Getting Started with CountingWorks PRO
CountingWorks PRO 3.0
CountingWorks Learning Center
- Automated Newsletter
- Online Appointments & Reminders
- Client Management
- Improve Your Presence
- Message Center
- Professional View Portal
- Tips & Tricks
- Website Editor Plugins
- Website Editor
- Social Media
- Admin Users and Roles
- Leads - Automated Lead Management
- Communication - Special Announcements
- Subscriber Management
- Client Alerts
- Portal Client View
TaxBuzz / CountingWorks
Rackspace Email Set Up
Do you report CPE to the IRS or CTEC?
We submit to the IRS and CTEC weekly.
IRS Reporting -
For IRS reporting, your PTIN number must be in your profile. Please confirm the correct spelling of your last name. If you have a multiple hyphenated last name, please confirm which name was provided during your PTIN application.
PTIN numbers begin with the letter P followed by 8 digits
Example - P12345678
If you are a CPA and provide your PTIN, we will report your hours, which gives you the ability to verify your tax CPE on your PTIN account.
CTEC Reporting -
If you are a California Registered Tax Preparer (CRTP), your CTEC number must be in your profile. We will report CPE online to CTEC weekly.
CTEC Numbers begin with the capital letter A followed by 6 digits
CTEC Renewals are Due October 31st. We will increase our CPE reporting frequency as we get closer to the October 31st deadline, however, we recommend that you complete your courses no later than October 28th to ensure timely reporting.
Hours not reported?
If you do not think a course was reported, please email email@example.com, provide your PTIN and/or CTEC number and the courses you want to submit for credit.