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CHEAT SHEET · CPA EXAM

CPA Exam Cheat Sheet.

The CPA Exam numbers, rules and traps that decide questions, on one page. Review them here, then download the free PDF for offline study.

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Weighted to the current exam outline·15-minute scanVerified against the official content outline
Written by Every Exam Prep Editorial TeamSource and review policyPublished August 7, 2026Updated August 16, 2026
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01

Full write-up

the complete guide, in prose

Every figure below comes from the 2026 Uniform CPA Examination Blueprints, the AU-C sections in force, or NASBA's UAA Model Rule 5-7.

Exam structure: four sections, 16 hours

Three Core sections plus one Discipline, each 4 hours.

SectionRoleMCQsTBSsMCQ / TBS weight
AUD — Auditing and AttestationCore78750% / 50%
FAR — Financial Accounting and ReportingCore50750% / 50%
REG — Taxation and RegulationCore72850% / 50%
BAR — Business Analysis and ReportingDiscipline50750% / 50%
ISC — Information Systems and ControlsDiscipline82660% / 40%
TCP — Tax Compliance and PlanningDiscipline68750% / 50%

Testlet layout

Five testlets: two MCQ blocks, then three TBS blocks.

SectionTestlet 1 (MCQ)Testlet 2 (MCQ)Testlet 3 (TBS)Testlet 4 (TBS)Testlet 5 (TBS)
AUD3939232
FAR2525232
REG3636233
BAR2525232
ISC4141132
TCP3434232

The break rule that costs people time: the clock only stops for the standardized 15-minute break after testlet 3. Breaks after testlets 1, 2 and 4 run on your own clock.

Content-area weights (2026 blueprints)

SectionAreaAllocation
AUDI — Ethics, Professional Responsibilities and General Principles15–25%
II — Assessing Risk and Developing a Planned Response25–35%
III — Performing Further Procedures and Obtaining Evidence30–40%
IV — Forming Conclusions and Reporting10–20%
FARI — Financial Reporting30–40%
II — Select Balance Sheet Accounts30–40%
III — Select Transactions25–35%
REGI — Ethics, Professional Responsibilities and Federal Tax Procedures10–20%
II — Business Law15–25%
III — Federal Taxation of Property Transactions5–15%
IV — Federal Taxation of Individuals22–32%
V — Federal Taxation of Entities (including tax preparation)23–33%
BARI — Business Analysis40–50%
II — Technical Accounting and Reporting35–45%
III — State and Local Governments10–20%
ISCI — Information Systems and Data Management35–45%
II — Security, Confidentiality and Privacy35–45%
III — Considerations for SOC Engagements15–25%
TCPI — Tax Compliance and Planning for Individuals and Personal Financial Planning30–40%
II — Entity Tax Compliance30–40%
III — Entity Tax Planning10–20%
IV — Property Transactions (disposition of assets)10–20%

Scoring, credit window and score release

ItemOfficial rule
Score scale0–99. Not a percentage correct.
Passing score75 on every section.
CurveNone. Scaling reflects question difficulty, not cohort performance.
Credit window30 months (UAA Model Rule 5-7), running from the passing score's release date — not the date you sat.
Window endCloses when you sit for the final section passed, whenever the score lands.
Rolling expiryMiss it and the first credit drops; a new window starts from the second score's release. Stop testing 30 months and all credit goes.
AdoptionModel Rules are recommendations — confirm your Board adopted them.
Core releaseContinuous testing; roughly 2 weeks after AICPA receives your Prometric file.
Discipline releaseFirst month of each quarter only; scores target roughly six weeks after the window closes. All dates can move.
New pronouncementsA&A changes are testable in the later of the first quarter after the earliest mandatory effective date or six months after issuance; IRC changes six months after the later of effective or enactment.

FAR formula sheet

FAR assumes a for-profit entity under U.S. GAAP unless stated — governmental and not-for-profit questions label themselves.

ConceptFormula
Accounting equationAssets = Liabilities + Equity
ExpandedA = L + Contributed capital + Beginning RE + Revenues − Expenses − Dividends
RollforwardBeginning + Additions − Reductions = Ending
Cost of goods soldBeginning inventory + Purchases − Ending inventory

Inventory: which write-down rule applies

ASU 2015-11 split this by costing method — the split is the exam point.

