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Downloadable Forms and Applications
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.
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 Fillable Application - Use to apply to take/retake the Preparer examination. 
Enrolled Agent Examination Fillable Application - Use to apply to take/retake the State ONLY exam.  
Tax Consultant Examination Fillable 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*

Consultant Verification of Tax Preparation Experience - Use to verify work experience you have received.
Enrolled Agent 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 Fillable Application for Licensure (Initial) - For initial licensure as a Tax Preparer.
Tax Consultant Fillable Application for Licensure (Initial) - For initial licensure as a Tax Consultant.


License Renewal & Reactivation
Tax Preparer License Renewal Fillable Application - Use to renew your Preparer license (2013 renewal).
Tax Preparer Reactivation Fillable Application - Use to reactivate a Preparer license which is currently in lapsed or inactive status.
Tax Consultant License Renewal Fillable Application - Use to renew your Consultant license (2013 renewal).
Tax Consultant Reactivation Fillable Application - Use to reactivate a Consultant license which is currently in lapsed or inactive status.


Business/Branch Registration
Tax Business Registration Fillable Application - Use to apply for a Business Registration.
Unlicensed Owner Business Registration Application - Use if you are NOT licensed.
Branch Office Registration Fillable Application - 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) if courses/sponsor are not already approved by CTEC, IRS, or NASBA.
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.
Changes 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. 
Payment Form - Use to make a credit card payment via fax or miscellaneous payments.
Financial Statement Form - Use to report financial information.
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.

 

 
These forms are in PDF format and require Acrobat Reader. If you do not have a copy of Acrobat Reader, you may download a copy for FREE.
FREE Acrobat Reader click here!
 
Click on the links above to download forms and applications.
Please contact the Tax Board office for links which are down.
Phone: (503) 378-4034 or E-Mail: tax.bd@state.or.us
 

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