The Accountancy Continuing Professional Education Reporting Form is the District of Columbia Board of Accountancy form on which a licensee reports continuing professional education (CPE) credits for a licensing cycle. It is published by the DC Department of Licensing and Consumer Protection (DLCP). You enter your name, license number and CPE years, total your credits by category and list every course on pages 2 and 3. On this page you can fill out the form online on FillingPDF and download or print the completed PDF; the original PDF is published by DLCP at dlcp.dc.gov.
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What is Accountancy Continuing Professional Education Reporting Form – Washington, DC?
The Continuing Professional Education Reporting Form is the District of Columbia Board of Accountancy form on which a licensee lists the continuing professional education (CPE) credits earned in a licensing cycle, totals them by category and affirms the hours completed.
Page 1 collects your full name, license number and CPE years (the form's example is 01/01/2021 – 06/30/2022). It then totals credit by category: live group program, correspondence or online individual study, discussion leader, instructor or speaker, committee, dinner, luncheon or firm meetings, published article or book, nano-learning, blended learning, ethics and other topics. The form prints a definition and credit rule for several categories, and a conversion note: 1 semester hour = 15 CPE hours and 1 quarter hour = 10 CPE hours.
Pages 2 and 3 are the course log. For all credits claimed, each course is listed with its sponsor, course title, delivery method, CPE code, completion date, credit hours and NAS credits (DC BOA only). The form ends with an affirmation under 17 D.C.M.R. §§2530.1 and 2530.8 and a signature and date.
The form says credit is acceptable if the program meets the requirements of Section 2531 of the DC Municipal Accounting Regulations.
Who needs to file Accountancy Continuing Professional Education Reporting Form – Washington, DC?
Individuals who hold a license from the District of Columbia Board of Accountancy and need to report CPE for a two-year licensing cycle use this form. The form asks for your license number and ends with an affirmation that you completed no fewer than 80 hours of acceptable continuing professional education, including no fewer than four hours of Professional Ethics instruction, during the previous two-year licensing cycle.
You also use it if you claim credit as a discussion leader, instructor or speaker, for committee, dinner, luncheon or firm meetings, for a published article or book, for nano-learning or for blended learning, because each of those categories has its own rules and limits printed on the form.
The form prints no rule about who may sign for a licensee, and the affirmation is signed by the person reporting the credits. For questions about whether you must report, the form lists the DLCP Helpline at (202) 671-4500 and dlcp.dc.gov.
When to file Accountancy Continuing Professional Education Reporting Form – Washington, DC
You complete the form at the end of a two-year licensing cycle, because the affirmation covers the hours completed during the previous two-year licensing cycle. Enter the cycle's start and end dates under CPE years. Only courses completed within the reporting period may be claimed for correspondence or online study.
The form prints no separate due date. Confirm any reporting deadline with DLCP through the Helpline at (202) 671-4500 or at dlcp.dc.gov.
After you report, keep your records. The form states that your CPE credits are subject to audit for 3 years and that you should retain the documentation that verifies the credits you reported.
Documents you need
- Evidence of satisfactory completion of the course from the Program Sponsor, for correspondence or online individual study credit; the form says it must be obtained from the sponsor.
- Documentation that verifies each CPE credit you report, kept for your records, since credits are subject to audit for 3 years.
How to fill out Accountancy Continuing Professional Education Reporting Form – Washington, DC
Enter your name and license number
Write your full name as Last, First, Middle and your license number at the top of page 1.
Enter your CPE years
Under CPE YEARS, write the start and end dates of the reporting period in MM/DD/YYYY format, following the example 01/01/2021 – 06/30/2022.
Check the credit category rules
Read the printed definitions before totaling hours. Correspondence and online study follow the sponsor's recommended credits, discussion leader credit is one hour per 50 minutes plus preparation, and blended learning starts at one credit then half-credit increments.
Total hours for each category
Enter hours for each category you used: live group program, correspondence or online individual study, discussion leader, instructor or speaker, committee, dinner, luncheon or firm meetings, published article or book, nano-learning, blended learning, ethics and other topics. Stay within the printed maximums.
Convert semester or quarter hours
If your courses were measured in academic hours, apply the printed conversion: 1 semester hour = 15 CPE hours and 1 quarter hour = 10 CPE hours.
List each course on pages 2 and 3
For every credit claimed, enter the sponsor, course title and delivery method. Use the sponsor name that conducted the program or published the article.
