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Obtain your CPE Certificate issued in 2019 or earlier

Your certificates for Continuing Professional Education (CPE) credits earned from attending qualifying Thomson Reuters training courses or events are available on our website. For details about product learning and to register for classes, see the Professional Services page on our website.
note
You are not required to submit a CPE form to Thomson Reuters to receive your certificate.
To access a copy of your CPE certificate, complete the following steps:
important
If you attended a training on the Thomson Reuters Learning platform or attended Synergy 2020 or later, you can get a copy of your CPE certificate from the Thomson Reuters Learning Center.
  1. Log in to My Account. If you do not have an account on tax.tr.com, you'll need to create one.
  2. Select
    CPE Certificate
    .
  3. Select the date range for your courses from the drop-down list.
  4. To narrow your search to a specific course, enter the course title in the
    Program Name
     field (this is an optional field).
  5. Select Search to initiate your search, and then locate your course in the search results list.
  6. Select View or Download in the
    Certificate
     column to generate your certificate.
    • If you do not see the certificate you need:
      • Make sure you've chosen the correct dates for your training. Certificates are only available for credits earned up to three years prior to today's date.
      • Remove the name of the course to broaden your search.
      • If you still do not see your certificate, email our Customer Support Team for assistance.

Special information

  • Upon course completion, allow seven business days (30 for Synergy conference) for your CPE certificate to be available for download.
  • Thomson Reuters does not report earned CPE to the IRS on your behalf.
  • If your Thomson Reuters ID has administrative permissions, you're able to search for CPE certificates associated with any individual on your firm's contact list. Just mark the appropriate staff members listed in the
    Participant Field
    .
  • If your Thomson Reuters ID does not have administrative permissions, the
    Participant Field
     only displays your name.
Synergy information
  • Per NASBA standards, CPE credit is awarded based on minutes attended, which is tracked using data provided by your RFID name badge. If you arrived to a class late, left early, or left for any portion of the session, the number of minutes attended are reduced. If you have questions about the amount of CPE credit granted, email our Customer Support team for additional assistance.
  • If you did not have an RFID name badge, CPE credit is also awarded from manually signed paper attendance sheets. Note that CPE credit cannot be adjusted for classes where attendance wasn't captured.
  • Online certificates are not available for Synergy conferences held before Synergy 2017. Certificates and CPE information for conferences prior to 2017 are available through that year's conference app. To request a blank copy of a prior year's CPE form email our Customer Support team.
Internal use only

Reviewing training status

To review training records and CPE for all training sessions, use the following steps:
  1. Open the firm in EMS.
  2. Select Application > Training/Seminar > View Firm Enrollments and then select the year in which the training occurred.
  3. Classes are listed in alphabetical order by default, but you can filter by various options. Select the column header you'd like to use to filter the training sessions in.
  4. The class title is in the
    Course or Engagement
     column, and the
    First/Last Name
     and
    Session Date Time
     will clarify who was registered.
  5. The
    CPE Credit
     will confirm how much CPE credit was granted.
    On Demand and free classes are not eligible for CPE credit.
  6. The
    Status
     column will indicate several things: Tell me more!
    Status
    Definition
    Action to correct (if applicable)
    Attended
    Attended session
    • If correct CPE is given, no action is needed.
    • If no or incorrect CPE is given, ask the customer for the codes given during the training and send those to TR-Tax Pro CS Operations for their review. If the codes are correct they will update the CPE in EMS and the customer will be able to access their CPE Certificate for the session on the website.
    Absent
    User was not captured in the attendance sheet
    • If the customer says they attended, ask them for the codes given during the training, and send those to TR-Tax Pro CS Operations for their review. If the codes are correct they will update the CPE in EMS so the customer will be able to access their CPE Certificate for the session on the website.
    Confirmed
    User enrolled in session
    • If the training is scheduled for a later date, the customer has successfully enrolled in the session.
    • If the training has already occurred, it can take us up to 7 days to update attendance. If it's been longer than 7 days, review the information in EMS to be sure there is a CPE Number and a type of training. If this is shown in EMS, contact TR-Tax Pro CS Operations to ask them if they can add the CPE Certificate to the website for the customer's retrieval.

Emailing or Faxing CPE Certificates from EMS

To email a copy of the CPE Certificate from EMS:
  1. Open the firm in EMS.
  2. Select Application > Training/Seminar > View Firm Enrollments and then select the year in which the training occurred.
  3. Click on the desired training to highlight it, then right-click and select either E-mail CPE Certificate or Fax CPE Certificate.
  4. Click Send in the lower right corner of the email popup, or Fax in the lower right corner of the fax popup, to send the document to the user.

Possible CPE credit for Synergy

The possible CPE credits available for 2019 Synergy are as follows:
  • 17 for the Synergy Conference.
  • 6 for the Synergy pre-conference classes.
  • A separate certificate for the Practice Forward Connect content.
EMS will show all possible credits for Synergy.
The certificate on the website will show the actual credits received.

CPE credit disputes

If the CPE Certificate is not available in EMS, confirm the client was registered, and the contact hasn't been deleted. This may require the submission on an EMS ticket to research. Once the training confirmation is located and associated with the correct contact in EMS, it will be available online.
For customers asking about only receiving partial credit for a course, let them know the RFID badge they wear during the conference tracked their movements during the conference and is accurate based on what was tracked and credit given according to NASBA requirement. Per NASBA requirements, if they are not present for the full session we must round credit received down to a lower CPE hour. For example, if they attended 49 minutes of a 50 minute class, they will receive .8 credits.
If after reviewing the Synergy Attendance Report the customer would like to have an additional review of their CPE, contact the Professional and Consulting Services Director and include the following information in your request:
  • Attendee's first and last name
  • Firm ID
  • What is being requested and why they are disputing the amount of credit offered

Synergy CPE for 2016 and earlier

To access the Synergy folder for Synergy CPE for 2016 and before, navigate to \\pssg.local\userservices\cs\Synergy and select the folder for the corresponding year.
For 2016 Synergy CPE the client will need the
SpotMe application link
 from their email; we no longer have access to it. The specific classes the user attended are listed in the My Attendance field of the SpotMe application.

Duplicate contacts in EMS

Before deleting a duplicate contact in EMS, verify there is no CPE on that contact. When the contact is deleted, the associated CPE credit is also deleted, and the CPE credits do not automatically transfer to the other contact listed on the account. To check if there is CPE attached to a contact record, follow these steps:
  1. Open the firm in EMS.
  2. Click the contact name to highlight it, then right-click and choose
    Contact Training/Seminar Info
    .
  3. In the Firm Contact Training and Seminar Information window review the Past, Up Coming, and Users' Conference sections.
  4. If there are CPE credits reflected for any years, email Customer Success Operations to move the credits to the other contact.
If a contact with CPE credit attached to it is deleted, place an EMS ticket to restore the credits to the correct contact.

Enrolled Agent continuing education

Thomson Reuters CPE does not currently qualify for continuing education (CE) credit for Enrolled Agents (EA).

This article applies to:

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