Help Center

Joining NATP gives you the resources, education and support you need to grow as a tax professional. Members gain access to trusted tools, step-by-step guidance on complex tax issues and updates on the latest tax news. Depending on your membership level, you'll receive at least 16 CPE yearly to stay compliant, practice management resources, member-only discounts and a subscription to the TAXPRO magazine.

Most importantly, you become part of a nationwide community of tax professionals who share knowledge, advocate for the profession and help each other succeed. NATP membership helps you stay current, save time, serve clients with confidence and advance your career.

Your membership expires at the end of your "join" month each year. You can view your membership information in your account.

Auto pay ensures your NATP membership renews automatically yearly using your saved payment method. Once enrolled, you’ll continue to enjoy uninterrupted access to NATP benefits.

To enable autopay:

1. Go to your Account Management under your dashboard
2. Under Saved Payment Methods, add a payment method if you don’t already have one on file
3. Under Membership Renewal, select Edit Auto-Renewal
4. Toggle to enable auto pay, and select your preferred payment method

Chapter membership is included with all NATP membership levels.

Yes! Your staff can become a Professional Associate member and receive the same benefits as Professional members. The only exception is that printed publications will be emailed and TheTaxBook WebLibrary Plus add-on are not available.

To qualify for this membership, there must be a member at your office location who is a Professional or Premium level member, and membership will be set to auto-renew every year with a credit card on file.

Contact us at 800-558-3402 for more information and to sign them up.

You can change your membership level to Basic once you are in your renewal period and have an invoice available. Member Services representatives will help you with this transaction. Your current benefits will expire with your renewal date.

Your membership level determines your event discounts. Basic members receive a 5% discount, and Professional and Premium members receive a 25% discount. Your staff must be a member to receive any discounts. You can purchase Professional Associate membership at the discounted membership rate.

Someone who resides outside the United States is welcome to join the membership level that best fits their needs. Regardless of the level chosen, publications will be emailed, not mailed.​

We do not offer a discounted membership; however, the Basic level is an affordable option for new tax preparers or someone just getting to know us and our offerings.

Yes, we have an Emeritus membership. To qualify, you must be retired, 70+ years old and have been a member for at least 15 years. For more information, please call us.​

Yes. You can upgrade your membership online at any time.

If you want to switch to a lower membership level, you can do so once your membership expires and for up to two months afterward. If you’d like to switch to a lower level before your membership expires, please call us, and we’ll help you.

NATP membership gives you the tools, knowledge and community to succeed as a tax professional. Whether you’re just starting out or have years of experience, when you join at the Professional level, you’ll benefit from:

• Education and CPE: Stay current with 16+ CPE each year, plus access to webinars, courses and exclusive discounts on advanced training.

• Trusted information: Get timely updates through TAXPRO Weekly and TAXPRO magazine, so you’re always on top of industry changes.

• Practical resources: Access member-only tools like TheTaxBook WebLibrary Plus (add-on) and Blue J tax research discounts.

• Networking and support: Connect with tax professionals nationwide and in your local chapter for guidance, referrals and collaboration.

• Professional credibility: Showcase your NATP membership and appear in our public Find a Tax Pro directory to attract new clients.

Being a member means you don’t have to go it alone—you’ll have the support of the nation’s largest nonprofit organization dedicated to tax professionals.

All NATP members receive a free listing in the Find a Tax Pro directory. You control whether your profile is public or private. If you make it public, potential clients can see your work history, business information, contact details and specialties. You can edit and manage your listing anytime in your member dashboard's Directory Profile Management section.

NATP members have a few options for state-specific support. You can search the directory for fellow members who volunteer as state tax resources, or opt in to be listed yourself. You also have access to NATP chapters, where you can connect with local tax professionals who understand your state’s unique tax laws and practices.

Most tax professionals choose the Professional membership because it provides the best value and the widest range of benefits. With this level, you’ll receive all our tax news and updates, including TAXPRO Weekly and TAXPRO magazine, over 16 CPE each year and a 25% discount on NATP education.

We also offer other membership options that may fit depending on your career stage, but if you’re actively working with clients and want the tools, education and community support to grow your practice, the Professional membership is our most popular and comprehensive choice.

Running a successful tax office is more than keeping up with tax law changes. You also look for ways to expand services, cut costs and work more efficiently. Our benefit webinars are designed to help with all of that.

Throughout the year, we host webinars on practice management and business-building topics and select tax updates to help you meet your annual CPE requirements. These webinars are included with all levels of membership.

Six times a year, TAXPRO magazine includes an optional exam based on the issue’s content. Professional and Premium level members can complete these exams to earn 1 CPE for each. It’s an easy way to stay current on important topics while working toward your annual CPE requirements.

Start by checking your junk or spam folder to see if the emails are being filtered there. To prevent delivery issues, add [email protected] to your safe sender list.

Next, open a past NATP email and scroll to the bottom to review your subscription preferences. If you previously unsubscribed or opted out of certain types of emails, you can update your selections there to ensure you receive TAXPRO Weekly.

If you still don’t see the newsletter, log in to your NATP account to confirm your current email address. You can also contact us, and we’ll make sure you’re set up to receive it.

