-
What should accountants do before attending continuing education for the first time?
July 08, 2024
Accountants in Shanghai who want to attend continuing education for the first time should first complete the accountant information collection process in Shanghai's accountant information system.
-
If I've taken the CPA examination, can this experience be converted into continuing education credits? How can I apply for the conversion?
July 08, 2024
If you've taken the national CPA examination and passed at least one subject, you will earn 90 credits which will be deducted from required credits for that year.
-
To sign up for the National Accounting Professional and Technical Qualification Examination, do I need to complete continuing education?
July 08, 2024
Pursuant to the Implementation Measures for Continuing Education for Accounting Professionals in Shanghai (SMFB's Circular [2018] No 8), a continuing education degree is one of the preconditions for taking the National Accounting Professional and Technical Qualification Examination.
-
I cannot upload a 'proof of employment' when registering my accountant information because I am currently unemployed. What should I do?
July 08, 2024
The targets of accountant information collection are "personnel engaged in accounting or accounting supervision in government organs, social organizations, enterprises, public institutions and other organizations, as well as unemployed personnel holding professional and technical qualifications in accounting."
-
After filling in and submitting the accountant information, how long will it be before I know if the application is approved and how can I check the review results?
July 08, 2024
After an application is accepted by the financial authority, a decision on whether the application is approved will be made generally within 10 working days.
-
How do you change the 'area of jurisdiction' in the accountant information sheet?
July 08, 2024
Under the localization principle of information collection for accountants in Shanghai, the information of accountants employed by enterprises or other organizations shall be collected and registered by the financial authority in the area where the employers pay taxes.
-
Do accountants need to report their information every year?
July 08, 2024
An accountant's registration information does not need to be collected every year.
-
How does an accountant handle the inter-provincial transfer of their registration information online?
July 08, 2024
The inter-provincial transfer of an accountant's registration information is handled online. For more specific requirements and steps, please refer to Shanghai's accountant information system and find the Operating Tips section.
-
How can an accountant transfer their registration information (qualifications) out of Shanghai?
July 08, 2024
An accountant's registration information can be transferred out of Shanghai through the following steps.
-
How can an accountant's registration information (qualifications) be transferred from other provincial-level administrative regions to Shanghai?
July 08, 2024
An accountant's registration information can be transferred from other provincial-level administrative regions to Shanghai on the condition that requirements for "information collection targets" listed by Shanghai Municipal Finance Bureau (SMFB)'s Circular [2019] No 20) are met.
