Newfoundland and Labrador - Apply for Tax Preparer License

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Procedure

Apply In-Person:

1. To Apply for 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 the applicant’s 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 photocopies of the required documents along with the application form while submitting it.
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. Then the application will be processed further. All the updates on the application status will be sent via SMS to the applicant’s mobile number.
12. Once the process gets completed, the applicant gets a call from the office regarding the application.
13. For further process, the applicant has to follow the instruction given by the officer.
14. It is important to stay up to date with changes in tax laws and regulations. Many certifications require ongoing professional development and adherence to ethical standards.
15. Fulfill the continuing education requirements and maintain the applicant’s certification by meeting the organization's renewal criteria.
16. The entire process can be completed within 3- 4 weeks or as per the timeline advised by the respective department authority.

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Required Documents

• Application form
• ID proof (Birth Certificate, driving license, etc)
• Address proof – (Driving license, passbook, utility bill, etc)
• Educational transcripts
• Proof of experience
• Professional references
• Continuing education records
• Criminal record check
• 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 educated person who intends to Apply for Tax Preparer License 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 3- 4 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

• In Canada, tax preparation services are commonly provided by certified public accountants (CPAs), tax consultants, and tax practitioners who have relevant qualifications and memberships in professional organizations.

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