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The Connecticut SBA-2 form is an essential document for Certified Public Accountants (CPAs) looking to register their CPA certificates in the state. This form allows holders to use the title "Certified Public Accountant" and the initials "CPA" in specific contexts. To begin the registration process, applicants must complete the form accurately, providing personal details such as their name, address, and CPA certificate number, along with the issuing jurisdiction. A payment of $40 is required, which can be made via check, money order, or credit card. It's important to note that registration does not grant the authority to practice public accountancy, and the registration is valid only for the remainder of the calendar year in which it is granted. The form also outlines the permissible uses of the CPA title, detailing how registered certificate holders can utilize the title in personal and professional settings. For example, they may use it on personal stationery or in correspondence related to their employment, provided it is clear they are not a partner or shareholder in a CPA firm. Understanding these guidelines is crucial for maintaining compliance with state regulations while enjoying the benefits of CPA certification.

Documents used along the form

The Connecticut SBA-2 form is an essential document for individuals holding a CPA Certificate who wish to register their certificate. Along with this form, several other documents may be required or beneficial in the process of registration and compliance with state regulations. Below is a list of documents commonly associated with the Connecticut SBA-2 form.

  • Credit Card Payment Sheet: This form is necessary for applicants who wish to pay the registration fee using a credit card. It must be submitted alongside the SBA-2 form.
  • CPA Certificate: A copy of the original CPA Certificate is often needed to verify the applicant’s credentials and ensure compliance with state requirements.
  • Identification Documents: Proof of identity, such as a driver’s license or passport, may be required to confirm the identity of the applicant.
  • Proof of Residency: Documentation that verifies the applicant's residency in Connecticut may be necessary to meet local requirements.
  • Educational Transcripts: Official transcripts from accredited institutions may be requested to validate the educational background necessary for obtaining a CPA Certificate.
  • Employment Verification: A letter or document from current or past employers may be required to confirm employment status in a relevant field.
  • Continuing Education Certificates: Certificates showing completion of required continuing education courses may be needed to demonstrate ongoing professional development.
  • Power of Attorney Form: For those who need to grant authority to a representative, completing the Texas Documents is crucial to ensure all legal matters are addressed properly.
  • Background Check Authorization: Applicants may need to provide authorization for a background check as part of the registration process.
  • Application for License: If the applicant intends to practice public accountancy, a separate application for a license may be required.
  • Affidavit of Good Moral Character: A signed statement affirming the applicant's moral character may be necessary, especially for those with prior legal issues.

These documents play a crucial role in ensuring that the registration process is smooth and compliant with state regulations. It is important to gather all necessary materials before submitting the SBA-2 form to avoid delays in processing. Always check with the Connecticut State Board of Accountancy for any updates or additional requirements.

Download PDF Form

Preview - Connecticut Sba 2 Form

CPA CERTIFICATE REGISTRATION APPLICATION

Office of the Secretary of the State

Connecticut State Board of Accountancy

Form SBA-2 (Rev. 02/12)

For Board use only!

Check No.______________

Transaction Date____________

Amount Received____________

ID No. ____________________

GENERAL INSTRUCTIONS

Please type or print all requested information. Mail completed forms to State Board of Accountancy, Payment Center, P.O. Box 150477, Hartford, CT 06115-0477 accompanied by a $40.00 payment by check made payable to the Treasurer State of Connecticut for checks, Money Orders, or Cashier’s Checks. For credit card payments you will need to download the separate Credit Card Payment Sheet that must be submitted along with this form to the address provided on the separate payment sheet. The separate Credit Card Payment Sheet can be found on our web-site, under forms.

Use this form only if you are the holder of a CPA Certificate and wish to register the Certificate in order to be allowed limited use of the title Certified Public Accountant & the initials CPA.

All applications for CPA Certificate Registration will be placed on the next available Board meeting agenda for approval (the Board typically meets monthly). The Certificate Registration is valid for the remainder of the calendar year in which it is granted (Jan. 1, - Dec. 31,).

Applicants are cautioned that the registration of the CPA Certificate does not grant the authority to practice public accountancy.

1.Applicants name as you wish it to appear in our records and address:

_____________________________________________

_____________________________________________

_____________________________________________

_____________________________________________

Home Ph ( ) -Work Ph ( ) -

Email address:_________________________________

______________________________________________

2.Provide your CPA Certificate Number and the issuing jurisdiction (State)

CPA Certificate Number___________

Issuing jurisdiction___________________________

Check this block if your CPA Certificate is listed under another name and provide below.

