Welcome CMI - State/Local Income Tax Applicants and Candidates


Pursuing the CMI Professional Designation - a Mark of Distinction in State/Local Income Taxation

The CMI professional designation is a mark of distinction in income/franchise taxation. Earning the CMI designation is both a personal achievement and a credit to the profession. The CMI designation is more than a mere credential; it is a demonstration of expertise in state/local business income taxation.

The major requirements for the State/Local Income Tax Professional designation include membership in the Institute, state/local income and franchise tax experience, attainment of prescribed educational requirements, and successful completion of both comprehensive written and oral examinations. In addition, after attaining the State/Local Income Tax designation, certified members are required to continue their professional education by attendance at IPT and other approved educational programs. 
 
The CMI-Income Tax Application and Brochure (available for download below) offer detailed information and instructions that will enable you to progress smoothly through the application process. For some really useful information, see the CMI Candidate FAQ Page.

 The Income Eligibility Checklist provides detailed information on how to calculate the 25 education points requirement when completing your application.

Potential Candidates can access the CMI-I Orientation slide show for a general overview of the program. (Please note: This is the short version that does not contain sample questions. The full version is available with the study materials)

As of November 2016, Income Tax School II may no longer be challenged to meet the CMI Income Tax Eligibility Requirements.  Candidates must attend and successfully complete Income Tax School II to meet the requirement. 

CMI-Income Tax Exam Deadlines

 

Applications are now being accepted for the 2017 CMI-Income Tax Exams.  Plan ahead to avoid missing the deadlines! 

 

Exam Preceding 2017 Annual Conference


CMI Income Tax Exams

The Westin Charlotte

Charlotte, North Carolina

Exam Dates:  July 8 - 9, 2017

 

Applications must be received in the IPT office 90 days prior to the examination date. 

The deadline for receipt of applications for the July 2017 Exams is April 7, 2017. 
All Examinees will be required to complete and submit verification of any needed final requirements no later than May 23, 2017. 
Candidates must notify the IPT office of their intention to sit for the examination no later than June 7, 2017. 

 

Exam Preceding 2017 Income Tax Symposium


CMI Income Tax Exams

The Palmer House Hilton

Chicago, Illinois

Exam Dates:  November 11 - 12, 2017

 

Applications must be received in the IPT office 90 days prior to the examination date. 

The deadline for receipt of applications for the November 2017 Exams is August 11, 2017. 
All Examinees will be required to complete and submit verification of any needed final requirements no later than September 26, 2017. 
Candidates must notify the IPT office of their intention to sit for the examination no later than October 11, 2017. 

 

 

Further Information


The CMI-Income Tax Application and Brochure (available for download below) offer detailed information and instructions that will enable you to progress smoothly through the application process.