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Certificate public accounting 2026

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  1. Click ‘Get Form’ to open the Certificate of General Experience – Public Accounting in the editor.
  2. Begin by entering the full name of the applicant in the designated fields. Ensure you do not use initials.
  3. Input the last four digits of the applicant's Social Security number in the specified section.
  4. Document the period of employment by filling in the dates during which the applicant was supervised. Include both full-time and part-time experiences as applicable.
  5. Provide details about your business, including name, telephone number, and address. This information is crucial for verification purposes.
  6. The supervising CPA must sign and print their name, indicating their role (sole proprietor, partner, etc.) and include their certification number.
  7. If required, a second licensee must also sign to verify the applicant’s experience. Ensure all signatures are completed before submission.

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affidavit of undertaking

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