Board of Tax Practitioners Downloadable Forms and Applications

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Downloadable Forms and Applications

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Click on the links below to download forms and applications.

Please contact the Board office for links which are down.

Phone: (503) 378-4034 or E-mail: tax.bd@state.or.us

Exam Study Material/Reference

General Information Booklet - Includes sample test, references used to develop examinations, examination indexes, licensing information, list of colleges/universities providing the examination and fee schedule, general examination information, etc. (booklet updated yearly on September 1st).
Oregon Administrative Rules - Chapter 800-001-0000 to 800-030-0050.
Civil Penalty Matrix - Table inserted within the OARs containing penalty amounts.
Fee Increases - Effective on February 1, 2008.
Oregon Revised Statutes (Laws) - 673.605 through 673.740.

Please note: Additional Oregon/Federal publications, forms and source materials listed as study/reference materials in the General Information Booklet shall be obtained through the Oregon Department of Revenue and Internal Revenue Service.

Exam Applications and Forms

Tax Preparer Examination Application - Use to apply to take/retake the Preparer examination.
Enrolled Agent Examination Application - Use to apply to take/retake the State ONLY exam.
Tax Consultant Examination Application - Use to apply to take/retake the Consultant exam.
*Don't forget to submit 15 hours of CE in personal income taxation with application materials*

Verification of Tax Preparation Experience - Use to verify work experience you have received.

Petition to Claim Tax Consultant Experience from Another State - Use if work experience received via self-employment.
List of Colleges Proctoring Exams - Review list to find schedules and proctoring fees. Last three (3) pages of the General Information Booklet. Click here for the General Information Booklet.
*List and college fees are updated yearly on September 1st.*

Initial License Applications

Tax Preparer Application for Licensure (Initial) - For initial licensure as a Tax Preparer.
Tax Consultant Application for Licensure (Initial) - For initial licensure as a Tax Consultant.

License Renewal & Reactivation

Tax Preparer License Renewal Application - Use to renew your Preparer license (2009 renewal).
Tax Preparer Reactivation Application - Use to reactivate a Preparer license which is currently in lapsed or inactive status.

Tax Consultant License Renewal Application - Use to renew your Consultant license (2009 renewal).

Tax Consultant Reactivation Application - Use to reactivate a Consultant license which is currently in lapsed or inactive status.

Business/Branch Registration

Tax Business Registration Application - Use to apply for a Business Registration.
Unlicensed Owner Business Registration Application - Use if you are NOT licensed.

Branch Office Registration - Use to apply for a Branch Office Registration.

Complaint Form

Complaint Form - Use to file a complaint concerning a licensee/services received.

Education Sponsor Approvals

Basic Education Sponsor Application - Use to make application to teach a Basic Course(s).
Correspondence Course Sponsor Application - Use to teach CE Correspondence Course(s).

New, Changed & Updated Course Forms - Submit with application form for CE Courses.

Instructor Applications/Forms

Basic Course Certificate of Completion - (Formal Certificate 8.5 x 11) - Given upon completion of the Basic Course. (Note: Form must be complete and signed by an approved instructor.)

Basic/CE Session Attendance Form - (Informal Certificate 1/2 page) - Given upon completion of the Basic/CE Course. (Note: Form must be complete and signed by an approved instructor.)

Waiver Forms

CE Waiver - Use to request a waiver of continuing education credit hours for renewal.
DC/RC Waiver - Use to request a waiver of Designated/Resident Consultant requirements.

Miscellaneous Forms

ADA Accommodation Request Form - Use to request special accommodations for exams.
Address Change Form - Use to file a change of mailing/physical address with the Board.
Advertising on the Tax Board Web Site - Use for advertising your business.
Credit Card Authorization - Use to make a credit card payment via fax.
Practitioner Listing Request - Use to request a mailing list of current licensees.

Public Records Request - Use for a copy of public records (board materials, meeting minutes, etc.).

Social Security Affidavit - Use this application if you do NOT have a social security number.