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EA Sponsor CE Reporting

The IRS established several new requirements for CE Sponsors starting in 2012, including reporting CE earned by PTIN.  FunCPE is now required to request the preparer tax identification number (PTIN) for each student. If you enter a PTIN when you register, we will report your hours to the IRS regardless of what type of professional license you have.  If you do not enter a PTIN, we will not report your hours to the IRS. 

After we submit our list of credit earned by name and PTIN number, the IRS cross-checks the PTIN number to check for validity.  We then receive a notice of invalid PTIN number and have the opportunity to submit corrected information.

We collect your email address and your primary phone number at registration so that we can contact you if there is a discrepancy.   

FunCPE Reports CE courses completed to the IRS 

In accordance with IRS CE Provider requirements, FunCPE will report your courses completed and CE hours earned to the IRS directly.  We upload an electronic file to the IRS, rather than sending in actual certificates of completion.  The information reported to the IRS is:

  • First and last name of student
  • Preparer tax identification number (PTIN)
  • Program number
  • CPE hours
  • CE program completion date

We do ask for your PTIN number when you enroll in a course, as required by the new CE reporting requirements.  

Verification of correct reporting of CE hours

PTIN holders can log into their PTIN account to review CE hours reported to the IRS, so you can verify that the correct number of CPE hours has been logged to your account. Please contact us if you notice a discrepancy and we will immediately correct any errors.  Most errors and omissions of PTIN hours is due to one of the following:

PTIN does not exist.  This can occur if:

    • you enter your EA license number or some other number in your FunCPE student profile
    • there is a typo in the PTIN or if you use the letter "O" instead of a zero "0."
    • the PTIN is not the right length or missing the letter "P" following by 8 numbers in the format:  P12345678
    • you obtain a new PTIN, it takes up to 2 weeks for that PTIN to be active in the IRS system--if we submit your CE hours before your new PTIN is active, we get this message.

PTIN / name mismatch.  This can occur if you have changed your name, and the name we have in your student profile is different from the IRS name on your PTIN account.  It can take several weeks for the IRS to update your name if you send in the name change request.  Also, not punctuation is allowed in your name, so omit any hyphens, commas apostrophes or periods when you enter your name in the Student Profile of the FunCPE course system.

How to verify your PTIN and name on the account

Login to your PTIN account to verify the name on the account, and make sure that matches the name in your FunCPE student profile.  When we report your hours, we only use your first and last name, not your middle name or middle initial.

Call the PTIN hotline to verify what is on your account: PTIN Hotline contact info  

What CPE hours are shown in your PTIN account

Note that only 2013  and following years CE hours are shown in your PTIN account.  Although FunCPE started reporting your hours earned in 2012, the IRS elected not to display any 2012 hours in your PTIN account.  To view your hours from a previous year, you must use a drop down menu selection.  For example in the year 2015, you must use a drop down that says "2013" or "2014" to view the prior year CPE hours reported.

Enrolled Agents do not have to mail in the CE Certificates with license renewal

Although you will still report total CE hours earned for each year in your reporting cycle on your renewal Form 8554, you do not mail in your certificates of completion to the IRS.  You should keep your certificates in a file, as the IRS does have the right to select you for a CPE audit, in which case they would request copies of these CPE certificates.  You can always come back to funcpe.com to reprint your certificates, even after your course is completed or expired.  

Exception If an EA is
    • reactivating an inactive Enrolled Agent license or
    • otherwise required to submit CPE hours in the middle of a renewal cycle

Proof of CPE hours earned will most likely be required to be sent to the IRS, in the form of copies of CPE certificates.  The IRS will notify you by mail if they require you to send copies of certificates.

If you do not have a PTIN no.What if I don't have a PTIN number?

Effective 1/1/12, all Enrolled Agents must have a PTIN.  Since we provide continuing education to over 30 types of professionals, many of our students to not prepare tax returns and therefore do not have a PTIN number.  Our course registration system allows you to enter "none" in the PTIN field if you do not have one.

 

Summary of IRS Sponsor CE Reporting Requirements

The following information is from the IRS website CE FAQs for Continuing Education Providers

How often are CPE Sponsors required to report program completion information to IRS?

During the first nine months of the year, program completion information must be reported quarterly at a minimum (by March 31, June 30, and September 30).  During the fourth quarter (October 1 –December 31), program completion information must be reported within ten days of completion of each program.

FunCPE reports hours every Monday for the week just passed.  The IRS usually updates PTIN accounts overnight, so hours should be visible on Tuesday.

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.

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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!