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Institute for Professionals in Taxation

Tuesday, September 7, 2010

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Challenge and Retake Exams

Challenge Exams

In lieu of attendance at any IPT school for which a challenge exam is permitted, any member of the Institute in good standing shall be allowed to challenge a course via a written examination providing they meet specific requirements. Please read the Policy on Challenge Examinations before submitting the Application to Challenge a Final Exam. Once a challenge exam application is approved, the IPT member will receive an e-mail with information on downloading study materials that can be used to prepare for the exam.

Retake Exams

Any student who fails the school examination after completing the course will be given the opportunity to retake the examination, regardless of the score achieved on the original examination, provided they meet specific requirements. A retake exam must be taken within one year of the failed school. The Retake Policy and Application Form to Retake Final School Exam provide detailed information regarding applying to retake a final exam.

Proctor Locations

IPT has exam proctors available in a number of cities across the nation. Please indicate a 1st and a 2nd choice on your application from the List of Proctor Cities and IPT staff will contact a qualified proctor in the region closest to your requested area.

INCOME

Candidates interested in pursuing the CMI Designation in State/Local Income Tax must attend and successfully complete the Advanced Income Tax School or successfully challenge the school.

PROPERTY

Candidates interested in pursuing the CMI Designation in Property Tax must successfully complete at least two of the three Property Tax Schools and only one may be challenged.

SALES

Candidates interested in the CMI Designation in Sales Tax who did not successfully complete Sales Tax School II prior to January 1, 2006, must either successfully challenge or attend Sales Tax School I before challenging or attending Sales Tax School II. This challenge must be completed at least 30 days prior to Sales Tax School II.

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