CTA to Tax Pathway/ATT Transfer Form Logo

  • CTA to Tax Pathway or ATT

    Transfer Application

  • If you are a current CTA student you may apply to transfer the unexpired period of your CTA student registration to become a Tax Pathway or ATT student.

  • Check your current CTA student registration period

    You can log into your Portal account and click on the My Membership link on the Dashboard to see when your current CTA student registration will expire.

    If you have between six months and one year of your CTA student registration remaining please think carefully about whether or not it is achievable to complete the Tax Pathway in a year and if this is not the case you may prefer to register as a new student on the Tax Pathway.

    If you have less than six months of your CIOT student registration remaining, you will need to register as a new Tax Pathway or ATT student via your Portal account (by logging in and clicking on the Education link in the menu bar to start a new application).

    Conditions

    Should you wish to continue this transfer application onto the Tax Pathway, the following conditions will apply:

    • A fee of £181 is payable (must be paid before submitting this form, see the payment section).
    • Any previous Awareness pass must be forfeited, to be sat again (or a third ATT paper).
    • A previous pass in any of the Advanced Technical papers, before you transferred to the Pathway, will entitle you to a exemption in the respective ATT papers (see the ATT exemptions section).
    • Any previous exemptions will be transferred automatically and without charge.
    • Please note that exemptions are not valid against an ATT paper for any CTA paper passed within the Pathway.
    • If you have entered for any written exams, you cannot apply to transfer until after the exam results are released for that session.

  • Payment

  • Before completing this form, please ensure you have made the Tax Pathway transfer application payment via BACS (UK Banks only) for the amount of £181 to the below account, using your student number as the payment reference:

    Account Name: Chartered Institute of Taxation
    Sort Code: 40-03-17
    Account No: 01049550

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  • Personal Details

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  • Referee

  • Every application for student registration must contain details of one referee. Being a referee has no financial implications at all.

    The referee certifies that

    • You are personally known to them and
    • The details you have given on the application are true and correct statements and
    • They recommend you to the Association as a fit and proper person for registration as a student

    The referee must be either

    • Your current or previous employer, or business partner in a relevant occupation or
    • A member of the Association of Taxation Technicians, or the Chartered Institute of Taxation or
    • A member of a recognised professional accountancy or legal body or
      An HMRC Senior Officer level or above or
    • A member of the Society of Trust and Estate Practitioners or
    • The head of a secondary or higher education establishment which you have recently attended, if you are aged under 21.

    Other referees may be accepted at our discretion. Direct family members are not acceptable referees and students are not able to recommend themselves. Any student re-registering must provide details of a referee.

  • Professional Conduct

  • 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.

  • Please note: All the above fields are in relation to Professional Conduct issues only, and any other factors that may affect your application (such as requiring extra time to sit your examinations or previous qualifications) are not relevant at this point.

    If you answer Yes to any of the above questions please supply as much detail as possible and also upload any supporting documentation. When your application is processed this information will be reviewed by a panel who will make a decision on your suitability to register as an Tax Pathway student. If approved your registration will then be processed accordingly. Please be aware that there may be a short delay whilst your application is assessed.

  • Examination Pass List

  • After every examination session, the Association and the Institute publish a list of candidates who have successfully passed each of their respective examinations. Pass lists are published via the Association’s and Institute’s websites, as well as in Tax Adviser Journal. If you do not wish to have your name listed on an examination pass list, please contact the Association or Institute at education@tax.org.uk.

  • Data Protection Act

  • The Association and the Institute may, under data protection legislation, collect personal data about students in order to deliver services, as well as to gather statistics for research in order to improve the quality of our services. All personal data is stored in a secure and confidential manner. Data may also be disclosed to external organisations or individuals, including tuition providers and partner institutions, whose services may be of interest to you.

    Any data which is classed as sensitive personal data under the Data Protection Act 1998 will not be disclosed by the Association or the Institute to any external organisation, unless we have a legal obligation to do so or such disclosure is essential to the delivery of Association or Institute services requested by a student (such as notifying an examination centre of a student’s medical condition).

  • Declaration

  • I declare that to the best of my knowledge the information I have provided is true and correct. I understand that my Tax Pathway registration fee is non-refundable* (unless the application is unsuccessful) and is payable in addition to entry fees for the examinations.

    *Please note if your situation changes significantly within a month of the date you made your application for student registration and you no longer wish to proceed (provided you have not registered for any examinations) then a refund can be made, less a small administration charge.

    I agree that, if registered, as a Tax Pathway student with the Association of Taxation Technicians (ATT) and the Chartered Institute of Taxation (CIOT), I will comply with and be bound by the Association’s Articles of Association and any Regulations there under, the Charter, Byelaws and Regulations of the Institute, including Professional Rules and Practice Guidelines and Professional Conduct in Relation to Taxation, which are for the time being in force and which have application to registered students. I understand that as a registered Tax Pathway student I have an ongoing obligation to promptly inform the Association and Institute if:

    • I am convicted of a criminal offence (other than a ‘summary only’ road traffic offence) or is charged with any financial crime such as fraud or money-laundering;
    • I am notified of disciplinary and/or regulatory action begun against me by another professional body to which I belong or by a regulator;
    • I am notified of disciplinary action for misconduct/gross misconduct or am dismissed for misconduct/gross misconduct by my employer;
    • I have a bankruptcy order made against me;
    • I enter into a voluntary arrangement with creditors;
    • I am disqualified as a director or trustee, or enter into a disqualification undertaking;
    • I am aware of any matters which could bring into question my character or suitability to become a member of the Association or the Institute.

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

    I am aware this application to become a Tax Pathway student does not constitute entry to the ATT or CTA examinations, which require separate applications and fees

  • I declare that to the best of my knowledge the information I have provided is true and correct. I understand that my ATT registration fee is non-refundable* (unless the application is unsuccessful) and is payable in addition to entry fees for the examinations.

    *Please note if your situation changes significantly within a month of the date you made your application for student registration and you no longer wish to proceed (provided you have not registered for any examinations) then a refund can be made, less a small administration charge.

    I agree that, if registered, as a student with the Association of Taxation Technicians (ATT) I will comply with and be bound by the Articles of Association and any Regulations made there under, including Professional Rules and Practice Guidelines and Professional Conduct in Relation to Taxation, that have application to registered students, which are for the time being in force.

    I understand that registered students have an ongoing obligation to promptly inform the ATT if he/she:

    • is convicted of a criminal offence (other than a ‘summary only’ road traffic offence) or is charged with any financial crime such as fraud or money- laundering;
    • is notified of disciplinary and/or regulatory action begun against him/her by another professional body to which the member belongs or by a regulator;
    • is notified of disciplinary action for misconduct/gross misconduct or is dismissed for misconduct/gross misconduct by his/her employer;
    • has a bankruptcy order made against him/her;
    • enters into a voluntary arrangement with his/her creditors;
    • is disqualified as a director or trustee, or enters into a disqualification undertaking;
    • is aware of any matters which could bring into question his/her character or suitability to become a member of the Association.

    I also understand that this application for registration and any subsequent acceptance by the ATT does not confer any of the benefits of membership of the Association.

    I also agree that when I meet the ATT examination requirements for membership this information can be passed to the Chartered Institute of Taxation (CIOT) in the event that I wish to register with the CIOT as a student.

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