Tax preparers can take classes online to earn CPE credits

IRS Tax Tip 2019-148, October 23, 2019

Tax preparers who cannot attend the IRS Nationwide Tax Forums in person can do so online. They can visit  IRS Nationwide Tax Forums Online anytime to earn continuing education credits. The website offers courses based on recorded seminars from previous forums. The courses can be watched for free or purchased for continuing education credits.

To receive credits, preparers will need to create an account. The frequently asked questions on the website have details about how to do this. Once preparers have an account, they can take courses on a wide variety of topics to help them serve their individual and business clients.

Here are the new courses available for 2019:

  • Advocating for a client who needs to correct errors on a return or request and audit reconsideration
  • Advocating for taxpayers: How the Taxpayer Advocate Service can help you and your clients
  • Backup withholding and employment tax implications
  • Dealing with disasters
  • Diligence in practice before the IRS: Conducting it timely and consistently
  • Electronic filing identification number security responsibilities
  • Treasury Inspector General for Tax Administration: Helping you and your clients steer clear of the latest frauds and swindles
  • Learn the facts about IRS due diligence
  • One year later: Tax Cuts and Jobs Act due diligence update
  • Retirement plan distributions
  • Tax Cuts and Jobs Act update: Qualified business income deduction and opportunity zones
  • Understanding the Circular 230 disciplinary process
  • Individual taxpayer identification number: “Who, what, where, and how of ITIN’s”
  • 2019 Tax changes: From a tax forms perspective


When creating an account, preparers should make sure the name and preparer tax identification number in the account matches the information in the IRS PTIN system. This ensures the IRS Return Preparer Office can accept the continuing education credit.

Until they complete the email address verification, preparers will not have access to the review questions or the final examination. Preparers will not be able to receive continuing education credit until this is done.