Pennsylvania NTS Instructions

Step 1: Create an account on Parchment to send the evaluation report to Pennsylvania state board coordinator: (copy and
paste this link on another tab)

https://storage.googleapis.com/miles-next_website-lms-gptool/educational_documents/Evaluation_Advise_Documents/Pe
nssylvania-Forms/Parchment_PA.pdf

Step 2: Create NASBA Central Account

Go to the NASBA website using this link: https://okta.nasba.org/ and click on Sign Up

Create account by filling the required details and then Click on Register:
You will receive an email verification, click on Activate Account

On the next screen, click on Configure factor:

On the next screen, select your country from drop down and enter Phone number. Click on Send Code.

You will receive a code on your mobile, enter that.

On next page, Consent to NASBA rules one by one and then click on Submit:

On the next page, click on CPA Portal option:

On the next screen, Click on “New Candidate”

Select your State Board/ Jurisdiction from the drop down and then click on next:

Under the Enrolling Candidate Information:

Points to note:
1. Leave prefix and suffix blank.
2. No need to enter Maiden or Previous name
3. Social Security Number - leave it blank

Points to note under Contact Information:

1. Contact preference: Email

For Calibration and Quality Control Survey Questions select the follwing answers:

Candidate Ethnicity: Asian

Candidate Gender: select the appropriate option from the drop down

Candidate Academic Major: Accounting

Accounting Hours: 24
Decide to Study: In High School

Has Associate Degree: No

Has Bachelor Degree: Yes

Has Doctoral Degree: No

Has Law Degree: Select Yes only if passed LLB or LLM, else select No

Has Accounting Master Degree: Select according to your qualification

Has Non Business Mater Degree: No

Has Accounting MBA Degree: No

Has Other MBA Degree: Yes, if done MBA in Finance or any other MBA

Has Other Degree: Select appropriate answer if passed any oter Maters or professional qualification

Overall GPA: 0

Accounting GPA: 0

Work Experience: Put number of years worked

Community College hours: 0

Foreign Educated: Select Yes if education is outside the US

Number of credits earned: Mention as per the evaluation report: 90/120/150

Candidate Accounting Hours: 24

Review Course Provider Other: Miles education Private Limited

On the next page, you will see below screen, just click on “Next Step”

On the next tab, just accept the Attestation Terms and Conditions and click on “Next Step”
On the next tab under, Candidate Information enter the required details

On the next tab under, Education, enter the qualifications as per your evaluation report

For first Qualification:

● University: from the drop down select FACS - International evaluation provider (incase evaluation is done from
NIES, then select NIES - International evaluation provider)
● Earned date: Date mentioned on degree certificate or the provisional certificate.
● Degree: Other degree and foreign credential
● Blank box will appear under the word Other Degree…….please type your bachelore’s qualification (Bachelor of
Commerce, Bachelor of Business Management etc)
● Name on Transcript: Your name as per the evaluation report
● Then click on “Add school” to add other qualifications

For second Qualification:

● University: from the drop down select Others - International evaluation provider
● Earned date: Date mentioned on degree certificate or the provisional certificate.
● Degree: Other degree and foreign credential
● Blank box will appear under the word Other Degree…….please type your Master’s qualification(Master of
Commerce, MBA, CA Inter etc)
● Name on Transcript: Your name as per the evaluation report
● Then click on “Add school” to add other qualifications
For third Qualification:

● University: from the drop down select Others

● Earned date: Date mentioned on degree certificate or the provisional certificate.
● Degree: Other degree and foreign credential
● Blank box will appear under the word Other Degree…….please type your Master’s qualification(Master of
Commerce, MBA, CA Inter etc)
● Name on Transcript: Your name as per the evaluation report

On the next tab under, Evaluation Questions select following answers:

Then click on “Next Step”

On the next tab under, Supporting Documents:

(In this section no need to upload the Evaluation Report)

Legal Documentation:

Reference form : For two of the references - please get them signed by two persons who have known you for at least 3 years and are
not your relatives.Kindly fill the form and send it back to me so that I can get Varun Sir's signature on 3rd reference.

https://res.cloudinary.com/duthqxswg/image/upload/v1694424565/Evaluation_Advise_Documents/Penssylvania-Forms/Pennsylvani
aMoralCharacterReferenceForm.pdf

(Upload this document under Reference Letter)

Upload SS Act Certification form:

https://res.cloudinary.com/duthqxswg/image/upload/v1694424567/Evaluation_Advise_Documents/Penssylvania-Forms/Pennsylvani
a_SS_Act_Certification.pdf

SSN Waiver Form- As you do not have a social security number, this form needs to be sent to PA. (Reason for not having SSN: I have
never worked or travelled to the USA, so I do not have a SSN).

https://res.cloudinary.com/duthqxswg/image/upload/v1694424566/Evaluation_Advise_Documents/Penssylvania-Forms/PA_SSN_Ve
rification_Waiver.pdf

PA References:
https://res.cloudinary.com/duthqxswg/raw/upload/v1694424564/Evaluation_Advise_Documents/Penssylvania-Forms/Draft_for_PA_
_references.docx

(You need to combine the above 3 forms, SS Act Certification, SSN Waiver Form and PA Reference in one PDF and then upload
under Reference Letter (2))
Payment.
Make the payment by filling in the credit card details. All first-time applicants are required to pay an Evaluation Eligibility
Application fee of $90.

Important: The Education Evaluation Application fee is a mandatory fee and is a different fee from the Evaluation fee paid
to FACS.

It will take 8 weeks by NASBA to determine your eligibility. After this, you will receive an email to login to CPA Portal and
pay the exam fees. Candidates can only pay for one CPA exam section at a time.

After 4 weeks of paying the above fees, login to CPA Portal to check the status, if the “Supporting Documents” tab does
not have the transcripts, evaluation report and other forms like Reference form, SSN waiver etc uploaded, then contact
your GP SPOC for further assistance.

Follow up for Queries

In case you have any queries about your exam application or NTS, please reach out to <cpaes-pa@nasba.org> or call
(615) 880-4250

NTS

Once you receive your NTS, please upload it to the Game Plan tool on the LMS for further instructions and inform the
GP SPOC over email that the NTS is uploaded to receive further instructions.