EduSpace
Homepage ⇨ Blank Cpe Reporting Florida PDF Form
Article Guide

The CPE Reporting Florida form is an essential document for licensed accountants in Florida, serving as a means to report Continuing Professional Education (CPE) hours. This form must be completed and submitted after fulfilling the required educational hours for the reestablishment period, which ends on June 30. To avoid a late reporting fee, it is crucial that the form is postmarked by July 15. The form requires detailed information, including the licensee's name, license number, and mailing address. It is also important to note that simply updating the address on this form does not officially notify the Board of Accountancy about an address change. The form allows for the reporting of various types of credit hours, including those earned through participation and instruction, with specific guidelines on the minimum hours required in different categories such as accounting and auditing, ethics, and behavioral subjects. Completing the form accurately is vital, as incomplete submissions will be returned. The instructions provided outline how to report courses, the necessity of original signatures, and the importance of retaining documentation for future reference. Understanding these requirements can help ensure compliance and maintain professional standing within the state of Florida.

Document Preview

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.

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.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Bureau of Education and Testing

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Signed:

 

Date:

 

 

 

 

 

 

 

1940 North Monroe Street

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Tallahassee, FL 32399-1046

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Print form

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

➤ PDF File

Form Specifications

Fact Name Details
Governing Body The Florida Board of Accountancy oversees the CPE Reporting Form.
Submission Deadline Forms must be postmarked by July 15th following the end of the reestablishment period, which concludes on June 30th.
Minimum CPE Hours Each two-year reestablishment period requires at least 80 total hours of continuing professional education.
Ethics Requirement Out of the 80 hours, a minimum of 4 hours must be dedicated to ethics training.
Behavioral Hours Cap No more than 20 hours can be in behavioral subjects, which include management and communication courses.
Self-Study Courses Participants must mark self-study courses and ensure they are from NASBA-approved sponsors.
Documentation Retention Licensees must retain documentation for two years after the reestablishment period ends.
Address Change Notification Address changes must be reported in writing to the Board; changes on the form do not suffice.

Cpe Reporting Florida: Usage Guidelines

Completing the CPE Reporting Florida form is essential for maintaining compliance with the Florida Board of Accountancy. Follow the steps below to ensure that you accurately report your continuing professional education hours.

  1. Print or type the form. Ensure that all required fields are completed.
  2. Fill in your name, license number, mailing address, and social security number.
  3. Report your CPE hours only after completing all required hours for the reestablishment period.
  4. Indicate the date of completion for each course in the format MM/DD/YYYY.
  5. List the name of the course or program attended.
  6. Check the box if the course was a self-study program.
  7. Enter the name of the sponsor and the sponsor code if applicable.
  8. Claim credit hours for participation or instruction, ensuring to follow the guidelines for double or single credit.
  9. Report whole hours only; round down any fractional hours to the nearest whole number.
  10. Total all columns and indicate the total hours at the bottom of the form.
  11. Sign and date the form, and include your employer or firm name.
  12. Mail the completed form to the Bureau of Education and Testing, ensuring it is postmarked by July 15th to avoid late fees.
  13. Retain a copy of the completed form for your records.

After submitting your form, you will await confirmation from the Bureau of Education and Testing regarding the status of your reported hours. Keep all documentation related to your courses for two years, as it may be required for future verification.

Your Questions, Answered

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 licensure and ensuring that professionals stay current with industry standards and practices. The form must be submitted after completing the required CPE hours for the designated reestablishment period.

What are the requirements for completing the form?

To complete the form accurately, all requested information must be filled out, including the licensee's name, license number, and mailing address. The form should list all completed courses, including the course name, completion date, and sponsor details. It is important to report whole hours only, as fractional hours will not be accepted. Incomplete forms will be returned, so it is advisable to double-check all entries before submission.

What are the minimum CPE hour requirements for license reestablishment?

