Obtaining your CPE Certificate(s) via the My Account page

Alerts and notices

Your certificates for Continuing Professional Education (CPE) credits earned from attending qualifying Thomson Reuters training courses or events are available on our website. You are not required to submit a CPE form to Thomson Reuters to receive your certificate. Certificates are available online up to three years prior to today's date. For details about product learning and optimization opportunities, see the Training and Consulting page of our website. 

To access a copy of your CPE certificate, complete the following steps:

  1. Visit tax.tr.com and click Log in on the top right corner. In the Access your web accounts section, click Sign in under "CS Professional Suite, Onvio" and then log in using your Thomson Reuters ID.
  2. Click the CPE Certificate link to open the CPE Certification page. Show me.
  3. On the CPE Certificate page, select the appropriate date range for your course(s) from the drop-down list. Show me.
    Course date
  4. To narrow your search to a specific course, enter the course title in the Program Name field. Note, this is an optional field. Show me.
    Program name
  5. Click the Search button to complete your search and scroll down to your desired course. Click the View or Download link in the Certificate column to generate the certificate. Only certificates for credits earned up to three years prior today's date are available online. Show me.
    Generate CPE certificate

Notes:

  • After course completion, please allow seven business days 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 may search for CPE certificates associated with any individual on your firm's contact list. Mark the appropriate staff members listed in the Participant Field.
  • If your Thomson Reuters ID does not have administrative permissions, the Participant Field displays only your name.

Looking for Synergy CPE information? See Obtaining your Synergy CPE Certificates on the My Account page

Internal notes


Reviewing training status

To review training records and CPE for all CS Professional Suite training sessions, use the following steps:

  1. Open the firm in EMS.
  2. Select Application > Training/Seminar > View Firm Enrollments and select the year the training occurred in.
  3. Classes are initially listed in alphabetical order, but can be filtered 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 will receive no CPE credit.
  6. The Status column will indicate several things:
Status Definition Action to correct (if applicable)
Attended Attended session
  • If correct CPE is given, no action needed
  • If no or incorrect CPE given, ask the customer for the Code Numbers 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.
Absent User was not captured in the attendance sheet If the customer says they attended, ask them for the Code Numbers given during the training, and send those to TR-Tax Pro CS Operations for 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 Tax.TR.com. 
Confirmed User enrolled in session
  • If the training is scheduled for a later date, this indicates the user has enrolled in the session successfully.
  • If the training has already occurred, it can take 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.