Forms, Articles & External Links

The following forms and additional information may be downloaded from this page. Some are necessary for you to print and return to us via Fax or postal mail. All are in Adobe Acrobat (PDF) file format. You must have the Acrobat Reader installed to view and print these documents.

Get the Acrobat Reader here: (This link may become inoperative due to changes at the web site.)

For Microsoft Windows users, when the separate browser window or new tab opens, select File/Print, or File/Save As. Macintosh users should take the appropriate action for saving and printing a document.

Documents from

2016 Exam Cycle Discounted Materials Order Form The 2016 text materials are offered at a 50% discount allowing you to begin your studies before our formal program begins on or about 11/1/17.  This is not a subscription service; it is likely significant changes will occur prior to the November 2018 exam, which means this material may be insufficient as the only source of your studies.  If you purchase the 2016 text we will apply $1,000 of the cost towards the full 2018 Exam Cycle series (this discount is only available for the 2018 exam cycle and must be completed no later than 1/1/18).  Students should obtain these items to participate: Tax Court Rules (available from, Federal Rules of Evidence (available from many sources, preferably a copy of the FRE that includes commentary or explanations) and Gleim’s Federal Tax Exam Questions and Explanations (available from

A Peek Behind the Curtain at the Tax Court Exam for Non-Attorneys (This Tax Notes article by Nathan Richman, published September 14, 2015, reveals information about the exam process that previously was not disclosed by the Tax Court).

The Tax Court Exam (This EAJournal article from the May/June 2007 issue provides a more in depth look at the Tax Court written examination for nonattorneys.)

Useful Links the Rules of Practice, search opinions, and find other information about the Tax Court, including forms.) of interest for the enrolled agent) –  (Links of interest for the certified public accountant)