Add CPE code, date and hours
Enter the CPE code (such as AA, BL, CS, E, T, M, NT, ETHICS, IT or SK), the completion date as MM/DD/YYYY and the credit hours. Use NT for acceptable non-technical courses.
Enter NAS and approved credits
Complete the NAS Credits column (DC BOA only) where it applies, and the CPE Approved column as the form provides.
Add up your totals
Fill in Total CPE Credits and Total Approved CPE Credits from your course log and check that they match the category totals on page 1.
Review, sign and download the PDF
Check that the totals support the affirmation of at least 80 hours, including at least four hours of Professional Ethics. Sign and date, then download or print the completed PDF from FillingPDF and keep your course documentation.
How to submit Accountancy Continuing Professional Education Reporting Form – Washington, DC
The form prints no mailing address, portal, email address or in-person office for returning it. The only contact details on it are those of the DC Department of Licensing and Consumer Protection: the Helpline at (202) 671-4500 and the website dlcp.dc.gov.
Before you submit, make sure that:
- the license number and CPE years are entered on page 1;
- pages 2 and 3 list every course for which credit is claimed;
- the totals are filled in;
- the affirmation is signed and dated.
Ask DLCP, through the Helpline or its website, which channel the Board of Accountancy currently uses to receive the form. Keep the supporting documentation for each course yourself, since credits are subject to audit for 3 years. FillingPDF lets you fill out and download the PDF; submission follows the agency's channels.
Common mistakes to avoid
- Claiming credit for correspondence or online study completed outside the reporting period; only courses completed within it may be claimed.
- Claiming credit again for a repeated presentation as a discussion leader, instructor or speaker; the form allows no credit for repeats.
- Exceeding a category cap: 40 hours for discussion leader, instructor or speaker, 20 hours for committee, dinner, luncheon or firm meetings, or 20 hours for published articles or books.
- Leaving pages 2 and 3 blank or partial when credits are claimed; the form requires course details for all credits claimed.
- Entering dates in another format instead of MM/DD/YYYY under Dates Attended.
- Claiming blended learning of less than one credit initially; the first credit must be earned before half-credit increments count.
- Counting a single nano-learning program as a full credit; the form gives one fifth of a credit per program.
- Signing the affirmation with fewer than 80 hours total or fewer than four hours of Professional Ethics instruction.
- Not keeping course documentation, when credits are subject to audit for 3 years.
Frequently asked questions
What is the DC Board of Accountancy CPE reporting form?
It is the Continuing Professional Education Reporting Form of the District of Columbia Board of Accountancy, published by DLCP. You use it to list CPE credits by category and by course, total them, and affirm the hours completed in the previous two-year licensing cycle.
How many CPE hours does the DC affirmation require?
The affirmation says no fewer than 80 hours of acceptable continuing professional education, including no fewer than four hours of Professional Ethics instruction, during the previous two-year licensing cycle, citing 17 D.C.M.R. §§2530.1 and 2530.8.
How long do I have to keep my CPE records?
Keep them for at least 3 years. The form states that your CPE credits are subject to audit for 3 years and that you should retain the documentation that verifies the credits you reported.
What is the maximum credit for speakers, meetings and published articles?
Discussion leader, instructor or speaker credit is capped at 40 hours per biennium, or 50% of total hours. Committee, dinner, luncheon or firm meetings and published articles or books are each capped at 20 hours, or 25% of total hours.
How do semester and quarter hours convert to CPE hours?
The form prints the conversion: 1 semester hour equals 15 CPE hours, and 1 quarter hour equals 10 CPE hours. Use it when a school reports credit in academic hours.
How much credit does nano-learning or blended learning earn?
A single nano-learning program earns one fifth of a credit. Blended learning needs a minimum of one credit earned initially; after that, credits are earned in one-half increments.
Where do I send the completed CPE reporting form?
The form prints no address or portal. It lists only the DLCP Helpline, (202) 671-4500, and dlcp.dc.gov, so ask DLCP which channel the Board of Accountancy uses to receive the form.
Can I fill out the DC CPE reporting form online on FillingPDF?
Yes. You can fill out the fillable PDF online on FillingPDF and download or print it. FillingPDF is an independent service and does not submit the form to DLCP or the Board of Accountancy; you submit it through the agency's channels.
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