Managing CPA/CPE Information for Staff

You can view and manage the CPE certification information for a staff member in Staff Manager. CPE requirements can be tracked for multiple jurisdictions. As CPE courses are completed, they are listed beneath the relevant jurisdiction. You can see at a glance whether CPE requirements have been met.

To manage CPA/CPE information for a staff member, do the following:

1. Open the profile for the staff member.
   1. Open Dashboard, click Application Links on the navigation panel, and then click Staff Manager under Staff.
   2. Select the check box for the staff member you want to edit, and then click Open. You can also right-click a staff member in the grid and select Open.

   Note: For information about updating multiple selected staff, see Editing Staff Profiles.

2. Select Practice > CPA/CPE on the navigation panel. The CPA/CPE grid displays a list of jurisdictions that have been added, if any. Click to expand a jurisdiction and display the courses that have been added for the jurisdiction. Click to collapse a jurisdiction.
3. Do any of the following as needed:
   • Add a CPA jurisdiction.
     1. Click New > New Jurisdiction on the button bar.
     2. Select options for the new jurisdiction.

     Component	Description
     Jurisdiction	Enter the name of the jurisdiction.
     Certification date	Select the date of the CPA certification.
     Certificate number	Enter the CPA certification number for the jurisdiction.
     Renewal date	Select the renewal date for the jurisdiction's certification.
     Reporting date	Select the CPE reporting date.
     Reporting period	Select the CPE renewal frequency, which can be none, annual, biennial, or triennial.
     CPE Hours Required	Enter number of CPE hours required for certificate renewals.
     Qualify for Yellow Book	Select this check box if the staff qualifies for Yellow Book credit.
     CPA exam	Select the sections of the CPA exam that the staff has passed.
     Notes	Enter any additional information.

     3. Click Save & New to create a new jurisdiction or Save & Close to exit the window.
   • Add a CPE course credit.
     1. Click New > New CPE course credit on the button bar.
     2. Enter the information about the CPE course credit.

     Component	Description
     Start date	Enter the beginning date for the CPE course.
     End date	Enter the ending date for the CPE course.
     Cost	Enter the cost of the CPE course.
     Course title	Enter the name of the CPE course.
     Course description	Enter a description of the CPE course.
     Jurisdiction	Select the CPA certification jurisdiction that can accept these hours.
     CPE hours	Enter the number of hours CPE credit the staff received for completing the course.
     Category	Select the course category, which can be used for sorting and filtering purposes.
     Type	Select the type of course, such as college credit, computer, or conference.
     Location	Enter the location of the CPE course, such as city and state.
     Sponsor	Enter the name of the sponsor of the CPE course.
     Instructor	Enter the name of the instructor of the CPE course.
     Certificate of completion	Select if staff has documentation of course completion, such as a certificate of completion.
     Qualify for Yellow Book	Select to indicate if the staff qualifies for Yellow Book credit.
     Miscellaneous	Enter additional information for the CPE course credit.

     3. Click Save & New to add another course or Save & Close to exit the window.
   • Edit a CPA jurisdiction or course credit.
     1. Select a jurisdiction row, or expand a jurisdiction row and select a course beneath the jurisdiction.
     2. Click Open on the button bar.
     3. Update CPE certification information for the selected course or change information for a jurisdiction.
     4. Click Save & Close.
   • Delete a CPA jurisdiction or course credit.

     Warning: The deletion will be effective immediately. You will not be prompted to confirm the deletion. Deleting a jurisdiction also deletes any courses that are listed beneath that jurisdiction.

     1. Select a jurisdiction row, or expand a jurisdiction row and select a course beneath the jurisdiction.
     2. Click Delete.
4. Click Save.