California Tax Education Council
Provider Policies
Admin Policies
Board Policies
Budget and Financial Policies
Communications and Technology Policies
Curriculum Providers Policies
- CP01 - Curriculum Provider Standards Committee Mission
- CP02 - CTEC Curriculum Provider Application
- CP03 - Denied Curriculum Proivder Appeal Procedure
- CP04 - Provider Complaint Procedure
- CP05 - Provider Assistance
- CP06 - Course Numbering Convetion
- CP07 - CE Credit - Course Preparation and Instructors
- CP08 - Student Course Evaluations
- CP09 - Approved Provider List
- CP10 - Provider Newsletter
- CP11 - Provider Course Completion Certificate
- CP12 - CTEC Provider Administrator / On-site Coordinator
- CP13 - Self-Study Courses
- CP14 - Course Review Policy
- CP15 - Provider Curriculum Review Expense
- CP16 - Curriculum Reviewers
- CP17 - Allocation of CE Hours
- CP18 - Curriculum Provider Non-Compliance
- CP19 - Provider Reporting Requirements
- CP20 - Use of Tax Returns As A Part of Testing
- CP21 - CE Course Disclosures
- CP22 - Ethics & Professional Conduct
- CP23 - Education Standards
- CP23A - Qualifying Education Guidelines
- CP24 - Limitations on the Use of Federal and State Publications, etc
- CP25 - Provider Task Force Meeting
- CP26 - Instructor Led (Face to Face) Courses
- CP27 - Group Internet Courses
- CP28 - Audit Policy
- CP29 - IRS Conformity
- CP30 - Who Is “The” Provider
- CP31 - Purchased Course Policy
- CP32 - Course Update Guidelines
- CP33 - Continuing Education IRS-FTB-BOE
- CP34 - Advertising Disclosures - QE & CE
- CP35 - Provider Conduct
- CP36 - New Preparer Registration Notice
Legislative Policies
Public Awareness Policies
Tax Preparer Policies
- TP01 - Tax Preparer Committee Mission Statement
- TP02 - Tax Preparer Registration
- TP03 - Tax Preparer Registration Number
- TP04 - Experience in Lieu of Education
- TP05 - Registration Packet
- TP06 - Late Renewal Registration
- TP07 - Tax Preparer Address
- TP08 - Tax Preparer Code of Conduct & Responsibilities
- TP09 - New Preparer Registration After 8/15
- TP10 - Preparer Complaint Procedure
- TP11 - Procedures For Denial Of Registration Or Discipline-Revocation
- TP12 - Successful Completion of CTEC Registration
CTEC Forms Policies
- CTEC008 - E-Mail / Mailing List Order Form
- CTEC009 - Product Order Form
- CTEC012 - Application to Serve as CRTP Voting Director
- Education Provider - CE (20 Hours) Purchased Course Application
- Education Provider - QE (60 Hours) Purchased Course Application
- Provider Application - Continuing Education (CE)
- Provider Application -Qualifying Education (QE)
Public Brochures/Publications