Professional and Premium level members receive TAXPRO magazine six times a year by mail. If your copy hasn’t arrived, first log in to your NATP account to make sure your mailing address is correct and up to date.

Keep in mind that delivery times can vary depending on your location. If your magazine is more than two weeks late, please get in touch with us and we’ll help resolve the issue.

Yes. Professional and Premium level members can access the digital edition of TAXPRO magazine.

Blue J is a cutting-edge tax research system designed to answer your tax questions quickly and accurately. Professional level members have 7 consecutive days per membership year, and Premium level members have 14 consecutive days to ask unlimited questions. All NATP members receive access to an exclusive rate.

Yes. Blue J covers all 50 states, using federal, state and local government data sources. Its state and SALT coverage includes areas such as state, local and property tax.

View a complete list of the states and resources Blue J is trained on.

TheTaxBook WebLibrary Plus is an online research resource available as an add-on for Professional level members and included with Premium membership. After purchasing, you can access it through your dashboard.

The WebLibrary Plus gives you comprehensive federal and state tax resources, including:

• 1040, Small Business, All States and California editions
• Depreciation, Social Security & Medicare and “What’s New” editions
• Occupations & Oddities and FastTaxFacts Master Set
• Update Service, Tools for Tax Pros and archives (including past TCJA editions)
• Access to government libraries, publications, forms and instructions
• Internal Revenue Code, Treasury regulations, court cases, letter rulings, revenue procedures, rulings, notices and announcements

It also features TaxBert, a new AI tax research assistant powered by TheTaxBook’s federal content.

Please note: TheTaxBook WebLibrary Plus is fully digital—no print materials are included.

All NATP membership levels include access to the Annual Federal Tax Refresher (AFTR) course and self-study exam at no extra cost.

If you prefer a more guided option, you can purchase access to the AFTR workshop, which is available in person and online. Completing the AFTR course and exam is a key step in earning your Annual Filing Season Program (AFSP) Record of Completion.

As an NATP member, you receive access to Gleim’s EA part 1 review course, which includes digital books, a test bank of practice questions and a realistic exam simulation environment.

Members also receive significant discounts on Gleim’s part 2 and part 3 review courses. You can find more details and access your Gleim resources through your dashboard.

No. Chapter membership is included with your NATP membership at no additional cost. When you join NATP, you’re automatically connected with your state chapter, giving you access to local events, education and networking opportunities.

If you require special accommodations while attending an event, please indicate this on your registration form or contact us at 800-558-3402. We’re happy to assist you.

Yes. Participants who register fewer than 10 days before an in-person seminar will be charged an additional per-day processing fee. An extra fee also applies for those who choose to pay at the door.

Registration substitutions are accepted, provided the transferee pays any applicable fee difference.

For information about refunds, complaints or program cancellation policies, please get in touch with us at 800-558-3402.

No. Photography, streaming and recording are not permitted during education sessions.

We acknowledge that tax professionals vary greatly in their experience and in the type of tax returns that they prepare. We classify sessions according to the following guidelines.

Basic

A basic level is most beneficial to individuals new to a skill. These programs may also benefit a seasoned professional with limited exposure to the subject area.

Intermediate

An intermediate level builds on a basic program and is most appropriate for individuals with detailed knowledge in a particular topic.

Advanced

An advanced level is most useful for individuals with mastery of the particular topic. This level focuses on the development of in-depth knowledge.

Update

An update level gives a general review of new developments. This level is for individuals with a background in the subject area who desire to keep current.

Overview

An overview level provides a general review of a subject area from a broad perspective.

We understand! We work hard to be accurate at the time of printing, but the IRS is constantly issuing new guidance. Please start by checking our addendum page. If you don’t see one addressing your concern, don't hesitate to contact us.

It depends on the sponsoring organization’s requirements.

For courses completed during the first three quarters of the calendar year (January through September), CPE providers are required to submit CPE to the IRS once a quarter. NATP makes every effort to submit more frequently than is required, typically monthly, during this time.

For courses completed during the fourth quarter of the calendar year (October through December), CPE providers are required to submit CPE to the IRS within 10 business days of completion.

More information can be found at the CPE Sponsor Information page.

A blank status indicates your CPE is still being processed, the course wasn’t CPE-eligible, or it was completed through an NATP chapter that handles its own CPE reporting.

This means we attempted to report your CPE to the appropriate sponsoring organization, but it was not accepted. This usually happens when there’s a name or PTIN mismatch between what we have on file and what was provided to the sponsoring organization. To change your name, please contact our Member Services team. To verify or update your PTIN, visit your Account Management page.

Your CPE has been successfully reported to the sponsoring organization. You can rest assured that your credits have been accepted.

“Self-Reported” indicates you entered this course manually because it was not an NATP course. You can use this feature to track CPE you’ve earned through other education providers and monitor your overall progress toward your education goals.

Our standard business hours are Monday through Friday, 8 a.m. to 5 p.m. CT. From Memorial Day through Labor Day, we observe summer hours: Monday through Friday, 8:30 a.m. to 4 p.m. CT.

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