Reporting periods, or compliance periods, are the date ranges in which CPA's need to complete their CPE requirements. If you aren't sure what your reporting period dates should be, head to our CPE Requirements page here.
Starting A New Reporting Period On The CPE Credit Tracker
Once logged in, head to the "Tracker" icon located at the top of your screen.
If you have no existing reporting periods, simply click the button to Create a Reporting Period and enter your profession (CPE is most common), state, start and end dates for your reporting period, and license number. Adding in your license number is optional.
If you have an existing reporting period and need to start a new one, click the dropdown selector under Reporting Period and click Start New Reporting Period. You will need to enter the start and end dates of your new reporting period and click 'Save' to begin tracking.
Adding a new state to track is also easy. Simply click the dropdown selector at the top of the page and click 'Add New State'. Once you enter the required information and hit 'Save', your tracker will be updated!
Still have questions? Email us at email@example.com or give us a call at (866) 273-0717.