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
30h course
This 30-hour continuing education package is designed for licensed Oregon tax consultants and preparers, and will fulfill all of your CE requirements, including the required Ethics curriculum, based on IRS Circular 230.
Oregon Gross Income, Capital Exchanges, and Property Basis
7h course
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 Other Taxes and Payments
3h course
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 Federal Filing Status
3h course
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 Ethics for Tax Advisers; Review of Circular 230
2h course
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 2 Hour Adjustments to Income
2h course
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 2 Hour Amended Returns
2h course
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 1 Hour Other Income
1h course
In this 1-hour class, we will be addressing the miscellaneous forms of income that a taxpayer is required to report on their taxes. Some of these will be exempt, or partially exempt, but others will be fully taxable. A few of the types of income that we'll discuss include proceeds from life insurance, royalties, repayments, and cancelled debts.
Oregon 1 Hour Tax Law Updates
1h course
In this 1-hour course, we’ll walk through updates for preparing and filing taxes, beginning at the most logical place: inflation adjustments for 2024 (2023 tax year). This section will review the figures for standard deduction, personal exemption, and tax rates by filing status. We’ll conclude with additional miscellaneous-but-helpful information.
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.