New York

General Information

NASBA gathers and verifies credentials for individuals who plan to apply for licensure by endorsement in the state of New York. Using the CredentialNet service to assist in the licensure by endorsement process in New York and/or other states that accept documentation from CredentialNet can greatly reduce the time and effort expended to obtain required materials (certificates of experience, transcripts, interstate exchange forms) for licensure or notification. NASBA recommends that you use CredentialNet if you are planning to practice in multiple states.

Licensure by Endorsement in New York

New York accepts documentation from CredentialNet (a service of NASBA) for individuals applying for licensure by endorsement in New York. CredentialNet will gather and verify transcript(s), certificate(s) of experience, and authorization for interstate exchange form(s) and send them to the New York State Education Department Division of Professional Licensing Services. The individual is also required to complete state-specific forms for New York and remit the state’s application fee.

It is recommended that you closely review New York’s requirements for licensure before commencing the application process.

Detailed information can be found on the department’s website at www.op.nysed.gov/prof/cpa/cpaendorse.htm or by calling 518-474-3817, extension 270.

Applying for an Evaluation

Individual Substantial Equivalency Evaluation Requirements Abstracted from www.op.nysed.gov/prof/cpa/cpaendorse.htm

Who is Eligible for Licensure by Endorsement?

Licensure by endorsement is a streamlined application process that is available to individuals who are:

• Licensed in another state that has significantly comparable licensing requirements to New York State (see list of significantly comparable states); and
• have at least 4 years of acceptable accounting, tax, financial or management advisory experience since their initial license was issued and within the last 10 years;

If you cannot certify 4 years of acceptable post licensure experience, you are not eligible for licensure by endorsement and must apply as an applicant for initial licensure. If your initial CPA license was issued by a state that does not have significantly comparable licensure requirements to New York State, you will need to submit all of the documentation required of an applicant for initial licensure so that the Education Department can determine whether your personal qualifications are substantially similar to New York State’ licensing requirements.

 How do I apply for Licensure by Endorsement?

To apply for licensure by endorsement you must submit:

• Form 1 – Application for Licensure and First Registration along with the $377 fee; and
• Verification of your licensure status from the State in which you were initially licensed, and if it is different, the state of your current principal place of business. We will accept a printout of another state’s online license verification if it provides your initial date of licensure, license number and indicates whether there has been any disciplinary action taken against your license. If the state(s) in which you are licensed do not provide this information through online verification you must have the Board for Accountancy in that state complete and submit a Certification of Out of State Licensure and Examination Scores (Form 3); and
• Form 4E – Applicant Experience Record for Endorsement Applicants; and
• Form 4B – Certification of Employer completed and submitted by the CPA who supervised 4 years of post-licensure experience within the last 10 years. Please see the instructions for completing form 4B for details on acceptable self-certification of experience.

The New York State Education Department will accept and review application materials submitted by CredentialNet. An applicant who uses CredentialNet services is still responsible for submitting the Form 1, fee, and Form 4E directly to the New York State Education Department.

Fees

The following fee is for the CredentialNet application only. Fees associated with the New York license and notice are separate and can be determined by contacting the board or visiting its website.

Evaluation Fee:
$250

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