Get Certificate Of General Experience - Public Accounting - California Board Of Accountancy

Filling out the Certificate of General Experience is an essential step for applicants seeking licensure with the California Board of Accountancy. This guide provides clear, step-by-step instructions on how to properly complete the form online, ensuring you meet all requirements for certification.

Follow the steps to successfully complete the Certificate of General Experience online.

1. Click the ‘Get Form’ button to access the Certificate of General Experience document and open it in your preferred online editor.
2. Start by providing the full name of the applicant (no initials) in the designated field under 'Full name of applicant' section.
3. Enter the last four digits of the applicant's social security number in the provided field.
4. Indicate the period of employment by filling in the dates when the applicant was under supervision in both full-time and part-time sections. Ensure to format the dates as 'MM/DD/YYYY'.
5. List the total part-time hours for the applicant’s experience in the relevant section.
6. Provide details of the business where the experience was gained, including the business name and business telephone number.
7. Fill in the complete address of the business, including city, state, and zip code in the appropriate section.
8. The supervising CPA must sign the certification statement, verifying that the applicant has been supervised or employed for the indicated period and has completed their general accounting experience.
9. If applicable, obtain a second signature from a licensee with a higher level of responsibility, unless the supervisor is a sole proprietor, partner, or shareholder.
10. Print or type their names, certificates numbers, and indicate the state or authority of issuance for both supervising licensee signatures.
11. Review the completed form for accuracy, and then save any changes made.
12. Finally, download, print, or share the completed form as necessary before mailing it directly to the California Board of Accountancy.

Complete your Certificate of General Experience online today and take a confident step towards your licensure!