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The Tax Compliance and Planning exam enables students to prepare tax computations for individuals and companies, understand the tax implications of different choices, address tax related issues and advise on tax-efficient strategies.

Exam overview

Duration: 3 hours

Format: Five written questions

Exam preparation

Syllabus

Errata Sheet

Pilot exams

This pilot exam has been developed to provide an early example of what the exam will look like, how the syllabus content may be assessed and how questions will be formatted in the real exams.

Useful tips and resources

Exam guide: Tax Compliance and Planning Follow our insights to give yourself the best chance of success at this Professional Level exam.
10 common exam mistakes - and how to avoid them As you count down to your next sitting, make sure you avoid these common mistakes, both in the run-up to the exam and on the day itself.
5 study techniques to try Revising by simply reading the same information over and over again? Try these proven strategies to boost your learning (and save you time).

Exam study support

Transitional arrangements: supplementary Certificate Level tax content

If you have passed the Certificate Level Principles of Taxation exam and will be sitting the Professional Level Tax Compliance and Planning exam, you should review the following supplementary content.

This supplement includes two chapters – Inheritance Tax and Stamp Duty – taken from the Certificate Level Tax Fundamentals materials to ensure that you are prepared for the Tax Compliance and Planning Exam.

Buy your learning materials

All learning materials are digital and are available on your ICAEW Bookshelf.

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Transitional arrangements

We are currently refreshing our qualifications. Please make sure you refer to the transitional arrangements so that you can plan your studies effectively.

View transitional arrangements