Get to know the details about our Virtual Tax Season Update and learn answers to most frequently asked questions about this new online event.
Will you still be holding your 1040 Workshops?
The Virtual Tax Season Update is in place of the 1040 Workshops. The NATP national office and the Board of Directors have made the difficult decision to cancel all remaining 2020 in-person events. We also felt that it was important that tax professionals understand both individual and business updates to best serve their clients this year.
Is it true that Premium level members can attend for free?
Yes! Premium level membership includes online workshops. Since the Virtual Tax Season Update is replacing our previous online 1040 workshops, it is important to us to provide this event to the Premium level members.
What is included in the event registration for the live events?
Event registration includes access to all three days of the course. You'll be able to earn CPE for the time that you attend live. This event includes handouts that contain supplemental information and a desk reference card. This information will be available to download, or you can add on a print textbook with the handouts to your registration. The textbook will be mailed to you prior to the event if purchased 14 days before the event date. Course slides will also be available to download. All materials, including session recordings, will be available in My Course Materials until April 30, 2021.
Registration also includes the ability to ask questions during live sessions to instructors. You'll receive a January on-demand webinar covering last-minute changes for the upcoming season.
What is included in the event registration for the on-demand event?
You'll receive instructor-led recorded sessions and e-book to be completed on your own schedule. To earn CPE, you must make at least one attempt to answer each of the review questions included with the video. You also must successfully pass the course exam with a score of 70% or better. The course and exam will expire one year from the date of purchase. In addition, you'll receive a desk reference card, course slides and a January on-demand webinar covering last-minute changes for the upcoming season.
Can I purchase only one day of the event?
Since the topics covered build on each other, we're only offering this event as a single 18 CPE course.
Can I earn some CPE live and some on demand?
Since this is an 18 CPE course, all of the CPE must be taken either live or on demand. The live course includes streaming video, so if you do not wish to complete the live courses for CPE, you can watch (or re-watch) portions after the event. We will report CPE for any completed portions. Please note, CTEC does not allow partial credit for a course.
How do I earn CPE?
To earn CPE from the live event,you must provide us with at least 70% of the polling words that are communicated by the instructor throughout the course and you must be logged in for at least 90% of the presentation. Additional instructions for reporting of the polling words will be provided during the event.
To receive credit for the on-demand event, you must make at least one attempt to answer each of the review questions included with the video. You also must successfully pass the course exam with a score of 70% or better.
What are the computer requirements to attend?
You can access Virtual Tax Forum using a compatible computer or tablet. Before the event, we'll remind all registrants to test their systems to ensure the best experience. However, generally, you'll need an internet connection that is 1 Mbps or better (broadband recommended) and a recently updated web browser like Google Chrome or Microsoft Edge. There is no app.
To participate in the instructor Q&A sessions, you'll need to install “Zoom Client for Meetings” at
When will I receive my book?
Books will begin shipping on/around Oct. 30. If you register after this day, your book will ship within two to three business days, and it can take up to seven days to arrive.
When will I receive my CPE certificates?
In order for us to report your education credits to the appropriate agencies, please confirm that your
applicable designations and
PTIN are connected to your
NATP account. Designations will also show after your name on certificates, name badges, etc.
We'll submit CPE to the IRS and CTEC within 10 days of course completion, and within 14 days to the CFP board, which is within the required time frames. If you believe you are missing credit, please first check the
CPE Credit Reporting Guidelines page for common mistakes before emailing us at firstname.lastname@example.org.