Forms

 
Please click download button(s) to download the respective form(s). Online application for some forms are also available and preferred.


Membership

FM01 Application for Membership (Eng)
(Chi)
FM02 Application for Advancement to Fellow Membership
FM03 Application for Re-admission to Membership / Regaining of CTA Designation
FM04 Resignation from Membership / Withdrawal of CTA Registration
SM01 Application to Register as a Student (Eng)
(Chi)
SM02 Application for Re-admission to Student Membership
AE01 Application for Accredited Employer Programme (HK)
(PRC)
OF01 Notification of Change of Personal Data

 

Annual Return

AR01 Declaration for Renewal of 2026 Membership
AR02 Declarations for Renewal of 2026 Membership and CTA Certificate

 

CTA Designation and Examination

CE01 Enrollment for CTA Examination
CE02 Application for Exemption(s) from the CTA Examination
CE03 Appeal for CTA Examination Result / Application of Post Examination Services
[Note*: The Appeal Form has to be submitted to the Institute within two weeks after the announcement of the examination results]
CE04 Application to Register as a Chartered Tax Adviser / Chartered Tax Adviser (Non-practising)
[Note*: This form is for Graduates of the CTA Examination only.]
CE05 Application for Subject Certificate
TX01 Order Form of International Tax Law and Practice