Tax Certification

Assure Clients of Your Tax Knowledge and Skill

Note: You have one year to take and pass the exam

Overview
NBA's Tax Certification assures employers you have tax knowledge and skill. You obtain the Certification by passing the Uniform Tax Certification Examination.

Certification benefits include:

• National Recognition
• Distinguish Yourself
• Build Credibility
• Validate Tax Knowledge
• Demonstrate Tax Skill

The Uniform Tax Certification Examination (Exam) is the examination administered to bookkeepers and tax personnel who want to obtain Tax Certification.

The Exam is developed, maintained, and administered by NBA. The Exam is used and recognized throughout the United States and its properties.

Bookkeepers and tax personnel who pass the Exam may communicate to employers that they possess NBA Tax Certification and are able to distinguish themselves and build credibility by having authorized use of the NBA Tax Certification certificate and logo.

Note: Although the NBA Tax Certification Exam does not replace the IRS Registered Tax Return Preparer (RTRP) Test to become a RTRP, the Tax Certification Exam Preparation Course and Tax Certification Exam will help prepare you to take and pass the RTRP Test.

Tax Certification Steps
To obtain Tax Certification, we recommend the following steps:

1. Join NBA – Although membership is not required, NBA members receive a 20% discount on the Exam and Exam Preparation Course.
2. Complete the Exam Preparation Course – The Course educates you on the tax process and enables you to pass the Exam. The Course is not required, but highly recommended.
3. Take and Pass the Exam

Uniform Tax Certification Examination
The Exam is an online, examination used to test the candidate's tax competency. The Exam consists of 50 multiple choice questions and simulations. You may request access to the Exam via email or telephone during normal NBA business hours Monday through Friday, 8:00 am – 5:00 pm MT and you will receive an email with a link to the Exam. You have 24 hours to take and submit the Exam for grading and the Exam is "open-book". To pass the Exam, you must receive a minimum of 80% on the Exam in order to pass. Exam results are made available to you within 24 hours. If necessary, you must wait one full week to retake the Exam.

To request the Exam, email exams@nationalba.org or call 866-444-9989.

Note: Beginning January 1, 2013 the Exam will be proctored at authorized testing centers throughout the United States. If you purchase the Exam after December 31, 2012, you will be required to take the Exam at an authorized testing center.

The Exam tests the following:

• Federal Taxation and Understanding Federal Tax Law
• Tax Research, Practice and Procedure
• Individual Taxation
• Gross Income
• Gross Income-Exclusions
• Deductions: General Concepts and Trade or Business Deductions
• Deductions: Business/Investment Losses and Passive Activity Losses
• Deductions: Itemized Deductions
• Tax Credits, Prepayments and Special Methods

Exam Fee
Member $100 (Order through our Members Only Internet portal)
Nonmember $150

Fee includes:

1. Uniform Tax Certification Examination
2. NBA Tax Certification Certificate (Upon Passing Exam)
3. NBA Tax Certification Logo

Re-examination Fee
Member $50 (Order through our Members Only Internet portal)
Nonmember $75

Uniform Tax Certification Exam Preparation Course
For assistance in preparing for and passing the Exam, click here.

Order
To order, click the Order button below.

Examination Fee

Re-examination Fee