ATA Exam Blueprint

Accredited Tax Advisor® (ATA) Credential Blueprint 

Accounting Knowledge   -  20 Questions
  • Accounting Principles
  • Other Comprehensive Basis of Accounting
  • Record Setup
  • Worksheet Preparation
  • Adjusting, Revising, Closing Entries & Error Correction
  • Financial Statement Preparation and Presentation
  • Inventories
  • Payroll

Business Law and Consulting Services – 9 Questions
  • Employee Benefit Plans
  • Power of Attorney
  • Contracts
  • Entities
  • Trusts
  • Agency

Preparation of Taxes – 53 Questions
  • Individual Taxation
  • Engagement Letters
  • Sole Proprietorship 
  • Rental Activities
  • Special Tax Computations and Impact Analysis
  • Partnerships
  • Limited Liability Companies
  • Corporations
  • Fiduciaries
  • Estate and Gift Tax Returns
  • Divorce Issues
  • Independent Contractor Issues
  • Non-Profit Issues
  • Depreciation

Practice Procedures and Ethics – 9 questions

Retirement – 8 questions

  • Personal Financial Planning
  • Retirement Planning
  • Estate Planning
  • Incapacity Planning
  • Business Succession Planning

ATA Additional Resource List