Costing methodMeasurementMechanics
FIFO, Average costLower of cost and net realizable valueNRV = Selling price − costs of completion, disposal and transportation
LIFO, Retail inventory methodLower of cost or market (unchanged)Market = replacement cost, ceiling = NRV, floor = NRV − normal profit margin

Depreciation

MethodPeriodic charge
Straight-line(Cost − Salvage) ÷ Useful life
Units of production(Cost − Salvage) × (Units this period ÷ Total units)
Double-declining balanceCarrying amount × (2 ÷ Useful life) — ignores salvage until the floor
Sum-of-the-years'-digits(Cost − Salvage) × (Remaining life ÷ SYD), where SYD = n(n+1) ÷ 2
Gain/loss on disposalProceeds − Carrying amount

Bonds — effective interest method

  • Interest expense = Carrying amount × Effective (market) rate
  • Cash interest = Face × Stated rate; Amortization = Interest expense − Cash interest
  • Discount (stated < market): expense exceeds cash, carrying amount climbs toward face.
  • Premium (stated > market): expense below cash, carrying amount falls toward face.
  • Issuance costs reduce carrying amount and raise the effective rate.

Earnings per share

  • Basic EPS = (Net income − Preferred dividends) ÷ Weighted-average common shares
  • Options — treasury stock method: Incremental shares = Shares issuable − (Proceeds ÷ Average market price). Antidilutive when exercise price exceeds that average.
  • Convertible debt — if-converted: add back after-tax interest to the numerator, shares to the denominator.
  • Convertible preferred — if-converted: drop the preferred dividend, add conversion shares.

Leases — lessee only in FAR

Initial recognition is identical either way: ROU asset = Lease liability = PV of lease payments. It is a finance lease if any ASC 842-10-25-2 criterion is met:

  • Ownership transfers by end of the lease term.
  • Purchase option the lessee is reasonably certain to exercise.
  • Term is a major part of the asset's remaining economic life.
  • PV of payments plus lessee-guaranteed residual is substantially all of fair value.
  • Asset is so specialized it has no alternative use to the lessor at term end.

None met → operating: one straight-line cost. Finance: interest plus amortization, separately.

Consolidation eliminations

  • Goodwill = (Consideration transferred + FV of NCI + FV of previously held interest) − FV of identifiable net assets acquired
  • Eliminate the parent's investment against subsidiary equity; NCI at acquisition-date fair value.
  • Eliminate intercompany receivables/payables and sales against COGS.
  • Defer unrealized profit in ending inventory until sold outside the group.

FAR also names ratios to calculate: gross margin, ROA, ROE, current, quick, inventory turnover, DPO, debt-to-equity, times interest earned, EBITDA, P/E, asset turnover.

REG

Before you memorize any dollar figure: the REG and TCP section assumptions state candidates "will not be tested on their knowledge of specific tax rate percentages, amounts or limitations that are indexed to inflation." Learn the structure, not the thresholds. New for 2026: wages and compensation exclude overtime and tips unless stated.

Individual tax formula (Form 1040 order)

StepComputationLine
Total incomeWages, interest, dividends, capital gains, retirement, Schedule 19
Less: adjustmentsAbove-the-line deductions, Schedule 110
= Adjusted gross incomeDrives most phase-outs11a
Less: standard or itemizedGreater of the two (Schedule A)12e
Less: QBI deductionForm 8995 / 8995-A13a
Less: additional deductionsSchedule 1-A13b
= Taxable incomeFloors at zero15
Tax, then creditsNonrefundable before refundable16+

Loss limits tested: capital loss netting and carryforward; ordinary business loss for a materially participating owner with sufficient basis; losses disallowed from hobbies, wash sales and personal-use assets.

Entity comparison

C corporationS corporationPartnershipLLC
ReturnForm 1120Form 1120SForm 1065Per election
Level of taxEntity-level; distributions taxed againPass-throughPass-throughPer election
Income reportingTaxable income; book-tax differences reconciledOrdinary business income + separately stated itemsSame, guaranteed payments separatePer election
Owner basisCost of stockStock basis; entity debt does not add basis (shareholder loans give separate debt basis)Includes the partner's share of liabilities — liability changes move basisPer election
Directly testedTaxable income, nexus conceptsEligible shareholders, electionSeparately stated items, partner basisClassification options

Property transactions

REG owns basis and cost recovery; dispositions are TCP.

