Tax-Exempt Customers

• Tax Exempt Customers

  Frequently Asked Questions for Tax-Exempt Customers Q1: What qualifies a customer for tax exemption? A1: Customers may qualify for tax exemption if they represent an organization that has been granted a tax-exempt status by the state in which they are located. This includes, but is not limited to, certain non-profit organizations, educational institutions, and government entities. Being a non-profit does not automatically exempt you from sales tax; it is the state's decision to grantFew readers

Client Letter

• Does Western CPE provide a sample letter for communicating with clients about Beneficial Ownership Information (BOI) requirements?

  Looking for guidance on communicating Beneficial Ownership Information (BOI) requirements to your clients? This article provides a sample letter available in Western CPE's 2023 Federal Tax Update manual (page 9-46). Learn how to set clear expectations, emphasizing your role in guiding clients through the BOI process without taking on the responsibility for completion. Ensure compliance while maintaining strong client relationships with this helpful resource.Featured

• Is there a client letter for the death of a spouse and if so, where is it located?

  Yes. The client letter regarding the death of a spouse can be found in the Federal Tax Update Individual manual on page 4-50.Few readers

Search Filter

• Do you have a search filter?

  We do! On the left hand side of the screen when you are looking at courses.Few readers

• What can loyalty points be used for?

  Loyalty points can only be used to redeem a conference because they are only earned by attending conferences. 4 loyalty points is good for one free 5 day conference. In the even that a customer can't or doesn't want to attend all 5 days, 6 CPE credits per day will be given in place of the missed days. Loyalty points cannot be redeemed for live events aside from conferences (seminars, New Money Summit). Since conferences are our most expensive product, we do not allow loyalty point redeSome readers

• How do I request a refund?

  Cancellation Policies and Options General Policy In the unfortunate event you need to cancel a course, you can leave the amount paid as store credit on your account and apply it to future purchases. Store credits incur no fees and never expire. Resort Conferences & Live Events If a customer is unable to attend the live event for which he/she has registered, or in the unfortunate event a conference must be cancelled, Western CPE offers the following options with no fees: Transfer aFew readers

• Will I receive bonus credits for attending a Federal Tax Update seminar?

  No. Since Federal Tax Update seminars are priced much lower than our conferences, bonus credits are not included in the price of a Federal Tax Update seminar.Few readers

• I entered the wrong shipping address at check out. What do I do?

  Contact Customer Experience to correct the address within 24 hours.Few readers