New obligations for CTEC-registered tax preparers (CTRPs) - Spidell

New obligations for CTEC-registered tax preparers (CTRPs)


AB 3143 (Ch. 18-597) extends the California Tax Education Council (CTEC) provisions for four more years until January 1, 2023. The bill also includes these new requirements:

  • New CRTP applicants must submit fingerprints and submit to a background check beginning July 1, 2020;
  • CTRPs must report to CTEC any paid claims against their surety bond (on or after July 1, 2019); and CTEC is to publish a list of registrants with paid claims on its website along with a list of all registrants who were subjected to formal discipline or placed on probations; and
  • A CRTP is required to include the address of CTEC’s website in the information the tax preparer is required to provide to a customer before rendering services (beginning January 1, 2019).

The bill also allows CTEC to contract with the FTB to carry out enforcement activities.