where do i take the ny state tax preparer course

by Dr. Tina Paucek 9 min read

You'll need to complete your free online continuing education courses using the state's online Statewide Learning Management System (SLMS). SLMS is an external website, but you must access it through your Tax Department Individual Online Services account to enroll in and complete your courses.

What can I do with a New York state tax preparation course?

Upon completion of this course, you will be able to complete basic individual NY State and federal forms. This program is designed for students new to tax preparation. Explore the role and responsibilities of a professional tax preparer.

How do I register as a New York state tax preparer?

Follow the prompts to complete your registration. Print to save the confirmation page for your records. Print Certificate and Form to print a copy of the form you filed and your Certificate of Registration (it contains your registration information and your New York Tax Preparer Identification Number [NYTPRIN]).

How to become a tax preparer in LaGuardia?

Prerequisite: Successful completion of Tax Return Preparer Certificate Program or passing of an online screening test ( www.laguardia.edu/tax-preparer-test/ ). ND Discuss professional conduct in connection with tax return preparation.

Do tax preparers have to take continuing education courses?

If you're a commercial tax return preparer, you must complete free online continuing education courses. IRS continuing education courses for tax preparers do not count toward your required New York State hours of coursework. If you're required to complete coursework, you must complete all courses before you register.

How much do tax preparers make in NYC?

The average salary for a tax preparer is $24.22 per hour in New York, NY.

How do I become a preparer?

How to become a professional tax preparer:Create your PTIN. Anyone who prepares tax returns and charges a fee for their services is required to have a Preparer Tax Identification Number (PTIN) . ... Apply for an EFIN. ... Register with your state. ... Work at an office. ... Choose a tax prep software.

What training do you need to do taxes?

To do so, you must: Take a 60-hour qualifying education course from a CTEC approved provider within the past 18 months. Purchase a $5,000 tax preparer bond from an insurance/surety agent. Obtain a Preparer Tax Identification Number (PTIN) from the IRS, and.

What is preparer certification?

Any tax professional with an IRS Preparer Tax Identification Number (PTIN) is authorized to prepare federal tax returns. However, tax professionals have differing levels of skills, education and expertise.

Is becoming a tax preparer worth it?

High Earning Potential According to the U.S. Bureau of Labor Statistics, or BLS, tax preparers earned an average salary of ​$52,710​ per year as of May 2020. The BLS reports that accountants working in tax preparation services averaged an annual salary of ​$85,050​ per year as of May 2020.

How do I become a tax preparer in NYC?

How to complete your requirementsLog in to your Individual Online Services account.Select Tax preparer registration program from the Services.Select Take required education from the drop-down.On the Registration and Continuing Education Training Tax Return Preparers page, select SLMS.More items...

How much does it cost to Learn How do you do taxes?

BASIC COURSES Federal Basic $199.00: Includes over 50 hours of Federal Law, textbooks, and a workbook. California $249.00: Includes 50 hours of Federal Law, 2 hours of Ethics, and 15 hours of California Law content.

Does the IRS provide training?

The IRS provides free tax law training and materials. Volunteers receive training materials at no charge. The tax law training covers how to prepare basic federal tax returns electronically. The training also covers tax topics, such as deductions and credits.

How do I start a career in tax?

Courses in Taxation A B.Com degree is mandatory to take admission in the two-year M.Com course. Students who do LLB or LLM can also specialise in Taxation Laws and join the field. Bachelor of Management Studies (BMS) or an MBA degree with specialization in Finance may also give you an edge in the field.

How long does it take to become a CTEC?

To become a CTEC registered tax preparer, you must: Take a 60-hour qualifying education course from a CTEC approved provider within the past 18 months. Purchase a $5,000 tax preparer bond from an insurance/surety agent. Get a Preparer Tax Identification Number (PTIN) from the IRS.

How do I become a certified tax consultant?

There are no prescribed qualifications to become a tax consultant/ advisor. Individuals with interpretation skills and expertise knowledge in Tax Laws can act as a Tax Consultant. Tax Laws are changing all the time so they should be up-to-date with recent Circulars, Notifications, Rules, etc…

What is a tax preparer called?

If you decide to use a tax professional, you will generally find two main categories of tax service providers: the licensed tax professional—a Certified Public Accountant (CPA), or the unlicensed tax professional—a tax preparer.

How to prepare for tax?

After completing the Tax Preparation course, students will be able to: 1 Accurately identify and describe relevant laws and regulations related to taxation for both individuals and small businesses, then to apply said laws appropriately to all prepared tax forms. 2 Effectively calculate gross income, then identify those elements of said income that are included and excluded when generating further calculations. 3 Identify commonly itemized deductions such as medical expenses, charitable contributions and taxes. 4 Accurately identify and calculate tax losses as well as deductible business expenses. 5 Effectively apply capital gains and losses to any property transactions. 6 Complete a basic Form 1040 Individual Tax Return with typical itemized deductions for a family.

What is the best phone number to call to become a tax preparer?

If you're serious about training for a new career that you can be proud of, we want to help. Call 1-800-239-9275 or enroll online today.

What is the NBA bookkeeper certification?

NBA's Bookkeeper Certification can help job applicants and employees communicate their knowledge and skills to employers and build credibility within the industry. The Tax Certification exam is developed and maintained by NBA and administered by the Accounting Training and Testing Center (ATTC). Because the exam is taken in ATTC's Online Testing ...

Is tax preparation in high demand?

Tax preparer careers are in high demand. Check out the job outlook for certified tax preparers. If you're serious about training for a new career that you can be proud of, we want to help.

Number of hours of continuing education coursework you are required to take

If you are a commercial preparer who prepared ten or more New York State personal income tax returns during the years 2012, 2013, and 2014, then you must take four hours of continuing education coursework by the end of December 2016.

Tax Return Preparer Certification course offered by IRS

If you complete the IRS course for tax preparers, it will not count towards your New York State continuing education coursework. The IRS course is valuable because it focuses on the preparation of the federal return which is the basis of the New York State return.

Which states require a state tax preparation course?

Please note, residents of California, Maryland, New York and Oregon will also need to complete a state registered tax preparation course approved by their respective state.

When is the IRS tax course?

The 18 hour IRS tax course is available each year from June 1st - December 31st. The program is directed to preparers who are not Attorneys, CPAs or Enrolled Agents. In order to determine whether to take a 15 hour or an 18 hour IRS tax course the guidelines are listed below.

What happens if you complete IRS Continuing Professional Education?

Once you complete the IRS Continuing Professional Education Tax course you will receive a Certificate of Completion from Platinum. Platinum will then report your completion to the IRS electronically. Platinum will then report your completion to the IRS electronically. Once the tax preparer has met all three requirements for ...

What is a tax preparer?

The Internal Revenue Services defines a "tax return preparer" as "an individual who, for compensation, prepares all or substantially all of a federal tax return or claim for refund".

Can a tax accountant represent clients?

They may only represent clients whose returns they prepared and signed, but only before revenue agents, customer service representatives, and similar IRS employees, including the Taxpayer Advocate Service. They cannot represent clients whose returns they did not prepare and they cannot represent clients regarding appeals or collection issues even if they did prepare the return in question.

Tax Preparer Certificate Program

Earn extra money in this lucrative field in the top tax prep hiring region in the country. Join us for our Career Insider Series workshops and panels. Click here to sign up.

COURSES

Explore the role and responsibilities of a professional tax preparer. Learn how to prepare basic individual forms, including tax credits, deductions, and tax consequences. You will become familiar with the 1040 series, NYS IT 201, and wage income forms.

CAREER PROFILE

Tax Collector, Auditors, and can be an additional skill for accounting and bookkeeping.

Related Courses

Review taxes for individuals, and qualifications and procedures for client representation in depth. Topics include tax regulations as well as estate and gift taxes. Upon completion of this course, you will receive a LaGuardia certificate of completion.

Who administers the New York State Assessment Certification Program?

The Educational Services unit at the Office of Real Property Tax Services administers the New York State Assessment Certification Program for: County directors, assessors, real property appraisers, and candidates for assessor. Assessment training is also available and encouraged for county and local assessment staff.

What is the training advisory group?

The Training Advisory Group is made up of assessors, county directors, ORPTS staff, and at-large members who provide advice for the development and delivery of training programs for the assessment community.

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