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How to use SLMS

 
If you are a tax professional, you must access SLMS through your Individual Online Services account or you will not be able to enroll in the required training classes.

 
Through the Statewide Learning Management System (SLMS), you can:

  • enroll in live or online classes,
  • complete online classes, and
  • print your completion certificate.

View or add your curriculum
Enroll in a class
Launch online learning
Drop a class or curriculum
Verify or update your personal information
Troubleshooting guide


View or add your curriculum

Your required coursework will be grouped together in one curriculum. If you complete the required curriculum, you will meet your continuing education requirements.

Your curriculum requirements

If you are a commercial preparer who:

then you must complete the curriculum titled:

prepared ten or more New York State personal income tax returns during the years 2014, 2015, and 2016

2018 Registration Education Requirements—4 CPEs.

prepared fewer than ten New York State personal income tax returns during the years 2014, 2015, and 2016

2018 Registration Education Requirements—16 Qual.

The 16 hour curriculum will list the classes you are required to take. The four hour curriculum will list nine required classes with one additional required elective class. You may choose any one of the four elective classes offered to complete your requirement.

Once you have enrolled in and completed all of the classes in the curriculum, you can print your completion certificate.

If you completed your 2017 Required Registration Education by December 1, 2016, your curriculum will already be added to your My Learning page.

  1. After you access SLMS from your Online Services account, select My Learning on the top left of the Learning Home page.
  2. On the My Learning page, your curriculum title will be listed. Depending on your experience, it will either be:
    • 2018 Registration Education Requirements—4 CPEs*, or
    • 2018 Registration Education Requirements—16 Qual.
  3. For next steps, see Enroll in a class.

*If you are required to take four hours of continuing education coursework, another curriculum titled 2018 Optional Learning—16 additional hours will be listed. This curriculum is strictly optional.

If you registered as a tax preparer for the first time on or after December 1, 2016, or did not complete your 2017 Required Registration Education by December 1, 2016:

You must first register for your curriculum.

  1. After you access SLMS from your Online Services account, select Find Learning on the top left of the Learning Home page.
  2. In the Filter by section on the left, select Curriculum under By Learning Type.
  3. Select Register next to the appropriate curriculum title. Refer to the table above to see which one you are required to take.
  4. On the Review Information page, select Submit Registration.
  5. On the Registration Confirmation page, select My Learning.
  6. For next steps, see Enroll in a class.

Enroll in a class

To begin a class, you must first enroll in it.  You will take all classes online.

Your classroom requirements

If your required curriculum is:

then you must:

2018 Registration Education Requirements—4 CPEs  

  • complete nine required classes, and
  • complete one of the four elective classes listed
    within the program.

2018 Registration Education Requirements—16 Qual 

complete 16 hours of online learning.

  1. After you access SLMS from your Online Services account, select My Learning on the top left from the Learning Home page (if you're not already on the My Learning page).
  2. On the My Learning page, select the curriculum title.
  3. The Curriculum Progress page will list all of your required classes. Choose a class and select View Enrollment Options on the right.
  4. Select Enroll on the right.
  5. On the Review Information page, select Submit Enrollment.
  6. On the Enrollment Confirmation page, you can select Launch to begin the online class or select My Learning to return to your curriculum. Confirmation of your enrollment will be sent your email address on file. See Verify or update your personal information.

Note: After you've enrolled in your class, the class title will be listed on both the My Learning page and Curriculum Progress page.


Launch online learning

Follow these steps if you've enrolled in an online class:

  1. After you access SLMS from your Online Services account, select My Learning on the top left from the Learning Home page (if you're not already on the My Learning page).
  2. On the My Learning page, locate the class title and select the corresponding play icon in the Launch column.
  3. On the Table of Contents page, select Launch (or Re-Launch if you are resuming the class).
  4. A new window or tab will open with instructions on how to begin the online learning.
  5. If you finish a class, the status will show as Completed on the My Learning page.

Note: If you do not finish the online course, you can select Exit in the online class or close the window the class is viewed in. To resume the class, repeat the steps above.


Drop a class or curriculum

  1. On the Learning Home page, select My Learning.
  2. On the My Learning page, locate the class or curriculum title and select Drop on the right in the Action column.
  3. On the Review Information page, select Drop.
  4. On the Drop Confirmation page, select My Learning to return to your learning history. Confirmation of the dropout will be sent to your email address on file. See Verify or update your personal information.

Verify or update your personal information

To ensure we have your correct contact information, you must verify or update your personal information on SLMS.

  1. From any page on SLMS, select Main Menu from the top.
  2. Select Self Service.
  3. Select Personal Information Home.
  4. On the Personal Information Home page, verify your address, email address, and phone number.

Update address:

  • Select Update Addresses.
  • Select the pencil icon to edit your address or select Add New Address to create a new entry.
  • Enter or edit your address and then select Save.

Update email address:

  • Select Update Email Addresses.
  • To edit the email address, select the type of email address from the dropdown, enter your email address, and select Save.
  • To add a new email address, select Add an Email Address, select the type of email address, enter the email address, and then select Save.
  • To delete an email address, select the trash icon on the right hand side, and then select Save.

Phone number:

  • Select Update Phone Numbers.
  • To update a phone number, select the phone number type from the dropdown, enter your phone number, and then select Save.
  • To add a phone number, select Add a Phone Number, select the type of phone number, enter your phone number, and then select Save.
  • To delete a phone number, select the trash icon on the right hand side, and then select Save.
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