Continuing Education Verification
A total of 1,750 notices were mailed by January 17, 2017, which represents approximately 20 percent of the total number of Ohio permit holders renewing. Those selected for CPE verification must provide documentation of completion of 120 credits earned during the three-year reporting period January 1, 2014 to December 31, 2016. New licensees selected to verify continuing education need only verify 40 CPE credits for the two-year reporting period from January 1, 2015 to December 31, 2016.
NOTE: Persons selected for CPE verification who cannot verify 120 credits are required to complete additional verified credits, and pay the late filing fee specified in ORC 4701.10(D), calculated as of the date the 120th credit was earned.
Selected for CPE verification? You need to submit a continuing education report form along with completion certificates/proof of completion documents.
A complete CPE verification submission must include:
· A completed Continuing Professional Education Report form AND
o An official transcript of completed courses provided by OSCPA, AICPA, public accounting firm, college/university, CPE sponsor, private company, and/or government agency.
o Certificates of completion/attendance with your name, date of course completion, number of CPE awarded, sponsor name, exact title of course and program classification (AA,TX, PSR, etc.). Certificates of completion do not need to be submitted if included on an official transcript. Sign-in sheets may be accepted if they provide the information above.
o A letter from the program sponsor indicating your name, date of completion, and number of CPE credits awarded.
~ OR ~
o A minimum of 120 CPE credits uploaded to CPE Tracking (please notify board staff upon submission of your CPE Report form
What is NOT acceptable documentation of CPE completion? (This list is not all-inclusive)
- Unofficial transcripts or spreadsheets/self-reporting
- Brochures, pamphlets, or other promotional material
- Program registration and/or payment confirmation
- Information regarding travel/hotel accommodations
- Course outlines, agendas, notes, or handouts/slides
- Name tags, table tents
- Sign-in sheets without appropriate verification information as noted above
The Accountancy Board of Ohio, in cooperation with the National Association of State Boards of Accountancy (NASBA), is now offering a Continuing Professional Education (CPE) Tracking Tool for all active Ohio CPAs. This tool is available for your use at no charge and allows you to keep track of and store all of your CPE records in one location. The CPE tracking tool is located at: oh.cpetracking.com When logging in your user ID/license number begins with; CPA.(plus your 5-digit license number).