Individual Tax Test

Individual Tax

Does your candidate have the skills and knowledge required for the role?

The was developed for, and by accountants.

Who is this test for?

Hire for tax roles such as Tax Associate, Tax Accountant, Tax Preparer or Tax Manager, quickly and with confidence.

Designed for those preparing individual tax (1040’s and Schedules), who are working at Enrolled Agent level and below.

If you're looking for a test covering both business and individual taxes have a look at our specific Tax Associate Test or Senior Tax Associate Test.

What does this test cover?

The assesses skills required for Income Gains & Losses (for Ordinary & Capital income), Deductions, Credit & Basis (in assets), Tax return requirements and calculations, and How tax is applies to different sorts of taxpayers.

This test assesses competency at Levels 1, 2, and 3.

Level 1 Tax - Tax Associate level

Level 2 Tax - Senior Tax Associate level

Level 3 Tax - Tax Manager Level

Content updated regularly to reflect current taxation rules. Currently testing for completion of 2025.

The test includes 40 questions, with a time limit of 40 minutes.

Try some Example Questions for this test

Test Results

Comprehensive reports include total score and breakdowns by topic and difficulty, as well as comparative performance against established competency benchmarks.

See a Sample Report for this test

Watch the Report Interpretation Video for this test

Test with Confidence

First Time Buyer Guarantee: If you’re not totally satisfied with your first test purchase or the testing process, we’ll refund your purchase cost ( conditions apply ).

Proctoring: All tests are proctored so you can be confident in the integrity of your candidate’s testing environment, even when testing remotely. AI utilizes webcam data to provide a Proctoring Report, delivered alongside test results.

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Simply select the Bundle from the 'Additional Testing Options' menu above.

For subscriptions and bulk pricing options see our Subscriptions and Bulk Discounts page.

Testing Process