WBOA Announces CPE Summary Upload Feature Is Live
December 20, 2022
by WSCPA
SUBMITTING YOUR REQUIRED CPE FOR LICENSE RENEWAL JUST GOT EASIER
The Washington State Board of Accountancy (WBOA) announced today that a CPE summary upload feature has gone live on the WBOA service dashboard via SecureAccess Washington (SAW). Any licensee can now upload CPE from a pre-formatted CSV file into the state’s CPE Tracker, which is mandatory for license renewal.
The WSCPA is currently modifying our online CPE transcript program so that any CPE you have taken through the WSCPA (and/or external courses you have added via the WSCPA LCVista CPE Suite) can be exported in the proper format and then uploaded directly to the WBOA’s system.
The WBOA released the CPE Tracker in 2021. An upload tool, like the one released today, was a part of the initial plan for the tracker when it was proposed. Unfortunately, due to time and technology constraints it was dropped from the initial release version.
“The WSCPA diligently shared our members’ struggles with the WBOA CPE Tracker at meetings with the WBOA and key staff. We are thankful that the State Board continued to work through the many technical challenges in order to make this tool a reality,” said Kimberly Scott, President and CEO of the WSCPA. “This feature has been front of mind when we receive calls from members who are going through the renewal process and we are excited the feature will be made available immediately for all licensees to use when verifying their CPE.”
For those individuals who track their own CPE in Excel from a number of sources, the CSV format file is available here or through the WBOA CPE Tracker interface and can be used normally through Excel. The WBOA’s instructions for use of the CSV template, plus tips and tricks, can be found here.
This article appears in the winter 2023 issue of the Washington CPA magazine. Read more here.