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CTEC 60 Hour Qualifying Education

CTEC 60 Hour Qualifying Education


QE Credits: 45 Federal Tax Law, 15 California Tax Law


This course meets the 60-hour Qualifying Education requirement (45 hours of Federal Tax Law, which includes the required 2 hours of Ethics and 15 hours of California Tax Law) imposed by the state of California to become a California Registered Tax Preparer (CRTP). 


In this beginner CA tax preparer course, you will learn…

  • How to prepare a federal individual tax return

  • Filing status

  • Which form to use

  • Credits the taxpayer qualifies for



This course contains 15 Chapters; after each chapter, the student will complete online review questions and a Practice Tax Return (PTR). PTR’s are based on the course content that has been covered so far and will have its own set of review questions. Returns that use the Schedule A are prepared with state income tax withholding on line 5 and the additional state-specific taxes such as CASDI. 


Chapter 1: Ethics

Chapter 2: Best Practices to Counteract Cybercrime

Chapter 3: Compiling Taxpayers Information

Chapter 4: Filing Status, Dependents, and Deductions

Chapter 5: Income

Chapter 6: Interest and Dividends

Chapter 7: Tax Credits and Payments

Chapter 8: Adjustments to Income

Chapter 9: Itemized Deductions

Chapter 10: Other Taxes and Taxpayer Penalties

Chapter 11: Capital Gains and Losses

Chapter 12: Business Income

Chapter 13: Depreciation

Chapter 14: Electronic Filing

Chapter 15: Extensions and Amendments 


Course Details

Included in this course


Title: 2021 CTEC 60 Hour Qualifying Education

Level: Beginner

Delivery Method: Self-study

CTEC Vendor: #2080

CTEC Course: 2080-QE-001

  • To earn a certificate of completion:

    • Pass Quizzes with 70% (or higher)

    • Pass Each Final with 70% (or higher)

    • Complete Course Survey

    • 15 Chapters (eBook)

    • Quizzes 

    • Videos

    • Practice Tax Return

    • Practice Tax Return Final

    • Finals (3)

       » Ethics 

       » Federal Tax Law 

       » California Tax Law 

  • All CTEC Registered Tax Preparers (CRTP) must...

     • First complete 60-hours (45 hours federal and 15 hours state) of qualifying tax education from a CTEC Approved Provider

    • Obtain a PTIN (Preparer Tax Identification Number) from the IRS

    • Purchase a $5,000 tax preparer bond

    • Register with CTEC within 18 months from the completion date on the certificate of completion

    • Registration Fee with CTEC $33

    This course has been approved by the California Tax Education Council (2080-QE-001), which fulfills the 60-hour qualifying education requirement imposed by the state of California to become a tax preparer. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890 or 1-877-850-2832 or

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