Oregon tax preparer license renewal

The Oregon Board does not preapprove courses if they are already approved by another acceptable entity such as the IRS. Any person preparing personal income tax returns for a fee or representing that they do so must be licensed by the Oregon State Board of Tax Practitioners. It has known security flaws and may not display all features of this and other websites.

Learn how. Skip to main content. Translate this page. Disciplinary Actions. Consultant On-line Renewals are open after April 15th. Consultant licenses expire on May 31st.

Preparer On-line Renewals are open after August 15th. Preparer licenses expire on September 30th. If you are having difficulties renewing your license please contact the Board office at Thank you. Certificates are required to be submitted with exam application. Continuing education may be accepted for up to hours of work experience at the rate of one classroom hour of education for five hours of experience provided the course is tax related, the course is within one year of applying to become a tax consultant, and credit for the course is not claimed to fulfill continuing education requirements for a license renewal.

One hour of such experience will be accepted for each five hours actually worked, up to a maximum of hours. Submit evidence that the applicant has completed at least 80 clock hours of education on income tax law. Submit a petition form of all past tax preparation experience. A minimum of 1, hours work experience is required within two of the last five years. Acceptable experience includes employment as an income tax auditor or taxpayer representative with the Internal Revenue Service or the Oregon Department of Revenue; tax preparation work performed while employed by a certified public accountant or licensed public accountant; or experience as a tax practitioner in another state.

If experience is through self employment in another state, a petition form must be completed, claiming tax preparation or tax consulting experience, accompanied by full documentation of experience and education. Refer to the General Information booklet for complete information. In the course, we give a basic introduction to amended returns before going into detail on Form X, including line-by-line instructions.

Tax professionals can take this 1 hour class on other forms of income as part of their continuing education. Forms of income include bartering, canceled debts, proceeds from life insurance, repayments, royalties, public assistance benefits, and more. This course represents a thorough, though not exhaustive, resource for various types of income a taxpayer may need to report. 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. To renew your tax preparer license with the OBTP each year after that, you really only need to do two things:. Let's look at each of those separately. How much continuing education does an Oregon licensed tax preparer need? Two of the hours need to focus on professional conduct and ethics. The good news? Take your Oregon licensed tax preparer continuing education online and you can knock out your hours at your convenience throughout the year.