CIOT Student

Registration/Re-registration Form

PERSONAL DETAILS
Surname: Mr/Mrs/Ms/Miss/Dr (delete as appropriate)
________________________________________________________________________________
Forename(s):
________________________________________________________________________________
Date of birth:
________________________________________________________________________________
Home address:
________________________________________________________________________________

________________________________________________________________________________
Postcode:
________________________________________________________________________________
Home phone: Mobile phone:
________________________________________________________________________________
E-mail:
________________________________________________________________________________
A valid e-mail address, either home or work, is mandatory and may be used to send important information to students.

Preferred correspondence address: Home: Work:

PROFESSIONAL DETAILS
Company name and address:
_______________________________________________________________________________

_______________________________________________________________________________
Postcode:
_______________________________________________________________________________
Job title:
_______________________________________________________________________________
Work phone: E-mail:
_______________________________________________________________________________

EDUCATIONAL DETAILS
List professional and academic qualifications held:

_______________________________________________________________________________

_______________________________________________________________________________
Have you ever previously been registered with The Chartered Institute of Taxation or
The Association of Taxation Technicians?
Yes: No:

If yes, state your previous registration number: __________________________________________

Current ATT students can contact the Association to check whether they have remaining time left on
their student registration which can be transferred to the Institute (there is no charge for this).
When do you intend to sit your first CTA tax paper(s)? May / November 20________
(delete as appropriate)

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 CONFIRMATION OF ELIGIBILITY
This section is to be completed by all those registering for the first time.
ATT members (or students who have completed the examination requirement for membership) need
not complete the following section to apply for Confirmation of Eligibility, or pay for this, as this will be
automatically granted.

Please state the qualification which gives you eligibility to sit the CTA examination (see prospectus
for full details of those qualifications that grant eligibility). You must enclose documentary evidence
(a photocopy is sufficient).

1. I have passed the final examination of ____________________________________

2. I have passed the Inland Revenue’s FT 2 or CPT examination

(or IDP or ITS2 examination) for prospective Fully Trained
Inspectors of Taxes.

3. I have had three years’ relevant VAT experience in the employment

of HM Revenue & Customs (other VAT specialist experience may be
taken into consideration at the sole discretion of Council).

FOR OFFICIAL USE ONLY: Qualification verified: Date: Initials:

PROFESSIONAL CONDUCT
Have you ever been convicted of any offence in any court in the UK or elsewhere (other than a
motoring offence which did not result in disqualification)?

Yes: No:
Note: Under the Rehabilitation of Offenders Act 1974 a person is not obliged to disclose spent
convictions other than those which carried a sentence of imprisonment exceeding 30 months.

Have you ever been the subject of disciplinary action by a professional body, tribunal or regulatory
authority?
Yes: No:
Have you ever been adjudged bankrupt or entered into a voluntary arrangement with creditors?
Yes: No:

Have you ever been disqualified as a director?

Yes: No:

If you have answered “yes” to any of the above questions please give full details on a separate
sheet.

PERSONAL CIRCUMSTANCES
Are there any other factors which may affect your ability to sit the CTA examination? For example, a
disability or medical condition which might necessitate additional time in the examination.

Yes: No:

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 DECLARATION
To the Council:

I apply to register as a student of the Chartered Institute of Taxation. I have provided the information
required of me and I confirm that I have received and read a copy of the Institute’s current prospectus.

I understand that my registration fee is NON REFUNDABLE (unless the application is unsuccessful)
and is payable in addition to the entry fee for the examination.

I also understand that this application for registration and eligibility and any subsequent acceptance by
The Chartered Institute of Taxation does not confer any of the benefits of membership of the Institute.

I agree that upon registration, I will be subject to the Charter, Byelaws and Regulations of The Chartered
Institute of Taxation.

I am aware that submission of this form does not constitute entry to the CTA examination, which requires
a separate application form and fee.

