Are you a CRTP That Can No Longer Represent Your Clients before the IRS?

Posted by Lee Reams Sr. on

If you failed to check the box in your IRS PTIN account that you would abide by Sub-part B of Circular 230 you can no longer represent your clients before the IRS.  This is true even though CRTPs are exempt from taking and passing the special IRS Annual Federal Tax Refresher (AFTR) course you were still required to check that box on your PTIN account to obtain your annual “Record of Completion.”

Beginning this year, every CRTP is required to have a “Record of Completion” for the year in which the return was prepared AND the year of the audit to represent a return they prepared.  This can create BIG problems for you going forward. 

Did your CE provider fail to make you aware of this issue last year?  Did you use a marginal CE provider that is more interested more in selling quick and easy CE course and is not really aware of what is going on in the industry.  Maybe it is time for a change…..

Featured CTEC Approved CPE Courses:

2016 California Tax Return Preparer (CRTP) 20-Hour Bundle (Online Version) $79.95

2016 California Tax Return Preparer (CRTP) 20-Hour Bundle (Print Version) $119.95