Drake Tax - CA - State Registration Number

California is one of several states that require certain tax preparers who file returns for a fee to register with the state and obtain a Registration Number.

To enter your California registration number, go to Setup > Preparers and Users and locate the State Registration Numbers section and click the Registration button. Enter your California Registration Number in the appropriate field, and click OK to save the entry. Be sure to Save the user setup screen before exiting.

For more information about who must register and how to register see the California Tax Education Council (CTEC) Registered Tax Preparers page.

CA CPAs should leave the Registration Number field blank in Setup > Preparers and Users to allow the check box CPA to be marked on Form 3596. The Power of Attorney Information section on Setup > Preparers and Users should be completed instead.