You’ve got questions. We’ve got answers.

Welcome to NAEA’s Frequently Asked Questions page, designed to address a variety of questions related to NAEA education programs, requirements for membership, access to resources, benefits, and other topics you may find useful. If you still have a question, please send an email to info@sdachurchsierraleone.org.

Membership

How do I become a member?

Click here to go to the NAEA join page and read about the membership options available to you. Choose the membership that best fits you, and follow the prompts to purchase.

Practicing Enrolled Agents should join as a Regular Member.

For newly licensed EAs in their first year of licensure, choose New Agents to receive $100 off your membership.

For those interested in becoming an EA or those working in the field but do not hold an EA license, choose Associate Membership.

Students enrolled in an accredited college or university or professors teaching at an accredited college or university can take advantage of our Academic Associate membership option.

Retired EAs can join as an Emeritus Member.

Still have questions? Contact NAEA at (202) 822-6232 or e-mail to membership@sdachurchsierraleone.org

How do I renew my membership?

Renew Online:

Login to sdachurchsierraleone.org and click “Welcome, {Your Name},” and choose Account from the dropdown menu. From your account page, click subscriptions, and then click “Renew” which is located on the right side of your screen. From there, follow the prompts to the payment screen. Once you submit your payment details, you will receive a confirmation email with your receipt from info@sdachurchsierraleone.org.

Renew over the phone:

Call the NAEA Membership Team at (202) 822-6232, option 1.

Renew via check through the mail:

Send your check to our secure Lockbox at the following address. Be sure to include your email and phone number on your check in case we need to contact you regarding your account:

National Association of Enrolled Agents
FILE 3025
1801 W. Olympic Blvd.
Pasadena, CA 91199-3025 

What is my membership renewal date?

Your renewal date can be found by logging in to the NAEA website, clicking on “Welcome, {Your Name},” and then choosing Account from the dropdown menu. From your account page, click subscriptions to find your renewal date.

I haven’t received my new ID card since I renewed.

NAEA does not provide ID cards.

Does NAEA prorate memberships?

We do not prorate membership; full fees are due upfront and membership is valid for one year from application.

Does NAEA refund memberships?

NAEA will grant refunds only for duplicate payments.

Is there a dues waiver for financial hardship?

Yes. Contact the NAEA membership team at membership@sdachurchsierraleone.org to request this form. Requests must be approved by the NAEA Executive Vice President and NAEA President. This is only for NAEA dues and does not apply to state dues.

What happened to my member number?

NAEA no longer uses member numbers for identification purposes. The email associated with your NAEA membership is your User ID.

Topic: Membership Requirements

Am I required to join a state affiliate?

At this time, Regular members must join the state’s affiliate association, should one exist in their state. Members with a state affiliate membership requirement may elect to join a different state affiliate. Associate members have the option to join a state affiliate but are not required to do so.

The recent bylaws changes will go into effect on September 1, 2024 and will remove the dual membership requirement for members renewing or joining after that time.

What is the Continuing Education (CE) requirement to maintain NAEA membership?

As of December 15, 2024, after the membership voted to amend the NAEA bylaws, members are no longer required to maintain an annual 30-hour CE requirement.

I didn’t complete my full 30 hours of CE my current membership year, what do I do?

As of December 15, 2024, after the membership voted to amend the NAEA bylaws, members are no longer required to maintain an annual 30-hour CE requirement.

Topic: Membership Benefits

Where do I access my Member Discounts and Promos?

NAEA Discounts are listed here.

For instructions on accessing your discounts, login to the website, go to the main discount page, and scroll to the bottom of the page. Click the button that says “View Discounts.”

How do I access my free Wolters Kluwer TaxAware Research Center/CCH?

