FAQs
- How does The Income Tax School compare to other tax schools?
- Does the IRS regulate tax preparers and do I need to be approved by the IRS to become a tax preparer?
- When can I start the course?
- What does interactive mean?
- What does online mean and how will I know how I am doing?
- How much time do I have to complete a tax course? Is there a time frame that I need to finish each chapter or assignment?
- How long will it take to complete a tax course?
- How much time should I allow for each online lesson?
- How many chapters should I complete a week?
- What if I need to exceed the time frame allowed to complete the course?
- Do I have to buy additional materials and/or books?
- What do I need to have in order to take an online course, and what are the system requirements?
- What kind of support does Surgent Income Tax School provide?
- What is the actual response time to have questions answered by Surgent’s Support Team?
- I just registered and got my user login. I am excited to get started but was wondering if you recommend I wait for my book?
- How can I be assured that no one will have access to my course information online?
- Will I be able to complete an online assignment more than once?
- What happens if I am unable to complete my online assignment in one sitting?
- How will I be notified if there is a correction for my online course?
- What happens when I complete the course?
- Once I complete the course how will I receive my certificate?
- Do you report my Continuing Education credits to the IRS and/or CTEC?
- I heard the IRS is now regulating tax return preparers. What does that mean for people new to the industry and those already in the industry?
- Do the 3-hour seminars have a quiz or test at the end?
How does The Income Tax School compare to other tax schools?
Where can I find information about the IRS Exam and where I can take the test?
Currently, the IRS does not have a mandatory program for tax preparers. The IRS does have a voluntary Annual Filing Season Program (AFSP) for all unenrolled tax preparers. We recommend that all unenrolled tax preparers complete this program annually. You can learn more about the AFSP at the link below.
When can I start the course?
What does interactive mean?
What does online mean and how will I know how I am doing?
How much time do I have to complete a tax course? Is there a time frame that I need to finish each chapter or assignment?
How long will it take to complete a tax course?
How much time should I allow for each online lesson?
How many chapters should I complete a week?
What if I need to exceed the time frame allowed to complete the course?
Do I have to buy additional materials and/or books?
All tax course text material and required reference material is available online with access 24 hours a day, 7 days a week at no additional cost. Purchasing a hard copy of the student text for an additional fee is optional since the chapter PDFs are available online for reading and/or printing. These materials (which include all necessary tax forms on CD for homework, quizzes, etc.) provide students the option to read offline. Hard copies save the students money and time by not having to print the text. For example, the COMPREHENSIVE textbooks have 4 modules with a total of more than 1,000 pages.
In addition, the textbook serves as a reference manual for future use when preparing tax returns. The online material will not be available after the course expiration date.
Any hard copy tax course materials will ship within 1 business day of your registration via UPS Ground or USPS. Alternative and international shipping methods are available for a fee. You must provide a physical street address, no P.O. Boxes.Back To Top
What do I need to have in order to take an online course, and what are the system requirements?
What kind of support does Surgent Income Tax School provide?
- Administrative Support: Accessibility issues, course extensions, program upgrades, resetting of passwords/courses/graded assignments, and more.
- Course Support: Questions about course content.Back To Top
What is the actual response time to have questions answered by Surgent’s Support Team?
I just registered and got my user login. I am excited to get started but was wondering if you recommend I wait for my book?
How can I be assured that no one will have access to my course information online?
Will I be able to complete an online assignment more than once?
What happens if I am unable to complete my online assignment in one sitting?
How will I be notified if there is a correction for my online course?
What happens when I complete the course?
Once I complete the course how will I receive my certificate?
Do you report my Continuing Education credits to the IRS?
Yes, The Income Tax School is required to report CE completions for the first 3 quarters of the calendar yearonce per quarter.
- CE courses completed January 1- March 30- reported March 31
- CE courses completed April 1- June 29- reported June 30
- CE courses completed July 1- September 29- reported September 30
- Beginning October 1st, The Income Tax School reports CE completion every 10 days through the end of the calendar year.
CTEC requires reporting every 10 days throughout the calendar year for both Continuing Education and Qualifying education. For Continuing Education, The Income Tax School reports daily in October, until October 31 at 11:59 PST.Back To Top
I heard the IRS is now regulating tax return preparers. What does that mean for people new to the industry and those already in the industry?
New regulations require all paid tax return preparers to obtain a Preparer Tax Identification Number (PTIN). The cost to obtain your PTIN is $64.25. Beginning Fall 2011, people who do not already have a PTIN will need to pass a competency test and background check. If you have already registered for your PTIN before the exam is available, you will have until December 31, 2013 to pass the IRS basic test of competency. Once you pass the exam, you will become an IRS Registered Tax Return Preparer (RTRP). Exception if you are an attorney, CPA or Enrolled Agent (and are active and in good standing with your licensing agency) you are exempt from the test requirement.Beginning 2012, the IRS will require 15 hours of continuing education for all registered Tax Preparers. Exception if you are an attorney, CPA or Enrolled Agent (and are active and in good standing with your licensing agency) you are exempt from the continuing education requirement. These professional accreditations generally already have continuing education requirements. The annual CE for Registered Tax Return Preparers must include:
- 10 hours of federal income tax law
- 3 hours of federal income tax law update
- 2 hours of ethics
Our Comprehensive Tax Course provides the educational foundation necessary to successfully pass the IRS Competency Exam (Wage and Non-business Income Form 1040 Examination). This course will enable you to prepare individual tax returns for the general public, including individual taxpayers who operate sole-proprietor businesses. At the completion of the course, you will be able to complete most individual non-business and small business (self-employed/Schedule C) tax returns and research tax issues. Included with the Comprehensive Course are Free IRS RTRP Exam practice questions to help you successfully pass the IRS Exam.Back To Top