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Export CSV File of Your WSCPA CPE Transcript for License Renewal

December 13, 2024

by WSCPA

Reminding all members about a feature to help you easily upload your required CPE courses to the WBOA system during license renewal. For courses that you have taken from the WSCPA, or courses that you have uploaded to the WSCPA LCvista CPE Suite, you can download a .csv file which can be uploaded directly into the WBOA system.  

How to access your courses from WSCPA: 

  • Go to https://wscpa.lcvista.com. You will be prompted to login with your WSCPA username and password.  
  • Click the Compliance tab: 
  • Under the Washington tab, click “Download CPE Form” button and save the file to your computer.

Note: Your downloaded CPE form will not include ethics credits, as you will need to upload those separately on the WBOA tool.

If you have any questions with how to download your .csv transcript from the WSCPA LCvista CPE Suite, please contact us at memberservices@wscpa.org. 

How to upload your CPE documentation to WBOA system 

(from https://acb.wa.gov/sites/default/files/public/documents/CPE_Summary_Instructions.pdf):

  1. Access your online services.
  2. Select “Add CPE Summary” button in the upper right-hand corner.
  3. Select “Upload Files” from the pop-up box.
    a. Attach or drag and drop your .csv file.
    b. Click the "Done" button at the bottom right-hand corner of the box.
  4. Once the upload is complete, you will receive:
    a. A green box if your CPE upload was successfully uploaded. Your CPE will be populated into the CPE tracker.
    b. A red box if your CPE upload was not successfully uploaded. The box will describe the error.
  5. If you receive a red error message at the top of the screen, none of the CPE in your file will upload to the CPE tracker.
    a. The error message should indicate the issues, but at times they may be hard to navigate.
    b. You can also refer to Requirements chart (page 4) for help in finding what information in your .csv file is incorrect.
    c. File type error _ UTF-8 Error (BLOB) - If you receive this error, correct it by:
        i. Open your CPE Summary Template.
       ii. File > Save As.
      iii. Save as type: "CSV UTF-8 (Comma delimited)"
      iv. Select "Save"
  6. Once you have corrected the issues, attempt to upload the file again.
  7. Attach your certificates of completion.
    a. Select each course line item in the CPE table and upload the certificate of completion.
    b. If you have more than 10 CPE items, you will need to click “View All” to see all the items.

Find more tips and tricks from the WBOA at: https://acb.wa.gov/sites/default/files/public/documents/CPE_Summary_Instructions.pdf