A Corptax certification proves your ability to leverage the power of the Corptax suite of business tax software products through the tax life cycle. With this unique credential, you will join an exclusive community of tax professionals that are in growing demand.
How to Get Certified in Three Easy Steps
Step 1: Pick Your Certification
Determine which certification is right for you by reviewing the different program descriptions. Choose from the four different certifications covering a variety of our corporate tax software products and areas of the tax life cycle.
Step 2: Get Ready
Your on-the-job experience may have already prepared you to take the exam. We recommend two years of hands-on experience. If so, you are free to take it right away. However, if you feel the need for additional preparation, consider one of our training options to improve your grasp of exam materials. The Certification Curriculum documents and the Course Catalog will provide an overview of the different choices available. Be sure to consider the Online Training Subscription... this is a very economical way to get prepared.
Step 3: Get Certified
Once you are ready, you can register for the certification program(s) of your choice. Each certification examination includes a knowledge exam and a case study to certify mastery of skills.
For further details, download the full Program Overview. For more specific information, you can also download any of the following:
Current Certification Curriculums:
U.S. Compliance
- Basic Federal and State Compliance
- Electronic filing of Federal and State returns
- Intermediate Federal and State considerations
- Mixed return processing
- C Corporation and e-filing tips and troubleshooting
International Compliance
- Basic International Compliance
- Electronic filing of Federal and International returns
- Intermediate International compliance considerations
- International and e-filing tips and troubleshooting
- Preparation of Forms 5471, 1118, 8858, 8865, and 5472
Pass Through
(Partnership and S Corporation Federal and State Compliance)
- Basic Partnership Compliance
- Utilizing the Advanced Partnership features to the full extent
- State Partnership Compliance
- Preparation of Form 1065 and 8825 for Advanced Partnership
- Electronic filing of Partnership Federal and State returns
- S Corporation Compliance
- Pass Through Compliance and e-filing tips and troubleshooting
Provision
- Brief overview of full Corptax product line
- Completing the tax lifecycle using Corptax
- Overview of data collection methods
- Setting up and utilization of the Corptax Provision products
- Overview of other provision modules including IFRS, FERC, FUE and SSAP10
- Provision-related tips and troubleshooting