Policies and Procedures - University of Illinois Tax School
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Policies and Procedures


To attend any Illinois Tax School program or seminar, participants must be registered.

Unless otherwise noted, registration may be completed three ways: Online, Fax or by Mail.

  1. Online Registration Instructions:
    In order to register online, each registrant must have their own Tax School account, and in order to create that account, a unique email address is required. Online registrations must be paid with a credit card. The transactions are encrypted for security. For more information about online registration, see our FAQ page.

  2. Fax Registration Instructions:
    Printed registration forms may be faxed to the Tax School Office. Faxed registrations must be paid with a credit card. Fax the registration form to: (217) 244-5933. (Mailing forms that have also been faxed may result in duplicate credit card charges and registration.)

  3. Mail Registration Instructions:
    Printed registration forms may be mailed to the Tax School Office. Mailed registrations must be paid with a credit card, check, or money order. Checks must be payable to University of Illinois. Mail the registration form and check or money order to:

    University of Illinois Tax School
    412 Mumford Hall, MC-710
    1301 West Gregory Drive
    Urbana, IL 61801

For mailed or faxed registrations, each registrant needs to complete a form. For firms with multiple registrants, each registration needs a separate form. Payment may be made for multiple registrants with one check or with one credit card payment.

Checks returned due to insufficient funds are assessed a $60 fee.

Registration forms faxed or postmarked after the early registration deadline with incomplete payment will be processed only when the full registration fee is received.

Security of Participant Information

Customer information is used solely by the University of Illinois Tax School and is not sold or given to any third parties.

Only Tax School office staff have access to participant registration forms. Upon receipt, registration forms are placed in a locked cabinet in the Tax School office. Information contained on registration forms is used to immediately process payment and placement of participants in seminar sessions. No credit card information is ever electronically stored on Tax School computers. Once seminars are finished, registration forms are shredded.

Placement in Seminars

Registrations are accepted on a first-come, first-served basis. Registration limits exist for each site based upon space availability. Once the registration limit is reached at a particular site, that seminar is designated as closed. Participants are encouraged to register early to help secure their desired locations or dates. Participants may call the Tax School office at (217) 333-0502 to be placed on a waiting list for a closed location.

Confirmation of Registration
Registrants receive a confirmation email once the registration is completed.

Fees and Deadlines

The registration and filing fees are identified for each seminar on printed brochures and seminar web pages. Registration deadlines are also identified. Deadlines refer to postmarked or faxed dates. The University of Illinois assesses a $60 fee for checks returned because of insufficient funds.

On-Site "Walk-In" Registrations (Not Applicable for 2020)

  • Walk-in registrations are accepted at seminar locations if space is available.
  • Space for walk-in registrations cannot be guaranteed. Many locations fill to capacity and close.
  • If space is available, walk-in participants may pay at the door by cash, check, or credit card.
  • Walk-in participants should arrive early in order to complete the registration process and obtain their materials prior to the seminar start time.
  • No discounts are available at the door.

Cancellations and Refunds

Cancellation/refund policies are different, depending on the type of seminar:

  1. Live Seminars (Not Applicable for 2020). To qualify for a full refund, a registrant must notify the Tax School Office at least 10 business days prior to the seminar. No full refunds are provided after that point. Between 10 business days and one business day before the seminar, there is a choice of the following options:

    1. A coupon equal to 100% of the registration amount to be used for later Tax School seminars. The coupon expires on December 31 of the year following the year the coupon was issued. The coupon can be used for a single transaction only. If the seminar costs MORE than the coupon amount, the registrant is responsible for paying the difference. If the seminar costs LESS than the coupon amount, no refund is provided for the difference, however the coupon can be applied to multiple seminars, webinars, or self-study courses purchased in the same transaction. All coupons MUST be redeemed online. They cannot be used for mailed or faxed registrations. Coupons are not transferrable.

