Communicate Individual Tax Knowledge

Individual Tax Certification communicates and assures employers or clients of your individual tax knowledge.

It distinguishes you from your competition, builds credibility, and validates knowledge.

The certification is required for the Certified Tax Preparer (CTP) license.

Prerequisite

Individual Tax Certification requires the completion of the Individual Tax Fundamentals course and Individual Tax Certification exam.
The course may be substituted by an approved equivalent course. Certification candidates must receive a minimum of 75% on the course and exam.

Accreditation

The Individual Tax Certification is accredited by Consortia Accounting School.

Consortia is a registered Postsecondary Proprietary School providing post-secondary education for vocational or professional objectives.

Topics Covered on the Exam

• An Introduction to Tax
• Tax Compliance, the IRS, and Tax Authorities
• Tax Planning Strategies and Related Limitations
• Individual Income Tax Overview, Dependents, and Filing Status
• Gross Income and Exclusions
• Individual Deductions
• Investments
• Individual Income Tax Computation and Tax Credits
• Business Income, Deductions, and Accounting Methods
• Property Acquisition and Cost Recovery
• Property Dispositions
• Compensation
• Retirement Savings and Deferred Compensation
• Tax Consequences of Home Ownership

Exam Materials

• Individual Tax Certification exam
• Individual Tax Certification certificate
• Individual Tax Certification badge

Steps to Take the Exam

1. Take Individual Tax Certification pre-assessment test.
2. Complete the Individual Tax Fundamentals course.
3. Take the Individual Tax Certification post-assessment test.
4. Take the Individual Tax Certification exam.