The CPE Reporting Florida form is a document required by the Florida Board of Accountancy for licensed accountants to report their Continuing Professional Education (CPE) hours. This form must be submitted after completing the required hours for the reestablishment period, which ends on June 30 each year. To avoid a late reporting fee, ensure the form is postmarked by July 15 following the end of the period.
Ready to fill out the form? Click the button below to get started!
The CPE Reporting Florida form is an essential document for licensed accountants in Florida, serving as a means to report the completion of required continuing professional education (CPE) hours. This form must be submitted following the completion of the designated reestablishment period, which concludes on June 30 each year. To avoid a late reporting fee of $50, the form must be postmarked by July 15. The form requires detailed information, including the licensee's name, license number, mailing address, and social security number. Each accountant must report a minimum of 80 total hours of CPE, with specific requirements mandating at least 20 hours in accounting and auditing subjects, 4 hours in ethics, and a limit of 20 hours in behavioral subjects. The form also necessitates that all courses be accurately listed, and it emphasizes the importance of retaining documentation for two years after the reporting period. It is crucial for licensees to ensure that they adhere to the guidelines for self-study courses, as well as the requirements for reporting hours earned as both participants and instructors. Failure to complete the form accurately or submit it on time can result in penalties, making adherence to the outlined instructions imperative for compliance with the Florida Board of Accountancy's regulations.
FLORIDA BOARD OF ACCOUNTANCY
Print form
CONTINUING PROFESSIONAL EDUCATION REPORTING FORM
NAME: __________________________________________________
LICENSE NUMBER: _____________________
MAILING ADDRESS: ______________________________________
Report your CPE hours only after you have completed all the required hours for the
_________________________________________________________
reestablishment period. Form must be postmarked by July 15th following the end
SOCIAL SECURITY NO.:___________________________________
of the reestablishment period (June 30) to avoid $50 late reporting fee.
Please note that a new address listed above does not constitute official notification to the Board of a change of address.
Credit Hours Claimed As:
(No fractional hours)
Date of
Name of sponsor
Participant
Instructor
Total
Completion
(Check Box if Self Study)
MM/DD/YYYY
Name of Course or Program
A/A TB Ethics Beh.
A/A
TB Ethics Beh.
Important Notice:
When mailing this form to the Department of Business and
Professional Regulation it must be addressed to:
Department of Business and Professional Regulation
Bureau of Education and Testing
1940 North Monroe Street
Tallahassee Florida, 32399-1046
Close
Cumulative totals brought forward from attached pages (if any)
TOTALS
I certify that the above information is true and correct and that the reported courses directly
TOTAL OF ALL HOURS
relate to enhancing my professional knowledge and competence. I have properly identified
all sponsored courses with the correct sponsor name. I understand that any or all credit is
subject to the Committee’s review. I agree to retain all documentation relating to the above
RETURN TO THIS ADDRESS ONLY:
programs for two years after this reestablishment period.
Signed:
Date:
Tallahassee, FL 32399-1046
INSTRUCTIONS FOR COMPLETING THIS FORM
1.This form must be printed or typed and returned to the Bureau of Education & Testing. All information requested on the form must be completed. Courses must be listed directly on the form to make it complete. Incomplete forms cannot be evaluated and will be returned. (Licensees should retain a copy for their files). Xeroxed copies are acceptable. However, original signatures are required.
2.The minimum requirements for each two year reestablishment period are completion of at least 80 total hours, of which at least 20 hours must be in accounting and auditing (A/A) subjects, 4hours must be in ethics, and no more than 20 hours may be in behavioral subjects. The A/A category includes courses on financial reporting, financial auditing, the related pronouncements, and accounting for specialized industries. The Technical Business category includes courses on taxation, MAS, and general business subjects. The Behavioral category includes courses on oral and written communication, practice administration, management, and marketing. The Ethics category includes only providers and courses approved by the Florida Board of Accountancy. The list of approved courses is available on the board’s website http://www.myflorida.com/dbpr/cpa.
3.Please indicate self-study or correspondence course(s) by writing the sponsors name and marking the box beside the sponsor's name. Please note all self-study continuing education courses qualifying for accounting and/or auditing and technical business credit must be taken from sponsors approved by NASBA's Quality Assurance Service (QAS) program. Sponsors that are approved QAS providers can be found on NASBA's website at www.nasba.org or by contacting NASBA at 615.880.4200.
4.If the course was presented by an approved sponsor, please enter the sponsor code. If the sponsor was not approved leave this area blank. Note that sponsors do not report for you. You must report all courses which you wish to have recorded.
5.When listing the sponsor code, be certain to complete the blanks with the alpha letter in the first column followed by the numeric digits.
6.Credit can be claimed for two types of activity: (1) hours earned as a participant and (2) hours earned as an instructor or lecturer. If you are reporting hours of instruction, you may claim double credit for the first presentation of the course, single credit for the second presentation of the same course, and no credit thereafter except for new content (See Rule 61H1-33.003 (4)(b)(3).
7.List the hours claimed in the appropriate column. Report whole hours only, no fractions. Fractional hours must be rounded down to the nearest whole hour. Any fractional hour reported will be removed. Total all columns and indicate the total of all hours from all categories in the box at the bottom.
8.The form must be signed and dated. Be sure to indicate your employer or firm name.
9.You are required to notify the Board office in writing of address changes (Rule 61H126.005). A change of address on this reporting form will not constitute official notification and will not result in an address change.
