Record what you did
Add the activity, date, provider and time spent. Courses are only the start - record supervision, reading and learning from practice too.
CIOT asks for CPD suited to your duties, not a fixed number of hours. Keep technical updates, professional standards and reflections together in a free Passport, ready for your annual return.
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Relevant to your duties
CIOT members undertake and record CPD appropriate to their duties and professional responsibilities, including relevant professional standards. Note why each activity matters to your role and your record explains itself.
Add the activity, date, provider and time spent. Courses are only the start - record supervision, reading and learning from practice too.
Add a reflection while the learning is fresh: what you learned, why it matters and what you will do differently in practice.
Export a clear PDF or CSV, or create a read-only link for an appraiser. You stay in control of your record.
The rules at a glance
CIOT's CPD is needs-based, with no universal minimum hours. You confirm your CPD on your annual return.
| Area | What it covers | What to keep |
|---|---|---|
| Technical | Tax law and practice relevant to your work | Activities and notes |
| Professional standards | Including Professional Conduct in Relation to Taxation (PCRT) | Activities and reflection |
| Compliance | Such as anti-money laundering, where relevant | Certificates |
| Annual return | Confirming you have met CIOT's requirements | Your CPD record |
Source: CIOT: identifying your CPD requirements, last checked November 2026. Summary only - your regulator's own guidance always takes priority, and meeting it remains your responsibility.
Before you declare or submit
Work through this before your annual return.
See the real tool
Set a target that matches your role and professional requirements, then see your progress, activity mix and evidence at a glance.

Autumn Budget technical briefing
2.0 hrs18 Sep - Webinar
PCRT refresher: client confidentiality
1.0 hrs9 Sep - Online learning
AML awareness for accountancy professionals
1.0 hrs2 Sep - Course
Practice, in-house or HMRC
Your CPD record belongs to you, so it moves with you between roles.
Your employer does not automatically see personal reflections. You decide what to share.
Attach certificates and notes, then export a PDF or CSV whenever you need it.
Download your record as a PDF or CSV whenever you need it.
WorkplaceHero helps you organise your CPD. Always check CIOT's current CPD regulations and guidance. WorkplaceHero is an independent record-keeping tool. We do not accredit learning, certify compliance or guarantee that a regulator will accept your record - meeting your regulator's requirements remains your responsibility. We research regulator and professional body guidance from official sources, record the source and the date we last checked it, and review entries when rules change. Requirements can change without notice, so always confirm the current rules, exemptions and deadlines with your regulator or professional body before relying on them. If you spot something out of date, tell us and we will check and correct it. Report an update
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WorkplaceHero is an independent CPD recording and learning platform. We are not affiliated with, endorsed by or accredited by CIOT or any other regulator or professional body. Registration, revalidation and compliance submissions remain the responsibility of each registered professional.