Policies and Procedures

Registration

To attend any Illinois Tax School program or seminar, participants must be registered.

Registration may be done three ways: Online, Fax or by Mail.

Due to the high volume of registrations, we regret that we are unable to accept registrations by phone. Customer information is used solely by the University of Illinois Tax School and is not sold or given to any third parties.

Each registrant needs to complete a form. For firms with multiple registrants, each registration will need a separate form. Payment may be made for multiple registrants with one check or on one credit card.

  1. Online Registration Instructions:
    Online registrations must be paid with a credit card. The transactions are encrypted for your security. For more information about online registration, see our FAQ page.
  2. Fax Registration Instructions:
    Printed registration forms may be faxed to the Tax School Office. Faxed registrations must be paid with a credit card. Fax the registration form to: (217) 244-5933. (Mailing forms that have also been faxed may result in duplicate credit card charges and registration.)
  3. Mail Registration Instructions:
    Printed registration forms may be mailed to the Tax School Office. Mailed registrations must be paid with a credit card, check, or money order. Checks must be payable to University of Illinois. Mail the registration form and check or money order to:

    University of Illinois Tax School
    412 Mumford Hall, MC-710
    1301 West Gregory Drive
    Urbana, IL 61801

Checks returned due to insufficient funds are assessed a $60 fee.

Registration forms faxed or postmarked after the early registration deadline with incomplete payment will be processed only when the full registration fee is received.

Security of Participant Information

Only Tax School office staff have access to participant registration forms. Upon receipt, registration forms are placed in a locked cabinet in the Tax School office. Information contained on registration forms is used to immediately process payment and placement of participants in seminar sessions. No credit card information is ever electronically stored on Tax School computers. Once seminars are finished, registration forms are shredded.

Placement in Seminars

Registrations are accepted on a first come, first served basis. Registration limits exist for each site based upon space availability. Once the registration limit is reached at a particular site, that seminar is designated as closed. Participants are encouraged to register early to help secure their desired locations. Participants may call the Tax School office at (217) 333-0502 to be placed on a waiting list for a closed location.

Confirmation of Registration
Confirmation notices indicating date and location of seminar will be sent via email or postal mail when the registration is received at least two weeks prior to the scheduled seminar. These notices may be brought to the seminar to avoid delays in the check-in process.

Fees and Deadlines

The registration and filing fees are identified for each seminar on printed brochures and seminar web pages. Registration deadlines are also identified. Deadlines refer to postmarked or faxed dates. The University of Illinois assesses a $60 fee for checks returned because of insufficient funds.

On-Site Registrations

Cancellations and Refunds

Cancellation/refund policies are different, depending on the type of seminar:

  1. Live Seminars. To qualify for a full refund, the Tax School Office must be notified before the early registration deadline or 4 weeks prior to the seminar, whichever is later. No full refunds are provided after that point. Partial refunds of 50% of the registration fee are available up to 10 business days prior to the seminar. Contact the Tax School Office at (217) 333-0502 for more information.

    Cancellations may also be handled with either a participant substitution or transfer to another location. In both cases, the Tax School Office must approve the change prior to the seminar date or admittance may be denied.

  2. Online Seminars/Webinars. To qualify for a refund, the Tax School Office must be notified at least 24 hours prior to the webinar start time. No refunds are provided after that point.

    UserID and testing information are emailed to participants several days prior to a webinar. It is the customer's responsibility to verify that their computer and Internet service are capable of supporting the webinar software prior to the refund deadline. It is also important for the customer to check with his or her IT support internally to avoid connection problems, e.g., firewall issues. The University of Illinois Tax School regrets that we are unable to extend refunds to customers who neglect to test their computers prior to the webinar start time, and who are consequently unable to log in.

  3. Self-Study. Because customers do not register for self-study credit until they submit their tests, no refunds can be extended to self-study participants. All self-study materials can be downloaded for free prior to the decision to submit their tests for a fee. Refunds for printed copies of self-study course materials are not permitted.

  4. Books. If you purchased a book from the Tax School (e.g. CCH Tax Master Tax Guide; Like-Kind Exchanges) and it was damaged during shipping or is otherwise defective, please contact the Tax School immediately at 217-333-0502 so a replacement book can be provided. The damaged book must be returned to U of I Tax School.

    If you purchased a book and would like to return it for any reason other than shipping damage or product defect, please note the following conditions and fees:

    1. You must contact the Tax School office within 10 business days of receipt of the book in order to request a refund.
    2. The book must be in new condition and must be unused and unopened –(no creases in the cover). Upon receipt of the book, if we find the book has been used, a refund will not be provided and your book will be returned to you.
    3. Once the Tax School receives the book, and if the above two conditions are met, a refund minus a $15 restocking fee will be issued using your original method of payment. Please allow 3-6 weeks for your refund to be processed.
    4. You are responsible for any shipping fees when returning a book to the Tax School.

Please submit all refund requests via phone, email, or fax. Do not submit requests for refunds via postal mail.

Phone: (217) 333-0502
Fax: (217) 244-5933
Email: taxschool@illinois.edu

Changing a Registration

The policies for changing a registration for a seminar (live and online/webinar) are as follows:

  1. The ability to change your registration is based on seat availability at the seminar location, and the Tax School has the right to approve or deny any requested change due to space constraints at any seminar location.
  2. Customers are allowed to change from one seminar to another at any time if done so more than 3 weeks prior to the start of the seminar, pending availability. Additional fees may apply.
  3. Within 3 weeks of the seminar, customers are allowed to change from one seminar to another, pending seat availability. Changes made within this time-frame are assessed a change fee of $50.
  4. Please call us at 217-333-0502 with any questions regarding changing your seminar registration.

Resolving Complaints

It is the policy of the University of Illinois Tax School Program to meet and exceed customer expectations. This is accomplished by providing excellent program quality and customer service. When service failures occur, customers may contact the Tax School Office to voice their concerns and request resolution. Tax School staff are contacted at 217-333-0502 or taxschool@illinois.edu.

Additional Information and Assistance

Contact us for additional information, assistance and problem resolution.

Modified: March 11, 2013