"Firm Registration: First Time or Annual Renewal" - Idaho

Firm Registration: First Time or Annual Renewal is a legal document that was released by the Idaho State Board of Accountancy - a government authority operating within Idaho.

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  • Released on September 1, 2021;
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Division of Occupational
Board of Accountancy
and Professional Licenses
PO Box 83720
11351 W Chinden Bldg #6
Boise ID 83720-0002
Boise, ID 83714
(208) 334-2490
208-334-3233
E-Mail: isba@isba.idaho.gov
Website: dopl.idaho.gov
Website: isba.idaho.gov
FIRM REGISTRATION
The person designated to coordinate firm registration and Peer Review for the firm should complete one form for the entire firm.
It is each licensee’s responsibility to make sure they are listed on the firm’s registration form.
The designated person should complete and sign the registration form (attaching Peer Review documents and the registration fee
as appropriate) and submit to the Board office on or before September 30th annually.
FEES: The fee for annual firm registration is $20 per firm plus $5 for each licensee in the firm, up to a maximum of $200 per firm.
NOTE: Only firms offering or performing attest services register and pay the fee.
REQUIRED DOCUMENTS: If your Firm had a Peer Review in the past year, copies of the Peer Review Report Letter; Letter of Com-
ments and Letter of Response (if any); Conditional Acceptance Letter (if any)*; and Final Acceptance Letter must be sent to the
ISBA board office. *If your firm received a Conditional Acceptance letter, submit it with the form. You must provide a copy of the
Final Acceptance letter to the ISBA board office within 30 days of receipt. NOTE: The administering organization does NOT provide
peer review results or documents to the Board.
NOTE:
Failure to file the Firm Registration form by September 30th annually will result in a $100 fine per licensee.
Failure to enroll and undergo a Peer Review when required will result in a $100 per licensee penalty for each act of non-
compliance in addition to administrative penalties.
CPA/LPA Licenses will not be renewed if Firm Registration requirements are not met.
For further questions please call the Board office. 208-334-2490
Revised 9/2021
Division of Occupational
Board of Accountancy
and Professional Licenses
PO Box 83720
11351 W Chinden Bldg #6
Boise ID 83720-0002
Boise, ID 83714
(208) 334-2490
208-334-3233
E-Mail: isba@isba.idaho.gov
Website: dopl.idaho.gov
Website: isba.idaho.gov
FIRM REGISTRATION
The person designated to coordinate firm registration and Peer Review for the firm should complete one form for the entire firm.
It is each licensee’s responsibility to make sure they are listed on the firm’s registration form.
The designated person should complete and sign the registration form (attaching Peer Review documents and the registration fee
as appropriate) and submit to the Board office on or before September 30th annually.
FEES: The fee for annual firm registration is $20 per firm plus $5 for each licensee in the firm, up to a maximum of $200 per firm.
NOTE: Only firms offering or performing attest services register and pay the fee.
REQUIRED DOCUMENTS: If your Firm had a Peer Review in the past year, copies of the Peer Review Report Letter; Letter of Com-
ments and Letter of Response (if any); Conditional Acceptance Letter (if any)*; and Final Acceptance Letter must be sent to the
ISBA board office. *If your firm received a Conditional Acceptance letter, submit it with the form. You must provide a copy of the
Final Acceptance letter to the ISBA board office within 30 days of receipt. NOTE: The administering organization does NOT provide
peer review results or documents to the Board.
NOTE:
Failure to file the Firm Registration form by September 30th annually will result in a $100 fine per licensee.
Failure to enroll and undergo a Peer Review when required will result in a $100 per licensee penalty for each act of non-
compliance in addition to administrative penalties.
CPA/LPA Licenses will not be renewed if Firm Registration requirements are not met.
For further questions please call the Board office. 208-334-2490
Revised 9/2021
For Office Use Only
Division of Occupational
Board of Accountancy
and Professional Licenses
PO Box 83720
Batch
_________________
11351 W Chinden Bldg #6
Boise ID 83720-0002
Boise, ID 83714
(208) 334-2490
Sequence #
_________________
208-334-3233
E-Mail: isba@isba.idaho.gov
Website: dopl.idaho.gov
Website: isba.idaho.gov
Date
_________________
Check #
_________________
FIRM REGISTRATION: First time or annual renewal
Amount
_________________
Firm # _______________
Firm Name _______________________________________________________________________________
(Main branch - attach a list of additional sites if any.)
EIN# _____________________
Circle one: Sole Proprietorship Corporation Partnership PLLC LLC Other
Address: _________________________________________________________________________________
City, State, Zip: _______________________________________________Phone: _______________________
Main Contact Phone: _____________________________Email: _____________________________________
PUBLIC ACCOUNTING SERVICES PERFORMED IN IDAHO OR FOR IDAHO CLIENTS:
Attest Services Provided: ______Audits _______Compilations ________Reviews
Non-Attest Services Provided: _____Taxes _______Financial Statements w/o reports
If your Firm changed the scope of services performed in the last 12 months, please explain:
Started offering/performing attest work.
Date: ___________________
Stopped offering/performing attest work.
Date: ___________________
NOTE: Only Firms subject to Peer Review pay register and pay the Firm Registration Fee.
ADMINISTERING ORGANIZATION:
________ AICPA-CPCAF (Center for Public Company Audit Firms)
________ State CPA Society. Which state: ________________________________
PEER REVIEW DOCUMENTS:
If your firm completed a Peer Review in the past year, attach copies of the following
______ Peer Review Report dated
_____________________________
______ Letter of Comments, if any
Level of Review:
____ System _____ Engagement _____ Report
______Letter of Comments, if any
Results of Review: ____ Unmodified _____ Modified _____ Adverse
______ Conditional Acceptance Letter If follow up is required, date requirements must be completed: _____________________
______ Final Acceptance Letter (Send Final Acceptance Letter to ISBA within 30 days of receipt.)
If your firm has not yet undergone a Peer Review, please explain: _____________________________________________________
Revised 9/2021
LIST ALL IDAHO LICENSEES IN YOUR FIRM:
Attach additional sheets as necessary. If renewing your Firm, list licensees that joined in the past year, indicating their start date.
Licensee Name of Primary Partner/ Owner
License #
Start date, if new to Firm
Licensee Name
License #
Start date, if new to Firm
Licensee Name
License #
Start date, if new to Firm
Licensee Name
License #
Start date, if new to Firm
Licensee Name
License #
Start date, if new to Firm
FIRM REGISTRATION FEE:
The fee for annual firm registration is $20 per firm plus $5 for each licensee in the firm, up to a maximum of $200 per firm.
NOTE: Only Firms subject to Peer Review pay register and pay the Firm Registration Fee.
For renewals: failure to file the form by September 30th will result in a $100 per licensee penalty.
LIST ALL NON-LICENSEE OWNERS OF YOUR CPA/LPA FIRM, IF ANY: No fee
Name: ____________________________________________________
Name: ____________________________________________________
PLEASE SIGN BELOW AND SUBMIT WITH REGISTRATION FEE TO THE BOARD OFFICE
I declare that this information is true and correct, to the best of my ability. I understand that furnishing false information or failing
to disclose material information regarding Firm Registration and Peer Review program are grounds for disciplinary action against
the licensees of this firm.
Signature: __________________________________________________ Date: ________________________________
Licensee or Firm Representative
Revised 9/2021
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