Applying for the Uniform CPA Examination

The first step when applying for the Uniform CPA Examination through CPA Examination Services is to familiarize yourself with this jurisdiction’s ‘Eligibility Requirements’ and ‘Materials to be Submitted.’ You must read the Candidate Guide before submitting any applications.

Once you are ready to begin the application process, sign up for an Okta account through https://dashboard.nasba.org. You will receive an email to verify your Okta account creation. You can log into your application dashboard and click the CPA Portal button. Next, there will be an option to select ‘New Candidate,’ where you can enter your new candidate information, or ‘Existing Candidate,’ where you can enter information to match the application information we already have on file. You will receive a second email verifying your enrollment into the CPA Portal. Once completed, you will have access to your CPA Portal, where you can submit online applications and payments, maintain your candidate information, and view and print your receipts, Notice to Schedules (NTS), and Score Notices. When applying for Exam sections, you may only do so for one Exam section per exam section application. You may submit more than one Exam section application but are only allowed one NTS per Exam section. You should only apply for the Exam section if you are ready to take it within the next six months.

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Eligibility Requirements

Education Requirement for Examination

Applicants are eligible to take the Exam after they complete the education requirements according to Wis. Stats. § 442.04(5)(b)4 which states, “A person is not eligible to take the examination under this subdivision unless the person has completed at least 120 semester hours of education at an institution that include course work in accounting and business subjects, as determined by the examining board.” The required accounting and business subjects are detailed in Wisconsin Administrative Code Accy 2.303 and Accy 2.202. These codes were amended by 2017 Wisconsin Act 88, and became effective on December 2, 2017.

Transcripts

If you have completed education in the U.S.:

  • Credit for courses completed at institutions located outside the U.S. must be transferred to an accredited bachelor degree-granting institution inside the U.S. in order for those credits to be accepted toward the education requirement under Accy2.202(2)(a)-(e) or Accy 2.202(3)(a)-(b).
  • You must submit an official transcript from each school you attended.
  • Official transcripts are those that have been issued by the institution’s Registrar’s Office and include the Registrar’s official seal.
  • The degree you have earned must be posted on your official transcript.
  • Transcripts may be submitted electronically provided they are official. Some schools do not offer this service. Contact your Registrar’s office for additional information. If an email address is required for electronic delivery, use [email protected]. Electronically delivered transcripts must be submitted directly from the institution(s).
  • Photocopies of transcripts are not official and cannot be accepted.
  • Please Note: If you have not yet applied when you submit your transcripts, your education documents will be kept on file for one year. After that time, the documents will be destroyed, and you will need to resubmit new education documents when you apply.
  • If you completed courses at a campus located outside the U.S. for a school located in the U.S., the official transcript must be issued by the registrar from the U.S. campus. Transcripts issued by the registrar for the campus located outside the U.S. will not be accepted.

Course Requirements

  • Credits must be earned at an institution that offers a bachelor’s degree and which is accredited by an agency recognized by the Secretary of the U.S. Department of Education.
  • CPA review courses are not acceptable.
  • Upper division courses means courses usually taken at the junior or senior undergraduate level.
  • All courses must qualify for college-level credit at an accredited institution which offers a bachelor’s degree. Credits from junior and community colleges must be transferred to an accredited institution which offers a bachelor’s degree in order to be accepted toward the education requirements. An official transcript from each institution must be submitted.
  • Correspondence, CLEP credit, pass/fail grades and online courses are acceptable when you receive credit for the courses at a regionally accredited college or university. These courses must appear on an official transcript.

Residency

There is not a residency requirement for the state of Wisconsin.

Materials to be Submitted

  1. An official transcript from each school listed on your application. Transcripts must be sent directly from your school to CPA Examination Services.
  2. Testing Accommodations Request Form, if applicable. Submission by you to CPAES.

Please allow two to four weeks from your file completion date (when application, fees and all additional required materials have been received) for your application to be processed. Acknowledgment of receipt of application will be sent to you via email, unless otherwise indicated. This notice is sent only as acknowledgment of receipt of application.

If you have previously applied and sat but were currently enrolled in college at the time of application (Certificate of Enrollment form), you are NOT automatically considered a re-examination candidate.

Applicants with Disabilities

In accordance with the provisions of the Americans with Disabilities Act, examination administration accommodations are available, should you qualify. Please download the Testing Accommodations Request Form for more information.

Fees

Education Evaluation Application

Before you can apply for an exam section you must first be deemed eligible for the CPA Exam. Your Evaluation Application will determine if you meet the educational requirements needed to take the CPA Exam for your selected jurisdiction.

Education Evaluation Application Fee: $93.00

Exam Section Application

Once you have been found eligible for the CPA Exam you may then apply for a specific exam section. You can only apply for one exam section per application. You are advised to only apply for the exam section if you are ready to take it. Your Notice to Schedule will be valid for a limited amount of time, and you must take the exam section listed on the NTS within this time frame or you will lose those fees paid.

Exam Section Application Fee: $408.64

Refund Policy

There is no provision for withdrawing from the examination and/or requesting an extension of your current Notices to Schedule (NTS). Application and/or examination fees are not refundable. If you have an extreme circumstance, you may request an NTS extension or a partial refund of your examination fees under specific circumstances utilizing the Exception to Policy Form.

Exam Credit

You may take the required test sections individually and in any order, but are required to pass all four sections of the examination within a rolling 18 month period, which begins on the date the first examination section passed was taken.

Credit for any section passed shall be valid for 18 months from the actual date the examination sections were taken. Examination credit expires by section. You will lose credit for each section passed outside the 18 month period, and will have to retake those sections.

Online Scores/Candidate Letters

When getting your scores, be advised that scores are advisory in nature until ratified by the Board; therefore, you must refrain from contacting the Board regarding your licensing status until after you have received your Successful Candidate Letter. Successful Candidate Letters are not printed until the end of the score release.

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USEFUL LINKS

Candidate Guide
Score Information
Score Reprint
NASBA Candidate Identification Cards
Wisconsin State Board
Prometric
AICPA

FORMS

Exception to Policy
Transferring into Wisconsin (FT only)
 Testing Accommodations Request Form

CONTACT US

800-CPA-EXAM (800-272-3926)
International: (615) 880-4250

Email Inquiries:
[email protected]

Mail Inquiries:
Wisconsin Coordinator
CPA Examination Services
PO Box 198469
Nashville, Tennessee 37219-8469