How to use or fill out form SBA-12 with our platform
- Click ‘Get Form’ to open it in the editor.
- Begin by entering the applicant's name and the dates of experience in the designated fields. Ensure that you provide accurate information as this is crucial for verification.
- In Section 2A, fill out the employer information, including the name and address of the firm. In Section 2B, provide details about the supervising CPA, including their name, certificate number, jurisdiction, and date of issue.
- Select the type of experience in Section 3 by checking only one box that best describes your experience. This will guide how you complete subsequent sections.
- Complete Sections 4, 5, or 6 based on your selected type of experience. Check all applicable boxes to accurately reflect your qualifications.
- In Section 7, check 'Yes' or 'No' for each statement regarding your understanding and experience related to accounting practices.
- Finally, ensure that a verifier completes Section 8 by signing and dating the form before mailing it directly to the Connecticut State Board of Accountancy as instructed in Section 9.
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