For each two-year reestablishment period, licensed accountants must complete a minimum of 80 total CPE hours. This includes at least 20 hours in accounting and auditing subjects, 4 hours in ethics, and no more than 20 hours in behavioral subjects. These requirements ensure that professionals maintain a well-rounded knowledge base essential for their practice.

How should I submit the CPE Reporting Florida form?

The completed form must be mailed to the Bureau of Education and Testing at the specified address: 1940 North Monroe Street, Tallahassee, Florida, 32399-1046. It is crucial to ensure that the form is postmarked by July 15th following the end of the reestablishment period to avoid a late reporting fee of $50. Retaining a copy of the form for personal records is also recommended.

What happens if I miss the reporting deadline?

If the form is not submitted by the July 15th deadline, a $50 late reporting fee will be assessed. It is important to adhere to this timeline to maintain compliance with the Florida Board of Accountancy. Failure to report CPE hours may also impact the status of your license.

What should I do if I change my address?

Address changes must be communicated to the Board office in writing. Simply updating your address on the CPE Reporting form does not constitute official notification. To ensure that your records are current, send a separate written notification to the Board regarding any address changes.

Common mistakes

  1. Incomplete Information: Many individuals fail to complete all sections of the form. Ensure that every required field is filled out, including your name, license number, and mailing address. An incomplete form will be returned.

  2. Incorrect Reporting of Hours: Some people report fractional hours instead of whole hours. Remember, only whole hours are accepted. Any fractional hours will be rounded down and removed from your total.

  3. Neglecting to Sign and Date: It's common to forget to sign or date the form. Make sure to provide your signature and the date to validate your submission.

  4. Failure to Notify Address Changes: A change of address on the form does not officially notify the Board. If you have moved, submit a separate written notification to the Board office.

Documents used along the form

When submitting the CPE Reporting Florida form, several other documents may also be required or helpful in ensuring a smooth reporting process. Each of these documents serves a specific purpose in verifying compliance with the continuing education requirements set forth by the Florida Board of Accountancy.

  • Course Completion Certificates: These certificates provide proof that a licensee has completed a specific course or program. They typically include details such as the course title, date of completion, and the number of credit hours earned.
  • Self-Study Course Documentation: For courses taken through self-study, documentation from the course provider is essential. This may include course materials, completion verification, and confirmation that the provider is approved by the appropriate accrediting body.
  • Instructor Verification Forms: If a licensee is reporting hours earned as an instructor, they may need to submit verification forms. These forms confirm the course details and the instructor's role, often requiring signatures from the course sponsor.
  • Transcripts from Educational Institutions: For courses taken at accredited colleges or universities, official transcripts may be required. These transcripts verify the completion of relevant coursework and the credits earned.
  • Continuing Education Course Listings: A list of approved continuing education courses can be beneficial. This document helps ensure that the courses reported meet the requirements set by the Florida Board of Accountancy.
  • Address Change Notification: If a licensee has changed their address, a formal notification to the Board is necessary. This document ensures that the Board has the most current contact information on file.

Collecting and organizing these documents in advance can streamline the reporting process and help avoid potential issues with compliance. By ensuring that all necessary paperwork is submitted, licensees can focus on their professional development without the added stress of administrative hurdles.

Similar forms

  • Continuing Education Certificate: Similar to the CPE Reporting Florida form, this certificate documents the completion of required educational hours. It typically includes details such as the course title, date completed, and the provider’s name.

  • Professional Development Log: This log serves as a record of all professional development activities undertaken by an individual. Like the CPE Reporting form, it tracks hours and types of training completed over a specified period.

  • License Renewal Application: This application is submitted to maintain a professional license. It often requires proof of continuing education, similar to the CPE Reporting Florida form, to ensure compliance with renewal requirements.

  • Training Attendance Record: This document verifies attendance at training sessions. It shares similarities with the CPE Reporting form in that it records the date, duration, and content of the training attended.