10.If there are any questions regarding the use of this form, contact:
Bureau of Education & Testing
1940 N. Monroe Street
Tallahassee, Florida 32399-1046
-OR-
Or by Phone: 850.487.1395
*Under the Federal Privacy Act, disclosure of Social Security numbers is voluntary unless specifically required by Federal statute. In this instance, social security numbers are mandatory pursuant to Title 42 United States Code, Sections 653 and 654; and sections 455.203(9), 409.2577, and 409.2598, Florida Statutes. Social Security numbers are used to allow efficient screening of applicants and licensees by a Title IV-D child support agency to assure compliance with child support obligations. Social Security numbers must also be recorded on all professional and occupational license applications and will be used for licensee identification pursuant to the Personal Responsibility and Work Opportunity Reconciliation Act of 1996 (Welfare Reform Act), 104 Pub.L.193, Sec. 317.
DBPR FORM CPA41
Completing the CPE Reporting Florida form is an essential step for professionals in the accounting field to ensure compliance with educational requirements. Following the correct procedure will help avoid any delays or penalties associated with late submissions. Below are the steps to successfully fill out the form.
After completing these steps, ensure that the form is postmarked by July 15th to avoid any late fees. If you have questions, reach out to the Bureau of Education and Testing for assistance.
What is the CPE Reporting Florida form used for?
The CPE Reporting Florida form is utilized by licensed accountants in Florida to report their Continuing Professional Education (CPE) hours. This reporting is essential for maintaining an active license and ensuring compliance with the state’s educational requirements.
When is the deadline for submitting the CPE Reporting form?
The form must be postmarked by July 15th following the end of the reestablishment period, which concludes on June 30th. Submitting the form after this deadline may result in a $50 late reporting fee.
What are the minimum CPE requirements for each reestablishment period?
Each two-year reestablishment period requires completion of at least 80 total hours of CPE. This includes a minimum of 20 hours in accounting and auditing subjects, 4 hours in ethics, and no more than 20 hours in behavioral subjects. It is crucial to adhere to these specific categories to meet the requirements.
How should self-study courses be reported on the form?
To report self-study or correspondence courses, write the sponsor's name and check the box next to it. Ensure that the courses are from sponsors approved by NASBA's Quality Assurance Service (QAS) to qualify for accounting and/or auditing credit.
Can I claim credit for being an instructor?
Yes, credit can be claimed for hours earned as an instructor or lecturer. You may receive double credit for the first presentation of a course and single credit for the second presentation. However, no credit can be claimed for subsequent presentations unless new content is included.
What happens if I submit an incomplete form?
Submitting an incomplete form will result in it being returned. Therefore, it is important to complete all sections accurately and retain a copy for your records. Incomplete forms cannot be evaluated, which may delay your reporting process.
What should I do if my address changes?
If your address changes, you must notify the Board office in writing. Changes made on the CPE Reporting form do not constitute official notification and will not update your records with the Board.
Where do I send the completed CPE Reporting form?
The completed form should be mailed to the Bureau of Education and Testing at the following address: 1940 North Monroe Street, Tallahassee, Florida, 32399-1046. Make sure to address it correctly to avoid any processing delays.
Who can I contact if I have questions about the form?
If you have any questions regarding the CPE Reporting form, you can contact the Bureau of Education & Testing at 850.487.1395. They can provide assistance and clarification on any issues you may encounter.
Filling out the CPE Reporting Florida form can be a straightforward process, but many individuals make common mistakes that can lead to delays or issues with their submissions. One significant mistake is not completing all required sections of the form. Each part of the form must be filled out completely. Leaving any section blank can result in the form being returned and may delay your reporting.
Another frequent error involves the reporting of credit hours. It's crucial to report only whole hours. Fractional hours are not accepted and will be rounded down, which can affect the total hours you claim. Ensure that you double-check your calculations before submitting the form to avoid any discrepancies.
People often forget to indicate whether a course was self-study. This is an important detail that must be marked clearly on the form. Not doing so can lead to confusion and may result in the denial of credit for those hours. Be diligent about marking the appropriate boxes for self-study courses.
Additionally, failing to sign and date the form is a common oversight. Without a signature and date, the form is incomplete and will not be processed. Remember to include your employer or firm name as well, as this information is essential for the Board's records.
Lastly, many individuals mistakenly believe that updating their address on the CPE form is sufficient notification to the Board. However, a change of address on the form does not officially notify the Board. It is necessary to send a separate written notification to ensure that your address is updated in their records. Taking these steps can help you avoid unnecessary complications and ensure a smooth reporting process.
When completing the CPE Reporting Florida form, several other documents may also be necessary to ensure compliance with the Florida Board of Accountancy. These documents can help provide additional context, verify your CPE hours, or fulfill other requirements associated with your license. Here’s a brief overview of some commonly used forms and documents.
By gathering these documents and ensuring they are complete, you can streamline the process of reporting your CPE hours and maintain compliance with the Florida Board of Accountancy. Being organized and proactive can help avoid any issues during your license renewal process.
The CPE Reporting Florida form shares similarities with several other documents that serve similar purposes in the realm of professional education and licensing. Here are four such documents:
When filling out the CPE Reporting Florida form, keep the following guidelines in mind:
Following these steps will help ensure a smooth reporting process.
Here are seven common misconceptions about the CPE Reporting Florida form:
Understanding these misconceptions can help ensure a smoother CPE reporting process. Always double-check the requirements and guidelines to avoid any issues.
Filling out the CPE Reporting Florida form requires careful attention to detail. Here are some key takeaways:
These steps will help ensure that your CPE reporting is completed accurately and on time, avoiding any potential fees or issues with your license renewal.