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 Oct. 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?
No. Since this is an 18 CPE course, all of the CPE must be taken either 100% live or 100% 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, but not earn CPE. 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.
When will I receive my book?
Your book will ship within two to three business days of ordering, 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.
What are the computer requirements to attend?
Please see below for the minimum system requirements for attending the live event. To participate in the instructor Q&A sessions, you'll need to install “Zoom Client for Meetings” at
Desktop or laptop
Most computers purchased within the past few years will exceed the minimum requirements stated below.
- Operating System
- Mac: Mac OSX 10.7 or later
- Windows: Windows 10, 8, 8.1
- Ubuntu: 12.04 or later
- Linux: Red Hat Enterprise Linux 6.4 or higher
- Processor / RAM
- Single Core 1Ghz or higher (Dual core 2Ghz or higher, 4G RAM recommended)
- Web Browser
- Windows: Chrome 72+, Edge 84+, Firefox 27+
- Mac: Chrome 30+, Safari 7+, Edge 84+, or Firefox 27+
- Linux: Chrome 30+, Firefox 27+
- Internet Connection:
- 3+ Mbps "down" recommended, 1.5 Mbps "up" minimum
- Wireless speeds are lower than your ISP's advertised speeds.
- You can use speedtest.net to test your speeds on your computer
- Hardware (recommended but not required)
- Webcam and microphone for participation in breakout room discussions and live support room
- The microphone and speakers that come built-in to most computers are adequate, but a headset with a mic or a stand-alone microphone will create a richer, cleaner sound.
Use at own risk. Most newer mobile devices should function; however, NATP is unable to provide support for mobile devices. Smartphone with web browser suchas Chrome, Edge, Firefox, or Safari recommended.