Looking for actual IRS tax returns and schedules? Open the separate IRS Tax Forms tab for the official Form 1040, Schedules A–D, Forms 8949, 8938, 8621 and many others. The forms on this page are only AcademyTaxPro planning and signoff worksheets.
Reviewed: October 26, 2026. Our downloadable PDFs are provided for planning and quality control, not as an IRS enrollment application.
EA Study and Exam Plan
Record your exam part, tentative date, weak topics, progress goals and PSI appointment number. Save the PDF to fill it on your device.
Download fillable PDF ↗CPA Question and Follow-up Approval
Record legal-source review, answer and distractor checks, follow-up signoff and required corrections before publishing.
Download fillable PDF ↗IRS / PSI Official Source Update Log
Document a source change, the affected tax-law year, its impact, a reviewer decision and the approved website update.
Download fillable PDF ↗Need to apply for EA enrollment?
The IRS uses Form 23, Application for Enrollment to Practice Before the Internal Revenue Service. The official application is separate from these worksheets and can be completed through the IRS / Pay.gov application process. Do not send the practice forms to the IRS.
How to use a fillable PDF
- Click the worksheet link to open or download the PDF.
- Open it in Adobe Acrobat Reader, Firefox or another PDF reader that supports form fields.
- Click each field, enter your answer, then use Save As to retain your completed copy.
- For CPA approvals, store the completed form privately with the versioned question file. Do not upload signed approval sheets to the public site.
Privacy reminder: Do not enter SSNs, bank information or actual client tax records in forms intended for public exam-planning use.
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