    2. A refund of 50% of the registration amount, via the same method that was originally used to pay for the seminar.

    No coupons or refunds are provided for cancellations the day of the seminar or after the seminar is finished.

    Cancellations may also be handled with either a participant substitution or by transferring the registration to another location of the same seminar. In both cases, the Tax School Office must approve the change prior to the seminar date or admittance may be denied due to space limitations. Contact the Tax School Office at (217) 333-0502 for more information.

  2. Live online seminars and webinars. To qualify for a refund, the Tax School Office must be notified at least 24 hours prior to the online seminar or webinar start time. No refunds are provided after that point.

    UserID and testing information are emailed to participants several days prior to a webinar. It is the customer's responsibility to verify that their computer and Internet service are capable of supporting the webinar software prior to the refund deadline. It is also important for the customer to check with their IT support internally to avoid connection problems, e.g., firewall issues. The University of Illinois Tax School regrets that we are unable to extend refunds to customers who neglect to test their computers prior to the webinar start time, and who are consequently unable to log in.

    If an online seminar includes a printed book shipped to participants, the book will be shipped via UPS prior to the 24-hour cancellation window. If a participant wishes to cancel their online seminar after receipt of the shipped book and prior to the 24-hour cutoff, participant must call Tax School at 217-333-0502 to notify of refund request. Tax School will cancel the participant's seat in the online seminar or webinar, and the participant must ship the book(s) back to Tax School at their own expense. The book will be inspected and must be in new condition in order to qualify for a refund. Upon receipt of book in as-new condition, Tax School will process a full refund.

    Cancellations may also be handled with either a participant substitution or by transferring the registration to another session of the same online seminar or webinar. In both cases, the Tax School Office must approve the change prior to the online seminar date or admittance may be denied due to session capacity limitations or shipping constraints (if registration includes shipment of a workbook). Contact the Tax School Office at (217) 333-0502 for more information.

  3. Self-study courses and webinar video replays. No refunds are offered for self-study courses or webinar video replays.

  4. Books. If a purchased book was damaged during shipping or is otherwise defective, please contact the Tax School immediately at 217-333-0502 so a replacement book can be provided. The damaged book must be returned to U of I Tax School.

    To return a book for any reason other than shipping damage or product defect, please note the following conditions and fees:

    1. Contact the Tax School office within 10 business days of receipt of the book in order to request a refund.
    2. The book must be in new condition and must be unused and unopened –(no creases in the cover). Upon receipt of the book, if we find the book has been used, a refund will not be provided and the book will be returned.
    3. Once the Tax School receives the book, and if the above two conditions are met, a refund minus a $15 restocking fee will be issued using the original method of payment. Please allow 3-6 weeks for the refund to be processed.
    4. All shipping fees when returning a book to the Tax School are the responsibility of the customer.

Please submit all refund requests via phone, email, or fax during regular business hours. Do not submit requests for refunds via postal mail.

Phone: (217) 333-0502
Fax: (217) 244-5933
Email: taxschool@illinois.edu

Changing a Registration

The policies for changing a registration for a seminar (live and online/webinar) are as follows:

  1. The ability to change a registration is based on seat availability at the seminar location, and the Tax School has the right to approve or deny any requested change due to space constraints at any seminar location.
  2. Customers are allowed to change from one seminar location or date to another pending seat availability. Additional fees may apply depending upon differences in registration fees. No partial refunds are provided when switching to a less expensive seminar.
  3. Please call us at 217-333-0502 with any questions regarding changing a seminar registration.

Resolving Complaints

It is the policy of the University of Illinois Tax School Program to meet and exceed customer expectations. This is accomplished by providing excellent program quality and customer service. When service failures occur, customers may contact the Tax School Office to voice their concerns and request resolution. Tax School staff can be contacted at 217-333-0502 or taxschool@illinois.edu during regular business hours.

Additional Information and Assistance

Contact us for additional information, assistance and problem resolution.

Last updated 7/6/2020 7:57:49 AM