Follow our comprehensive workflow to smoothly navigate through CPA Exam eligibility, from initial research to exam day. Tailored to ensure compliance with all rules.
1
Research on CPA exam eligibility requirements
2
Review educational qualifications
3
Ensure 150 semester hours of education achieved
4
Ensure relevant bachelor's degree obtained
5
Collect transcripts from all attended universities
6
Review credit hours for business subjects
7
Collect necessary personal identification documentation
8
Check if you meet the social security number requirement
9
Approval: Educational Requirement Verification
10
Payment for Credential Evaluation Services
11
Submission of Evaluation Application and documents
12
Approval: Evaluation Application
13
Wait for evaluation report
14
Choose a jurisdiction to take the CPA exam
15
Submit CPA Examination Application and fees
16
Approval: Application Review
17
Wait for Notice to Schedule (NTS)
18
Schedule your CPA Exam date
19
Prepare for the CPA exam
20
Take the CPA exam
Research on CPA exam eligibility requirements
Conduct thorough research on the eligibility requirements for the CPA exam. This task is crucial as it will provide you with a comprehensive understanding of the criteria you need to meet in order to proceed with the exam. The results of this research will guide your progress through the rest of the checklist, ensuring that you are on the right path to becoming a CPA. What resources will you utilize for your research? Are there any specific challenges you anticipate? How will you overcome them?
1
CPA Exam website
2
State Board of Accountancy website
3
Online forums and communities
4
Professional organizations
5
Official CPA study guides
1
Understanding complex terminology
2
Determining eligibility for international students
3
Navigating different state requirements
4
Identifying educational equivalencies
5
Deciphering examination fees
Review educational qualifications
Carefully review your educational qualifications to ensure that you meet the requirements for the CPA exam. This task plays a critical role in determining your eligibility for the exam and will help you identify any potential gaps in your education that need to be addressed. What steps will you take to review your educational qualifications? Have you completed all the necessary coursework? Are there any alternative pathways to meet the requirements?
1
Compare course syllabi
2
Consult with academic advisors
3
Research alternative education pathways
4
Check for additional certification requirements
5
Assess credit transfers
1
Master's degree in accounting
2
Master's degree in taxation
3
Accredited professional certifications
4
Work experience in accounting
5
Continuing education programs
Ensure 150 semester hours of education achieved
Verify that you have completed a minimum of 150 semester hours of education in accordance with the CPA exam eligibility requirements. This task is essential to ensure that you have met the minimum educational threshold for the exam. How many semester hours have you completed? Are there any additional requirements for specific jurisdictions?
1
Additional business courses
2
Ethics studies
3
Specific accounting courses
4
Internship or practical experience
5
English language proficiency
Ensure relevant bachelor's degree obtained
Confirm that you have obtained a relevant bachelor's degree to fulfill the educational requirement for the CPA exam. This task ensures that you have met the degree criteria set by the examination board. What is your bachelor's degree major? Does it align with the requirements? Are there any exceptions or alternative qualifications you should consider?
1
Related major with additional coursework
2
Master's degree in an accounting-related field
3
Equivalent professional certifications
4
Years of relevant work experience
5
Successful completion of prerequisite courses
Collect transcripts from all attended universities
Collect official transcripts from all the universities you have attended. This task is crucial for verifying your educational background and fulfilling the documentation requirements for the CPA exam application. Which universities have you previously attended? How will you obtain official transcripts? Are there any specific formats or delivery methods required?
1
University of XYZ
2
ABC College
3
DEF University
4
GHI Institute
5
JKL University
1
Contact registrar's office
2
Submit transcript request forms
3
Pay transcript fees
4
Check transcript delivery options
5
Follow up on transcript status
Review credit hours for business subjects
Review your credit hours in business-related subjects to ensure compliance with the CPA exam eligibility requirements. This task is important to determine if you have taken sufficient coursework in areas such as accounting, finance, and business law. How many credit hours have you completed in each subject? Which courses contributed to each subject? Are there any outstanding requirements or potential substitutes that meet the criteria?