Wolters Kluwer has provided NAEA members a dedicated link by which they may sign up for a free TaxAware account. This link allows NAEA members to access their free WK account. http://sdachurchsierraleone.org/publications-research/tax-aware-center/

To create an account on the WK website, click the link on the Wolters Kluwer TaxAware login webpage and select Create User ID. If the option to create a user ID does not appear, contact via email membership@sdachurchsierraleone.org.  If you already have a paid subscription with Wolters Kluwer and the site is not recognizing your free status, contact the NAEA membership team via e-mail membership@sdachurchsierraleone.org.

To access your existing free account: use the dedicated link to access the Wolters Kluwer TaxAware log in page and enter the username and password you created when you set up your free account.

How do I access my free Verifyle service?

Verifyle has provided a dedicated link by which NAEA members may access their free Verifyle account. This link can be accessed by logging in to the website, going to the member benefits page here, and clinking the link listed under Verifyle.

Click the link to create a new account on the Verifyle website. If you have already created an account and the site does not recognize your free “Pro” status, contact Verifyle via email at support@verifyle.com.

How do I access my free view only Tax Talk Today?

Members must register (create an account) on the Tax Talk Today website, and use the promo code found on the Tax Talk Today member benefit page. All issues accessing content should be directed to Tax Talk Today staff at accounts@taxtalktoday.com.

How do I upgrade my Tax Talk Today Account to receive CE?

Members must register (create an account) on the Tax Talk Today website, and use the promo code found on the Tax Talk Today member benefit page.

Go to the Tax Talk Today member benefit page and select the NAEA CPE Purchase Link option.

Are there marketing tools or client templates available to help promote my business?

NAEA provides NAEA logos and marketing tools for members to use to promote their businesses. Click here to access client engagement letters, client questionnaires, fee agreements and more! Can’t find what you’re looking for? Email membership at membership@sdachurchsierraleone.org and submit a request.

I am interested in the Tax Book. Do I get a discount?

As an NAEA Member, you can add a one-year subscription to TheTaxBook WebLibrary to you NAEA Membership subscription by following the prompts while renewing your membership. The price for the annual subscription is $229, discounted from the retail price of $325.

I have a tax specific research question. Where do I go to get my question answered?

NAEA staff does not answer tax specific questions. We offer the NAEA Member WebBoard, where members can connect to a professional community of tax experts as well as free access to the Wolters Kluwer Research Center to help members with tax specific questions. NAEA has recently initiated a monthly Roundtable Discussion the last Thursday of each month, to be used as a forum for members to network, answer questions and work through challenges and issues related to tax problems.

Topic: EA Journal and Exam

I have not received the latest issue of my EA Journal!

The journal comes out quarterly as of the Summer 2023 issue. If you don’t receive your journal, please contact NAEA via email at membership@sdachurchsierraleone.org and the membership team will verify your address and mail you a new copy.

My EA Journal was sent to the wrong address. How do I update my address in my member profile or receive a new copy of the EA Journal?

The Membership Team is happy to help! Feel free to reach out to us at membership@sdachurchsierraleone.org. We’ll be happy to send you a new copy and update your address.

How do I get a PDF copy of the EA Journal?

PDF files of the EA Journal can be found on the EA Journal website, under the Issues tab. You must log-in to your NAEA account to view the issues.

Topic: Update Information and Password Reset

How do I access my account page?

Go to 7.sdachurchsierraleone.org, click Log In, enter your username and password. Once you are logged in, click on your name in the upper right corner of the screen and select Account from the dropdown menu.

How do I reset my password?

From the 7.sdachurchsierraleone.org log in page, select Forgot your password? Enter the email address associated with your account in the Username field and press the Send Password Reset Email button. Once you receive the email, click the link in the message and you will be able to create a new password for your NAEA account.

How do I update my information on my member profile?

Log into 7.sdachurchsierraleone.org, click on your name in the upper right corner of the screen, select Account from the dropdown menu.  Scroll down and select My Info. Click the blue Change link in the upper right corner. You will then be able to update and save your information.

How do I login to the Find a Tax Expert Directory?

Education

Topic: Member Price and Discounts

As a member, do I receive a discount on CE and events offered by NAEA?

