Alberta - Renew Tax Preparer License

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Procedure

Apply In-Person:

1. To Renew Tax Preparer License, the applicant has to approach the Canada Revenue Agency – link
2. Working under the supervision of an experienced tax professional or gaining practical experience through internships or entry-level positions can provide valuable hands-on experience in tax preparation.
3. Several professional organizations in Canada offer certifications for tax professionals. Research and choose the certification that aligns with your career goals and requirements. Some well-known certifications include the Certified Professional Bookkeeper (CPB) designation, the Enrolled Agent (EA) designation, and the Chartered Professional Accountant (CPA) designation.
4. An application form will be provided to the applicant by the concerned officer.
5. The applicant has to fill in all the necessary details in the application form. (Incomplete applications are not accepted)
6. Make sure that the applicant has attached all the necessary documents that are mentioned in the “Required Documents” section of this page.
7. The applicant has to attach the photocopies of the required documents along with the application form while submitting.
8. Submit all the documents with the completed form to the concerned officer.
9. The applicant has to pay the prescribed fee as requested by the authority.
10. After receiving the application, the concerned authority will check the submitted application and document set. If all are in place, the application will be accepted.
11. All applications are processed within a reasonable time, having regard to the particular circumstances of each application, including the completeness of information and documents submitted to the authority by the applicant.
12. The authority may seek additional information from an applicant if this is necessary to assess the application. The authority does not need to deal further with an application until the applicant has provided this additional information.
13. If the renewal is approved, the applicant will receive a renewed tax preparer license, typically with a new expiration date, allowing the applicant to continue tax preparation activities legally.
14. The entire process can be completed within 2 weeks or as per the timeline advised by the respective department authority.

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Required Documents

• Application form
• ID proof (Birth Certificate, nationality card, etc.)
• Address proof – (Driving license, passbook, utility bill, etc)
• Current license
• Fee receipt
• Criminal record check document
• Any other documents (If required)

Office Locations & Contacts

Canada Revenue Agency
Sudbury tax centre
Post Office Box 20000, Station A
Sudbury ON  P3A 5C1
Phone - 1-800-959-5525
Yukon, Northwest Territories and Nunavut:
1-866-841-1876
Outside Canada and U.S.:
613-940-8497
Mailing address –link
Contact link – link
List of offices - link

Eligibility

• Any Tax Preparer License holder whose license was expired is eligible to make this application.

Fees

• The applicant has to pay the prescribed fee as requested by the authority.

Validity

Explain the time until which the certificate/document is valid.
e.g. Birth Certificate Valid Forever

Documents to Use

Please attach documents that can be used by people. e.g. links

Sample Documents

Please attach sample completed documents that would help other people.

Processing Time

• This entire process can be completed within 2 weeks or as per the timeline advised by the respective department authority.

Related Videos

Videos explaining the procedure or to fill the applications.
Attach videos using the following tag <&video type='website'>video ID|width|height<&/video&> from external websites.
Please remove the '&' inside the tags during implementation.
Website = allocine, blip, dailymotion, facebook, gametrailers, googlevideo, html5, metacafe, myspace, revver,
sevenload, viddler, vimeo, youku, youtube
width = 560, height = 340, Video ID = Can be obtained from the URL of webpage where the video is displayed.
e.g In the following url 'http://www.youtube.com/watch?v=Y0US7oR_t3M' Video ID is 'Y0US7oR_t3M'.

Instructions

• Applicants must complete the application form before submitting it. Incomplete applications will not be accepted.
• Applicants must provide genuine information while applying for this procedure.

Required Information

• Name
• Address
• Contact number
• Business address
• Fax
• Email ID
• Nationality
• Age
• Business details
• Mailing address
• Declaration
• Date
• Signature

Need for the Document

• The renewal of a tax preparer license in Canada is the process of applying to keep your license valid for another year. It is required by the Canada Revenue Agency (CRA) for all tax preparers who want to continue preparing tax returns for clients.

Information which might help

Other organizations that offer tax preparer certification programs in Canada include:

• The Institute of Canadian Tax Consultants (ICTC)
• The Canadian Society of Tax Professionals (CSTP)
• The Canadian Association of Taxation Firms (CAFT)

Other uses of the Document/Certificate

Please explain what are other uses of obtaining this document/certificate.
e.g. Birth Certificate can be used as proof of identity.

External Links

link

Others

Here are some of the benefits of becoming a certified tax preparer in Canada:

• Increased credibility with clients
• Access to continuing education programs
• Networking opportunities with other tax professionals
• The ability to use the organization's designation on your marketing materials