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Oct 12, 2015

The Top Five Things You’ll Need When Renewing Your CPA License

By Francesca Zampaglione, CPA, former PICPA Vice President, Professional Education


Greetings, my fellow CPAs! For those of you who are ready to renew your license, the Pennsylvania State Board of Accountancy is ready for you. Here is a quick list of things to have on hand as you prepare for the process of remaining an active CPA:

  1. Your registration code

    This code can be found on the business size or wallet version of your license. This will be needed to log into the system, which is here: https://www.mylicense.state.pa.us/PersonSearchResults.aspx?process=APP

    On this page, you will be asked for your last name and your registration code. 

    last-name-registration-code

  2. Your ID and password

    Once you’ve entered your name and registration code, the system will take you to a screen to create and confirm a password for your account. If you have the password that you created on your previous visit to the site, you can use the same one; you won’t need to create a new password.

    login-screen-id-password

    Once you’ve completed this section, you will be asked for your ID, which is your last name and your password, and then will be directed to the License Home Page. This is where you will continue with the process.

  3. Your credits

    Once you have successfully logged in, you will be provided with an online renewal checklist that highlights reporting your continuing professional education. This is summarized at the top left corner of the page, where you’ll see the following listed under Renewal Checklist:

    “Demographics,” “License Address,” “Questions,” “Finish.”

  4. “Complete” your forms

    Each item listed under the Renewal Checklist requires action by you.

    landing-page

    The first box is “Demographics.” This will bring you to a page with information that is familiar to you. To successfully move to the next section, however, you must click on “complete.” Once you “complete” the Demographics section, the box will be checked and you will need to do the same for the License Address section.

    If you do not “complete” each of these two sections, the system will not stop you from filling out the “Questions” form, but it will give you an error message that you have not completed the questions. You will know that you have successfully completed the sections as the boxes will have been checked. The system does not allow you to manually check these boxes. This must be done by clicking on “complete” in each section.

    Once each section – Demographics, License Address, and Questions (this is the official renewal form, by the way) is “checked,” you can submit your form. Here you will be asked for payment.

  5. Your credit card for the $100 fee
    The system accepts all major cards, and the fee is the same as last renewal period. You will see a confirmation page, and you should print the receipt page for your records. The board makes it clear on this page that although the fee has been accepted, it does not indicate that your license renewal/application has been issued successfully. You should expect your new license in the mail. The sooner you do this, the sooner you will receive your new license.

Hopefully, you find the process as simple as I did, even if you haven’t completed your CPE yet. If you haven’t, the PICPA has ample opportunity for you to do so.


Download PICPA's printable guide to renewing your license, a helpful tool for any CPA's desk.

6 comments

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  • Stephen Campellone | Nov 21, 2015
    I agree. the prior website was more streamlined, user-friendly and easier to navigate.
  • Mike Colgan | Nov 02, 2015
    Linda - If you are retiring, you have the option of placing your license to practice on inactive status. Inactive status means that you do not have to complete the CPE or peer review requirements for license renewal but your license remains in good standing with the State Board if you would wish to reactivate at some point in the future. To place your license on Inactive status, simply request to the State Board in writing to do so based on the fact that you are no longer practicing public accounting. Board address is P.O. Box 2649, Harrisburg, PA 17105-2649. 
  • Maureen Renzi | Nov 02, 2015
    We understand that learning a new website design can be challenging. To help adjust to our new design, I encourage you to use our highly robust search feature which should help you quickly navigate the new site. If you have favorite pages, I encourage you to bookmark them. The site redesign was motivated by the growing trend of member access through phones and other mobile devices, which this new platform accommodates. Member testing and surveys helped us reorganize the information on our site, and once you spend some time with us, we’re confident you will find the information more easily accessible.
  • Stanley Schreffler | Oct 29, 2015
    I do not like the new website- it is too spread-out. The old website was more compact and quicker to use
  • Al Marazas | Oct 28, 2015
    I do not like the new website- it is too spread-out. The old website was more compact and quicker to use.
  • Linda Lackpour PICPA member | Oct 28, 2015

    Where can I find out how to retire a CPA license if I retire sometime during the next two years?

    I have looked through the PA regulations and Googled the question but cannot find the answer.

    Thank you

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