Conference records for tax planning and reimbursement

What you receive

Each conference’s records include your confirmation, course log, certificate of participation and receipt. If you participated for less than the full schedule, your record is issued as a participation record showing your study time.

Your confirmation shows the program, destination and dates you approved, and when you confirmed them. Confirm before you book travel, so the record shows the program came first. Your course log shows your recorded study time, including any partial participation. Your records also show your check-in, and your course evaluation if you submitted one.

When your records arrive

We email your records automatically after your last study day. Once your last session ends, you can choose Get my records now if you’d like them sooner. If you submit the course evaluation before your records are prepared, it’s included.

If your hours need correcting

If you studied for less time than shown, email support@shiftcme.com.

Where they stay

Records from all your conferences stay together online in Records, in your signed-in account. Employers do not automatically receive access; copies you export or share are outside your account.

Download and share a year’s records

Choose Download year’s records to save a whole year’s records in one PDF, ready to share with your tax advisor or employer.

• Self-employed clinicians and practice owners give them to their tax advisor with their travel receipts.
• Employed clinicians attach them to a reimbursement request for a CME or education allowance.

Before you book travel, share your conference plan with your tax advisor or allowance administrator. They can tell you how the program and the trip apply to your situation. Keep your confirmation, records, study notes and original receipts together, and review personal activities and expenses separately.

How records apply depends on your situation. Shift CME does not give tax advice or guarantee a deduction, reimbursement or acceptance.

IRS Publication 970: Education
IRS Publication 463: Travel, records, and reimbursements