Accountant CPE Credits Tracking Form

Track Your CPE Credits and Stay Compliant with IRS Requirements

Maintaining CPE (Continuing Professional Education) credits is essential for accountants, CPAs, and IRS enrolled agents to maintain their professional credentials and stay compliant with state and federal requirements. This CPE Credits Tracking Form helps accounting professionals systematically record, categorize, and monitor their professional development activities throughout the year.

Why Use This CPE Tracking Form?

Rather than juggling spreadsheets, certificates, and manual calculations, this form template provides a centralized system for logging all your continuing education activities. Whether you're tracking credits for CPA license renewal, IRS enrolled agent status, or state-specific requirements, this form captures the essential details you need for compliance reporting.

The form includes built-in subject area categorization aligned with IRS requirements (accounting, auditing, taxation, ethics, and business law), automatic credit calculations, and fields for certificate documentation. You can track in-person seminars, webinars, self-study courses, and university classes—all in one place.

Perfect for Accounting Professionals and Firms

This template is designed for:

• CPAs maintaining state licensure requirements
• IRS Enrolled Agents tracking annual CPE obligations
• Accounting firms managing CPE compliance for multiple staff members
• Tax professionals documenting credits for PTIN renewal
• Financial advisors with accounting credentials requiring ongoing education

Streamline Compliance with Paperform and Stepper

Built on Paperform's flexible platform, this form can be customized to match your firm's branding and specific state requirements. Connect it to your practice management software, send submission data to Google Sheets or Airtable for long-term tracking, and set up automatic email confirmations with credit summaries.

Take it further with Stepper (stepper.io) to automate your entire CPE compliance workflow. When credits are submitted, automatically update your internal CPE tracking database, send reminders when credits are approaching expiration, trigger notifications when annual requirements are met, and generate compliance reports without manual data entry. You can even set up approval workflows for firm administrators to review and validate submitted credits.

With Paperform's calculation fields and conditional logic, the form can display running totals, flag when minimum requirements are met, and adapt to different credential types—making CPE tracking simple and accurate for busy accounting professionals.