FAQ for Customers
Shows Members the answers to various common questions.
To be a tax preparer in California, USA you must have a CTEC ID number and an IRS PTIN number. You cannot obtain a CTEC ID number without a social sec...
Fri, 10 Aug, 2018 at 3:35 PM
Enrolled Agent (EA) Continuing Education credits must be obtained in accordance with the requirements of the IRS: https://www.irs.gov/tax-professionals/...
Thu, 30 Aug, 2018 at 9:28 AM
This software works with 3 banks and you can choose whichever one you like: 1. Republic Bank 2. TPG (Santa Barbara Bank & Trust) 3. Refund Advanta...
Fri, 26 Oct, 2018 at 10:39 AM
As we move to Youtube for videos, we should have them ready with Closed Captioning but at the moment this is not available. It is a future feature.
Thu, 8 Nov, 2018 at 12:00 PM
If you are missing hours for the AFSP program we offer 2 hours Ethics, 10 hours Other tax laws, and 3 hours Tax law updates Here are the links: 2 hours...
Fri, 19 Jul, 2019 at 2:15 PM
If you do not see your course in your dash board after you have started it, you can possibly have multiple accounts in our system under a different email
Fri, 2 Aug, 2019 at 12:55 AM
If you log in to ctec.org and click on Tax Professionals. You can log in to your account and look at your account and where you took your courses.
Fri, 2 Aug, 2019 at 12:59 AM
Yes you can go back and review any part of the course once you have completed it.
Tue, 6 Aug, 2019 at 6:46 PM
Every year we get a handful of tax prepares that forget to register with CTEC. If you forgot to register with CTEC for your 20 hour course you have to take...
Thu, 15 Aug, 2019 at 8:58 PM
When making a purchase for you and someone else, you will have to create two separate accounts with different emails. You can not use the same email for tw...
Thu, 15 Aug, 2019 at 9:02 PM