What are the precautions for handling the inbound and outbound transfer of accountants' registration information online?

Answer: 1. The inbound and outbound transfer of accountants' registration information is handled all online. For more specific requirements and steps, please refer to Shanghai's accountant information system and find the Operating Tips.

2. To transfer their registration information into Shanghai, accountants must correctly select the competent financial authority at the in-coming place of Shanghai; when they want to transfer their registration information out of Shanghai, they must correctly select the competent financial authority at the place of acceptance.

3. When accountants transfer their registration information into and out of Shanghai, those who have an employer are supposed to upload a proof of change of place of work which shall be stamped with the official seal of the employer (download the template), those who do not have any employer and are not students are supposed to upload a household registration certificate or residence permit, while current students should upload a student certificate.

4. Accountants who have already signed up for continuing education for the current year in Shanghai and paid fees but the competent financial authority has not yet confirmed that they have completed their continuing education due to reasons such as not having completed classes and/or taken tests as required cannot transfer their registration information out of Shanghai.

5. When any registration information must be changed after it is transferred into Shanghai, the change shall be handled through the “Information Collection” module of Shanghai's accountant information system in accordance with relevant provisions of SMFB's Circular [2019] No. 20.