Oregon Tax Preparer Continuing Education
Our courses have been approved by the IRS and are accepted by the Oregon Board of Tax Practitioners to help you meet your CE needs. All of our courses can be taken At Your Pace Online.
We will report your PTIN to the IRS within 5 business days of your course completion.
Oregon 30 Hour Complete CE Course
This package was designed specifically for Oregon Tax Consultants and Preparers to renew their licenses. This course covers the Internal Revenue Service's Publication 17 with an introduction to ethics for tax profesionals, then moves into the federal filing requirements and dates, the different federal filing statuses, personal and dependent exemptions, gross income, and standard and itemized deductions. Our courses have been approved by the IRS to meet your CE needs.
Oregon Ethics for Tax Advisers; Review of Circular 230
This course will satisfy the required 2 hours of Ethics for Tax Preparers and will cover the basic concepts of ethics for professional tax preparers by providing a review of Circular 230, alongside the rules relating to ethics and penalties for breaking those rules. Once you’re finished, you’ll be 2 hours closer to renewing your license, all at your own pace!
Oregon Gross Income, Capital Exchanges, and Property Basis
This class provides 7 hours of Tax Law, and hits on the topics of recording and reporting tip income, investment income, the sale and exchange of capital assets, taxable and nontaxable exchanges, and reporting the sale of a home. Once you’re finished, you’ll be 7 hours closer to renewing your license, all at your own pace!
Oregon Inflation Adjustments 2021 and the Basics of Filing
This course provides 3 hours of Tax Updates content, and teaches on the topics of important federal tax updates for 2021, update of inflation adjustments for 2021, standard deductions and tax rates, explanation of filing information, refunds, amounts owed, and recordkeeping. Once you’re finished, you’ll be three hours closer to renewing your license, all at your own pace!
Oregon 1 Hour Other Income
Tax professionals can take this 1 hour class on other forms of income as part of their continuing education. Forms of income include bartering, canceled debts, proceeds from life insurance, repayments, royalties, public assistance benefits, and more. This course represents a thorough, though not exhaustive, resource for various types of income a taxpayer may need to report.
Oregon 2 Hour Adjustments to Income
Tax professionals can take this 2 hour class on what adjustments (deductions) to a taxpayer's income can be counted on Schedule 1 as part of their continuing education. Topics of interest include alimony updates, education-related deductions and their unique rules, the moving expense deduction for military servicemembers, and IRA deduction.
Oregon Federal Filing Status
This course will cover the IRS' Federal Filing Status' which are filing single, married filing jointly, married filing separately, filing as head of household, and filing as a qualifying widow or widower.
Oregon Self Employed Taxes and Dependent Exemptions
This course provides 3 hours of Tax Law, and focuses on the topics of Alternative Minimum Tax and form 6251, declaring dependents for tax purposes, estimated taxes, FICA, and the Affordable Care Act credits. Once you’re finished, you’ll be three hours closer to renewing your license, all at your own pace!
Oregon Supplemental Gains and Losses
This course will cover the IRS' Supplemental Gains and Losses which include the federal tax laws that apply to small business owners who are sole proprietors and to statutory employees, along with the information necessary to understand business income, expenses, and tax credits which will help tax professionals best serve their clients.
Oregon Other Taxes and Payments
This course provides 3 hours of tax law update content, and covers various types of tax situations and payments. While there are endless scenarios that could come up with clients, here we're going to cover the Alternative Minimum Tax, tax implications regarding minors, estimated taxes, and excess FICA.
Oregon 2 Hour Small Business Tax
Tax professionals can take this 2 hour class on filing and paying business tax as part of their continuing education. Topics of interest include accounting periods and methods, dispositions of business property, figuring cost of goods sold and gross profit.
Oregon 2 Hour Business Expenses
Tax professionals can take this 2 hour class on what counts as a deductible business expense as part of their continuing education. Topics of interest include business use of the home, self-employment tax, business structures and their corresponding forms, and common business expenses.
Oregon 2 Hour Amended Returns
Tax professionals can take this 2 hour class on preparing amended returns as part of their continuing education. In the course, we give a basic introduction to amended returns before going into detail on Form 1040-X, including line-by-line instructions.
Oregon Licensed Tax Preparer Renewal Requirements
Being an Oregon-licensed tax preparer requires you to complete OBTP-approved CE and turning in your proof of hours to OBTP on time. This can be done online, right here though AYPO!
To make sure you're doing everything right, let's take a quick look at Oregon Tax Preparer continuing education requirements.
Oregon Licensed Tax Preparer Renewal Requirements
If it's your first-time renewal, then you are exempt from having to take CE.
To renew your tax preparer license with the OBTP each year after that, you really only need to do two things:
- Complete the required tax preparer course CE hours
- Submit your renewal to the OBTP
Let's look at each of those separately. How much continuing education does an Oregon licensed tax preparer need?
Each year, the OBTP requires you to complete 30 tax preparer course CE hours. Two of the hours need to focus on professional conduct and ethics.
These hours need to be taken from an education provider that's approved by the Oregon Board of Tax Practitioners (OBTP), the Internal Revenue Service (IRS), or the National Association of State Boards of Accountancy (NASBA).
The good news? You can find approved OBTP CE online. Take your Oregon licensed tax preparer continuing education online and you can knock out your hours at your convenience throughout the year.
You have 13 months - from September 1 of the previous year to September 30 of the current year - to finish your tax preparer course CE. Your license expires on September 30 of each year, although there's a slight grace period (more on that later).
Once you're ready to renew your license, you can do so online. Submit your renewal - and pay the $80 renewal fee - by the end of September each year to maintain your status as an Oregon-licensed tax preparer.
If you don't and you want to renew in less than three years, you'll need to show proof of 30 hours of OBTP CE for each year during which your license lapsed. It can add up fast, so it's best to stay on top of your continuing education requirements.
Oregon Publication 17
Your tax preparer course CE should be about the information that's actually useful to you. And that includes training on the most current Oregon Publication 17 or the individual income tax guide. This keeps you current on the latest tax law and filing practices.
The best CE courses will include training on OR-17 so you're always up to date and ready to best serve your clients.
Oregon Tax Preparer License Renewal Deadline
As we mentioned before, to maintain your Oregon-licensed tax preparer status, you need to submit your renewal by September 30 each year. Generally, the OBTP opens renewals around mid-August to give you ample time to complete the process online.
That said, there is a slight grace period. Your license won't lapse as long as you submit your renewal by October 15. If you use that two-week grace period, though, be ready to pay an additional $35 late fee.
Remember: complete your 30 hours of CE each year and submit your renewal by September 30. Do those two things and you'll have no trouble keeping your license.