Signature: Date:

DATA PROTECTION ACT

It is necessary for the Institute to collect personal data about you on this form for the following reasons: to be able to contact
you, to be able to identify you, to protect the confidentiality of your personal data, to check your eligibility to be a student of
the Institute and to gather statistics for research. You should be aware that your examination results will be published on our
website and in the national press. The Institute will send you the journal ‘Tax Adviser’ every month and may send you other
literature from time to time.

We may also disclose your name and address to other organisations such as tax publishers, conference organisers and training
bodies but excluding recruitment consultants, which we think may be of interest to you.
Please tick this box if you are willing to have such information disclosed.

CHECKLIST
Have you:

Completed all the sections required?

Personal details Professional Conduct
Professional details Personal Circumstances
Educational details Declaration
Confirmation of Eligibility Data Protection Act

Enclosed documentary evidence of the qualification which grants you eligibility?

(Photocopies are acceptable)

Answered Yes or No to the Professional Conduct questions on page 2?

Enclosed the correct fee?

£180 for Registration and Confirmation of Eligibility
£140 for Registration/Re-registration only
£110 for a Credit in a tax paper (see overleaf for form)
£55 or £25 for a Credit in an E-Assessment (see overleaf for form)

Signed and dated the form?

Please return all forms to:

The Chartered Institute of Taxation

1st Floor, Artillery House, 11-19 Artillery Row,
London SW1P 1RT

Please contact us if you require an enlarged print version of this form

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 CREDITS
Application for a Credit in a CTA Tax Paper
You must include documentary evidence to support your application. The fee for a credit in a CTA Tax
Paper is £110.

Please indicate the basis on which you are applying for a credit:

1. I have fully completed the examinations of ICAEW/ICAS Date of passing final exam
This entitles you to a credit in the Application and Interaction paper

2. I have fully completed the examinations of ICAI

(including NI Tax Papers – specific supporting evidence required)
This entitles you to a credit in the Application and Interaction paper

3. I have fully completed the examinations of ACCA

(including UK variant P6 Advanced Taxation – specific supporting evidence required)
This entitles you to a credit in the Application and Interaction paper (but P3.2 cannot be accepted)

4. I have passed the examinations of the Institute of Indirect Taxation

This entitles you to a credit in two Advisory papers: (£110 per paper)
VAT on UK Domestic Transactions (including SDLT) and
VAT on Cross-Border Transactions & other Indirect Taxes

5. I have passed the HM Revenue & Customs examination requirements for prospective
fully trained Inspectors (FT2/CPT/IDP or ITS2)
This entitles you to a credit in two Advisory papers: (£110 per paper)
Taxation of Owner-Managed Businesses and Advanced Corporation Tax

6. I have passed the HM Revenue & Customs VAT Legal & Technical Training examination
This entitles you to a credit in one Advisory paper: VAT on UK Domestic Transactions (including SDLT)

7. I have passed the CIOT’s Advanced Diploma in International Taxation (ADIT)

(including Paper II – UK Option)
This entitles you to a credit in one Advisory paper: Advanced Corporation Tax
_____________________________________________________________________________

Application for a Credit in a CTA E-Assessment

The E-Assessment credits must be applied for before you enter for your final written tax paper. You must
include documentary evidence to support your application. The fee for a credit in a CTA E-Assessment
is £55 or £25 depending upon the credit applied for.

Please indicate the basis on which you are applying for a credit:

1. I have passed the examinations requirements to become a solicitor or a barrister

(the fee for this credit is £55)
This entitles you to a credit in the Law E-Assessment

2. I have passed the Association of Taxation Technicians Paper 7:

Practice Administration & Ethics
(Candidates seeking a credit for their ATT qualification do not need to include
evidence of this as it can be verified internally. The fee for this credit is £25)
This entitles you to a credit in the Professional Responsibilities & Ethics E-Assessment

FOR OFFICIAL USE ONLY:

Qualification verified: Fee taken: Date: Initials:

The Chartered Institute of Taxation is registered as a charity no. 1037771 1st Floor Artillery House, 11-19 Artillery Row, London SW1P 1RT 4