________________________________________

Other name:

______________________________________________

3. Sign & Date

________________________

__________

Applicant Signature

Date

Allowable use of the Title CPA by A Connecticut Registered

Certificate holder

Personal use

•On personal stationary

•On personal checks

•On social correspondence

Employees of a CPA or PA Firm (who are not proprietors, partners or shareholders) may use the title in the course of employment with such firm:

•In oral or written communication.

•In connection with the listing of the employee's name on the firm's letterhead or advertising, provided that such letterhead or advertising indicates that the employee is not a proprietor, partner or shareholder.

•On business cards which identify such firm.

Officer or employee of an entity other than a CPA firm

(Commonly called business and industry) may use the title only in connection with their association with the entity and only if such usage clearly identifies the entity and the person's position within such entity.

•In oral or written communication.

•In directories

•On business cards

•On letterhead

Faculty member or administrator of an educational institution may use the title in connection with such employment as a faculty member or administrator:

•In academic catalogues.

•In articles, books, and other publications.

•In directories or listings.

Registered Certificate holders may not affix their name or the name of any firm to a report, or affix the name of a firm or their name together with the title to any tax return, or practice public accountancy.

Section 20-280-20 of the Connecticut State Board of Accountancy Regulations

Use of the title "Certified Public Accountant" upon registration of a certificate

(a)Definitions. As used in this section:

(1)"Certificate" means a Connecticut, "certified" public accountant" certificate issued either prior to October 1, 1992, or pursuant to section 20-281c of the general statutes;

(2)"Firm" means any person, proprietorship, partnership, corporation or association and any other legal entity that practices public accountancy;

(3)"License" means a public accountancy license issued pursuant to section 20-182b or 20-281d of the general statutes;

(4)"Licensee" means the holder of a certificate issued pursuant to section 20-281c, the holder of a license issued pursuant to section 20-281b or 20-281d or a holder of a permit to practice public accountancy issued pursuant to sections 20- 281b and 20-281e;

(5)"Permit,” means a permit to practice public accountancy issued to a firm pursuant to section 20-281e of the general statutes;

(6)"Practicing public accountancy" means performing for the public or offering to perform for the public for a fee by a person or firm holding himself or itself out to the public as a licensee one or more kinds of services involving the use of accounting or auditing skills, including, but not limited to, the issuance of reports on financial statements, or of one or more kinds of management advisory, financial advisory or consulting services, or the preparation of tax returns of the furnishing of advice on tax matters;

(7)"Registration" or "Registered" means, when used in the context of a certificate, registration pursuant to subsection (f) of section 20-281c of the general statutes;

(8)"Report" means any writing which refers to a financial statement and (A) expresses or implies assurance as to the reliability of said financial statement, and includes, but is not limited to, any writing disclaiming an opinion, when such writing contains language conventionally understood in the profession to express or imply assurance as to the reliability of such financial statement, and (B) expresses or implies that the person or firm issuing such writing has special competence in accounting or auditing, which expression or implication arises from, among other things, the use of written language which is conventionally understood in the profession to express or imply assurance as to the reliability of financial statements.

(9)"Title pertaining to certification" or "Title pertaining to such certification" means the title or designation "certified public accountant" or the abbreviation "CPA" or any other title, designation, words, letters, abbreviations, sign, card or device tending to indicate that a person is a certified public accountant.

(b)The holder of a certificate who does not also hold a license shall not use the title pertaining to such certification except as permitted by this section of the regulations of the Connecticut state agencies.

(c)In addition to the use permitted by subsection (g) of this section, the holder of a registered certificate who is an employee of a firm which holds a current permit to practice public accountancy but who is not a proprietor, partner or shareholder of such firm, may use the title pertaining to such certification, only in the course of his employment with such firm, in oral or written communication, in connection with the listing of such employee's name on the firm's letterhead an in advertising for the firm, provided that such letterhead or advertising indicates that such employee is not a proprietor, partner or shareholder in such firm, and in connection with the listing of such employee's name on business cards which identify such firm.

(d)In addition to the use permitted by subsection (g) of this section, the holder of a registered certificate actively employed as a faculty member or administrator of an educational institution, whether public or private, for profit or nonprofit, may use the title pertaining to such certification only in connection with such employment as a faculty member or administrator, including ,but not limited to, use in academic catalogues, articles, books and other publication and in academic directories or listings.

