• PTIN renewal is open.CLICK HERE to start.

• The IRS issued final regulations requiring paid tax return preparers to file a due diligence checklist, Form 8867, with any federal return claiming the Earned Income Tax Credit (EITC) beginning Jan. 1, 2012. This is the same form that is currently required to be completed and retained in a preparer’s records. The EITC due diligence penalty jumps from $100 to $500, per failure to comply, on returns filed after December 31, 2011. Learn your how to meet your requirements and how to avoid penalties with the online EITC Due Diligence training module. 

• The IRS is moving into the next phase of the Registered Tax Return Preparer Program by launching the new competency test.  Please refer to these three documents for additional information:  IR-2011-111, FS-2011-12 & TD-9559.
• CLICK HERE to download the RTRP Candidate Information Bulletin which provides guidance for the competency test that most unenrolled tax return preparers need to complete by 12-31-2013. Competency exam questions that are not answered in the bulletin should be sent directly to Prometric.
• OATC Group Services Orders orders after Oct 19 should be submitted directly to the OATC State Office.

Just How Much CPE Do You Need?

The IRS oversees continuing education requirements for three categories of tax professionals:

• Enrolled Agents: 72 hours every three years (a minimum of 16 hours and 2 hours of ethics per year)
• Enrolled Retirement Plan Agents: 72 hours every three years ( a minimum of 16 hours and 2 hours of ethics per year)
• Registered Tax Return Preparers: 15 hours per year
  • 2 hours of ethics
  • 3 hours of federal tax law updates
  • 10 hours of other federal tax law

Special Gear Up Offer for OATC Chapters

If an OATC Chapter wishes to put on a Gear Up, DVD-lead seminar for CPE credit there is a 10% discount available.  In this case, each location that conducts this type of class, is required to purchase one video product (DVD of Live Seminar) PER LOCATION, and one Reference Manual/Exam product PER ATTENDEE. Remember, to receive the discount,you need to mention that you are an OATC member when placing that order.  Call 800-231-1860.

FROM THE OATC EXECUTIVE DIRECTOR

• OATC Tax Preparer Scholarship Available – Do you know someone who wants to be a Tax Preparer, but may not have the necessary financial resources? There is a scholarship offered by the Oregon Association of Tax Consultants to help someone in financial need prepare for and take the state licensing test. For more information, call Linda Musson at the OATC office 503-726-0100.

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Do You Speak A Language Other Than English?

from an email sent by the Board of Tax Practitioners

Dear Licensees,

The Board of Tax Practitioners often receives calls from consumers asking if we know of a tax preparation business that offers services in languages other than English. The Agency is developing a list of tax preparation businesses that offer such services.
If your business offers tax preparation services in other languages, and you would like to be included on this list, please provide the following information:

• Name of the business
• City the business is located
• Contact person
• Telephone number of business

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Description of Our Territory

OATC is the parent organization of all Oregon regional chapters.

Contact Information

What? Some of these fields are out-of-date?

An authorized chapter member who knows the chapter-specific password can click on the Administer Chapter Info link in the menu on the left to go to a maintenance screen.