Surgent will report IRS credits but only if your PTIN is associated with your account.
During the first nine months of the year, the IRS guidance is that providers must report program completion information quarterly at a minimum (by March 31, June 30, and September 30) or within 10 business days of the completion date when the completion date is within the last 10 business days of the quarter’s end. During the fourth quarter (October 1 –December 31), you must report program completion information within ten business days of delivery of each program.
AFTR course completion information can only be submitted with completion dates of June 1 through December 31.
Programs/courses must be completed by midnight local time of the student on December 31 to count for current calendar year credit.
Surgent makes every effort to exceed the IRS expectation and attempts to report credits every Friday. All credits earned the previous 7 days or credits where the PTIN has been added to a profile within the previous 7 days will be reported.
For instructions on how to add/update your PTIN, please click here.