Continuing Education Requirements

Requirements for the Chartered Tax Professional designation

Beginning with the year after you qualify as a Chartered Tax Professional, you must complete 16 hours of Continuing Education (CE) each year to maintain your CTP® status. The CE requirement for a CTP® is exactly the same as the CE required for an IRS Enrolled Agent (EA).  Chartered Tax Professionals must complete a total of 48 hours within a 3 year cycle based on the last digit of their social security number. The CE reporting period is by calendar year, January 1 through December 31.  2 hours on Ethics are required per year. 

To summarize, if your SSN ends with:

  • 0, 1, 2 or 3 — your due date of renewal is 1/31/13, effective date of renewal is 4/01/13 and CE reporting period is 01/01/10 to 12/31/12.
  • 4, 5 or 6 — your due date of renewal is 1/31/14, effective date of renewal is 4/01/14 and CE reporting period is 01/01/11 to 12/31/13.
  • 7, 8 or 9 — your due date of renewal is 1/31/112, effective date of renewal is 4/01/12 and CE reporting period is 01/01/09 to 12/31/11.
  • Foreign citizens without SSNs have a SSN ending in 9.
  • More information can be found here: http://www.irs.gov/pub/irs-utl/cpe_chart_2.pdf

Download a CE Diary to track your credits