The Tax School is sponsored by University of Illinois College of Agricultural, Consumer and Environmental Science, Department of Agricultural and Consumer Economics at Urbana-Champaign.
Individuals who need special accommodations should contact the Tax School Office at (217) 333-0502 at least two weeks prior to the event.
There is no dress code. Meeting room temperatures may vary so layered clothing is recommended for comfort.
In accordance with Illinois state law, smoking is not permitted in the meeting rooms.
University of Illinois Tax School is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
The Tax School has been approved as an IRS Continuing Education Provider. Tax preparers should always look for IRS approved providers when fulfilling their continuing education requirements.
Visit www.irs.gov/taxpros/ce for more information.
Every effort will be made to issue Certificates of Attendance in a timely manner. In most cases, certificates are emailed within 4 weeks of the seminar. For self-study courses, CPE certificates are emailed within 2-3 business days.
No. In order to maintain the integrity of the CPE process, cards are only accepted at the school location. There are no exceptions to this.
Participants who elect to purchase the seminar materials and NOT attend the seminar have not earned CPE credit.
There is no separate Insurance CPE Certificate. Hours for insurance professionals are reported directly to the Illinois Department of Insurance in accordance with their requirements. You may use the CPE certificate that was sent to you to verify attendance at the seminar.
No. The University of Illinois Tax School is no longer registered as a CPE provider with the Missouri Department of Insurance.
Due to additional fees the University of Illinois must pay to the IL Department of Insurance, the CFP Board of Standards, and the MCLE Board, an additional filing fee is charged to offset these expenses. Because these fees are associated with a small percentage of participants, it is appropriate to offset the expenses and charge individuals needing these credits a nominal filing fee. Please note: University of Illinois Tax School files individual student CPE to the IL Department of Insurance and the CFP Board of Standards. The MCLE Board requires general reporting from the University of Illinois Tax School; students should keep their MCLE certificate for their records in case of an audit from the MCLE Board.
Yes. If requested, the University of Illinois Tax School electronically submits credits directly to the IRS within 10 business days of the seminar. You will also receive a CPE certificate emailed to the address associated with your name. You do not need to submit anything to the IRS unless you are asked to verify your credit in an IRS audit.
The University of Illinois Tax School electronically submits credits directly to the IRS within 10 business days of the seminar, as long as you requested that we report your credits. The name that you use to register for a Tax School seminar MUST match the name that is on file with the IRS. There may have been a problem submitting your credits because your PTIN and name did not match with the IRS records. If the IRS has a PTIN name that is different from the name you used to register for the seminar, the credits cannot be recorded. For example, if your PTIN first name is Thomas, and your seminar registration first name is Tom, this would cause a problem with submission. If it has been longer than 10 business days since the seminar date, please call the Tax School Office at 217-333-0502 to determine the cause of the submission problem.
The IRS and the IL Department of Insurance do not recognize partial hours of credit. Consequently, Tax School must round partial credit hours down when submitting credits to these agencies.
Per CFP Board requirements, attendees requesting CFP credit must attend the seminar in its entirety to receive any credit for the seminar. Please contact the CFP Board directly if you have any questions regarding this CFP Board policy or if you wish to ask for a waiver of this policy. Please note: the ethics portion of instruction on Day 1 qualifies for CFP general CPE, not CFP "Ethics" CPE.
The early registration deadline date published on the Tax School website and in the printed brochures is the deadline for receiving a discounted registration.
The Tax School is not responsible for any online or fax machine technical errors nor postmark delays; there are no exceptions to this policy.
The charge appears as "UNIVERSITY OF ILLINOIS", "U OF IL WB PAYMENTS", or "ONLINE, URBANA, IL 217-244-9384" on your credit card billing statement.
Complete a paper copy of the registration form, then either fax it to (217) 244-5933 or mail it to the Tax School Office. Please do not mail a registration which has also been faxed because this could result in a duplicate charge to your credit card.
Yes. In order to prevent delays in processing your registrations and getting placement in the locations of choice, a separate registration form needs to be completed for each participant whether registering on the website or using the printed registration form in the brochure (photocopies are welcomed).
For the 2-day Fall Tax School, each person can register for the seminar day or days that best meet their needs. For 2-day in-depth seminars, splitting a registration is not allowed. All attendees must be fully registered; "observers" who have not registered are not permitted.
Based upon participant feedback regarding certain facilities, and/or scheduling conflicts, the Tax School has selected other facilities and locations.
Please call the Tax School office at 217-333-0502 or use our contact form to determine whether it is possible to change your seminar location. Every effort will be made to accommodate changes.
There is no fee charged when you need to change locations within a seminar. If you are switching to a different seminar or registration package, additional fees may be incurred.
A printed workbook for all seminars is obtained at the seminar location. Please arrive early to pick up your materials.
You can pick up your materials at the seminar by checking in with the Workshop Leader.
Please contact the Tax School Office at (217) 333-0502 or email a request to have your registration changed to "Materials Only." Your materials will be shipped to you after the conclusion of the Fall Tax School season. Usually materials are shipped by the second week of January.
Webinars are seminars held via the Internet. Usually webinars are 1–3 hour sessions on a specific topic. During a webinar, you will see a screen of content on your computer and hear a presenter through your computer speakers. Webinars are interactive in that they allow participants to ask questions through a live chat feature (sort of like texting or instant messaging).
In order to have the best webinar experience, your computer should be connected to the Internet with a high-speed connection (DSL, cable modem, FIOS). Dial-up service is too slow for webinar purposes and will not provide a good experience for you. You should be using a desktop or laptop computer. Note: The webinar platform we use currently requires Java to be installed, so Apple and Android devices should not be used.
CPE certificates are sent electronically to the email address that is on record with the U of I Tax School within 2-3 weeks of the webinar. If you are not sure your email is correct in our system, you may login to your Tax School account and check it. Or, you may contact the Tax School team for assistance at 217-333-0502 or TaxSchool@illinois.edu during regular business hours.
We do not rent or sell your personally identifying information to other companies or individuals. We may share information in any of the following limited circumstances:
We take appropriate security measures to protect against unauthorized access to or unauthorized alteration, disclosure or destruction of data.
We restrict access to your personally identifying information to employees who need to know that information in order to operate, develop or improve our services.
It's always good practice to NOT use the same password for multiple websites. Because some Internet websites are affected by this vulnerability, if you do use common passwords for multiple websites, please take the time to update and change your passwords appropriately, including changing the password you use for Tax School. Change Your Tax School password now
If you purchased a book from the U of I Tax School and it was damaged during shipping or is otherwise defective, please contact us immediately at 217-333-0502 so that we can provide you with a replacement book. The damaged book must be returned to U of I Tax School.
You might be able to cancel your book order if we have not yet processed your order for shipment. To find out if a cancellation is possible, please call us at 217-333-0502 during regular business hours.
If you purchased a book from us and would like to return it for any reason other than shipping damage or product defect, please note the following conditions and fees:
Last updated 6/25/2019 10:18:42 AM