Exam Resources

2024 Info for Preparer Exams Through September 30, 2026

General Information Book on Exams 2025-2026.pdf

2024_Preparer Examination Outline.pdf

2024 Preparer Examination Source Documents.pdf

2024 Forms Packet

2024 Quick Reference Sheet

2024 Publication 850 (en-sp)

2024_Instruction 1040

2024 Instructions for Form 6251

2024 Instructions for Form 8615

2024 Instructions for Form 8867

2024 Instructions for Form 8995-A

2024 Publication OR-17, Oregon Individual Income Tax Guide

2024 Publication OR-40 Instructions

2024 Form OR-40, Oregon Individual Income Tax Return for Full-year Residents, 150-101-040

2024 Form OR-40-N, Oregon Individual Income Tax Return for Nonresidents, 150-101-048

2024 Form OR-40-P, Oregon Individual Income Tax Return for Part-year Residents, 150-101-055

2024 Instructions for Schedule OR-A, Oregon Itemized Deductions, 150-101-007-1

2024 Publication OR-WFHDC-TB, Working Family Household and Dependent Care (WFHDC) Tables, 150-101-458

OAR Chapter 800 Tax Board Rules

ORS Chapter 673 Statues

General Information Book on Exams 2026-2027.pdf

2025 Preparer Examination Outline.pdf

2025 Preparer Examination Source Documents.pdf

2025 Forms Packet

2025 Quick Reference Sheet

2025 Publication 590-B

2025 Publication 596

2025 Publication 850 (en-sp)

2025 Instruction 1040

2025 Instructions for Form 6251

2025 Instructions for Form 8615

2025 Instructions for Form 8867

2025 Instructions for Form 8995-A

2025 Publication OR-17, Oregon Individual Income Tax Guide

2025 Publication OR-40 Instructions

2025 Form OR-40, Oregon Individual Income Tax Return for Full-year Residents, 150-101-040

2025 Form OR-40-N, Oregon Individual Income Tax Return for Nonresidents, 150-101-048

2025 Form OR-40-P, Oregon Individual Income Tax Return for Part-year Residents, 150-101-055

2025 Instructions for Schedule OR-A, Oregon Itemized Deductions, 150-101-007-1
2025 Schedule OR-WFHDC Instructions, Oregon Working Family Household and Dependent Care Credit, 150-101-195-1

OAR Chapter 800 Tax Board Rules

ORS Chapter 673 Statues

Instructor Training 2020 Tax Law.mp4

Test Taking Tips.pdf (oregon.gov)

Preparer exam_psi_fill_w_Spanish.pdf

Exam Pass Rates 2020-2024 as of July 31 2024.jpg (970×700) (oregon.gov)

Resources for Tax Consultant and State-Only Exams

Tax Consultant_exam_psi_fill.pdf

Verification of Consultant hours - To Be sent with Tax Consultant Exam Application

Tax Consultants Exam Outline 2023.pdf (oregon.gov)

Tax Consultants Exam Source Documents 2023.pdf (oregon.gov)

Consultant State Only exam_for Enrolled Agents.pdf

Enrolled Agents State-Only Exam Outline 2023.pdf (oregon.gov)