(e)In addition to the use permitted by subsection (g) of this section, the holder of a registered certificate who is an officer or employee of an entity other than a firm engaged in the practice of public accountancy may use the title pertaining to such certification only in connection with his association with such entity and only if such usage clearly identifies the entity and the person's position within such entity, and may include use on correspondence, business cards, directories, and oral or written communication.

(f) . Nothing in this section shall be construed to allow the holder of a certificate, who does not also hold a license, to affix his name or the name of any firm to a report, or to affix the name of a firm or his name together with the title pertaining to such certification to any tax return, or to allow the holder of a certificate, who does not also hold a license and a permit, to practice public accountancy

(g)The holder of a certificate may use the title pertaining to such certification on personal stationary, checks and social correspondence, provided that, except as provided in subsections (c), (d) and (e) of this section, such title shall not be used in connection with any activity engaged in for the purpose of generating income or which does generate income.

Common Questions

What is the Connecticut SBA-2 form?

The Connecticut SBA-2 form is the CPA Certificate Registration Application. It is used by individuals who hold a CPA Certificate and wish to register it in Connecticut. This registration allows them to use the title "Certified Public Accountant" or the initials "CPA" under certain conditions. It is important to note that registering the certificate does not grant the authority to practice public accountancy.

How do I complete the SBA-2 form?

To complete the SBA-2 form, you must type or print all requested information clearly. The form requires your name, address, CPA Certificate number, and the issuing jurisdiction. Additionally, if your CPA Certificate is under a different name, you should provide that information as well. Once completed, mail the form to the State Board of Accountancy along with a $40 payment made out to the Treasurer of the State of Connecticut.

What payment methods are accepted for the SBA-2 form?

You can pay the $40 fee by check, money order, or cashier’s check made payable to the Treasurer of the State of Connecticut. If you prefer to use a credit card, you must download and complete a separate Credit Card Payment Sheet, which should be submitted along with your SBA-2 form.

How long is the registration valid?

The registration for your CPA Certificate is valid for the remainder of the calendar year in which it is granted. This means that if your registration is approved in any given year, it will remain valid from January 1 to December 31 of that year.

Can I use the title "CPA" after registering?

Yes, as a registered certificate holder in Connecticut, you may use the title "CPA" under specific circumstances. You can use it on personal stationery, checks, and social correspondence. Employees of CPA firms may also use the title in the course of their employment, provided it is clear they are not proprietors, partners, or shareholders.

What are the restrictions on using the title "CPA"?

While you can use the title in various contexts, there are restrictions. For example, you cannot affix your name or the name of any firm to a report or use the title in connection with tax returns. Additionally, you cannot practice public accountancy unless you hold a license.

How often does the Board meet to approve applications?

The Board typically meets on a monthly basis to review and approve applications for CPA Certificate Registration. Once you submit your SBA-2 form, it will be placed on the agenda for the next available meeting.

What should I do if my CPA Certificate is under a different name?

If your CPA Certificate is listed under a different name, you should check the appropriate block on the SBA-2 form and provide the alternate name in the space provided. This ensures that your records are accurate and up to date.

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Guide to Filling Out Connecticut Sba 2

Completing the Connecticut SBA-2 form is a crucial step for CPA certificate holders seeking to register their certification. After filling out the form, you will need to submit it along with the required payment to the State Board of Accountancy. The registration process will then be reviewed at the next available Board meeting.

  1. Fill in your name and address: Write your name as you want it recorded, followed by your address. Include your home and work phone numbers, and email address.
  2. Provide your CPA Certificate Number: Enter your CPA certificate number and the state that issued it. If your certificate is under a different name, check the appropriate box and provide that name.
  3. Sign and date the form: Make sure to sign the application and include the date of your signature.

Once you have completed these steps, review the form for accuracy. Mail it to the State Board of Accountancy along with your payment. Ensure you follow the payment instructions carefully, whether you are using a check or a credit card. Your application will be placed on the agenda for the next Board meeting for approval.

Dos and Don'ts

Things You Should Do:

  • Type or print all requested information clearly.
  • Mail the completed form to the correct address with a $40 payment.
  • Include your CPA Certificate Number and issuing jurisdiction.
  • Sign and date the application before submitting it.
  • Use the title "CPA" only as permitted in personal or professional contexts.

Things You Shouldn't Do:

  • Do not forget to check if your CPA Certificate is listed under another name.
  • Do not use the title "CPA" for any public accountancy practice.
  • Do not submit a form without the required payment.
  • Do not use the title in any income-generating activities unless specified.