YES! Member prices are discounted. When purchasing an education product, the member and non-member price are always displayed. Note: When purchasing a Journal quiz or Webinar online, the default non-member price will display until you click “Add to Order.” The member price displays once you proceed to checkout.

Members also receive invitations to live webinars through out the year offering free CE credits.

I am member but when I add the education item to my cart the non-member price appears.

When purchasing a Journal quiz or Webinar online, the default non-member price will display until you click “Add to Order.” The member price displays once you proceed to checkout. If you have already added it to your cart and the non-member price still appears, email education@sdachurchsierraleone.org.

Topic: Past and Current CE

How do I get my old Continuing Education certificates?

To obtain CE Certificates, please contact NAEA education team via Email at education@sdachurchsierraleone.org to get your certificates prior to 2019.

How do I get my current CE certificates?

Login to the NAEA website (www.NAEA.org), and navigate to your member account. Select continuing education from the menu, and select the sign-in button on the upper right corner again, which will automatically log you in to the NAEA Continuing Education portal. Click on your name in the top right corner and scroll down until you see your member activity. Select the certificates tab to view your certificates. Detailed instructions can be found here.

I logged into the NAEA Continuing Education Portal but I am missing certificates of courses that were completed. What do I do?

First make sure you completed all items in the course to receive the certificate such as viewing the presentation, taking the survey and assessments. Once the items have been completed, the certificate should be able to access and print.  Follow these instructions on how to check if you completed all items.  If all items have been completed and you still don’t have your certificate, contact the NAEA education team via email education@sdachurchsierraleone.org.

When do you report Continuing Education (CE) Hours to the IRS CE Provider website?

NAEA reports Continuing Education (CE) to the IRS on a monthly basis. If you do not see your CE Hours from the previous month in your IRS PTIN account, contact the NAEA education team via e-mail at education@sdachurchsierraleone.org.

What other certifying agencies does NAEA In-Person and Online education qualify?

NAEA education has a relationship with the following Continuing Education certifying agencies: California Tax Education Council (CTEC) and Certified Financial Planner (CFP) Board CE/CPE. Detailed information can be found on the education webpage or on the NAEA certificate. If you have questions, regarding the CE Hours and the certifying agency requirements, contact the NAEA education team via email at education@sdachurchsierraleone.org.

Topic: How to purchase and access NAEA education and events

How do you purchase content in the NAEA continuing education portal (Blue Sky/Path)?

Follow these handy instructions to purchase content on the NAEA Continuing Education Portal.

I accidentally purchased a program twice or received the non-member price when I am an active member. How do I get a refund?

To request refunds, contact the NAEA education team via email education@sdachurchsierraleone.org. An NAEA education team member will review the request for refund and submit the request for approval. Once the refund request has been approved, the refund will be refunded on the same method of purchase, either a credit on the original purchase credit card, or if paid by check a refund check will be sent to you.

How do I check my progress in an NAEA online course?

To check your progress on a course you must log-in to the NAEA Continuing Education Portal. Follow these instructions on how to log in to the NAEA website and how to check your progress status for a course.

Topic: National Tax Practice Institute

What is the NTPI Certificate Program?

The National Tax Practice Institute™ (NTPI®) is a three-level program developed to sharpen the skills of enrolled practitioners at all stages of their careers. With each level of this program, the core curriculum enables participants to expand their knowledge and skills, and gain the confidence needed to successfully guide their clients through the often-challenging maze of IRS codes, internal regulations, and agency structure. Please note that this program is open only to enrolled agents, CPAs, and tax attorneys. Those who complete Levels 1, 2, and 3 earn the distinction of NTPI Fellow®, a designation held by the nation’s top tax practitioners.

How do I complete the NTPI program and become a fellow?

A participant must complete all three NTPI Levels as well as a professional portfolio within a five-year period beginning with NTPI Level 1 courses in order to earn the NTPI Fellow designation. Once all 3 levels of courses have been completed a participant will receive a NTPI Level 3 certificate.   A graduate and can add the certificate designation of NTPI Fellow on all media.  Learn more about the NTPI program and its requirements on the NTPI Website under the NTPI tab.

