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ORTP CE Requirements (2024)

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Continue Education For Qualification

CE Credits for Oregon Registered Tax Preparers (ORTP) Professionals

MY-CPE LLC is approved by the Internal Revenue Service (IRS) and it offers Continuing Education (CE) courses for Oregon Tax Preparers (ORTP). MY-CPE LLC has effectively met the standards set up by the Internal Revenue Service.

Oregon Administrative Rule 800-015-0010 requires that self-study and online correspondence courses be pre-approved by the Board only if the course has not already been approved by the California Tax Education Council (CTEC), Internal Revenue Service (IRS), National Association of State Boards of Accountancy (NASBA), or by such other sponsors as may be approved by the Board. At myCPE, we are focused on providing quality continuing education to Oregon Tax Preparers (ORTP) that incorporates the qualified subject areas. Our IRS and CTEC-approved CE courses are authored/reviewed by industry specialists and subject matter experts.  All our courses are designed in a way to ensure that courses meet your continuing education requirements.

OREGON TAX PREPARERS (ORTP) CE REQUIREMENT OVERVIEW

CE Requirements
30 hours of CE is required every year
License Renewal Period
Renew registration by September 30th each year
CE Reporting Cycle
The reporting cycle is of 13 months till 30th September
Ethics Requirement
A minimum of two (2) hours of acceptable continuing education in professional conduct and ethics
Carry Over Credits
ORTPs cannot carry forward credits to the next reporting cycle.

What are CE Requirements for Oregon Tax Preparer (ORTP) Professionals?

ORTPs have to complete at least 30 hours of acceptable continuing education since the last renewal date with a minimum of two (2) hours of acceptable continuing education in professional conduct and ethics. Many of our programs in Live and Self-Study are approved for continuing education for ORTPs. Here are myCPE Packages for Oregon Tax Preparers (ORTP) that meet all of your annual continuing education requirements in one go.

What is the Ethics Requirement for Oregon Tax Preparer (ORTP) Professionals?

ORTPs have to complete 2 hours of professional conduct and ethics every year. The following programs are eligible for continuing education credit if the program is offered by a sponsor approved by the Board and includes information pertaining to at least one or more of the following topics:

  • Review of Oregon Revised Statutes and Oregon Administrative Rules pertaining to the preparation of individual income tax returns;
  • Review of examples of issues or situations that require an understanding of Federal or State statutes, rules, and case law relevant to all licensees;
  • Review of guidelines adopted by the Internal Revenue Office of Professional Responsibility and policies outlined in the Internal Revenue Treasury Department Circular 230;
  • Review of the code of professional conduct adopted by the Board and set forth in OAR chapter 800, Division 010;
  • Review of recent case law pertaining to ethics and professional responsibilities for the licensed tax consultant and tax preparer profession.
CLICK HERE for the webinar on tax ethics.

What is a license renewal period for Oregon Tax Preparer (ORTP) Professionals?

Oregon Tax preparers' licenses shall expire annually on September 30.

What is the CE reporting cycle for Oregon Tax Preparer (ORTP) Professionals?

  • Continuing Education (CE) must be completed during the 13 months prior to each license year. It may not be counted toward two different renewals.
  • Preparer licenses expire on September 30 annually.  CE is acceptable from September 1 of the previous year to September 30 of the current renewal year i.e.13 months.

Need guidance with compliance requirements?

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  • Unlimited Access to Continuing Education: Dive into our extensive library at your own pace without incurring any extra cost for your learning and compliance.
  • Top-Quality Courses: Our expert-led continuing education courses in 500+ subject areas with average 4.5* ratings. 
  • Flexibility: Learn anytime, anywhere, on any device.

$199/Annually

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  • Unlimited Team Access to Continuing Education: Enable your team to grow together meeting compliances through our top quality courses.
  • Admin Dashboard: Easily track progress, manage team Learning, and assign continuing education courses. 
  • Flexibility: Learn anytime, anywhere, on any device.

$199/Annually

ORTP Packages

Frequently Asked Questions

Here is a link to the ORTP website to access FAQs on CE Requirements and Regulations for Oregon Tax Preparers (ORTP).

The following general subject matters are acceptable to the extent they contribute directly to the expertise of advising, assisting, or preparing income tax returns:

  • Taxation;
  • Practitioner Ethics;
  • Accounting and payroll theory;
  • Estate, tax, or investment planning;
  • Computer technology;
  • Tax representation: exam, collections, or appeals;
  • Others, if the licensee can demonstrate a direct relationship to the preparation of a client’s income tax returns.
  • Programs primarily directed towards the licensee's benefit, rather than that of his/her clients, and programs relating primarily to general business management, are unacceptable. Some examples of unacceptable subjects are:
    • Memory improvement;
    • Buying or selling a tax practice;
    • Setting fee schedules;
    • Character development;
    • Behavior modification;
    • Business management;
    • Labor law;
    • Economic forecasts;
    • Learning to operate office equipment.

myCPE Package for Oregon Tax Preparers (ORTP)  meets all the CPE requirements of Oregon Tax Preparers, i.e.

  • 2 hours of Ethics
  • 28 hours of Federal Tax

There are no minimum CE requirements in a particular subject area.

Following are the acceptable learning activities for Oregon Tax Preparers (ORTP) Professionals:

  • Seminars
  • Live-group
  • Webinars

Following are the Learning Activities that myCPE provides:

  • Self-Study Courses (Videos)
  • Live Webinars
  • Virtual Events
  • Articles
  • Packages
  • Short Videos
  • E-Book
  • Certificate Courses

The license can be renewed by payment of a renewal fee of $110.

CLICK HERE for more details.

Oregon Tax Preparers (ORTP) can complete 100% of the total required CE credit hours via self-study courses. i.e., ORTP can complete all 30 hours via self-study courses from IRS-approved CE sponsors as myCPE is approved by IRS (Sponsor id GEHNZ). Our Package for ORTP Professionals is 100% compliant with that requirement.

Credits may not be carried over from one certification cycle to the next reporting cycle. However, hours earned during the month of renewal not claimed on the current renewal may be submitted with the following year’s renewal.

Continuing education is waived for the first renewal of a tax preparer.

Each licensee shall report compliance with the continuing education requirements on the license renewal document.

  • A license that has been placed in inactive status may be reactivated upon submission of a reactivation application, payment of license fee for an active license, and attesting to compliance with all past continuing education requirements the same as if the licensee had held an active license.
  • A license that has been placed in lapsed status may be reactivated to active status upon submission of a reactivation application, payment of all past unpaid fees, and attesting to compliance with all past continuing education requirements the same as if the licensee had held an active license. A license that has been placed in lapsed status shall not be placed in inactive status.
  • A license that has been placed in inactive or lapsed status, or a combination thereof, for three (3) consecutive years, shall not be reactivated to active status.
  • The Board may refuse to reactivate a license that has been placed in inactive or lapsed status for the same reasons it may refuse to issue, renew, suspend, or revoke a license.

CLICK HERE for more information.

myCPE provides courses that are approved for continuing education credits by IRS. Based on the guidelines issued by these boards regarding Continuing Education Requirements, we recommend the programs/ webinars be suitable for IRS specified in each webinar. However, it will be the responsibility of each attendee to ensure that they are eligible for the Continuing Education Credits based on their occupation/ job profile, knowledge requirements as well as guidelines laid down by their regulatory board before registering for the webinars.

CLICK HERE to view the Oregon Board website for CE requirements for Oregon Tax Preparers (ORTP).

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