When is CE reported to the IRS?
U.S. Enrolled Agents are eligible to earn CE credit for select courses on CPAacademy.
Please make sure to have your PTIN entered in your CPAacademy Profile. (MY ACCOUNT --> Edit Profile)
Here is a list of upcoming classes that qualify for CE: CE Eligible Classes
We report CE to the IRS periodically according to their guidelines (in other words, not after every class, but on a quarterly or monthly schedule).
Please note that the IRS does not accept half (.5) credits. To meet IRS guidelines, we round down to the full hour (ex: If the course qualified for 1.5 credits, 1 credit will be offered, as advertised on the Course Page).
Regarding the uploading of information: During the first nine months of the year, we must report program completion information quarterly at a minimum (by March 31, June 30 and Sept 30). During the fourth quarter (Oct 1 - Dec 31), we must report program completion information within 10 days of delivery of each program. This will help ensure that CE information is available during the PTIN renewal period.
Did not attend / did not earn credit - Error or Dispute
If your account shows that you either did not attend a webinar or you did not earn credit for a webinar, please consider the following:
-Has it been at least 24 hours since the webinar ended
- -Were you logged in for the minimum required time
- -Did you answer the minimum number of polling questions
- -Did you login to the webinar using a different name or emails address than what's listed in your CPAacademy profile*
- -Did you attend in a group setting and need to complete a proctor letter
- -Was the webinar a non-credit course
Some courses are offered on multiple days - did you attend on a different date but registered for more than one date
*If you believe you may have logged into the webinar with a different name or email address than what's listed in your profile, please complete a support ticket and include the possible alternative names and email address (for example: Mike Smith vs. Michael Smith III or firstname.lastname@example.org vs. email@example.com)
NASBA Fields of Study
NASBA has updated its guidance on CPE Fields of Study. In order to comply with these changes, CPAacademy implemented the recommended Fields of Study to courses offered on our platform following 12/31/17.
Changes to Fields of Study definitions were further revised on 12/31/2019, and courses following that date reflect those updates.
Please check with your State Board which has final authority on the approval of courses for CPE credit. An explanation of the changes to the Fields of Study is available at www.nasbaregistry.org
Why don't certain classes qualify for CE credit for EAs?
A qualified federal tax law update program must provide a practical working knowledge of the latest legislative tax law changes and associated IRS forms/instructions/publications. Tax Law programs must cover federal tax law topics typically reported on Form 1040 returns, as well as other return types, covering basic to advanced topics. This category does not include: programs not directly related to federal taxation or federal tax related matters such as personal development, personal investments, office management, non-tax return preparation computer software or sales-oriented presentations for office equipment and other system applications.
While the knowledge presented in a course may be valuable to EAs, the IRS Course Guidance only permits certain topics be eligible for CE.
Locate CPE certificates
If you haven’t received a notification of CPE credit by email, please check your junk mail. You can also login to your account: under MY ACCOUNT scroll down to the “Past Registered Webinars” section of the account page. Locate the webinar in question. Under the Resources column, you will find the link to your certificate.
PLEASE NOTE: You will need to complete the EVALUATION before the certificate will be processed. The Evaluation is emailed to you following the webinar, or you can find it in Resources column (it will be in place of the link to your CPE Certificate).
Group Attendance & Proctor Letters
If multiple attendees would like to join the webinar and share a single connection, please register just one attendee prior to the webinar. Upon completion of the webinar, please fill out the Proctor Letter and indicate the names of the additional attendees.
We provide you with a link to the Proctor Letter following the webinar which you can use to issue an unlimited number of CPE certificates, following each webinar. The Proctor Letter is also available in MY ACCOUNT.
Locate course evaluation
You can access the evaluation from your CPAacademy.org account. After you login, click on MY ACCOUNT then scroll down to 'Past Registered Webinars.' Find the webinar name/date and on the right hand side will be either an 'Evaluation' link or a 'CPE Certificate' link.
We also send out a link to the evaluation after the webinar is over. Check your spam folder if these e-mails aren't going to your inbox. We recommend adding firstname.lastname@example.org and email@example.com as contacts.