I already started the NTPI program. Do I have to repurchase the content with the new NTPI revised NTPI program content in 2021?

If you took any of the NTPI course levels prior to 2016, you would have to take the new NTPI content that is offered in 2021. Find out the requirements of the classes that you will need to take and the new additional requirements for NTPI Level 3 beginning in 2022 on the Roadmap to NTPI.

Advocacy

I have an issue with my state or local government that could affect all Enrolled Agents. How do I get in contact with someone at NAEA to help?

We are at your service. Contact NAEA Government Relations staff at (202) 822-6232 or Advocacy@NAEA.org.

What issues are NAEA currently working on now?

Two key issues on the NAEA radar: 

  • IRS FY2022 Budget – NAEA is urging policymakers at every level to consider significant long-term strategic investments in the IRS. After two years of paralyzing shutdowns (the 2019 budget impasse and the 2020 COVID-19 pandemic) on top of a decade of constantly shrinking budgets, by every measure of basic customer service, key elements of the agency are simply not functioning for taxpayers and their representatives. 

Regulation of Unenrolled Tax Return Preparers – NAEA is working with IRS/Treasury to develop a strong but fair framework for ensuring unenrolled tax return preparers will be competent and subject to ethical standards that apply currently to only Circular 230 tax practitioners (enrolled agents, CPAs, and attorneys). 

What is a Political Action Committee (PAC)?

Political Action Committees (PACs) are political committees established and administered by corporations, labor unions, membership organizations or trade associations. A PAC is created by the trade or professional association (501c6) to raise money to support candidates in Congress (House or Senate) to support issues of concern for the association. PACs can donate money to candidates they support. 

NAEA PAC is a multi-candidate PAC formed in 2006 to help enrolled agents support federal candidates who stand behind effective tax administration policies favorable to the enrolled agent profession. The NAEA PAC is a critical advocacy tool and the only one that requires ongoing, widespread member support. Multi-candidate PACs are those that have:  

  • more than 50 contributors, 
  • registered with the Federal Election Commission for at least 6 months. 
  • donated to at least 5 candidates for federal office candidates. 

The NAEA PAC is non-partisan and committed to supporting legislators on both sides of the political aisle. By supporting the NAEA PAC members support NAEA’s leadership and plan an active role with them in the political process. 

How do I donate to the NAEA PAC?

Voluntary individual member contributions to the NAEA PAC are welcome at any time and can be made online with a personal credit card at the NAEA PAC website or by personal check. The NAEA PAC does not accept cash contributions. 

How is the NAEA PAC managed?

The PAC is administered by NAEA staff; the PAC Board provides oversight on NAEA PAC operations. The board is comprised of five to seven members who serve two-year terms. PAC board member positions are filled as individual two-year terms expire by nomination and majority vote of the PAC Board. 

How can I help with a PAC issue?

NAEA PAC is the EAs voice in Congress. Members can help with PAC issues most significantly by joining the NAEA PAC and participating in NAEA’s congressional advocacy fly-in. During the fly-in, putting a face on EA issues is essential. EAs will meet with their congressional representatives, share concerns and issues affecting EAs, and get to know their representatives and key staff members.  

Can I make a donation for a specific NAEA issue?

No, not with respect to PAC donations. NAEA PAC makes contributions to members of Congress who sit on the Senate Finance Committee and the House Ways and Means Committee. These two important congressional committees hold jurisdiction over our nation’s tax policy, tax laws, tax administration, and oversight of the IRS, areas in which NAEA Advocacy is active. 

What are the criteria for contributions to members of Congress?

The legislative issues of greatest concern to enrolled agents are generally those of tax policy and tax administration. The NAEA PAC limits its contributions to incumbent members of the two congressional tax-writing committees, with a focus on the leadership of those committees. 

IT/Technology

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