Course Offerings

Chartered Tax Professional

Course ID: SEF-3001DRG
Overview
Course Outline
Requirements
Intended Audience
More Details

A Chartered Tax Professional (CTP) is someone who has completed a specific series of tax courses in individual and small business income tax preparation. This nationally recognized innovative online certificate course enables you to start working and earning money while completing coursework toward the CTP professional credential. After successfully completing this course, you will be qualified to prepare individual tax returns for almost all U.S. taxpayers and will also have the tax knowledge to successfully pass the Special Enrollment Examination (SEE). The Special Enrollment Examination (SEE) is a test that individuals can take to become an Enrolled Agent in the United States. The Enrolled Agent credential is issued and regulated by the Internal Revenue Service (IRS).

Course Objectives

Master preparing taxes for individuals, small businesses, partnerships, and sole proprietorships.

Learn how to conduct a professional tax preparation client interview.

Learn how to prepare tax returns for all individual U.S. taxpayers.

Understand the ethical responsibilities of tax professionals.

Outline of Instruction

Individual Income Tax Preparation

Small Business Income Tax Preparation

Contact Hours

180

CEUs

Industry Standard, State or National Certification

Certification

None

Website

None

Certification Learning Outcomes/Requirements

CE or CU Articulation

Prerequisites

A high school diploma or equivalent is a prerequisite for this course. Accounting and specific math skills aren't required, just the aptitude to work with numbers and people and to read and interpret the tax laws.

If you are taking this course to begin a career in taxation you will need to meet the following requirements:

Complete Comprehensive Tax Course (located within the course)
Register with the IRS and get a PTIN
Begin preparing tax returns as a tax preparer

Learning Supplies Needed

Hardware Requirements:
This course can be taken on either a PC or Mac.

Software Requirements:
PC: Windows 8 or later.
Mac: macOS 10.6 or later.
Browser: The latest version of Google Chrome or Mozilla Firefox are preferred. Microsoft Edge and Safari are also compatible.
Adobe Acrobat Reader.
Software must be installed and fully operational before the course begins.

Other:
Email capabilities and access to a personal email account.

Instructional Material Requirements:
The instructional materials required for this course are included in enrollment. The following materials will be shipped to you approximately 7-10 business days after enrollment:
Federal Forms
Federal Worksheets
Instructions
Publication
Tax Preparer Resources