tag:blogger.com,1999:blog-6318055043707993918.post5930178056920907768..comments2024-02-20T02:12:18.090-05:00Comments on THE WANDERING TAX PRO: REQUIRED NEW YORK STATE CONTINUING EDUCATION FOR TAX PREPARERSRobert D Flachhttp://www.blogger.com/profile/06034127763662917220noreply@blogger.comBlogger10125tag:blogger.com,1999:blog-6318055043707993918.post-47261999448380044002016-01-22T05:07:55.604-05:002016-01-22T05:07:55.604-05:00I believe the Federal requirements were not legal ...I believe the Federal requirements were not legal as the IRS did not have authority to expand Circular 230 practice regulations to unenrolled preparers. The authority for the IRS to regulate practice via Circular 230, is based on statute, so whatever that statute allows the IRS can regulate, but whatever the statute does not allow the IRS could not regulate. With regard to NYS, I believe these requirements are via statute, which means that the law says NYS can regulate the practice. This is the key difference (i.e. there was no federal law allowing the IRS to regulate practice of unenrolled preparer whereas there is state law allowing NYS to regulate preparers).<br /><br />Btw, I am a CPA and we are already subject to mandatory CPE (40 hours per year) which includes an ethics requirement.Thinkinghttps://www.blogger.com/profile/06415546982589843876noreply@blogger.comtag:blogger.com,1999:blog-6318055043707993918.post-24927152573752862102016-01-15T14:51:27.293-05:002016-01-15T14:51:27.293-05:00I am not a lawyer but would like to know how the N...I am not a lawyer but would like to know how the NYS Tax Preparer Requirements are constitutional when the same program by thefeds was deemed unconstitutional?<br /><br />Has anyone filed or will file a lawsuit against NYS?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-6318055043707993918.post-42904049668611727612016-01-13T20:29:20.141-05:002016-01-13T20:29:20.141-05:00Thanks for your blog. Upon reading the requiremen...Thanks for your blog. Upon reading the requirements I think getting your EA is much easier than this. As an EA in California, I'm glad I have mine in cases like this.Heather Bhttps://www.blogger.com/profile/08433767877883637249noreply@blogger.comtag:blogger.com,1999:blog-6318055043707993918.post-61748600082372558242016-01-12T14:02:18.535-05:002016-01-12T14:02:18.535-05:00It now says on NY page that the online education l...It now says on NY page that the online education link is not working and we can use last year's PTIN number without penalty until after February 1st, which is of course the busiest time of the year for most NY income tax preparers. This is absolutely crazy to require something and then be out of service for more than a month in allowing the process to be completed.Anonymoushttps://www.blogger.com/profile/04889569097832338974noreply@blogger.comtag:blogger.com,1999:blog-6318055043707993918.post-62726586536212896432015-12-29T16:26:04.236-05:002015-12-29T16:26:04.236-05:00To "anonymous" above: It takes a few hou...To "anonymous" above: It takes a few hours (or more) before you can register. You just have to wait.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-6318055043707993918.post-87550493533880397092015-12-07T09:27:31.522-05:002015-12-07T09:27:31.522-05:00I recently completed the 16-hour "2016 Regist...I recently completed the 16-hour "2016 Registration Education Requirements" set of courses so I could register as a paid preparer for the 1st time. I was able to print my certificate and all of the course were marked as Completed. However, when I attempted to register and obtain my ID I received a pop-up window at the end of the registration process that said "Our records indicate you have not completed your mandatory tax preparer education requirements."<br /><br />Way to go, NY. My only recourse now is to call a number in Albany and try to get it resolved.<br />Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-6318055043707993918.post-50782228611194132522015-12-05T09:46:05.645-05:002015-12-05T09:46:05.645-05:00AJP (aka Anon) -
It was some time now since I was...AJP (aka Anon) -<br /><br />It was some time now since I wasted 4 hours on the online CPE and submitted my registration application and received my Tax Preparer Certificate of Registration for 1/1-12/31/2016 from NYS. I do not recall if I did anything special - I just followed the instructions.<br /><br />Sorry - but I do not know what to tell you.<br /><br />Can anyone else out there provide any help?<br /><br />TWTPRobert D Flachhttps://www.blogger.com/profile/06034127763662917220noreply@blogger.comtag:blogger.com,1999:blog-6318055043707993918.post-1125842576644109962015-12-03T19:37:10.978-05:002015-12-03T19:37:10.978-05:00I am having the same frustrating problem in that n...I am having the same frustrating problem in that none of the courses that I took including the mandated 4 hour CPE curriculum plus optional courses don't upload into Certifications and therefore I can't register for a 2016 NYS EFIN. I have spent hours on the phone with them with no avail and now they tell me that they are sending a technical support ticket in and I won't hear back for another 7-10 days.<br /><br />Is there something that you or they did that allowed the system to update that I can do from here? Also, Anonymous above stated that he used his NYS Registration number for the UserID number with his name after completing each course. I used my Username, not my Registration number. However each time I spoke with someone they said that they could see that I completed the courses and had a completion certificate and don't understand why it is not migrating to the Certifications and registration page.<br /><br />Anything you can do to help would be appreciated. My email is a.j.powers@tax-power.com. THanks, Andy PowersAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-6318055043707993918.post-66621028640511259312015-11-11T18:52:18.954-05:002015-11-11T18:52:18.954-05:00I agree with everything that you said, except to a...I agree with everything that you said, except to add an additional wrinkle. I am a NY State preparer and do prepare more than 400 returns, so don't mind the process EXCEPT, I have spent more hours on the phone with the ON Line Services people to get my on line service account to recognize that I qualify for the 4 hour course (1 hour) to get the 4 hour course to actually load (another hour) and today when I tried to actually take the second part of the course it wouldn't load again so another hour trying to play with it to make it load. I can't call the ONS today because it is Veterans Day and they are closed, so another 2 hours lost and I haven't even taken the course yet!!! I started this process in August..... they keep telling me they don't understand why the system isn't working for me, I'd have been better off taking a live course which I also do, but that one doesn't count!<br /> Protaxtinatornoreply@blogger.comtag:blogger.com,1999:blog-6318055043707993918.post-73280228866016101582015-09-21T09:37:12.137-04:002015-09-21T09:37:12.137-04:00Please let us know the response you get from the N...Please let us know the response you get from the NY Department of Taxation and Finance after you send this to them.Anonymousnoreply@blogger.com