How to Apply for the CPA Exam: 5 Steps You Need to Know

Applying for the CPA exam might seem straightforward, but it’s often more involved than expected. Having gone through this process myself, I quickly realized each state has its own rules, deadlines, and quirks—and missing even a small step can throw off your entire timeline.

Here’s where things can get tricky: Around 86,000 candidates sat for the CPA exam in 2023, each dealing with unique state-specific requirements before they even started studying. You’re here to get the clear, step-by-step guidance you need to avoid any hiccups and focus on what really matters—acing the exam.

Key Takeaways

• Understand your state’s CPA requirements: Each state has different education and experience rules, so know yours before you apply.
• Four exam sections to prepare for: The CPA exam covers AUD, FAR, REG, and a discipline section (Tax Compliance, Business Reporting & Analysis, or Information Systems & Controls).
• Have your documents ready: Gather transcripts, IDs, and any additional paperwork required by your state.
• Submit your application and pay the fees: This process varies by state, so check if you apply through NASBA or your state board.
• Schedule your exam ASAP: Once approved, you’ll get a Notice to Schedule (NTS), and exam slots can fill up quickly.

5 Steps to Apply for the CPA Exam

Step 1: Meet Your State’s CPA Exam Requirements

Before you apply, confirm you meet your state’s specific CPA exam and licensure requirements. Generally, you’ll need at least 120 credit hours to sit for the exam and 150 hours to get licensed. This translates to a bachelor’s degree and additional coursework in most cases, but some states may require specific accounting courses. You’ll also need one to two years of work experience. Check your state’s CPA board website or NASBA for the exact educational and work qualifications and any work experience needed before licensure.

Step 2: Gather Your Required Documents

Now that you know you qualify, it’s time to gather everything you need for your application. This includes:

• Official Transcripts: Your school will need to send these directly to your state board.
• Identification: A valid government-issued ID, such as a driver’s license or passport.
• Additional Forms: Some states may ask for affidavits or work experience verification.

If you forget a document, it could delay the entire process. When I was applying, I made sure to triple-check everything before hitting “submit,” and it saved me a lot of hassle.

Step 3: Submit CPA Exam Application

This is where the application process can get a bit tricky because it varies by state. Some states require you to apply through NASBA, while others have their own state board portal. No matter where you apply, you’ll need to pay the application fee, which can range from $50 to $200, depending on your jurisdiction.

The process isn’t hard, but missing even a small step can cost you time. Make sure to follow the instructions exactly as listed by your state or NASBA.

Step 4: Wait for Your Notice to Schedule (NTS)

Once your application is approved, you’ll receive a Notice to Schedule (NTS), allowing you to register for exam sections. An NTS typically has a validity of 6 to 12 months, depending on your state, so don’t delay in scheduling your exams. Many candidates book their first section right away since available test dates fill up fast.

Starting with FAR (Financial Accounting and Reporting) is often recommended, as it’s considered the most challenging due to the volume of material. Tackling FAR first can give you a confidence boost for the remaining sections.

Step 5: Schedule Your CPA Exam

Schedule your exam through Prometric. Popular testing times—like summer or the end of each quarter—tend to fill up quickly, so booking early is essential. CPA exam prep is similar to marathon training: consistent effort over time is key. Most candidates dedicate around 80-100 hours for FAR alone, with some studying 150 hours. For structured prep, Becker’s CPA Review offers extensive simulations that closely resemble the actual exam.

While preparing, I broke study time into manageable sessions over weeks, focusing on consistency rather than cramming.

Conclusion

The CPA exam application process can seem overwhelming at first, but breaking it into steps makes it much easier to manage. Once you gather your documents, meet the requirements, and submit your application, you’re on your way to becoming a CPA. Just remember to stay on top of deadlines and book your testing dates as soon as you get your NTS.

Ready to take the next step? Don’t wait—start your application today. Then take a look at the top CPA review courses to help you study for the exam.

Before you know it, you’ll be on your way to earning your CPA license.

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