CPE tracker Excel template for CPAs
Log every CPE course and see at a glance whether you meet your state's renewal rules, with California, New York, Texas, Florida and Pennsylvania already set up.
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What's inside
First page. 2 files, Word and Excel.
What CPE reporting involvesDocument in the pack
Total hours for the reporting periodState board rules
✓CPE tracker80 in 2 years, 120 in 3, or 40 a year
A minimum each year of the periodState board rules
✓CPE trackerYear by year from the period start date
Ethics hours within the ethics windowState board rules
✓CPE tracker4 hours every 2 or 3 years in the five states
Technical and accounting and auditing minimumsCalifornia, Florida
✓CPE tracker
Limits on non-technical hoursFlorida, Texas
✓CPE tracker20 behavioral hours in Florida, 60 in Texas
Carryover between periodsState board rules
✓CPE trackerNone in the five states set up
Certificates kept for each course
✓CPE trackerFlags courses without one
Who it's for
CPAs in the US who track their own CPE, and firms that track CPE for their staff.
Last checked
Checked against the California, New York, Texas, Florida and Pennsylvania board rules in November 2026.
