What documentation must I provide with the California Practice Privilege Notification Form?
You are not required to submit documentation with the California Practice Privilege Notification Form unless you identify a disqualifying condition. If you identify a disqualifying condition, you must provide additional information as directed on Attachment 1 of the Notification Form, and you may not practice public accountancy in California until you receive notice from the Board that the privilege has been approved. The Notification Form must be completed in its entirety. The Board also has the authority to request documentation from you to verify the information you provide on the Notification Form. You are required to reply to a Board request in a timely manner under Section 5096(e)(5) of the California Accountancy Act, which may extend beyond the expiration of your practice privilege.
