the course material. Since the forms and publications for the 2022 tax year were not available at the time this course was created, this course therefore uses the 2021 tax year tables, forms, and publications for reference.
Since the tax law is continuously changing, further updates affecting the 2021 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 California CTEC registered tax preparers (CRTP) with a valid and current CTEC registration number.
- This course is NOT for Attorneys, CPAs, EAs, Tax Preparers that do not prepare taxes in California, or individuals that are not currently registered with CTEC.
Course Prerequisites:
There are no education prerequisites for this course. The student must have and active PTIN and CTEC Registration 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 have a valid and current PTIN number and CTEC registration. The student must complete the course and their CTEC Registration renewal on or before January 15 (CTEC renewal deadline).
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 renew their register with CTEC.
Additionally, after the student renews their registration with CTEC, and he or she wishes to participate in the IRS Annual Filing Season Program (AFSP), he or she will need to login to the IRS PTIN system and Consent to adhere to the obligations in Circular 230, Subpart B and section 10.51.
- 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)
- For information about the IRS AFSP program (see information on the IRS website)
Field of Study:
Taxation.
Knowledge Level:
Intermediate
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 – 20 CE credit hours.
- IRS – 15 CE 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.
- Self-Study courses come with downloadable PDF materials that are divided into Lessons and Topics.
- Once the student has completed his study of the course materials, the student will then logon to the website to go through the review questions and take the online exams(s).
- 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 topic there is a quiz or an exam. Quizzes and exams are graded. You need to pass each topic quiz or exam to be able to proceed to the next topic 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 CTEC Continuing Education Course (Course# 6239-CE-0002)
Course Content and Outline:
- Lesson – Federal Tax Law (10 CE Hours).
- Topic – Business Income and Self-Employment (3 CE Hours) (IRS Course Number: A3QH8-T-00018-21-S).
- Topic – Other Income (2 CE Hours) (IRS Course Number: A3QH8-T-00021-21-S).
- Topic – Itemized Deductions (3 CE Hours) (IRS Course Number: A3QH8-T-00020-21-S).
- Topic – Education Benefits (2 CE Hours) (IRS Course Number: A3QH8-T-00019-21-S).
- Lesson – California Tax Law (5 CE Hours).
- CRTP Requirements (1 CE Hour).
- Deductions and Credits (2 CE Hours).
- Introduction to Business Entities (2 CE Hours).
- Lesson – Ethics (2 CE Hours)
- Topic – Ethics for Tax Preparers (2 CE Hours) (IRS Course Number: A3QH8-E-00016-21-S).
- Lesson – Federal Tax Law Updates (3 CE Hours)
- Topic – Federal Tax Law Updates (3 CE Hours) (IRS Course Number: A3QH8-U-00017-21-S).
- 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 downloaded the course materials – 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.
3IS Tax Services (Provider # A3QH8) has been approved by the IRS to offer The 3IS AFSP for Exempt Preparers Course (Course# Various), which fulfills the 15-hour “continuing education” requirement for the IRS Annual Filing Season Program (AFSP) for exempt tax preparers. For more information about the IRS Annual Filing Season Program please visit the IRS website at https://www.irs.gov/tax-professionals/annual-filing-season-program.