You are here: Home CPE Acceptance EA EA 6 Mistakes to avoid #5 Courses not reported to IRS

Mistake # 5: Courses are not reported to the IRS

The IRS requires approved CPE providers to report credits earned on a periodic basis to the IRS PTIN reporting system. The reporting schedule required is as follows:

 Credits earned: Should be reported by:
 January 1 - March 31 March 31
 April 1 - June 30 June 30
 July 1 - September 30 September 30
November 1 - December 31 Within 10 days of course completion
Note:  there is a 10-day grace period at the end of each quarter

This reporting schedule insures that courses taken in the last quarter of the year are promptly reported. At the end of each of the first 3 quarters of the year, the 10-day grace period allows the provider to report the courses completed on the last day of the quarter, for example within 10 days.

FunCPE routinely electronically reports all courses completed every Monday for the week just ended the prior Sunday (i.e. the Sunday before that Monday). The IRS takes anywhere from 24 to 48 hours to post the credits reported to your PTIN account.

What can go wrong with the CPE credit reporting?

Quite a few things can go wrong in the process of reporting the courses completed to the IRS PTIN system. When we report your credits, your first name, last name and PTIN number must match what is in the IRS PTIN system exactly. The types of errors we commonly see are:

  1. Typos in the name or PTIN
  2. PTIN entered in the wrong format or not enough digits entered. The must be in the format of the letter “P” followed by eight numbers, for example “P12345678.”
  3. An EA number is entered instead of the PTIN
  4. Name change has occurred, usually due to marriage or divorce, and the name entered in our course system does not match the name and the PTIN system

Fun CPE automatically sends an email to the student using the student’s email address in our course system, if records submitted to the IRS PTIN system are rejected.

Compounding the error, students sometimes use an email address in our course system that is not an email address they check frequently.  We sometimes have a large number of items that are never corrected by the student, and in fact even after repeated attempts to contact the student, we never receive any response.

Reporting corrections

We can report a correction to your reported CPE at any time during the year. Corrections can be reported for either the current year or the immediately prior year.

Here is an example of CPE that was reported, rejected and resubmitted:

  • 06/05/15 course completed
  • 06/08/15 CPE reported
  • 06/08/15 CPE submission is rejected by PTIN system
  • 06/08/15 email notification of rejection sent to student
  • 08/15/15 student sends correction
  • 08/17/15 CPE resubmitted to PTIN system

Deadline for reporting corrections

After 12/31/15 we would be unable to submit CPE earned in 2014.

How can I prevent these reporting errors?

We recommend to every student that after first enrolling, and every time they sign up for a new course or courses, they verify the information in their student profile.  Check the spelling of your first and last name, the PTIN you have entered and your email address.  

When you first enroll in a course, it is a good idea to login to your PTIN account at the IRS website to view the name you have recorded in the PTIN system.  You must enter your name exactly as it is when you create your user profile.  We use only your first and last name, so anything entered in the "middle name" field is ignored for PTIN reporting.  Any suffixes (Jr, Sr etc) should be entered after your last name, with no punctuation.

Read Mistake #6:
EA fails to review PTIN account

 

6 Mistakes to avoid with EA CE

We want to reduce the stress associated with dealing with a continuing education mistake.  Review the 6 common mistakes that we have seen, so you can avoid these problems.

MISTAKE # 1: CE PROVIDER NOT AUTHORIZED BY IRS

MISTAKE # 2: COURSES NOT FOR APPROVED SUBJECT

MISTAKE # 3: COURSE FORMAT NOT ACCEPTABLE

MISTAKE # 4: CE TAKEN IN WRONG TIME PERIOD

MISTAKE # 5: COURSES NOT REPORTED TO IRS

MISTAKE # 6: EA FAILS TO REVIEW PTIN ACCOUNT

question


Still have questions about Enrolled Agent CE?  We have a dedicated staff member who specializes in Enrolled Agent CPE requirements.  Call or email us if you have any questions.

Yes we report your CE hours to the IRS We do report your CE hours earned to the IRS electronically.  We are an approved IRS CPE provider for Enrolled Agents and Tax Preparers.

irs ce provider logo black

Become a smarter, richer accountant

in just 10 minutes when you read

The Thrifty Accountant Newsletter

When we run across something that will help you save money--or make your work easier, we put it in our monthly newsletter.

Sign up now, it's FREE!

Privacy Policy: We will never share your email address. Period. You are free to cancel at any time.

Why EAs take our courses

"I loved the convenience of FunCPE: printing out the study materials and tests, entering the test answers online at my convenience and receiving the e-mailed CPE certificates. I liked being able to work off line and then complete the tests online."
--Louanda Feather, EA (North Canton, OH)

* * *

"Very well organized, the questions were illustrative of the text content and the rules and regulations for which they were pertinent.

I will absolutely be back on your site, I have purchased several more exams, and plan to use them very soon."
--Frank B. Howard, EA (Ukiah, CA).

* * *

"Still the best CPE site . . . and thanks for not charging a fortune Thank you again. . . still the best CPE site . . . and thanks for not charging a fortune. I need 92 CPEs by next year's end, so I will see you again. Great people, communication is intelligent and very respectful and polite. Really appreciate this. Intend to use your company often. Thanks.
--E. M., EA (Salisbury, MD)

Which FunCPE courses quailify for EA CPE?

As per the rules outlined in Treasury Department Circular No. 230, qualifying Enrolled Agent CPE must be in the areas of:

Federal taxation |  Federal tax related matters |  Ethics (2 hours per year)

All FunCPE  tax courses qualify for EA CPE as well as our ethics courses.  You can:

Sign up for a tax package which includes ethics:

~ or ~

Select your individual courses:

FunCPE exams are available online 24/7 to help you meet your CPE requirements on time. Purchase books separately or borrow from library!