  • CEU (Continuing Education Unit) Transcript: This transcript details all CEUs earned by an individual. Like the CPE Reporting Florida form, it summarizes educational achievements and is often required for professional licensure.

  • Self-Study Course Completion Form: This form is specifically for documenting hours completed through self-study courses. It aligns with the CPE Reporting form by requiring details about the course and the total hours claimed.

  • Professional Certification Application: Similar to the CPE Reporting Florida form, this application may require proof of continuing education to qualify for certification, ensuring that applicants meet the necessary educational standards.

  • Annual Compliance Report: This report is submitted to demonstrate adherence to professional standards. It often includes educational hours, akin to the CPE Reporting form, highlighting ongoing professional development.

  • Workshop Participation Certificate: This certificate confirms attendance at workshops. It is similar to the CPE Reporting form in that it provides evidence of professional development hours earned during specific events.

  • Training Evaluation Form: This form is used to assess the effectiveness of training sessions. While its primary purpose differs, it can include a section for documenting hours attended, paralleling the CPE Reporting form's focus on educational hours.

Dos and Don'ts

When filling out the CPE Reporting Florida form, it's crucial to follow specific guidelines to ensure a smooth submission process. Here are some essential dos and don’ts:

  • Do print or type your information clearly on the form.
  • Do complete all sections of the form to avoid it being returned.
  • Do report your CPE hours only after finishing all required hours.
  • Do submit your form by July 15th to avoid a late fee.
  • Don't use fractional hours; report whole hours only.
  • Don't list any courses from unapproved sponsors.
  • Don't forget to sign and date the form before submission.
  • Don't use this form to notify the Board of a change of address.

Adhering to these guidelines will help ensure that your CPE Reporting Florida form is processed efficiently and without issues.

Misconceptions

Understanding the CPE Reporting Florida form is crucial for accounting professionals. However, several misconceptions can lead to confusion. Here are five common misconceptions explained:

  • Misconception 1: You can submit the form at any time after completing your CPE hours.

    • In reality, the form must be postmarked by July 15th following the end of the reestablishment period, which concludes on June 30. Missing this deadline results in a $50 late reporting fee.

  • Misconception 2: A new mailing address on the form automatically updates your records with the Board.

    • This is not true. Simply listing a new address does not notify the Board of a change. You must provide written notification separately to ensure your address is updated officially.

  • Misconception 3: You can report fractional hours of CPE.

    • Actually, only whole hours can be claimed. If you have fractional hours, they must be rounded down to the nearest whole hour, and any fractional hours reported will be removed.

  • Misconception 4: Sponsors report your CPE hours for you.

    • This is a common misunderstanding. It is your responsibility to report all courses you wish to have recorded. Sponsors do not submit this information on your behalf.

  • Misconception 5: You can claim double credit for all courses taught as an instructor.

    • This is misleading. You may claim double credit only for the first presentation of a course. Subsequent presentations earn single credit, and no credit is given thereafter unless the content is new.

Key takeaways

  • Complete all sections: Ensure every part of the form is filled out accurately. Incomplete forms will be returned.
  • Deadline awareness: Submit the form by July 15th to avoid a $50 late fee.
  • Document retention: Keep all supporting documents for two years after the reestablishment period.
  • Minimum hours required: Complete at least 80 hours, including 20 hours in accounting and auditing, 4 hours in ethics, and no more than 20 hours in behavioral subjects.
  • Self-study indication: Mark the self-study box if applicable and ensure the course is from an approved sponsor.
  • Correct sponsor reporting: Enter the correct sponsor code if the course was presented by an approved sponsor.
  • Whole hours only: Report only whole hours. Round down any fractional hours to the nearest whole number.
  • Signature requirement: Sign and date the form before submission. Include your employer or firm name.
  • Address changes: Notify the Board in writing of any address changes. Changes on this form do not count as official notification.
  • Contact information: For questions, reach out to the Bureau of Education & Testing at the provided address or phone number.