1
Additional accounting courses
2
Finance electives
3
Business law specialization
4
Equivalent business subjects
5
Alternate certifications or exams
Collect necessary personal identification documentation
Gather all the required personal identification documents for the CPA exam application. This task is essential to verify your identity and ensure compliance with the examination board's requirements. Which identification documents are necessary? Do they need to be notarized or certified? Are there any specific formats or sizes?
1
Valid passport
2
Driver's license
3
National ID card
4
Birth certificate
5
Social security card
1
Notarization
2
Certification by educational institution
3
Passport-size photographs
4
Specific file formats (PDF, JPG, etc.)
5
Translation to English (if applicable)
Check if you meet the social security number requirement
Verify if you meet the social security number requirement for the CPA exam. This task is important as it determines if you are eligible to proceed with the application process. Do you have a valid social security number? If not, are there any alternative identification numbers that can be used?
1
I have a valid social security number
2
I have an alternative identification number
3
I do not have any valid identification number
Approval: Educational Requirement Verification
Will be submitted for approval:
Review educational qualifications
Will be submitted
Ensure 150 semester hours of education achieved
Will be submitted
Ensure relevant bachelor's degree obtained
Will be submitted
Collect transcripts from all attended universities
Will be submitted
Review credit hours for business subjects
Will be submitted
Payment for Credential Evaluation Services
Submit payment for the Credential Evaluation Services required for the CPA exam application. This task ensures that you have paid the necessary fees to have your academic credentials evaluated by the examination board. How will you make the payment? Are there any specific payment methods or deadlines to consider?
1
Credit card
2
Debit card
3
Online payment service
4
Check or money order
5
Bank transfer
Submission of Evaluation Application and documents
Submit the Credential Evaluation Application and relevant documents to the examination board for evaluation. This task is crucial to initiate the evaluation process and assess the eligibility of your academic credentials. Which documents need to be submitted? How will you send them? Are there any specific formats or delivery instructions to follow?
1
Credential Evaluation Application form
2
Official transcripts
3
Degree certificates
4
Identification documents
5
Payment confirmation
Approval: Evaluation Application
Will be submitted for approval:
Collect necessary personal identification documentation
Will be submitted
Check if you meet the social security number requirement
Will be submitted
Payment for Credential Evaluation Services
Will be submitted
Submission of Evaluation Application and documents
Will be submitted
Wait for evaluation report
Patiently wait for the evaluation report from the Credential Evaluation Services. The report will indicate if your educational credentials meet the requirements for the CPA exam.
Choose a jurisdiction to take the CPA exam
Select a jurisdiction where you wish to take the CPA exam. Research the available jurisdictions and consider factors such as exam format, location, and scheduling options.
1
Alabama
2
Alaska
3
Arizona
4
Arkansas
5
California
Submit CPA Examination Application and fees
Complete and submit the CPA Examination Application along with the required fees. Ensure that all necessary information is accurately provided and fees are paid within the specified timeframe.
Approval: Application Review
Will be submitted for approval:
Choose a jurisdiction to take the CPA exam
Will be submitted
Submit CPA Examination Application and fees
Will be submitted
Wait for Notice to Schedule (NTS)
Wait for the Notice to Schedule (NTS) from the designated authority. The NTS will provide you with authorization to schedule your CPA exam.
Schedule your CPA Exam date
Schedule the date for your CPA exam at a suitable testing center. Consider your availability, preparation time, and preferred dates to select the most convenient examination schedule.
Prepare for the CPA exam
Initiate the preparation process for the CPA exam. Develop a study plan, gather suitable study materials, and allocate sufficient time to review and reinforce your knowledge in the relevant subjects.
Take the CPA exam
Attend the scheduled CPA exam at the designated testing center. Be prepared for the examination day by ensuring you have all the necessary documents and following the guidelines provided.
