General Information Book on Exams 2025-2026 - Exam Registration, Scheduling, Fees, and Allowed Materials

Sep 27, 2026

Uploaded by Finn

General Information Book on Exams for October 1, 2025 to September 30, 2026 from the Oregon Board of Tax Practitioners. Covers the board’s role, types of registrations and licenses, initial requirements, and detailed exam guidance. Includes exam fees, applications, approvals and notifications, exam scheduling, testing centers, and items not allowed in the exam room. Provides retake rules, test-taking tips, and source document and allowed-materials lists for Tax Preparer, Tax Consultant, and Enrolled Agent state-only examinations, plus outlines and sample questions.

LanguageEnglish

CategoryExam

FormatPDF

Pages29

Reading Time1 h 13 min

AccessFree to download

General Information

The Oregon Board of Tax Practitioners

Types of Registrations & Licenses

Initial Registration & License Requirements

Examinations

Exam Fees

Exam Applications

Approvals / Notifications

Scheduling Your Exam

Testing Centers

Items Not Allowed in the Exam Room (All Exams)

Retake Examinations

Preparer’s Exam Test-Taking Tips

| GENERAL INFORMATION BOOK ON EXAMS
For Exams between October 1, 2025 and September 30, 2026 | | --- | | | | OREGON BOARD OF TAX PRACTITIONERS
200 Hawthorne Ave. SE, Suite 450, Salem, OR 97301 Tuesday & Wednesday and By Appointment

Phone (971) 701-1544; Fax (503) 585-5797
E-Mail [tax.bd@tax.oregon.gov](tax.bd@tax.oregon.gov)[ ](tax.bd@tax.oregon.gov)[Website](Website www.oregon.gov/OBTP)[ www.oregon.gov/OBTP](Website www.oregon.gov/OBTP) | Contents General Information ............................................................................................................................................3 The Oregon Board of Tax Practitioners ...............................................................................................................3 Types of Registrations & Licenses .....................................................................................................................3 Initial Registration & License Requirements ...................................................................................................... 4 Examinations .......................................................................................................................................................5 Tax Preparer Examination ................................................................................................................................... 5 Tax Consultant Examination ............................................................................................................................... 5 Enrolled Agent State-Only Examination..............................................................................................................5 Exam Fees ...........................................................................................................................................................5 Exam Applications...............................................................................................................................................6 Approvals / Notifications .................................................................................................................................... 6 Scheduling Your Exam ....................................................................................................................................... 6 Testing Centers ....................................................................................................................................................6 Items Not Allowed in the Exam Room (All Exams) ........................................................................................... 6 Retake Examinations ...........................................................................................................................................6 Preparer’s Exam Test-Taking Tips ..................................................................................................................... 7 Tax Preparer Exam Source Documents, Federal ................................................................................................. 9 Tax Preparer Exam Source Documents, Oregon .................................................................................................9 Documents Allowed in the Exam, Federal (These may contain notes and highlighting) ..................................... 10 Documents Allowed in the Exam, Federal (These must be completely blank with no markings or highlighting whatsoever) ........................................................................................................................................................ 10 Documents Allowed in the Exam, Oregon (These may contain notes and highlighting) ..................................... 10 Documents Allowed in the Exam, Oregon (These must be completely blank with no markings or highlighting whatsoever) ....................................................

FAQs

Which exams and exam categories are covered in the General Information Book on Exams 2025-2026?

It covers the Tax Preparer Examination, Tax Consultant Examination, and Enrolled Agent State-Only Examination, including exam outlines and sample questions where provided.

How are exam applications, approvals, and scheduling handled?

The book includes sections for exam applications, approvals/notifications, and scheduling your exam, along with testing center information.

What exam-room restrictions and allowed document rules are provided?

It lists items not allowed in the exam room (all exams) and details source documents and documents allowed for both federal and Oregon exams, including categories that must be blank with no markings or highlighting and categories that may contain notes/highlighting.

Sep 27, 2026

Uploaded by Finn