TopicRuleSection
Purchased assetCost plus amounts to place in serviceREG
GiftCarryover basis; dual basis if FMV at gift is below donor's basisREG
InheritanceFMV at death (or alternate valuation date)REG
Personal → businessLesser of adjusted basis or FMV at conversionREG
Wash saleLoss disallowed; adds to replacement stock basisREG
Cost recoveryMACRS period and convention; bonus and §179 eligibilityREG
Realized gainAmount realized − Adjusted basis; amount realized = cash + FMV received + liabilities relieved − selling costsTCP
§1031Lesser of realized gain or boot received is recognized; the rest defers into the new basisTCP
§1231Net gain → long-term capital gain; net loss → ordinary lossTCP
§1245Ordinary recapture of the lesser of depreciation taken or realized gainTCP
§1250Unrecaptured §1250 gain on realty is computed separatelyTCP
§1244Ordinary loss to a statutory limit, capital beyondTCP

AUD

Opinion types (AU-C 705)

Two questions decide it: misstatement or scope limitation, pervasive or not.

Nature of the matterMaterial but not pervasiveMaterial and pervasive
Financial statements are materially misstatedQualifiedAdverse
Unable to obtain sufficient appropriate audit evidenceQualifiedDisclaimer of opinion
Neither appliesUnmodified (nonissuer) / unqualified (issuer)

Pervasive (AU-C 705.06): effects not confined to specific elements, accounts or items; or, if confined, a substantial proportion of the statements; or, for disclosures, fundamental to users' understanding. Emphasis-of-matter and other-matter paragraphs never modify the opinion.

Assertions (AU-C 315, as amended by SAS 145)

The current standard uses two categories, each covering related disclosures. The old three-category "presentation and disclosure" bucket is gone — presentation is now an assertion within each.

Transactions and events, and related disclosuresAccount balances, and related disclosures
OccurrenceExistence
CompletenessRights and obligations
AccuracyCompleteness
CutoffAccuracy, valuation and allocation
ClassificationClassification
PresentationPresentation

Evidence hierarchy (AU-C 500)

  • External beats internal — third-party information is less susceptible to management bias.
  • Direct beats indirect — observing a control beats inquiring about it.
  • Documentary beats oral — a contemporaneous record beats a later verbal account.
  • Internal evidence gains reliability when related controls are tested and effective.
  • Reliability attributes: accuracy, completeness, authenticity, susceptibility to management bias.

Procedures: inspection, observation, external confirmation, recalculation, reperformance, analytical procedures, inquiry. Inquiry alone never suffices.

Where topics actually live

CPA Evolution moved these — studying them under the wrong section is wasted time:

TopicTested inNot in
Lessor accountingBARFAR
Business combinations, advanced consolidation, foreign currencyBARFAR
Basic and diluted EPSFARBAR
Derivatives, stock compensation, R&DBARFAR
SOC 1 / SOC 2 engagementsISC Area III
Employer defined-benefit pension expenseNot a blueprint topic anywhere — pensions appear only as employee benefit plan statements (BAR) and the governmental net pension liability.

Frequently asked questions

What deserves the final pre-exam review?

The two most confusable tables: AUD's opinion grid (qualified versus adverse versus disclaimer, by misstatement-or-scope and material-or-pervasive) and FAR's ownership ladder (fair value below 20%, equity method 20-50%, consolidation above 50%). Add REG's penalty tiers (20% accuracy, 75% fraud) and the 1933-versus-1934 Act split, and you have covered the highest-frequency confusion points.

Is 75 the same as answering 75 percent correctly?

No — and the AICPA says so explicitly. Scores are reported on a 0-99 scale as a weighted combination of scaled scores that accounts for question difficulty; the reported number is neither a percentage correct nor a curve against other candidates. Chasing a raw-percentage target in practice is fine as a habit, but the real exam's scaling makes difficult-question performance count for more.

What logistics should I confirm before scheduling?

Three things from your own jurisdiction: that you have been declared eligible (required before applying for any section), your board's education and experience requirements, and its current conditional-credit window for passed sections — boards have adjusted these windows recently, so confirm the current policy from your board directly rather than trusting any fixed number in prep materials.

Sources

  1. 1.CPA Exam scoring and pass rates — AICPA & CIMAAICPA (accessed Aug 7, 2026)
  2. 2.CPA Exam — AICPA & CIMAAICPA (accessed Aug 7, 2026)
  3. 3.CPA Exam — NASBANational Association of State Boards of Accountancy (NASBA) (accessed Aug 7, 2026)

Official sources

Primary documents used to verify the exam details shown on this page.

Last verified against the official exam content outline: