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Checkpoint users guide (PDF

1. 22 02 cee cece cece eeeeeeeeeeeee 98 Using the WG amp L Tax Dictionary 000000000000000000 c cece ccc e ccc eccccccceeceeeeeees 100 About the Checkpoint Catalyst Library 000 000000 c eee ranana 101 Performing a Checkpoint Catalyst Search _ 222 2222 102 Saving or Scheduling a Search 000 00000 e eee eeeeeeeeeeeeeeeees 104 Saving a Document 20 22 e cece eee EA e eee ceteeeeetetteeeeteeeees 106 TABLE OF CONTENTS Retrieving a Saved Document 00 2 ccc e cece ccc cece cece arraira nannan 108 Retrieving a Saved Search _ 20 00 cece cece cece cece cece cece cece ceceeeeeceeeeeees 109 Removed Replaced or Re categorized Sources 2 0 2 cece e cece eee ceeceeeeeeceeeees 109 Moving a Saved Search or Document 20000000000 e eee nananana 110 Deleting Saved Searches and Documents 2 2 e eee eeeeeeeeeees 111 Using Saved Documents 2 0 2 e cece cece cece cece cecceeeeeeeeees 112 E mail Notification of Search 00000000000000000 0000000000000000 dadoa eee ce cece ce cceceececeeeees 113 How Notification Works 2 22 000 000000 o occ cece cece cece cece eeeeeeeeeeeeeeesecesecseeeeees 113 Using Income Tax Developments Wizard Saving or Scheduling a Search 114 About International Tax Searches 2 2 00 ccc e cece eeeeeeeeececeeeeeees 116 Searching EU Law iiinn Pecan band a e s delice d aah lessee ane
2. 206 PRINTING EXPORTING OR E MAILING A SINGLE DOCUMENT Printing Exporting or E mailing a Single Document You can open documents from the Search Results screen Table of Contents screen or Folders screen When you open a document Checkpoint displays the document in the Document screen The Document screen shows the complete text of a document along with tools to navigate the document open related documents navigate search results export and save You can print or export a document or send a document in an e mail using the document tools at the top of the Document screen BBB EB BAs ARB Note You can hover your mouse pointer over the document tools icons to view labels To print a document 1 Open the document you want to print 2 Click the Print icon from the document tools at the top of the screen The document appears in a pop up window with a source and document citation The browser Print dialog box also opens 3 Onthe Print dialog box click Print To export a document 1 Open the document you want to export 2 Click the Export icon from the document tools The Checkpoint Export dialog box appears 3 Select the export format MS Word is the default Note The default export format for documents is defined in your Checkpoint General Settings options 4 Select whether you want to show links in the exported document by clicking Yes or No 5 Click Continue to proceed with the download If you se
3. Featured Learning Solution CHECKPOINT LEARNING SUBSCRIPTION PACKAGES New For the very first time you can truly get all your CPE and training with a single purchase Checkpoint Learning Is offering three new subscription packages designed to fit your learning styie whether you just need to meet your basic CPE requirements or are planning a robust learning experience this year Take a look at the blended learning components included in our Premier CPE Package below there is truly no comparison to the value and range of this new subscription package gt ONLINE amp DOWNLOAD COURSES Unlimited access to interactive online courses from MicroMash and PASS Online and PPC s downloadable self study courses with online grading This includes more than 450 tities totaling 3 000 CPE credits Q gt WEBINARS Unlimited one to four hour Webinars approx 360 annual events plus discounts on select full day Webinars gt LEARNING MANAGEMENT Online CPE Tracking and Compliance Monitoring for every state board of accountancy requirement and more than 20 professional designations including EA and CFP LIVE SEMINARS amp CONFERENCES Annual discounts on 24 hours total per subscription year 40 off Gear Up self sponsored seminars and conferences and 25 off AuditWatch and TaxWatch public seminars These featured subscription packages are available to independent professionals and small to mid size firms We also offer bundled savin
4. 5 Select the type of rate you want to search from the Rate Type drop down list The choices are e Consumers use e Rental e Sales e Sellers use 6 From the State list select the state or jurisdiction you want to search You have the option to save a jurisdiction for future use or retrieve a previously saved jurisdiction as part of the current search criteria 263 USING SALES amp USE RATE LOOKUP 7 Optionally you can select the check box to have monthly rate changes e mailed at or near the end of the month 8 Click Search The Sales amp Use Rate Lookup Results screen displays a table of the rate type for the selected jurisdiction within the specified date range Rate changes are represented by multiple listings within a county city zip code or location with all comparative sales and use rate information provided Select a link in the table fora closer look at a zip code within the state 264 USING SINGLE AUDIT COMPLIANCE Using Single Audit Compliance PPC s Single Audit Compliance Program Creator is a subscription based tool that assembles pages of the OMB A 133 Compliance Program into a concise audit program tailored to a specific federal award program and type of entity To use PPC s Single Audit Compliance Program Creator 1 Onthe Tools screen click Single Audit Compliance on the left navigation bar 2 Onthe PPC s Single Audit Compliance Program Creator window click Continue The application
5. 7 Click Save Note You will lose any changes if you leave this screen without clicking Save Your search is stored in the folder you designated Click Folders on the top toolbar to retrieve a saved search 104 SAVING OR SCHEDULING A SEARCH 105 SAVING A DOCUMENT Saving a Document Saving documents in Document Folders is a great time saver because the next time you want to view that document you do not need to perform a search or drill down through the Table of Contents to retrieve it You can store up to 1000 documents across a maximum of 250 folders Note 1000 represents the maximum number of documents and searches combined that Checkpoint permits you to save Consider exporting documents if you are approaching this limit You can save a document from the Search Results screen or from an open document Documents can be saved either to the default folder on the Folder screen or you can create a new folder and name it as necessary To save a document from Search Results 1 Ina Search Results view that displays document tools select the check box next to each document you want to save 2 Click the down arrow next to the Save icon in the document tools to choose either the Save or Save As option e If you click Save the document is saved to the current folder on the Folders screen and you are finished e lf you click Save As the Save Document window opens where you can select another folder or create a n
6. To use the payroll calculators 1 2 On the Tools screen click Calculators on the left navigation bar Click Payroll on the left navigation bar 235 USING CALCULATORS Select the name of the payroll calculator that you want to use Enter data in the selected calculator s entry fields If you need an explanation of a field click the field label to display a description When you have completed data entry click Calculate to view the results of the calculation and supporting information Printing options are accessible from the results screen Depreciation Calculator Use the Depreciation Calculator to determine depreciation deductions and generate depreciation schedules for MACRS assests To use the Depreciation Calculator f On the Tools screen click Depreciation Calculator on the left navigation bar The Depreciation Calculator page is displayed Click the Depreciation Calculator link The Depreciation Calculator opens in a new window Follow the instructions on the Overview screen and navigate through the tool using the buttons provided at the bottom of the window to complete the process Alternate Path Table of Contents gt Checkpoint contents gt Federal Library gt Federal Editorial Materials gt Depreciation Calculator gt Federal Depreciation Calculator Note The Document Assembly button in the Federal Depreciation Calculator has been renamed to CALCULATOR 236 USING CHECKPOINT WORLD Usi
7. 2 22 2 2 00 cece e tenet eeeeees 193 Understanding the Table of Contents Screen _ 0 00000 e cece eeeee 194 Expanding the Table of Contents 2200000000000 eee eee c cece ccc c eee raorao ariran nannan 195 Understanding Table of Contents Symbols 00 0 002222 cece cece cece cece ccc cece eee e eee 196 Searching with the Table of Contents 22000000 0000 c ccc cece ccc eeeeeeees 198 Using the My Titles Feature 2200000000022 e cece cece cece cece ccc c ccc ceceeceeeeeeeees 199 Using the Jump To Feature 22 0 0 c cece cece eee e cece cece cceceeseeeeeees 200 Wsingithe INdGXxCS 244s ood nate Se hE saat ake aoe DRA atin lining esate och dat ttre 201 Using the Table of Contents Action Menu 0000 00 cece c cece eeeeeeeeee 202 Using the Table of Contents Navigation Tools _ 0 22 2 e cece cece ce cece eee 203 Viewing a Flattened List of Hits in the Table of Contents 00020222 2222 204 Understanding United States Tax Reporter Smart Paragraph Numbering 205 Code Sequenced Paragraphing Smart Paragraph Numbering 22222 eee eee eee 205 Code Sequenced Smart Paragraph Numbering Key 0000000 c cece cece eee eeeeeee 205 Printing Exporting or E mailing a Single Document 2 2 o 0 eee eee eee 207 Printing and Exporting Multiple Documents 000000 0000 e eee eeeeee 209 Printing Copying or E mailing Selected Do
8. 3 When the corresponding template opens complete the relevant fields with the appropriate search criteria and then click the button to start the search for each template the button is different Checkpoint returns to the Checkpoint Contents view and displays the search results that meet your search criteria 200 USING THE INDEXES Using the Indexes Checkpoint Indexes provide a quick method to browse for a specific topic within a set of content Indexes are available from the Search menu in all of the practice areas and the results are displayed in the Table of Contents hierarchy To access a practice area index 1 On the menu bar click the Search menu 2 Inthe Practice Area drop down list select any practice area Checkpoint displays the practice area s source sets 3 Inthe left navigation bar under the Go To heading click either Indexes or State Indexes for State amp Local e f you select Indexes the index result appears in the Checkpoint Contents section of the Table of Contents screen e lf you select State Indexes the Select a State screen appears Click the state whose index you want to access The index result appears in the Checkpoint Contents section of the Table of Contents screen 4 Browse the index by expanding the folders to drill down to the listings you want to view To access the index for a state and local tax reporter 1 On the menu bar click the Search menu 2 Inthe Practice Area drop
9. A note icon to the right of a document in the Table of Contents view on the Search Results scren indicates Notes amp highlights there are one or more notes or highlights in the document You can click the icon to view a pop up window containing the notes and highlights 197 SEARCHING WITH THE TABLE OF CONTENTS Searching with the Table of Contents As an alternative to searching through Checkpoint contents using the main feature you may want to search for information in specific areas of the Table of Contents While the Table of Contents searching is independent of Checkpoint s main Search feature the procedures are similar and they both have access to all of Checkpoint s resources To perform a search in the Table of Contents 1 On the menu bar click the Table of Contents menu The Table of Contents screen appears with Browse as the default view 2 the Checkpoint Contents as necessary until you locate the folders you want to search 3 Select the check boxes next to the folders you want to search up to a maximum of 15 Note By selecting a Table of Contents folder check box you automatically include all of its subfolders so you do not need to check them separately For a more focused search drill down and select lower level folders 4 Enter your search keywords in the Keywords field You can also click for advanced search functions e Aprevious keywords list lets you choose one of the last 10 keywords you have used
10. 022 224 0ct a 5 fh inh on Co ne ed NES G9 a Ad Se as 8 LG 13 System Requirements 2 30 ss flees ee a i ae sel dhe tee el wide 14 Recommended Configuration 2 2 0 0 eee ee ccc e cece eccccecccccccccccccceccececcccceccecccceeeeeeeeeee 14 Recommended Tablet Configuration 00 00 0000 e cece eee eeeeeeeeeeeeeeeeeees 14 Recommended Mobile Configuration 22 0 0 cece cece cece cccccccceccccceceeecccccceceececccceeeeeeeeues 14 Browser Settings and Compatibility 2 00000 cece cece cece ec eeceeececeeeeeees 14 Checkpoint Password Requirements _ 22 ccccceececccccccceececcceceecceeceeeceeeeeeeeeeees 15 The Checkpoint Password Policy 0 2000000022 e cece cece aaora cece ee ionann nan 16 Logging in to Checkpoint 5222 2 occ ed testes cole sto vvbeteee Sbh ororo pboee ede reves 17 Logging Out 2 05 aa Moin bsecab ed Sandie a 3 oe bond heen Seles babi leee one veka 18 Checkpoint Screen Orientation _ 22 22 22 22 cece cece cece cece cc cceeececececececececeteceeeececeeeeees 19 Checkpoint Content Menus 0 000 daaar aaaea aaor eraoro oranana 21 Top Toolbar es 23 Helpful Browser Features __ 2 2 20 2 2 2 c cece ec ccc ccc cc cece cece cece ce aaao aaora aoan onanan 24 Setting Checkpoint User Options 2200000 c cece cece cece ccceececceccceeeeeeeeeeeeees 25 Using the Options Wizard ores einan aaa aR ir eee 26 Setting Document Options 2 22 22 cece cece cece cccccceeeccccccceeec
11. 1 2 3 4 Click Search on the menu bar Select the State amp Local practice area On the left navigation bar under Go To click State Indexes Click the state you want to search The index result appears in the Checkpoint Contents section of the Table of Contents Select the category you want to review Drill down to the tax code section number and click the number to view the document Use document tools at the top of the screen to print export e mail or save the document or selected text 128 RETRIEVING SALES amp USE RATES Retrieving Sales amp Use Rates The Sales amp Use Rate Lookup tool lets you retrieve state and local sales and use tax rates for any jurisdiction in the United States You can view summaries of up to date tax rates presented in easy to read tables You can access the Sales amp Use Rate Lookup template in either of two ways 1 Click Tools on the menu bar 2 Onthe left navigation bar click Sales amp Use Rate Lookup OR 1 Click Search on the menu bar 2 Select the State amp Local practice area 3 On the left navigation bar under the Go To heading click Sales amp Use Rate Lookup The Sales amp Use Rate Lookup template appears Note Access to this template is restricted to paid Checkpoint subscribers You can perform three types of searches using the Sales amp Use Rate Lookup tool e Search by State County City e Search by Zip Code e Compare Rates View Prior
12. HELP F SIGN OUT THOMSON REUTERS e CHECKPOINT TIMETRACKINC EAS THOMSON REUTERS HOME TABLE OF CONTENTS NEWS TOOLS LEARNING gt Back to Search capital gains Q Save Schedule Search Search Results Related Courses Set Defaut v Q All Documents Source List Table of Contents Sortby Relevance v 8 B By B 9 y 4 1 50 of 641 total results Source Final Temporary amp Proposed Treasury Regulations RIA 3 8 E Reg 1 669 a 1A Amount allocated Yriririrvr Final Temporary amp Proposed Treasury Regulations RIA Reg 1 669 e 2A Illustration of the provisions of section 669 weivveww Final Temporary amp Proposed Treasury Regulations RIA iJ B Reg 1 643 a 3 Capital gains and losses Yevrvrww Final Temporary amp Proposed Treasury Regulations RIA mr GA iJ Reg 1 669 b 1A Tax on distribution Yevivvre Final Temporary amp Proposed Treasury Regulations RIA ile Reg 1 665 g 1A Capital gain distribution Yrirvrirvr Final Temporary amp Proposed Treasury Regulations RIA Reg 1 665 f 1A Undistributed capital gain Yrirvrirwy Final Temporary amp Proposed Treasury Regulations RIA Reg 1 669 d 1A Total taxes deemed distributed Servet Final Temporary amp Proposed Treasury Regulations RIA Documents can be sorted by Relevance or by Table of Contents Relevance sorting uses a ranking system to place the most promising d
13. THOMSON REUTERS COUNTING S ACL TAX amp AC PROPRIETARY MATERIALS No use of these proprietary materials is permitted without the express written consent of or license from Thomson Reuters Altering copying distributing or reproducing any of these proprietary materials in any manner is expressly prohibited DISCLAIMERS The scenarios examples and content within this document are used strictly for instructional purposes only Thomson Reuters shall not be responsible for any liability directly or indirectly resulting from any outcomes or conclusions drawn from individual research discussed during the class In response to IRS Circular 230 requirements Thomson Reuters advises that any discussions of federal tax issues in its publications and products or in third party publications and products on its platforms are not intended to be used and may not be used to avoid any penalties under the Internal Revenue Code or to promote market or recommend any transaction or subject addressed therein SOFTWARE LICENSE AGREEMENT The right to use the software product described in this workbook is specifically conditioned upon your execution of and compliance with a Tax Software and Services Agreement with Thomson Reuters All contents are copyright 2014 Thomson Reuters All rights reserved TABLE OF CONTENTS Table of Contents Table of Contents szea ope ss Gui ce ios oe ck peices ae obinh de Se sane chi sean a Busse nek 3 Welcome
14. The toolbar at the top of the Decision Tools interface provides access to a number of a features Toggle the Interview Outline left pane open and closed Save the current interview answers to a folder Import saved answers from a folder to fill unanswered question fields View asummary of the completed answers Open the online help system 255 INTERACTIVE DECISION TOOLS Saving a Decision Tool You can save a completed or in progress Decision Tool interview to your Checkpoint Folders by clicking the icon in the toolbar or by selecting Save Answers from the Interview Complete dialog after finishing the interview process 1 Inthe Save Interactive Decision Tool dialog select a folder to save to 2 Enter a name for the Decision Tool you want to save By default the Checkpoint title of the Decision Tool will be used 3 Enter any notes optional 4 Click Save When viewing saved documents in your Checkpoint folders saved Decision Tools will be designated by the icon Need to Calculate Some Interactive Decision Tools provide a Need to Calculate button for calculating results from a series of questions asked in the tool s interview forms Click theNeed to Calculate button to open a calculation worksheet In the worksheet complete any applicable fields The results of the calculation will appear at the bottom of the form 256 USING INTERNATIONAL TAX TOOLS Using International Tax Tools C
15. e Special is available to help you refine your search Choose a search connector from the Connectors list e Youcan generate a list of your search terms synonyms that appear in the sources you are searching To include all synonyms click the Include all alternatives in query link 5 Click Search to start your search Your search results appear on the Search Results screen with the Table of Contents view the default You can also select to view the results in the All Documents or Source List views Note You can limit your search results to display only those sources or documents that contain your keywords by selecting View hits only icon in the upper right of the screen To show words around hits On the Table of Contents view you can select the Show words around hits icon in the upper right of the screen to display twenty five worlds that surround the search s keywords You can also select to Hide words around hits 198 USING THE MY TITLES FEATURE Using the My Titles Feature The My Titles feature in the Tables of Contents screen lets you create and save a list of your most commonly used sources for easy recall and review To use the Titles feature 1 On the menu bar click the Table of Contents menu 2 Inthe left navigation bar click Titles under the Jump To heading A list of titles for Checkpoint s sources appears 3 Click a title that you want to jump to Checkpoint returns to the Checkpoint Contents view and disp
16. proceeds reimbursement OR proceeds Finds documents containing either or both words reimbursement or proceeds Searches for one keyword but not when the other keyword appears in the document Example deferred amp compensation pension Finds documents containing the keywords deferred and compensation but not when pension appears in the document Searches for the given terms in the order presented phrase search Example partnership deduction Finds documents containing the phrase partnership deduction and variations Searches for an exact phrase Example software as a service Finds documents containing the exact phrase software as a service Place the asterisk sign at the end of a word to search fora variety of endings The asterisk is a placeholder for 0 or more characters Example deprecia Finds documents containing terms beginning with the letters deprecia depreciation depreciate depreciable and so forth USING STOP WORDS Use the number sign to disable Checkpoint s automatic inclusion of equivalencies and plurals for the search term The number sign must immediately precede the search term to be effective Limit keyword variation number sign Example damage Finds damage Does not find damages damaged Use the question mark to replace a single character in a search f term You can use this wildcard more than once in a single word Find keyword j variation
17. question mark Example s holder Finds stockholder shareholder Use the hyphen to find variations of compound words Find keyword ge Example e mail variation Finds e mail email e mail Using Stop Words Checkpoint employs stop words which are words that are too common to add value to a search string because they appear in most documents However Checkpoint does search for stop words that appear at the beginning or end of an exact phrase such as after school Stop words within phrases act as placeholders For example payable on demand also matches payable upon demand and payable without demang Note If you want Checkpoint to search on the full phrase including stop words a pound sign should be put in front of each stop word For example software as a service The following is a list of Checkpoint stop words A ABOVE ABOUT AFTER ALSO ALTHOUGH AN AND AS AT BE BECAUSE BEFORE BETWEEN BUT BY EITHER FOR FROM FURTHER HERE HOWEVER IF IN INTO IS NOW OF ON OR OTHER OUT OVER SINCE SUCH THAN THAT THE THEN THERE 95 USING STOP WORDS THEREFORE THROUGH UNTIL WHERE WITH THESE THUS UPON WHETHER WITHIN 96 THIS TO WHAT WHICH WITHOUT THOSE UNDER WHEN WHILE USING WILDCARDS Using Wildcards Use wildcard symbols to broaden the scope of your search Wildcard characters act as placeholders that can represent a single character multiple charac
18. 00 0000 e cence eceeeeeeceeeeeeeeeeeees 73 Performing a Citation Search 0 000 2022 e cece cece ee ceteeeeeeeeees 75 Performing a Date Range Search 0 0 2 e cece cece cece cece ccc ceceeeeeeeeees 76 Performing a Legislation Search 0 0200002 o cocoon ccc ccc cece cece cece cece ceeeeeeeeees 77 Performing an Intuitive Search 0 000000a0000000a0 000000000010000 raaa ea cece cece ee eeeeeeeeseeeees 78 Performing a Terms amp Connectors Search _ 1 2 222220022 80 Performing a Search in the BNA Daily Tax Report 92000800 82 Performing a United States Tax Reporter USTR Code Search 000 22200 e eee ee ee 84 Using the Site Navigator zeate eaan vasboncthlgdendan eeesieaduiugsdede eM al doe ee Oa talue ch Joos 85 Understanding Source Selection on the Search Screen _ 2 202 022 20 00 e eee 86 Using the Find Sources Tool 0 00 0 cece cece cece cece eee e ccc ce cece ccc ecceeceeeeeeeeees 88 Linking from Source Selection to the Table of Contents 0 00 2200 22 2 2 eee eee eee 89 Creating and Saving a Customized Source Set oc 90 Using Search Connectors _ 2 2 20 2 0020 ee 91 Using Search Connectors Examples _ 2 222222 02 00 o oe 94 Usma Stop Words 6 2 2 testers 8 oh Gh ae eh I OE Go a siecle a et ed LN RM EE 8 Sot ete 95 USING WildCards 220s toss a a Nt 8 SORE ENB AS EAI Lt SNE AI EIS LEYS Blt SE OILS BANS 97 Using the Checkpoint Thesaurus Query Tool
19. AND search operator It retrieves all documents that include at least one occurrence of each of the terms you typed For more information see Using Search Connectors and Using Search Examples Select either Intuitive Search or Terms amp Connectors You can click the Thesaurus Query Tool link to access the following advanced search functions e Click Tools to access the select from previous keywords list that lets you choose one of the last 10 queries you have used e The Tools link also lets you access a special search connectors syntax to help you refine your search Choose a search connector from the Connectors list and click Append 82 PERFORMING A SEARCH IN THE BNA DAILY TAX REPORT e Click Thesaurus to generate a list of synonyms that appear in the sources you are searching Click the synonyms you would like to include in the search To automatically include all synonyms click the Include all alternatives in query link e Click Restrictions to refine your search by requiring or excluding words from the current query 8 Click Search to start your search Once the search is complete the results appear in the format determined by your Options screen settings 9 You can click the Clear All link to remove keywords from the field clear selected sources and return to the default Search settings 83 PERFORMING A UNITED STATES TAX REPORTER USTR CODE SEARCH Performing a United States Tax Reporter USTR Cod
20. From the pop up menu click Edit Note The Note pop up window opens Note You can also click the note icon to open the Note pop up window 3 When the Note pop up window opens edit the note and click Save Checkpoint saves the updated note Deleting an embedded note on the Document screen 1 Click the highlighted text that has an embedded note 2 From the pop up menu click Delete Note Checkpoint removes the embedded note from the highlighted text and also removes it from the Notes screen Understanding displaced notes Many Checkpoint documents are updated periodically If you highlight text in a document and later come back to the document and find that the content you highlighted has changed significantly your highlight may no longer match the original content If this happens Checkpoint adds a Displaced Notes message in the document 226 HIGHLIGHTING TEXT AND EMBEDDING NOTES Highlighting Text and Embedding Notes Checkpoint lets you highlight selected text anywhere within a document on the Document screen You can also add an embedded note to associate with the highlighted text There are three reasons why you might get an error message when you highlight text e When you highlight too much text e When you highlight text that is not supported such as footnotes or popups or tool results e When what you highlighted is too complex Highlighting text on the Document screen While viewing a document you can highlig
21. Mia Nese A 247 TOpIG Printing 352 E E A ase Me fey Scat tot fea tet Li ah tus he alg lid tas oe ek eth 248 Using GAAP Reporter ce ae te seo cote A Re ee Sin ial dl bow Sot Gece Meng tall 249 IASB EASB Mapping naaie ne ek oes AA i oh eae Sie atu a dah as 250 USING Metrik enaena eaaa neta oe et Se eS IR AC ON Sie te 8 6 ces sat tern 251 Using i Tables 2 522722 A eda aaa aa Sel owed oe a ot een Nae eana 252 Using Interactive Checklists 00 00000000 c ccc c ccc e cece cece cceeeeceeeeeees 253 Interactive Checklists Powered by HotDocs 000 0 2 2 2 e cece cece cece eeeeeeeees 253 Savingia Checklist eksa 2 pac deh enlise cis dace does tebsecad a e shake tewaaddessilesete anes Ys 254 Interactive Decision Tools __ 2 22222 ooo eee 255 Saving a Decision Tool 00 0222 aa aa aaea cece cece ee eeceeeeececeeeeeeeeeeees 256 Need to Calculate lt lt c c2s2se sso Mak nae sae ho bossa r Na each a 256 Using International Tax Tools 00 200 00 c ccc c cece cece eceececceeeeeeeeeeees 257 Using Nexus Assistant _ 20 000000000000 cece cece cece cece eeeeeeeeeeeeeecsseeeees 259 Nexus Assistant RESUIUS 210 0 n0 20 8 aa ashe cette ian deley eubvieh ae uus ide hd ao Avon ils RES 259 Using Non Discrimination Testing 0 00 000 ec eeeecee eee cece eeeeeeeeeeeees 260 Using PPC Install Update 2220 c cece cece cece cece cecceeeeceeeeeees 261 Using Sales amp Use Rate Lookup 2 0 0 22 e cece ccc cece cece ce cecceeeee
22. rf 7 tue sa ay 53 Reg 1 669 a 1A Amount allocated Final Temporary amp Proposed Treasury Regulations RIA 1 i T iu is Reg 1 669 e 2A Illustration of the provisions of section 669 Final Temporary amp Proposed Treasury Regulations RIA Reg 1 643 a 3 Capital gains and losses Final Temporary and Proposed Federal Regulations RIA gt gt gt z m u Reg 1 642 c 3 Adjustments and other special rules for determining unlimited charitable contributions deduction prior to amendment by TD 9582 04 13 2012 Prior Final amp Temporary Treasury Regulations RIA Documents can be sorted by Relevance or by Table of Contents Relevance sorting uses a ranking system to place the most promising documents at the top of the list and identifies them with gold stars Table of Contents sorting lists documents in the order that they appear in Checkpoint s Table of Contents Select the Show words around hits icon to display the words surrounding the keywords or content elements relevant to your search You can also select one or more documents and then click a document tool to Print Export or Save the selected documents Documents are listed by title in blue text Beneath each title the source containing the document appears in green text Purple text identifies a document you have already viewed Change the Search Results view to Source List to list all sources in which your
23. several features let you navigate this and other documents e Links to sections in the current report e Go To links to previous issues of the Sabrix VAT News 292 SEARCHING THE ACCOUNTING amp COMPLIANCE ALERT Searching the Accounting amp Compliance Alert You can search for news and articles via the Search Accounting amp Compliance Alert template To use the Search Accounting amp Compliance Alert template 1 2 Click the News menu On the left navigation bar select Accounting amp Compliance Alert from the News Service drop down list On the left navigation bar you may have to scroll down select the Search News amp Articles link to open the Search Accounting amp Compliance Alert template Select the check boxes to search Daily News and or Featured Articles Select the check boxes for the News Areas you want to search Optionally indicate a date range to filter your search Type dates in the From and To fields or use the calendar icon to select dates Select the check boxes for the Topics you want to search Enter terms to define your search in the Keywords field or select the Thesaurus Query Tool for more advanced search features Click Search to view results 293 SEARCHING THE BNA DAILY TAX REPORT Searching the BNA Daily Tax Report You can search tax report archives via the BNA Daily Tax Report search template To search for a tax report 1 Click the News menu 2 Onthe left
24. 0201 30 Boneless This heading covers fresh or chilled mig ait of domestic or wiki bovine animals of heading 01 02 02 02 Mest of bovine animals frozen 0202 10 Carcasses and half carcasses 0202 20 Other cuts with bone in 0202 30 Boneless This heading covers frozen Mast of domestic or wid bovine animals of heading 01 02 02 03 Meat of swine fresh chilled or frozen Fresh or chilled 183 Contents Checkpoint Contents 77 intermationat Trade Libeary 77 Source Materials 77 Explanatory Notes WCO m English 2012 Edition 1 Section t LIVE ANIMAL ANL D Chapter t Live animais Chapter 2 Meat and edible meat offal 1 iE Chapter 3 Fish and crustaceans molluscs and other aquatic vertebrates 1 Chaplet 4 Dairy produce beds 9923 natural honey odie products of animal origin not eseehore specified or induded Chapter 5 Products of ammai ongn not abeewhere specifies or mctaced VIEWING CITATOR HISTORY Viewing Citator History Use the Citator Top Line Link to access the judicial history of a court case and trace the subsequent references and citing to the case RI A COMM v FINK ET AL 60 AFTR 2d 87 5054 107 S Ct 2729 Code Sec s 165 S Ct 0 American Federal Tax Reports Prior Years RIA 8 BEB SABLE ARB Track It Annot FTC WG4L Treatises COMM v FINK ET AL Cite as 60 AFTR 2d 87 5054 107 S Ct Sec s 165 To ac
25. 4 Search Selected SEC Filings E Find Federal Cases a I Chart Sae Sel cone M Find Federal Code amp Regs 4 es US Tax Treaties PAE REE Charl W Find Federal IRS Pubs amp Other Tax Docs 4 USTR Code Section M Find Federal Rulings IRB 7 Return to My Checkpoint C FormiLine Finder 7 M General Calculators MI Payroll Calculators 7 Create a new version of My Quick Links by selecting and clearing check boxes Open the drop down list to select Quick Links from other Checkpoint sources including My Titles in the Table of Contents the Tools screen and the Checkpoint Site Map Use the Organize Links tool to modify the order of your selected Quick Links You can also rename links or insert blank lines in your list Share an edited My Quick Links with another Checkpoint user with the Export Links feature Receive another users My Quick Links with the Import Links feature Click a Permalink tool to display a link s address Save or bookmark the link to an external location such as your desktop oO Show Me Related Training Support ooee 315 USING THE SEARCH SCREEN Using the Search Screen The Search screen provides a launch point from which to perform keyword searches on selected sources in several practice areas Use the left navigation bar to access customized search templates and tools based on the practice area CHECKPOINT AY HISTORY ME FOLOERS SF HOME TABLE OF CONTENTS NEWS TOOLS
26. 5 Click the Submit button The State Proposed Legislation Results page is displayed Note If no legislation status is selected on the Current Year State Proposed Legislation page by default the State Proposed Legislation Results page displays all legislations Introduced Passed Enrolled Signed Vetoed for the state and date range selected Follow It You can use the Follow it feature within the legislation to be notified when any changes are made to it Follow It can be activated from within the legislation summaries that appear based on your State Proposed Legislation query or from within the legislation To activate Follow it from the State Proposed Legislation Results 1 Click the Follow It button at the end of the legislation summary below the Latest Status The selection will toggle the button to display Unfollow It In addition the expiration date is displayed next to the button WV H 83 Complete Status Summary Relates to the Vernon Craddock Memorial Bridge Latest Status 02 23 2012 INTRODUCED Unfollow It Expires on 1 1 2013 To activate Follow it from within the legislation OR 134 FOLLOWING STATE PROPOSED LEGISLATION 1 At the top of the legislation in the top line links click the Leg Status Pending Leg link 2 Click the Turn On button under Follow It in the left navigation bar The selection will toggle the button to display Turn Off In addition the expiration date is displaye
27. 8 Click Find More if you want to find more companies to include in your SEC filings search You can also save the results list as a company group by clicking Save As Group and entering a group name 9 Click Finish when you are ready to include the found companies in your SEC filings search The companies will be added to the Company Names field in the Search Selected SEC Filings template 154 SEARCHING AICPA PROFESSIONAL STANDARDS Searching AICPA Professional Standards Use the Search AICPA Professional Standards template to conduct a keyword search within selected AICPA sources You can access the Search AICPA Professional Standards template from either the Home screen or the Search screen To access the template from the Home screen 1 Select Accounting amp Auditing from the Current View drop down list 2 Click AICPA Professional Standards in the Search Tools pane To access the template from the Search screen 1 Select Accting Audit amp Corp Finance from the Practice Area drop down list 2 Click the Search Other FRM Products link on the left navigation bar 3 Click AICPA Prof Standards on the left navigation bar To use the Search AICPA Professional Standards template 1 Inthe Search AICPA Professional Standards template select the document types you want to include in your search Enter search keywords in the Keywords field Select either the Intuitive Search or Terms amp Connectors method to perform the sea
28. BNA Daily Tax Report Checkpoint provides a tool to perform a search in the BNA Daily Tax Report To search the BNA Daily Tax Report 1 On the menu bar click the Search menu The Search screen appears On the left navigation bar click Find by Citation Under Find by Citation click More From the list of sources click BNA Daily Tax Report amp TaxCore The BNA Daily Tax Report and Tax Core template appears Enter the appropriate search criteria in the template fields Retrieves items from the Table of Contents headings such as Tax Budget Section Name f A Accounting Tax Rulings amp Decisions Retrieves items from the next level heading under the Section name such as Topic Title Tax Legislation Accounting Agriculture or the next level heading under the Topic name which is the article or summary heading Retrieves items wherever the case is mentioned in text Retrieves items wherever the author s name is listed in the byline Retrieves items from the Daily Tax Report issue of that date not the date the Issue Date i f information was issued by the court or agency Select a State Retrieves items categorized under the selected state This field contains a drop down list of all states Keywords Retrieves items with specified text that appears anywhere in Daily Tax Report documents Note When you type more than one keyword in the Keywords field by default Checkpoint interprets this as implying the
29. BNA Daily Tax Report appears on your screen You can use the document tools to manage the document 3 On the left navigation bar several features let you navigate this and other documents e Links to sections in the current report e Search Daily Tax Reports lets you search for specific information by section name topic title case name author issue date state and keywords e Go To links to previous issues of the tax report 4 Onthe open document click the document icon at the end of an article to view the complete text Use the document tools to manage the document 5 From the open document click Maximize to display the document navigation features You can navigate to other documents in several ways e Atthe top right of the screen use the Navigate by Contents forward and reverse arrows to advance to the next document or return to the previous document 282 BNA DAILY TAX REPORT e If documents are listed on the left navigation bar you can select the document title to view its content e Onthe left navigation bar use the Contents list to go to any level on the drill down list Other ways you can view BNA Daily Tax Report information e You can customize News E mail Display options so that you receive the BNA Daily Tax Report by e mail e You can search past issues from the Table of Contents menu 283 BNA INTERNATIONAL TAX MONITOR BNA International Tax Monitor The BNA International Tax Mo
30. Create a Chart tool compares tax law between states in four steps 1 Select a tax type 2 Select one or more chart types 3 Select one or more states 4 Click Create the Chart The resultant chart can be displayed in separate charts for each chart type in a combined view with chart types as column headings or in a combined view with states as column headings Note On the State amp Local Document screen a Find Chart Types box is available under the the Create a Chart tab to help filter the chart list e Filing The e Filing Tax Create a C hart tool compares electronic tax filing rules between states in four steps 1 Select a tax type 2 Select one or more chart types 3 Select one or more states 4 Click Create the Chart 239 USING CREATE A CHART The resultant chart can be displayed in separate charts for each chart type in a combined view with chart types as column headings or in a combined view with states as column headings BNA State Tax Survey The BNA State Tax Survey Create a Chart tool compares information from the most recent BNA State Tax Survey between states in three steps 1 Select one or more chart types 2 Select one or more states 3 Click Create the Chart The resultant chart can be displayed in separate charts for each chart type in a combined view with chart types as column headings or in a combined view with states as column headings BNA Green Incentives The BNA Green Incentiv
31. Daily Tax Report 282 BNA International Tax Monitor 284 295 EBIA Weekly 289 296 IBFDDaily Tax News Service 286 News Flash 299 PPC s Daily Update 278 RIA Daily Updates 300 RIA Newsletter Library 277 Searching the BNA Daily Tax Report 294 Towers Watson News Library 288 297 News features 275 News Flash 299 News menu 275 News options 31 Nexus Assistant 259 Non DiscriminationTesting 260 340 TECHNICAL ACKNOWLEDGEMENTS Note 180 Note finder 223 Notes 223 Notification of search results 113 ONESOURCE State Apportionment 266 Options Previous Research settings 39 Setting Checkpoint user options 25 Setting general options 30 Setting News options 31 Setting personal password options 35 Setting search display options 37 Setting single sign on options 40 Setting time tracking options 41 Setting up a newsletter RSSfeed 42 Using the options wizard 26 Organize My Quick Links 58 Password 16 Password requirements 15 Payroll sources 65 Payroll Tax chart 239 PCAOB Advanced Search template 159 Pension amp Benefits and Payroll sources 65 Performing Catalyst Search 102 Permalinks 179 Create a Table of Contents permalink 202 Create an external permalink 189 341 TECHNICAL ACKNOWLEDGEMENTS Personal password options 35 PPC s Daily Update 278 PPC s Single Audit Compliance 265 PPC Install Update 261 Practice area Accting Audit amp Corp Finance 142 145 147 148 150 151 155 156 158 159 326 Federal 84 Internationa
32. Finds e mail e mail email Alert When displaying search results Checkpoint may not necessarily highlight all keyword variations Also certain non displayable portions of documents may contain keyword hits 97 USING THE CHECKPOINT THESAURUS QUERY TOOL Using the Checkpoint Thesaurus Query Tool When performing a search you may wish to locate those documents that refer to your topic but do not contain the precise keywords you used when constructing your search The Thesaurus Query Tool lets you request that any documents containing your keywords or their synonyms should be retrieved by your search Each practice area has its own thesaurus For example if you conduct a keyword search of Federal sources the Thesaurus Query Tool displays only Federal terms that match your search criteria If you are searching sources from several practice areas the Thesaurus Query Tool generates an integrated list of related terms from the practice areas you selected The Thesaurus Query Tool is available for both Intuitive Search and Terms amp Connectors search The features and functionality of the Thesaurus vary depending on whether you select Intuitive Search or Terms amp Connectors as your search method Note For users of earlier versions of Checkpoint the current Thesaurus Query Tool replaces and enhances the functionality formerly provided by the wildcard character To use the Thesaurus in your search 1 On the menu bar click th
33. Pricing ONESOURCE Transfer Pricing helps multinational corporations manage intercompany transactions The rise of transfer pricing regulation and enforcement in the international community makes transfer pricing an important tax compliance consideration ONESOURCE Transfer Pricing provides a complete transfer pricing solution for multinational corporations seeking to increase productivity and reduce costs for the management of their intercompany transactions 258 USING NEXUS ASSISTANT Using Nexus Assistant Nexus Assistant is a subscription based state tax tool that helps you create a complete summary of any state s known positions on a variety of business activities and compare with how different states treat the same activities with links to more in depth information Subscribers can access Nexus Assistant from the Tools screen To use Nexus Assistant 1 On the Tools screen select Nexus Assistant in the left navigation bar 2 Select a Tax Type and click Next 3 Make a selection from the Select Topics list If you select Select Topics Subtopics you can select one or more topics or subtopics from an expanded list Note A Find Topics box is available for the Select Topics Subtopics option to help filter the topic list 4 Select one or more States 5 Click Create Summary to continue to the results screen Nexus Assistant Results The results of the Nexus Assistant display in a chart format You have the option to view
34. Rates 129 SEARCHING ACROSS MULTIPLE STATES Searching Across Multiple States If your State amp Local practice area subscription includes access to more than one state Checkpoint provides a state selection template that is built into the State amp Local Taxes Search screen To search across multiple states 1 Click Search on the menu bar 2 Select the State amp Local practice area The State amp Local Tax Reporters option on the left navigation bar is the default setting The Search RIA State amp Local Tax Reporters template appears at right listing all the states in your subscription 3 Select the check box for one or more states 4 Click Next The search template displays the Tax and Document types common to the states you selected as well as an optional Keyword field 5 Choose one or more tax and document types 6 Optionally enter terms to describe your search in the Keywords field 7 Click Search The Search Results screen appears with a default view of either All Documents Source List or Table of Contents You can toggle between these views by clicking the appropriate link To further define search results the Source List and Table of Contents views let you choose View Hits Only or View All Results in the document tools The Table of Contents format also has Display Level options 1 2 3 that let you expand or collapse the folders shown You can manage default settings in the Search Display section
35. SEC check boxes to indicate your choices 5 Inthe list of sections generated by your selections select the sections that you want to join together or select the check box on the heading bar to select all of the listed sections 6 Click Join Sections The resultant document can be preserved or shared using the document tools Print Export E mail and Save Combine Subsections Use the Combine Subsections tool to combine related FASB Codification subsections within a subtopic into a single viewable document To access the Combine Subsections tool 1 Onthe Tools screen click FASB Codification on the left navigation bar 2 Click Combine Subsections on the left navigation bar To combine subsections within a subtopic into a single document 1 Select a subtopic from the Subtopic drop down list 247 USING FASB CODIFICATION 4 Select a section of the selected subtopic from the Subsection drop down menu The listed sections are specific to the selected subtopic In the list of sections generated by your selections select the check boxes next to the sections that you want to join together or select the check box on the heading bar to select all of the listed sections Click Combine Subsections The resultant document can be preserved or shared using the document tools Print Export E mail and Save Topic Printing Use the Topic Printing tool to print topics or selected content within a topic To access the T
36. Search Results Source List Screen _ 0 2202 222 eee cece cece cece cece eeees 318 Using the Search Results Table of Contents Screen 0 20 020 e cece cece ee 319 Using the Search Results Source Documents Screen 0 2 20 e cece eee eee 320 Using the Document Screen _ 2 0 ccc cece cece cece cece cece cece cece ce cecceeeeeeeees 322 Using the Table of Contents Screen 0 00 0 00000 o coco cece c cece eeeeeeeeeeeeees 323 Using the Table of Contents All Titles Screen _ 0 02222 c ccc c cece eee 324 Using the State amp Local Search Screen 000000 c ccc ee eee aonan nanaonan 325 Using the Accounting Audit amp Corporate Finance Search Screen 2 326 Using the International Trade Library Search Screen _ 0 020200 ooo eee cece cece eens 328 Using the News Screen ooo cece ccc cece cece cece cece cece cece cee ceeeeceeeeeeeeeeees 329 Usingithe Tools Screens saae 4 tae 8 inns be doe nd rhe a e a ob oboe Bawiod een acum nanan 330 Using the Learning Screen _ 1 1 0 0 0 22 o cece ccc ccc ccc ccc ccc cece cee eee eee e ee eeeeeeeeeeeeeeeeeees 331 Technical Acknowledgements 2 2 2 e cece cece eeeecececcecececseeeeees 332 12 WELCOME Welcome to the world of tax and financial research on the World Wide Web The Checkpoint research system offers you fast effective ways to find answers to your research questions This online help module c
37. Search Screen 316 Table of Contents Titles Screen 324 Table of Contents Screen 323 Tools Screen 330 Search Accounting amp Compliance Alert 293 Across multiple states 130 AICPA Professional Standards 155 AICPA Technical Practice Aids 156 BNA Daily Tax Report 82 294 BNA International Tax Monitor 295 By citation 127 Citation search templates 75 Date range 76 EBIA Weekly 296 EU Law 119 FASB Codification 142 FRM Source Materials 151 GAAP Reporter 145 Home screen 69 How to use search connectors 307 IBFD Regional Databases 120 344 TECHNICAL ACKNOWLEDGEMENTS IBFD Tax Glossary 121 IBFD Tax Treaties 122 IBFD Transfer Pricing 123 IFRS Reporter 147 Indexes 201 Introduction 69 Intuitive search 78 Legislation search 77 Multistate sections 131 Proximity example 310 RIA Newsletter Library 277 RIA Worldwide Tax amp Commercial Law 125 Search screen 69 Section symbols 80 Selected SEC filings 148 Single state 132 Site Navigator 69 85 Source selection 86 State and Local 126 State cases by court and date 133 State rulings by date 137 State Tax Citator 138 State Tax Doc Type 139 Table of Contents 69 198 Tax rate by county or city name 140 Tax rate by zip code 141 Terms amp connectors 80 Towers Watson News Library 297 U S Tax Treaties 124 United States Tax Reporter USTR 84 345 TECHNICAL ACKNOWLEDGEMENTS Using Keywords 71 73 WG amp L Analysis 150 Search AICPA Technical Practice Aid
38. Updates Newsletter Library Payment to compensate for underwriting costs associated with debt had to be capitalized Search RIA Newsletters In a heavily redacted Legal Advice Issued by Field Attorneys IRS has concluded that under Reg 1 263 a 5 a se aeestetane taxpayer had to capitalize a payment because it was to compensate another for the underwriting costs associated Topo egisla WGAL Tax Journals with a debt The taxpayer couldn t currently deduct the payment as a repurchase premium under Reg 1 163 7 c Legal Advice Issued by Field Attorneys 20141001F 2014 Thomson Reuters Tax amp Accounting All RightsReserved Privacy Statement Headlines summaries or opening paragraphs are generally provided for each news article In some newsletters the headline is a link to the full article In others a document symbol at the end of the paragraph links you to the full article Select from news services included in your Checkpoint subscription Titles include News amp Insight RIA Daily Updates Accounting amp Compliance Alert PPC s Daily Update BNA Daily Tax Report BNA Int l Tax Monitor IBFD Tax News Service Towers Watson EBIA Weekly and Sabrix VAT News Click a date on the Date drop down list if available to access earlier editions Document tools let you print export e mail and manage the news content Advance to a section of the newsletter by selecting the section title from the Outline on the left navigation b
39. Using the Document Navigation Tools 00 e cece ee eeeeeeeeeees 175 Navigate By Right Left Arrows 00000 000 e cece cece ee eeeeeeeecececeeeeeeees 175 Document Tools 175 TABLE OF CONTENTS Document Screen TOS 03 lt acs es aia tow a wed eek Claas Oe oh RM De So wi ee dae 8 175 Search Results Screen Tools 2 2 2 0 20 cece cece cee eee eee e cece eset eee eeeeeeees 176 Viewing Checkpoint Catalyst Search Results 00 00 000 cece cece cece eeeeeees 181 Viewing International Trade Library Documents 00000 000000000 cece ce eee 183 Viewing Citator History nieee a a a ec cece cece cece eeeeeeeeeeeeeeeeeees 184 Viewing Wildcard Search Results 2200000000022 cece cece cece cece eee c cece cece ceeceeeeeees 185 Modifying a Search 20000 c cece cece cece cece cece cece cece ce cecceececeeeeeeeeeeees 186 Back to Searches aoe a Rk ACRE SOS SLE BALSA EUSA Bt Akt ORS TENS 187 Filtering Top Line and Side Line Links _ 1 02002 220222 cece cece cece cece cee eeeees 188 Creating External Permalinks 000 000000000 o oo cece ccc ccc ccc ccc cece cece eee e eee ceeeeeeeeeeeees 189 Using Citation Tracker 2 s 202 424 so das hood a dahl hosel eet Vo 5558 2s Bebo oe wha eed oso 190 Using Compare It Links 000000 ec aaaea aaea aandaa anaana aaaea 191 Using State and Local Charts Tab 200000000000 c ccc e cece eee e ccc cccceceeeeeees 192 About the Table of Contents
40. all available information in a hierarchical structure of levels and sublevels Note Table of Contents is the default view of the search results when you search from the Table of Contents screen You can change the default view in the Search Display area of the Options screen The Table of Contents view displays the following e List of Sources that match the keywords you included in your search By default only sources that contain documents with hits are listed e Total number of documents found as a result of your search e Number of documents found in each source that satisfy your search criteria e Anote icon to the right of a document indicates there is one or more notes or highlights in the document You can click the icon to view a pop up window containing the notes and highlights The following features apply to the Table of Contents view e If you select Display Level 2 or Display Level 3 at the top of the results Checkpoint expands the topics and shows the subtopics two levels or three levels down e Todisplay all sources including those with no hits click the View all results icon e Todisplay only sources with hits click the View Hits Only icon e To view a document s content click the document title e To save or schedule the current search click Save Schedule Search in the upper right of the screen e To modify a search see Modifying a Search e To view related courses click the Related Courses link at the top mi
41. amp TaxCore newsletter in the desired format You can also click the E Mail Real Time updates in addition to BNA Daily Tax Report amp TaxCore check box to receive real time updates Select the check boxes for the features you want and click Save and close BNA International Tax Monitor Select this option to receive the BNA International Tax Monitor newsletter in the desired format Select the check box for the format you want and click Save and close IBFD Daily Tax News Service Select this option to receive the IBFD Daily Tax News Service newsletter in the desired format and with customized jurisdictions Select the check box for the format you want and click Save and close Click the Customize links to select filtering options for the newsletter A new window shows all available options After selecting the appropriate check boxes next to the filtering options click Save and close Towers Watson Select this option to receive the Towers Watson newsletters in the desired format Select the check boxes for the newsletters and format you want and click Save and close EBIA Weekly Select this option to receive the EBIA Weekly newsletter in the desired format and with customize topics Select the check box for the format you want and click Save and close Click the Customize links to select filtering options for the newsletter A new window shows all available options After selecting the appropriate check boxes next to the filtering
42. and RTF Applies any changes to the document that the system would normally apply prior Update Form p i to performing a Save Answers Preview or Assembly function Complete the template by entering applicable data into the provided fields and use the buttons to preview assemble save or update the document 273 USING SPEEDLINK Using Speedlink Speedlink is a downloadable tool that resides in your desktop system tray and optionally as a desktop icon and provides you with access to Checkpoint and many of its key features By storing your login ID and password in Speedlink s Preferences area you can obtain immediate access to a selected Checkpoint tool or feature without manually logging in To download Speedlink 1 Navigate through your browser to http ria thomsonreuters com speedlink 2 Click the Download Speedlink link 3 Follow the onscreen instructions for downloading and installing Speedlink Using the Speedlink Features When you click the Speedlink task system icon the Speedlink menu opens in a browser window The Speedlink menu includes a range of search tools and quick links to Checkpoint content The features and tools available to you in Speedlink are subscription sensitive Some of the tools available include e Form Line Finder e Code Search e Federal Tax Handbook Search e Keyword Search In addition several sub menus let you access accounting content training and support and additional tools S
43. browser settings and compatibility 14 CHECKPOINT PASSWORD REQUIREMENTS Checkpoint Password Requirements Your Checkpoint password must have the following naming characteristics e Be atleast 7 characters long with a maximum of 40 characters e Include at least one alphabetic and one numeric character e Contain no spaces Passwords are not case sensitive An example of a valid password is 123abc456 If you have issues creating a password please contact the Checkpoint Technical Support services team at 1 800 431 9025 prompt 3 15 THE CHECKPOINT PASSWORD POLICY The Checkpoint Password Policy Note This topic applies only to Checkpoint users accessing Checkpoint through seamless access such as IP address authentication corporate token authentication or Single Sign On SSO authentication using a third party application Ping Federate Account Linking In order to comply with internal security and industry best practices Checkpoint passwords are now encrypted This will affect you in the following ways You will need a self created password if you want to be able to access Checkpoint on multiple devices and browsers An Enter Password dialog box is displayed with three options e have a password If you know your password or have already created one previously select this option key in your password in the Enter Password field and click Finish Upon clicking Finish validation of the entered password will be made An
44. by citation number name Click Search on the menu bar Select the State amp Local practice area On the left navigation bar select State amp Local Tax Reporters Select the check box for the state you want to search Click Next On the left navigation bar click one of the options under the Find by Citation heading Sc O a Find a case by name or citation Statutes Find a statute by number Find a ruling by number Regulations Find a regulation by number Type the citation in the appropriate field See formatting example on the search screen Click Search The Search Results screen appears with a default view of either All Documents Source List or Table of Contents You can toggle between these views by clicking the appropriate link To further define search results the Source List and Table of Contents views let you choose View Hits Only or View All Results in the document tools The Table of Contents format also has Display Level options 1 2 3 that let you expand or collapse the folders shown You can manage default settings in the Search Display section of the screen If necessary drill down to the document level in the Search Results screen and click a document name to view its contents 127 USING THE STATE INDEX TOOL Using the State Index Tool The State Index tool provides access to tax related laws for each state indexed by the state s own categories To use the Go To state index feature
45. can be added or removed Click Save to store your changes When you open the modified view your new content panes are visible Note At the bottom of the predefined view screens there is a link to restore the default view and layout You just click the Restore Defaults link and then click OK to confirm the restore To move a pane on the Home screen AF On the menu bar click Home The Home screen appears Determine which pane you want to move Using your left mouse button click and hold the title bar of the pane you want to move Drag the pane to a new position A dotted red outline shows the new position that the pane will snap to if you release the mouse button When you have the pane where you want it release the mouse button to anchor the pane in the new position ADDING QUICK LINKS USING THE QUICK LINKS ICON Adding Quick Links Using the Quick Links Icon On the Home screen the My Quick Links pane contains links that provide easy access to your most frequently used features and content es You can add links to the My Quick Links pane by using the quick links icon El found next to features and content that are linkable in Checkpoint When you click this icon a link to the associated feature or content is added to the My Quick Links pane To add a link using the quick links icon 1 From any screen in Checkpoint identify the Checkpoint content that you want to add to your My Quick Links pane F 2 Click t
46. can select Level 2 and Level 3 to expand the hierarchy and display all of the sources in those levels As you search the Table of Contents the Checkpoint Contents area displays a running header that shows your relative location in the Table of Contents structured view The highest level heading is listed first followed by subheadings In the left navigation bar the default view is Browse Under the Jump To feature you can access specific information such as titles of Checkpoint sources and templates that let you search publication collections To return to the Checkpoint Contents click Browse 194 EXPANDING THE TABLE OF CONTENTS Expanding the Table of Contents The Table of Contents contains folders subfolders and documents arranged in a hierarchy of levels The Level 1 folders are displayed by default when you access the Table of Contents screen You can view the other levels in either of two ways e Click the folder name Checkpoint expands the folder to show the next level of its subfolders but no longer displays the other first level folders e Click the symbol next to a folder Checkpoint expands the folder to show the next level of its subfolders and also continues to display the other first level folders You continue this process of expanding or clicking until you find the reference material you want The following procedure demonstrates expanding a folder using the Federal Library folder as an example To exp
47. click the check box next to the source set name such as Editorial Materials Enter your search terms in the Keywords field Select either the Intuitive Search or Terms amp Connectors method to perform the search Use the Thesaurus Query Tool feature as necessary Click Search The Search Results screen appears To perform a keyword search on the Home screen 1 a FF Oo N On the menu bar click the Home menu The Home screen appears In the Quick Search pane enter your search terms in the Keywords field Select either the Intuitive Search or Terms amp Connectors method to perform the search Use the Thesaurus Query Tool feature as necessary Click Search The Search Results screen appears with the Source List view as the default 273 PERFORMING A KEYWORD SEARCH To perform a keyword search on the Table of Contents screen 1 D a A V N On the menu bar click the Table of Contents menu The Table of Contents screen appears Select the check boxes next to the sources you want to search Enter your search terms in the Keywords field Select either the Intuitive Search or Terms amp Connectors method to perform the search Use the Thesaurus Query Tool feature as necessary Click Search The Search Results screen appears 74 PERFORMING A CITATION SEARCH Performing a Citation Search Use Checkpoint s pre designed citation search templates to search for specific types of tax information For exa
48. completed It will read Continue Interview if the document has not been previously completed 3 The interview questions will load for you so you can complete or modify them After answering or modifying the questions click Submit and the system will generate your document package For example Plan SPD Administrative Policies 234 USING CALCULATORS Using Calculators General Calculators Checkpoint provides more than 100 easy to use calculators in 10 different categories Click here to see the categories e Auto e Business e Credit Card e Investment e Loan e Mortgage e Personal e Retirement e Savings e Tax To use the general calculators 1 2 On the Tools screen click Calculators on the left navigation bar Expand a specific calculator category by clicking the symbol next to the heading or click Show All to expand all of the calculator categories Click the name of the calculator that you want to use Enter data in the selected calculator s entry fields If you need an explanation of a field click the field label to display a description When you have completed data entry click Calculate to view the results of the calculation and supporting information Document tools including Print Export E mail Save Open and Text are available for preserving or sharing the calculation results Payroll Calculators Checkpoint provides five calculator tools for specific payroll functions
49. cso es a sec cel hte ay east ek ooh genes th AS oe rats oer is oh Ao Ng 300 TiN TACKUING ys cps Net hs A eet a DRM gael tate DA E gene ES Adena ais lal 302 Correcting an Undefined Session Duration _ 1 0 2 0 2 222222 2 cece eee eee cece cece ccc cece eee e eens 305 The Tax Research Process 0 202 000 ccc ccc cece eee nee eee ene eens eben eens ene eeenneeeees 306 Outline of Tax Research Process 2 2 2 2 2 oo eee 306 search Examples 22 2 2 tec io ddd ee ea eee Sa O Se vs Se SE Sas 307 Example Code amp Regulation Subsection Search 0 0 00 e eee ee 308 Example Combining Connectors amp Proximity Searches 0000 0 309 Example Proximity Search 000 00000 eee ec eee ee cece cece eeeeeceeeeeseeeeeeees 310 Proximity Examples 20 0 0 2222 c cece cece cece cece cece ccc c cece cece cece eee cece eee ee cece ceeteeceteteeeeeeees 310 SearchTipS 2 2 0 eee eee eee ne AEE DA AAEE ronnan arrra 312 11 TABLE OF CONTENTS Using the Home Screen 00000 e eaea eaaa eaaa raoran rean 313 Using the Manage My Views Screen cece cece cece adina rraioa aranana 314 Using the Edit My Quick Links Screen 000000000 occ c eee raona onanan 315 UWsingithe Search Screen 0 2 ene La tena a a dl eee lala ek dis eco 316 Using the Search Results All Documents Screen 0 00 e cece eeeee 317 Using the
50. current folder on the Folders screen and you are finished If you click Save As the Save Document window opens where you can select another folder or create a new folder Continue with Step 2 2 Onthe Save Document window click Change Folder 3 When the Change Folder window opens you can either select another folder from the list or click a link to create a new folder If you want to select another folder click the folder name and click OK If you want to create a new folder click Create New Folder When the Create Folder window opens enter the new folder name select a location and click Create The new folder is added to the Change Folder window Click the new folder name and click OK 4 Optionally on the Save Document window you can enter a Note for the document If you enter a note the note is added to the top of the document 5 Onthe Save Document window click Save to add the document to the selected folder on the Folders screen To open a document in a new window Click the Open in New Window icon in the document tools When you open the document in a new window it stays open until you close it This allows you continue with other activities in Checkpoint and return to the open document at any time For example you may select it later from the Checkpoint Open Document button on the task bar at the bottom of the screen If you are using dual monitors you can drag the document to the other monitor and pull up s
51. documents can be identified by EXP in the title and EX lt Numeric Value gt in the citation 195 UNDERSTANDING TABLE OF CONTENTS SYMBOLS Understanding Table of Contents Symbols At the top level the Table of Contents screen displays all sources available in your Checkpoint subscription Each level on the Table of Contents has two components a graphic symbol and a descriptive hypertext link When you view documents in the Table of Contents view of the Search Results screen additional graphics indicate specific meanings The graphic symbols are described in the following table O ee Indicates that there are entries below the current level Click the to display these subordinate entries Indented sublevel entries may also have a or symbol next to them You can continue clicking the symbol to open levels in this manner all the way to the final lone document level Closed level symbol Indicates that you have fully expanded the current Table of Contents entry so that all the documents it contains are visible Click the minus symbol to collapse these levels Open level symbol Click this icon to open a specific Table of Contents location You see this symbol in FASB information to indicate an intersecting topic Lone document symbol Click the document title to view its complete text If you have performed a search and elected to view your search results in the Table of Contents view documents containing yo
52. drill deeper within a document to other references click Back to Search Results on the top left of the screen to go back to the previously viewed search result and then click Back to Search to return to the screen where you initiated the search 187 FILTERING TOP LINE AND SIDE LINE LINKS Filtering Top Line and Side Line Links Top line and side line links are buttons across the top of or embedded in some Checkpoint documents You can click a button to display a list of related documents in the Context Panel on the right Top line and side line links do not appear in all documents Click here to see examples of top line and side line links in a document Expl sneer IRC Com Rpts Tax Desk AdvAnnot PPC WG amp L Treatises BNA Reg 1 61 6 Gains derived from dealings in property Caution The Treasury has not yet amended Reg 1 61 6 to reflect changes made by P L N WSE a FTC WG amp L Treatises BNA In general Gain realized on the sale or exc grass income unless excluded by law For this purpose property includes tangible items You can filter top line and side line links within a document by keyword This feature allows you to constrain a list of links by specific words that you want to locate To filter top line and side line links 1 On the Document screen click Links in the Context Panel The Links tab opens Note The Links tab only appears in documents with top line and side line links 2 Click Filter Lin
53. expand and collapse to allow for easy comparison of text at the same level e Click to expand a heading or subheading e Click to collapse a heading or subheading In the following example clicking the icon Related Rulings provides a listing in the left pane of related custom rulings Serwa nte Ob Chapter 1 Live Animals 2014 0101 Liwe horses asses mules and 0101 23 00 01012100 0301 21 00 0101 29 00 162 vend Aricia Description EEE henes o Froo hee bpota C eroteta leternetiongi Tade t dearg Sears m Motes ate octet Siames Hewmneced Iun Sc Aetute Carrent E Soe FOE HTSA Basie Eden 71 t2014 SECTION 1 CR 1k LIVE ANIMALS D Chapter 1 Live Animais Carter 2 nat Anet E hie boat One Papier Fn ins Canta ears Matias x end thee Apate in ata ston HARMONIZED TARIFF SCHEDULE OF US HTSUS NEWS TOOLS LEARNING 9 Back to Results Document Chapter 1 Live Animals Harmonized Tariff Schedule of the U S HTSUS QBBMEB BeAZHiAaABRBS Navigate by Contents Copy Selected Text gt Expand All A E mail Selected Text gt Lock Header Print Selected Text Chapter 1 Live Animas Rates of Duty Heading SubHeading Article Description Live horses asses mules and hinnies Highlight text and use document icon above to Copy Email or Print i Selected Text Horses Purebred breeding animals WCO symbol will link you to Explanatory notes from the World Males Custo
54. five steps 1 Select one or more incentive types 2 Select the application of the incentive that you are interested in searching 3 Click Next 4 Select one or more jurisdictions 5 Click Create the Chart The resultant chart is displayed You can choose to sort the information in the chart by incentive or by jurisdiction by clicking the respective column title in the header row of the chart Individual Income Tax The Individual Income Tax tool compares information on individual income tax related topics between 267 USING STATE TAX CHART BUILDERS BNA states in four steps 1 Select one or more topics 2 Click Next 3 Select one or more states 4 Click Create the Chart The resultant chart is displayed You can choose to view the chart with the axes interchanged by clicking the Flip Axis button Sales amp Use Tax The Sales amp Use Tax tool compares information on sales amp use tax related topics between jurisdictions in four steps 1 Select one or more topics 2 Click Next 3 Select one or more jurisdictions 4 Click Create the Chart The resultant chart is displayed You can choose to view the chart with the axes interchanged by clicking the Flip Axis button 268 USING TAX DEVELOPMENTS WIZARD Using Tax Developments Wizard The Income Tax Developments Wizard lets you create a customized quarterly compilation of news updates covering federal state and intemational corporate income t
55. gt Go To gt Home Page use this feature your Checkpoint session remains active until you return to Checkpoint and log out Stops downloading a new file or accessing a web page Use this selection when the system is bogged down or if you want to cancel an action _ Prints the current browser screen To print amp File gt Print documents in Checkpoint use the Checkpoint print icon at the top of the Document screen Saves a browser page or Checkpoint page for A j f easy retrieval during a Checkpoint session You Favorites w Pavonis z Addita Favontas must be logged in to Checkpoint for a Favorites link to a Checkpoint page to work View gt Stop 24 SETTING CHECKPOINT USER OPTIONS Setting Checkpoint User Options The Options pop up window displays Checkpoint s current or default settings You can use this window to set your own preferences for Checkpoint You can either set each of the options individually or use the Options wizard to set them at the same time This topic discusses setting each option individually To set your own preferences 1 On the top toolbar click Options The Options window appears with the General Settings view as the default 2 Onthe left navigation bar you can select the options to display their settings templates Click here to see navigation bar options Document News Personal Password Print Export E mail Search Display Single Sign On Time Tracking 3 You can change the s
56. is a web based technology that lets you automatically receive updated headlines and news feeds for Checkpoint newsletter content To receive and view an RSS feed you must have an RSS reader installed through your browser or from your local desktop To enable a Checkpoint RSS newsletter feed 1 Onthe top toolbar click Options The Options window appears 2 Onthe left navigation bar click News 3 Click RSS Feeds 4 Right click the 2 icon next to each Newsletter title and click Copy Shortcut in the pop up menu Note In Firefox you select Copy Link Location from the pop up menu 5 Paste the URL into your RSS reader to set up the feed 42 HELP ME CHOOSE NEWSLETTER E MAIL DELIVERY Help Me Choose Newsletter E mail Delivery As part of the News service you can subscribe to a range of Checkpoint newsletters and have them sent to you by e mail Select Yes if you would like to have newsletter content sent to you via e mail You can select to have newsletters delivered ina complete weekly publication or as a daily update The body of each weekly newsletter e mail message includes e Link to the newsletter on Checkpoint e News highlights for the week e WG amp L Journal digest The full text of the newsletter is attached in document format Newsletters in daily update format are distributed as a series of daily updates All daily update newsletters are grouped together in a single e mail Articles are sent immediately as they ar
57. list To print multiple documents hold down the CTRL key on your keyboard and click on the Print icon next to the documents you want to print 323 USING THE TABLE OF CONTENTS ALL TITLES SCREEN Using the Table of Contents All Titles Screen You can access the All Titles screen from Checkpoint s Table of Contents by clicking Titles in the Jump To section of the left navigation bar All Titles provides an alphanumeric list of Checkpoint s content that is specific to your subscription Each title is a link to a corresponding section of the Table of Contents You have the option to create a customized list of selected titles THOMSON REUTERS SQ HISTORY FOLDERS SeFLAGGED 0 W nores options HELP SIGN OUT ee CHECKPOINT TIMETRACKINC ie THOMSON REUTERS HOME SEARCH T F CONTENT NEWS TOOLS LEARNING Table of Contents All Titles Create My Titles Browse Jump To O9ABCDEFGHIJKLMNOPQRSTUVWXYZ Form Line Finder 1040 Deskbook USTR Code Section 1041 Deskbook GAAP Reporter 1065 Deskbook SOX Reporter 1120 Deskbook BNA Portfolios 1120S Deskbook 19 U S C Customs Duties 401 k Plans 5500 Deskbook 706 709 Deskbook 990 Deskbook AAEI International Trade ALERT Accounting amp Compliance Alert WG amp L Complete Edition Accounting amp Compliance Alert Highlights Accounting and Auditing Disclosure Manual Accounting and Auditing Update Accounting and Auditing Update PPC Accounting and Auditing Update WG amp
58. list to go to any level on the drill down list Note Clicking in the drill down list takes you out of the News screen and into the Table of Contents screen Other ways you can view IBFD Tax News Service information 286 IBFD DAILY TAX NEWS SERVICE e You can customize News E mail Display options so that you receive the IBFD Tax News Service by e mail e You can search past issues from the Table of Contents menu 287 TOWERS WATSON NEWS Towers Watson News Subscribers to Checkpoint s Towers Watson News have access to exclusive content such as the Executive Compensation Resources Newsletter Legislative and Regulatory Updates and the Plan Documents To access Towers Watson news 1 Click the News menu 2 On the left navigation bar select Towers Watson from the News Service drop down list The current issue of Towers Watson News appears You can use document tools to manage the document You can also customize your News E mail Display settings so that you receive the Executive Compensation Resources Newsletter and Legislative and Regulatory Updates by e mail each day 288 EBIA WEEKLY EBIA Weekly Checkpoint s Employee Benefits Institute of America EBIA Weekly provides updated news and articles about Employee Benefits law and compliance To access the EBIA Weekly newsletter 1 2 Click the News menu On the left navigation bar select EBIA Weekly from the News Service drop down list The c
59. navigation bar select BNA Daily Tax Report from the News Service drop down list 3 Onthe left navigation bar click the Search Daily Tax Report link The BNA Daily Tax Report amp TaxCore Templates Available screen appears Use any of the template fields to narrow your search e Section Name e Topic Title e Case Name e Author e Issue Date e Select a State Note These fields are all optional but can filter your search to return a more focused set of results 4 Enter terms to define your search in the Keywords field or select the Thesaurus Query Tool for more advanced search features 5 Click Search to view results 294 SEARCHING THE BNA INTERNATIONAL TAX MONITOR Searching the BNA International Tax Monitor You can search international tax archives on the BNA International Tax Monitor search template To search for international tax information 1 Click the News menu 2 Onthe left navigation bar select BNA Int lTax Monitor from the News Service drop down list 3 On the left navigation bar click the Search BNA Int l Tax Monitor link The BNA International Tax Monitor Templates Available screen appears 4 Optionally use the Issue Date field to narrow your search Enter the date or use the calendar icon to select a date 5 Enter terms to define your search in the Keywords field or select the Thesaurus Query Tool for more advanced search features 6 Click Search to view results 295 SEARCHING THE EB
60. next login 16 LOGGING IN TO CHECKPOINT Logging in to Checkpoint 1 Launch your browser and enter the Checkpoint address in the browser location bar http checkpoint thomsonreuters com The Checkpoint Login screen appears Note Bookmark this page or add it to your Favorites so you will not have to retype the URL every time you want to access Checkpoint 2 Enter your User Name and Password and then click Login The Checkpoint screen that appears depends on the Login and Search Practice Area settings in the General Settings Options Note You can use your user name and password to open only one Checkpoint session at a time Select the Save Name Password check box to save your login information You will not be prompted to enter your User Name and Password on future Checkpoint sessions Ending a Session Remotely Checkpoint does not permit multiple logins with the same User ID If you are logged into Checkpoint on another machine or browser and attempt to login Checkpoint will provide an option for you to close the original session and continue the login process 17 LOGGING OUT Logging Out It is important that you log out from Checkpoint correctly before closing your browser If you close your browser without logging out the system continues to view your account as being active and you will not be able to access Checkpoint for 60 minutes To log out at the conclusion of your research session On the top tool
61. of the screen 8 Click astate to view a list of the retrieved documents on the Document List screen 9 Click adocument name to view the document contents Note You cannot conduct a citation search when you select more than one state Citation searches are restricted to a single state 130 SEARCHING MULTISTATE SECTIONS Searching Multistate Sections The State amp Local practice area contains two sectional or specialty search templates that allow you to conduct research on specific tax topics across states These are the Multistate Corporate Income and Multistate Sales amp Use sectional templates You can subscribe to either or both products The procedure for performing a sectional search is very similar to that for searching multiple states To perform a sectional search 1 2 Click Search on the menu bar Select the State amp Local practice area On the left navigation bar select Corporate Income Tax Reporter or Sales amp Use Tax Reporter The Search RIA State amp Local Tax Reporter screen for Corporate Income or Sales amp Use as you selected appears As part of your subscription all states are available for selection You cannot subscribe to individual jurisdictions within a sectional Select check boxes in front of the states you want to search Click Next The search template displays the Tax and Document types common to the states you selected as well as an optional Keyword field Select one o
62. opens in a separate window where subscribers can select the edition that corresponds to the effective date of the single audit or program Answer a few questions about the federal award program and your client to obtain a custom audit program that includes all relevant information 265 USING STATE APPORTIONMENT Using State Apportionment The ONESOURCE State Apportionment planning tool lets multi state tax professionals automate the process of determining the impact of changes internal or external on their company s effective tax rate ONESOURCE State Apportionment planning is a subscription based tool To use ONESOURCE State Apportionment planning 1 Onthe Tools screen click State Apportionment on the left navigation bar 2 Review information on the ONESOURCE State Apportionment planning screen Note options to link to the Getting Started Checklist and the 5 Easy Steps to Start Planning tutorial 3 When you are ready to open the application click Start Planning The application opens in a separate window You can now create a base scenario that includes your organization s structure filings monetary data and tax rules Then make a copy of the scenario to explore planning options ONESOURCE State Apportionment planning includes a Compare feature that you can use to analyze the differences between the base scenario and the planning scenario 266 USING STATE TAX CHART BUILDERS BNA Using State Tax Chart Bu
63. options include font font size show notes show highlights show navigate by and change text width Print options include font font size show notes show highlights show keyword hits and show compass icon ey Click to flag a document The document is added to the Flagged Documents screen accessed from the top toolbar Click to unflag a document The document is deleted from the Flagged Documents screen accessed from the top toolbar Click to add a note to the document Click to refresh a Checkpoint Catalyst topic which collapses all expanded content back to the original condensed format This icon refreshes only at the topic level not the subtopic level Search Results Screen Tools The tools on the Search Results screen vary according to whether you are in the All Documents Source List or Table of Contents view Not all tools appear for all search results Click here to see descriptions of the tools on the Search Results screen 8 All Click to print selected documents Click the check box next to Documents each document you want to print 176 USING THE DOCUMENT NAVIGATION TOOLS seed All Documents Source List All Documents Source List All Documents Source List All Documents Source List All Documents Source List All Documents Source List Table of Contents Source List Table of Contents Source List To print a document Click to export selected docum
64. or more companies that you combine into a labeled group by clicking Create Group You can click Manage Groups to edit and maintain an existing company group e Specify one or more companies in the Company Names box Type company names in the text box or click Find Companies for help in identifying companies Separate multiple names with a comma or semicolon e Specify the ticker symbol of acompany in the Ticker Symbols field Separate multiple ticker symbols with a comma or semicolon 8 Tosearch one or more industries enter the 4 digit SIC code for each industry Separate multiple SIC codes with acomma or semicolon Click Find Industry Codes to find specific industry codes 148 SEARCHING SELECTED SEC FILINGS 9 Click the Search button to launch the search or select Clear All to reset all of the search criteria 149 SEARCHING WG amp L ANALYSIS Searching WG amp L Analysis Use the SECPlus template Search WG amp L Analysis to conduct a search within specific Financial Reporting amp Management materials 1 a FF V N o oN On the Search screen select Accting Audit amp Corp Finance from the Practice Area drop down list Click SECPlus on the left navigation bar Click WG amp L Analysis on the left navigation bar Inthe Search WG amp L Analysis template select the sources you want to include in your search From the Forms drop down list select the SEC form you want to include in your search or choose All F
65. preferences for search results and search display options To set search display options 1 On the top toolbar select Options The Options window appears 2 Onthe left navigation bar click Search Display 3 Make the changes you want to the Search Results Keywords and Table of Contents settings Use these options to define how you want to view your document search results Search Result Default View With the following options you can select how you want to display your search results on the Search Results screen e Select Source List to display the number of documents contained in each source type default setting Select All Documents to display all of the documents that meet your search criteria Select Table of Contents to display the documents that meet your search criteria in the Table of Contents hierarchy format Select Use Last to use the same search setting that you used for Search Results your previous search Display Filter Options With the following options you can select whether to see hits only or text surrounding the keyword hit e Select View Sources with Hits Only to have the Search Results list display only sources that include hits Clearing this check box displays all sources in the Search Results list including those with 0 hits Select Display Words Around Hits to see a brief excerpt of the document text containing the keyword hit in the document list results This lets you determine whe
66. results of the research to a specific situation One can identify two essential tax research skills e The first is using certain mechanical techniques to identify and locate the tax authorities that relate to solving a problem e The second entails a combination of reasoning and creativity and is more difficult to learn A researcher must begin with native intelligence and imagination and add training and experience to search efficiently and effectively In many cases no legal authority directly addresses the problem In that situation the researcher must combine seemingly unrelated facts ideas and legal authority to arrive at anovel conclusion This creative ability often spells the difference between success and failure in the research process Outline of Tax Research Process As the tax problems of the client become more significant the related tax research can become time consuming and expensive The tax researcher must work as efficiently as possible to obtain the solution to the client s problem A framework for the research process is essential The tax research process can be categorized into six major steps Tax researchers especially those without a great amount of experience at the task must approach the resolution of a tax problem in a structured manner so that the analysis of the problem will be thorough and the solution complete 1 Establish the facts Identify the issues Locate the authority 2 3 4 Evalua
67. set 90 External permalinks 189 External Quick Link 56 Folders 219 Home screen view 53 Time tracking project 302 Create a chart 239 Customized Source set 90 Date range search 76 116 Decision Tools 255 Deep Cite Locator 169 Delete Custom My Titles 199 Displaced notes 229 Embedded Notes 227 Folders 220 Highlights 227 Note 224 Saved searches and documents 111 Searches and documents from folders 217 Delete notes 224 Displaced notes 226 229 Display Level 194 334 TECHNICAL ACKNOWLEDGEMENTS Dividends 238 245 DocsEngine for Pensions 233 Document Assembly 272 Document Display Options 28 Document navigation tools 175 Document screen 169 207 Document tools 175 Download Speedlink 274 Drag and drop folders 221 e Filing chart 239 E mail 178 Enter your e mail address 113 Notification of scheduled search 113 Selected text 211 Single document 207 EBIA Weekly 289 296 Edit notes 224 Embed note 225 227 End session remotely 17 18 Enter Password 16 Estate planning sources 62 EU Law search templates 119 Expand the Table of Contents view 195 Explanations 175 249 Export Multiple documents 209 Quick Links 57 Single document 207 External permalinks 189 335 TECHNICAL ACKNOWLEDGEMENTS External Quick Links 56 FASB Codification 142 Combine Subsections 246 Cross Reference 246 Join Sections 246 FASC Number 142 FASC Pending 142 FASC Topic Title 142 Featured Developments tab 171 Federal sources 63 Filter
68. state summaries in separate charts or in a combined chart Nexus Assistant results can be preserved or shared using the document tools Print Export E mail and Save 259 UsING NON DISCRIMINATION TESTING Using Non Discrimination Testing Non Discrimination Testing is an Internet based nondiscrimination testing tool that covers Code Sec 125 Cafeteria Plans Code Sec 105 h Health FSA HRA Self Insured Medical Plans and Code Sec 129 Dependent Care FSA Plans To access Non Discrimination Testing 1 Goto the Tools screen 2 Click the Non Discrimination Testing option from the Tools menu on the left 3 When the page loads click the Continue button 4 You are directed to the Non Discrimination Testing site Log in using your Checkpoint username and password C gt lt d Claims NDX Non Discrimination Testing Trtnine xcoange Note Alternatively a Nondiscrim Test button has been placed in the Il Cafeteria The Short Course materials to view the Non Discrimination Testing site Path Table of Contents gt Checkpoint Contents gt Pension amp Benefits Library gt Pension amp Benefits Editorial Library gt Pension amp Benefits Compliance Library gt Cafeteria Plans lt II Cafeteria Plans The Short Course Non discrimination testing using NDX is as simple as 1 2 3 1 Download an Excel template and populate the data 2 Upload the Excel spreadsheet 3 Download reports NDX Reports include e Detailed test result
69. step by clicking its title e The Interview pane right side contains the interview questions and content Answer the guided questions to progress through the interview Use the navigation toolbar at the bottom of the interview pane to move forwards and backwards through the interview screens Click to Finish to view the collected interview answers and generate an assembled RTF document of the interview results The toolbar at the top of the Document Assembly interface provides access to a number of a features Toggle the Interview Outline left pane open and closed Save the current interview answers to a folder Import saved answers from a folder to fill unanswered question fields View a preview of the competed document View a summary of the completed answers o Open the online help system Saving a Document You can save a completed or in progress Document Assembly interview to your Checkpoint Folders by clicking the B icon in the toolbar or by selecting Save Answers from the Interview Complete dialog after finishing the interview process 1 Inthe Save Interactive Document dialog select a folder to save to 2 Enter a name for the Document you want to save By default the Checkpoint title of the Interactive Document template will be used 3 Enter any notes optional 4 Click Save 272 USING DOCUMENT ASSEMBLY Pre HotDocs Document Assembly Templates Some Document Assembly templates use an olde
70. the Second Latest 2014 Tax _J FASB Superseded Standards and GAAP Reporter Legislation Nonauthoritative Literature SEC Epu Introduction of the First Latest 2014 Tax J GASB SEC Filings Navigator 9 Legislation _J Government Auditing Standards Yellow Create a Chart L Introduction of the Fifth Latest 2013 Tax Book Legislation SECPlus Filings hlights IASB International Accounting Standards Rant 6 Introduction of the Fourth Latest 2013 Tax Board SOX Reporter Legislation a ri IFRS for SMEs Accounting Audit amp SEC Index Introduction of the Third Latest 2013 Tax Legislation 4 CJ IFAC introduction of the Second Latest 2013 Tax PCAOB Legistati aS PCAOB Interim Standards introduction of the First Latest 2013 Tax Legislation Sarbanes Oxley Cases WG amp L _ FASB Codification Accounting Standards 5 SEC Reference Library WG amp L i Updates Complete Analysis WG amp L Selected Legislation Enacted amp Proposed Accounting amp Financial Statements US WG amp L GAAP PPC Install Upcate WG amp L Install Update BNA Indexes To change the Search screen to the Account Audit amp Corporate Finance practice area select Accting Audit amp Corp Finance from the Practice Area drop down list To perform a keyword search enter search terms select the sources to search and then click Search You can perform a Keyword Search in two ways A Terms amp Connectors search lets you provide one or more key
71. the document title e Tosave orschedule the current search click Save Schedule Search in the upper right of the screen e To modify a search see Modifying a Search e To view related courses click the Related Courses link at the top middle of the screen 168 UNDERSTANDING THE DOCUMENT SCREEN Understanding the Document Screen When you select a document from the Search Results screen the Document screen displays the complete text of a document along with tools to navigate the contents and open related documents The two main parts of the Document screen are the text pane on the left and the Context Panel on the right Text Pane The left side of the Document screen displays the document text Keywords used in the document search are highlighted in yellow in the text All documents include at the top of the document pane Additional navigation elements may be available within the document Top Line and Side Line Links Top line and side line links are a series of buttons across the top or on the left margin of some documents You can click these buttons to display a list of related documents in the Context Panel These links do not appear in all documents Expl mare IRC Com Rpts TaxDek AdvAnnot PPC WG amp L Treatises BNA Reg 1 61 6 Gains derived from dealings in property Caution The Treasury has not yet amended Reg 1 61 6 to reflect changes made by P L N wE a FTC WG amp L Treatises BNA In general Gain r
72. to Time Tracking projects These projects can then be printed or exported into your time and billing system to bill back your Checkpoint time to your clients Click Help to learn how to use Checkpoint s features and perform specific actions Click Sign Out to close your active session of the Checkpoint application Click Exports to view the list of recently exported documents The Exports link appears on the top toolbar only after you export a document in your active session 23 HELPFUL BROWSER FEATURES Helpful Browser Features Use a web browser such as Microsoft Internet Explorer or Mozilla Firefox to access the Checkpoint site Checkpoint provides its own toolbar menu bar and navigational tools within the site Checkpoint also provides the ability to print export and e mail from within documents When necessary you can also use some of your browser s navigation features The following browser features can assist you in navigating and using Checkpoint You either click the corresponding icon on the browser toolbar or select the appropriate menu command The graphics in the table are from Internet Explorer Tooter WenuPah SS SSCnelon View gt Go To gt Back Returns to a previously viewed page View gt Go To gt Forward Returns to a page viewed before using Back You can use Forward only after using Back Returns to the browser s home page and not Checkpoint s home page Be aware that if you fp View
73. to best suit your Checkpoint usage and research needs You can use the Current View drop down list to select a predefined view Each view corresponds toa specialized set of tools for different users including Accounting amp Auditing Corporate Finance Estate amp Retirement Planning International Payroll Pension Compensation amp Benefits Standard Tax and All The Standard view is the default You can also create a custom view to add to the drop down list Once you select your view the Home screen displays content and search tools that alert you to new and important content updates or additions to your subscriptions Examples of the content include the following My Quick Links Provides a set of customizable links to frequently used Checkpoint sources and locations Assistance Self service Support and Product Training Displays recent news headlines from the RIA Daily Update You can view Today s Headlines more available headlines from the News menu Displays new Checkpoint features and content that have been added to your subscription Click the icon in each headline to view more information Provides a set of links to product training user guides support contact information and interactive guided tours New in My Subscription New Law Alerts Displays critical new law updates that have been added to your subscription Click the link to go directly to the new updated content Track It Displays tracking result
74. tools to print export or save Note Links to previously viewed documents appear in purple text Checkpoint clears all previously viewed documents every 24 hours at midnight and the text changes back to blue 174 USING THE DOCUMENT NAVIGATION TOOLS Using the Document Navigation Tools Several navigation tools are available on the Document screen to help you browse and manage your search results Some tools also appear on the Search Results screen Navigate By Right Left Arrows The Navigate by drop down list and right left arrows in the upper right of the Document screen allow you to advance to the next Best selection or Document found by your search the next document listed in the Table of Contents or the next occurrence of a Keyword or Explanations Navigate by Keyword gt Not all options appear on every document e f you accessed the document via theTable of Contents view you can navigate by Contents only e f you accessed the document via the All Documents or Source List view you can navigate by Best Document Contents or Keyword e if you accessed the document by searching certain GAAP sources you can navigate by Document Contents Keyword or Explanations To use this feature select an option from the drop down list and then click the right or left arrow to move forward or back through the search results Document Tools The document tools are located at the top of the Document screen and Search Resul
75. up table that resides inside a Checkpoint document that includes specific look up features and functionality The look up tool allows users to make classification decisions about the products they are importing exporting Inthe HTSUS goods are logically arranged so they appear in headings beginning with the most basic substances and ending with more advanced manufactured goods This progression is found within the chapters and the sections Following is an example of a Checkpoint Table of Contents search of Chapter 1 of the HTSUS CHECK POdy ees a one es j erg a e seed hat ee j ma Si eT me iana rt A oy Bc CHEE dE ee i jna aaa LE E N i G CL ees ae CAT ME LAT A Te A ELA if i Sees ny ae a Aa A A A TA AT CO A ET a Ey a ei a id Da bii a A a a i i iad E i cuana Loe eR Un re a i If you open Chapter 1 for example notice how the headings are displayed in large gray columns CHECKPOINT Mamansi Tat Seade ot te US NTI FN 3 8 2st meenen Cago taine Chapter 1 Live Animals 2014 prala praeda assas mules and ee Le wne y t Uve sheep and goats p Live pouty of Po following binds Chebem Oks goose Ethos and 161 HARMONIZED TARIFF SCHEDULE OF US HTSUS Circled above are two top line links Section Notes and Chapter Notes From these links you can obtain more specific information about the section and chapter content All headings and subheadings for HTSUS chapters in Checkpoint will
76. veidss os Soe Goh s EAn 119 Searching IBFD Regional Databases _ 00000 000000 c cco e cece ee eeeeeeeee 120 Searching IBFD Tax Glossary 0 0000 cece eee ee cece aaraa araor ainnirean 121 Searching IBFD Tax Treaties _ 000000000000 cco e cece ee eeeeeeeeeeeeeeeeeeees 122 Searching IBFD Transfer Pricing 0 0 00 000 c ccc eee eee cece eee eeeeeeeeeeeeeeeees 123 Searching U S Tax Treaties in the International Practice Area _ 22 124 Searching RIA Worldwide Tax amp Commercial Law 0 0 000000 c cece cece ccc cece cece 125 About State and Local Searches __ 2 2 22 ee 126 Finding by Citation 2 fre Sens see ies es ve yet he ae Ah eee ee hs Sad AS 127 Using the State Index Tool 20 00 00 cece cece cece cece ccc c ccc cc cece cece cece ceeeeeeeeeeees 128 Retrieving Sales amp Use Rates _ 0 000 ccc ce eee cece eee eeeeeeeeeeseeeeeeees 129 Searching Across Multiple States _ 21 0000 00000 o coco 000000000000000 e eee e eee ceeeeeeeeeees 130 Searching Multistate Sections 2 000200 c cece cece eee cece cece cecceeeeeeeees 131 Searching a Single State __ 1 22 00 0 0 000 o coco cece cece cece eeeeeeeeceeeeeseeeeeeees 132 Searching State Cases by Court and Date 0000 0000000 e eee eeeeee 133 Following State Proposed Legislation 0 0 0 0 2 2 c cece cece cece cece ceeeeeees 134 FONOW M5 foes cited asistie hares e
77. 142 SEARCHING FASB CODIFICATION e Onthe Home screen select the Accounting amp Auditing view and then click Search FASB Codification in the Search Tools pane e Onthe Search screen select the Accting Audit amp Corp Finance practice area and then click FASB Codification on the left navigation bar 2 Onthe left navigation bar click FASC Number 3 Enter any combination of Topic Subtopic and Section numbers in the Codification Numbers section 4 Select any optional search filters that you want to apply e Include Prior Code e Include Proposed Accounting Standards Updates e Include Other Exposure Documents e Include Deprecated Exposure Documents e Include Accounting Standards Updates e Exclude SEC Materials 5 Inthe Keyword in Document Title Heading field further filter your search by entering keywords to be found in a document s title or heading This is an optional step The search will return results if you have provided any codification numbers 6 Filter your search further by selecting an area of accounting standards from the Select Area drop down list 7 Inthe Keywords field further filter your search by entering keywords to be found anywhere in a document This is an optional step The search will return results if you have provided any codification numbers 8 Click Search to complete the search and view results Searching by FASC Pending 1 Access FASB Codification in one of the two following ways e O
78. A PDF portable document format listing of the available international sources is available when you click this link You can view or print the document You must have Adobe Acrobat Reader installed on your computer to view and print the source listing Acrobat Reader is distributed free by Adobe Corporation You can download the latest version from the Adobe Web Site at http get adobe com reader To view or print the source listing 1 Click this link The Acrobat Reader launches and displays the source listing 2 Onthe File menu in Acrobat Reader the toolbar displayed directly above the source listing click Print Alert You must use the print function in Acrobat Reader PENSION amp BENEFITS AND PAYROLL SOURCES Pension amp Benefits and Payroll Sources Pension amp Benefits A PDF portable document format listing of the available pension amp benefits sources is available when you click this link You can view or print the document You must have Adobe Acrobat Reader installed on your computer to view and print the source listing Acrobat Reader is distributed free by Adobe Corporation You can download the latest version from the Adobe Web Site at http get adobe com reader To view or print the Pension amp Benefits source listing 1 Click this link The Acrobat Reader launches and displays the source listing 2 On the File menu in Acrobat Reader the toolbar displayed directly above the source listing click Prin
79. D Transfer Pricing 123 IFRS Reporter 147 Import Quick Links 60 Income Tax Developments Wizard 114 269 Indexes 201 Interactive Checklists 253 Interactive DecisionTools 255 International practice area 116 119 125 International search overview 116 International search templates 116 International sources 64 International Tax Rates chart 239 International Tax Tools 257 International Trade library 160 International Trade Library 328 Introduction to searching 69 Intuitive Search 78 Jump To feature 200 338 TECHNICAL ACKNOWLEDGEMENTS Keyword Search Home screen 73 Quick Links pane 73 Search screen 73 Table of Contents screen 73 Keyword searching 73 Connector precedence rules 91 Multiple search connectors 91 Search connectors 91 Spell checker 98 Wildcards 91 97 Keyword searching overview 71 Learning tab 171 Legislation search 77 Links tab 171 Logging in 17 Logging out 18 Menu bar 21 Home 52 Search 69 Site Navigator 69 85 Table of Contents 193 Modify asearch 186 Modify Home screen view 54 Modify My Quick Links 58 339 TECHNICAL ACKNOWLEDGEMENTS Move a saved search or document 110 Move documents between folders 221 Multiple search connectors 91 Multistate Corporate Income 131 Multistate Sales amp Use 131 Mutual funds 238 245 Navigate by 175 Navigate by arrows 175 Navigate search results 164 Navigation Arrows 28 Need to Calculate 256 News Accounting amp Compliance Alert 280 293 BNA
80. Do not get too caught up in specifics Ask yourself what else might relate to my particular issue Keywords too generic Stay away from commonly used words such as tax and deduction Because they occur so frequently they may not get you any closer to the results you seek Additionally prepositions for example to on and articles for example the a will not always be accepted for search purposes due to the high frequency with which they occur For example if you use the as your first or last keyword Checkpoint warns you that your keywords are too common to be searched However there is no problem if you use words such as the or and as part of a phrase For example the keyword string ordinary and necessary expenses with quotes would retrieve documents containing ordinary and necessary expenses ordinary or necessary expenses and so forth Hyphens and hyphenated compound words Hyphens are searchable If you type e mail documents containing at least one occurrence of e mail with hyphens will be retrieved Additionally all occurrences of e mail and e mail will be retrieved Using hyphens when searching for compound word search terms will generate the broadest search results possible Acronyms Taxation and Finance related documents are filled with widely used acronyms of names of institutions government agencies tax concepts and so on Checkpoint makes use of equivalencies to ensure that for terms with popular ac
81. Docs Choose Source Set Search Primary Source in My Folder pending next nun 11 26 2014 ing Rev Procs in My Folder pending next run 11 26 2014 o EN rner Notices in My Folder pending next run 11 26 2014 Payroll Calculators PLR In My Folder pending next run 11 26 2014 Search Selected SEC Filings y fee to smaller REIT shareholders would result in State amp Local Create a Chart p d gt Fou Titles R wams that stalled extender legislation could delay Reet n Sena toe Cnain Ohan gerest ki property was superior to a federal tax Hen 7 ASSISTANCE SELF SERVICE SUPPORT amp PRODUCT TRAINING 8 R Code Section More Headlines in News Checkpoint World Self Service Support Browse Sa ara O Access Our Customer Help Center for Sett Service Ask a Research Guidance Question Notes and Highlighting reac mone b Introducing the Action Menu weap some New Interactive Decision Tool eao mone gt More Contact Customer Support Product Training Product Training Leaming Paths Checkpoint eLeaming Introduction to Checkpoint Checkpoint On Demand Training 2014 Thomson Reuters Tax amp Accounting AI Rights Reserved Privacy Choose from several Home screen views that organize content by practice area Each view s layout and content can be modified to match your preferences Create your own view consisting of selected content panes My Quick Links provides quick access to frequently used areas of Checkpoint You can tailor My Quick Links t
82. E PPC Tar and financial Planning Lidrery A Qh Reimece md Preparation Toots PPC it V Merenn sue To Crd Some Primary Source Materials A aema Arrese Cote MAJ A A Treasury Regulates FA A Federal Tax Comes AA IRS Hufings and Reteanes PA IRS Pablications ALAJ F IRS Peectice AA W U S Tan Trostan in Perce RIA f Cervera Congress Comino Reports Potiki Lows S C tanenttwe Ropar K osa Anangod USTRHRA News Current Awareness Federal Tunes Viwwhty Alon Neweketter PA 7 RIA Tar Wiech E PPC s Five Minste Tes Briefing 7 PICs Preceteoers Ten Acton Bethetion E PPOs Heaths Core Reone Update E WGAL Jowrnete A World I rade Lurcative Publications Practical US Doweutc Tas Strategies EA DNA Defy Tas Repon amp Teel ore 20 CHECKPOINT CONTENT MENUS Checkpoint Content Menus Checkpoint uses a menu bar organize its features and tools You can hover your mouse pointer over the Search Table of Contents News and Tools menus to see a list of options that you can select You can also click each menu to display the menu s main screen The following table describes each menu s features and functions SEARCH TABLE OF CONTENTS LEARNING The Home menu provides a central location for reviewing new Law Alerts Tax News headlines and the latest scheduled search results You can also see the new features and content that have been added to your subscription and review support and trainin
83. GAAP content There are two GAAP Reporter templates available e Search GAAP Reporter Components by Keyword GAAP Rptr Keyword e Search GAAP Reporter Explanations by Any Combination of Topic Subtopic and or Section and Keywords GAAP Rtpr Number You can access the GAAP Reporter templates from the Home screen or the Search screen Accessing the GAAP Reporter templates from the Home screen 1 Select Accounting amp Auditing from the Current View drop down list 2 Click GAAP Reporter in the Search Tools pane Accessing the GAAP Reporter templates from the Search screen 1 Select Accting Audit amp Corp Finance from the Practice Area drop down list 2 Click GAAP Reporter in the upper area of the left navigation bar Searching GAAP Reporter Components by Keyword 1 Click GAAP Reporter Keyword on the left navigation bar 2 Inthe Search GAAP Reporter Components by Keyword template enter search keywords in the Keywords field 3 Select either the Intuitive Search or Terms amp Connectors method to perform the search 4 Click Thesaurus Query Tool if you want to use more advanced keyword search features 5 Select the document types you want to include in your search 6 Click Search to complete the search and view results Searching GAAP Reporter Explanations by Any Combination of Topic Subtopic and or Section and Keywords 1 Select GAAP Reporter Number on the left navigation bar 2 Inthe Search GAAP Reporter Explanations by An
84. IA WEEKLY Searching the EBIA Weekly You can search employee benefits news and articles via the EBIA Weekly search template To search for a benefits newsletter 1 2 Click the News menu On the left navigation bar select EBIA Weekly from the News Service drop down list On the left navigation bar click the Search EBIA Weekly link The Search EBIA Weekly template appears Select the check boxes for the Topics you want to search Select the check boxes for the Types you want to search Optionally indicate a date range to filter your search Type dates in the From and To fields or use the calendar icon to select dates Enter terms to define your search in the Keywords field or select the Thesaurus Query Tool for more advanced search features Click Search to view results 296 SEARCHING THE TOWERS WATSON NEWS LIBRARY Searching the Towers Watson News Library You can search Towers Watson News archives from search templates available from the Towers Watson News screen Three search templates are available e Exec Comp Newsletter Executive Compensation Resources Newsletter e Research Memos e Plan Documents To access the templates 1 Click the News menu 2 Onthe left navigation bar select Towers Watson from the News Service drop down list 3 On the left navigation bar click the Search Towers Watson link 4 Onthe left navigation bar select a template 5 Define search parameters based on the template
85. IONS Setting Document Options Use the Document Options window to set the display features and navigation controls while viewing a document To open this window click the A icon in the document tools while viewing a document Display Options On the Display tab of the Document Options window you can format your fonts using the Font Size Font Family and Text Width options Additionally you have Content Options and Navigation Controls options that help you edit the visibility of notes highlights and navigation arrows Screen Options On the Screen tab of the Document Display Options window you can set text size font and navigation controls You can select whether to show notes and highlights You can also set text width to full screen or page width Full screen will expand as wide as the space available in the browser window Page Width will only expand to a recommended reading width Select the Show Navigation Arrows check box if you want to turn on a set of navigation controls for the document display t alien former spouse Federal Tax Coordinator 1 3605 Federal oordinator 1 3608 Federal Tax Coordinator 1 3609 A above applies whether the transfer to the former spouse is in exchange arital rights for cash or for other property Federal Tax Coordinator f l 4 Document gt 4 Contents gt Keyword gt The Document Contents and Keyword arrows float at the bottom of the document pane e The Docum
86. L Accounting and Financial Statements International IFRS Accounting and Financial Statements US GAAP Accounting and Reporting for Estates and Trusts Select 0 9 or any letter to advance to the corresponding section of the alphanumeric list For example clicking G advances you to titles that begin with the letter G Click any title to open the corresponding section within the Table of Contents Use Create My Titles to create a customized list of titles Clicking Create My Titles provides a check box next to each title and adds Save and Cancel options to the Titles menu Select the titles you want to include in your list and then click Save to generate the list Click Browse to return to the main Table of Contents screen Click one of the Jump To options to access the Form Line Finder tool or one of the listed areas of content within the Table of Contents oO how Me Related Training Support o n 324 USING THE STATE amp LOCAL SEARCH SCREEN Using the State amp Local Search Screen The State amp Local practice area on the Search screen provides a launch point from which to perform keyword searches on state and local sources QQ HISTORY BA FOLDERS FLAGGED O W Nores S OPTIONS HELP 1 SIGNOUT HOMSOM REUTERS CHECKPOINT E THomson REUTERS THETRACKING HOME ARC TABLE OF CONTENTS NEWS TOOLS LEARNING seare Search RIA State amp
87. LEARNING Search PRACTICE AREA D Federal v Find by Citation Q Date Range Search Legislation Search WGA amp L Tax Dictionary coto Form Line Finder iTables Indexes Tax Watch USTR Code Section eFom RS PPC Install Update WGSL Install Update Quick Tax Amounts Q Intuitive Search Terms amp Connectors Choose Sources from All Federal Save Editorial Materials Catalyst C Corporations A Catalyst Partnerships A Catalyst S Corporations s Catalyst Cost Recovery Catalyst Sales and Exchanges 2 Catalyst Investments 4 Catalyst Tax Accounting Citator 2nd RIA Complete Analysis New Law Elections amp Compliance Statements RIA Federal Tax Coordinator Analysis RIA Federal Tax Coordinator Checklists RIA Federal Tax Coordinator Client Letters RIA Federal Depreciation Handbook Federal Tax Handbook RIA IRS Response Library a A FormiLine Finders RIA i PPC s Federal Tax Compliance Library a W PPC s Tax and Financial Planning Library Quick Reterence and Preparation Tools PPC E Nores Hoprons yer f sicnour TIMETRAKING Thesaurus Query Too Q Find Sources 5 Primary Source Materials Internal Revenue Code RIA t Treasury Regulations RIA amp i Federal Tax Cases RIA IRS Rulings and Releases RIA IRS Publications RIA B IRS Practice RIA U S Tax Treaties in Force RIA if Current Congress C
88. Local Tax Reporters PRACTICE AREA State amp Local y Select States 2 Keyword Search O ar Alabama O Ilinois J Montana J Rhode Island Corporate Income Tax Reporter C Alaska O Indiana C Nebraska C South Carolina Sales amp Use Tax Reporter C Arizona C lowa C Nevada C South Dakota Find by Citation C Arkansas O Kansas C New Hampshire CO Tennessee Dals Range search C California C Kentucky C New Jersey o LJ Colorado C Louisiana C New Mexico oO Search Catalyst Library z C Connecticut C Maine CO New York O Search Puerto Rico Tax Reporter C Delaware C Maryland C North Carolina o Sonea ne ee eee Q District of Columbia C Massachusetts CJ North Dakota O Washington a breee ae C Florida C Michigan C Ohio C West Virginia GOTO O Georgia C Minnesota O Oklahoma O Wisconsin Create a Chart C Hawaii C Mississippi C Oregon o Pinpointer by Address C idaho C Missouri Pennsylvania Pinpointer by Jurisdiction State Legislative Highlights nen State Proposed Legislation e Form RS State Indexes 8 BNA State Indexes BNA Sales amp Use Tax Indexes Sales amp Use Rale Lookup 7 Select the check box for the state or states whose sources you want to search SelectAll to include all states in your search 2014 Thomson Reuters Tex amp Accounting Al Rights Reserved Privacy Statement To perform a State amp Local search select State amp Local from the Practice Area drop down list The State Index tool pro
89. N THE TABLE OF CONTENTS Viewing a Flattened List of Hits in the Table of Contents When viewing a search result in the Table of Contents view you can view all documents from any TOC level without drilling down into each item For example in the following graphic you could click the circled number 37 and see alist of all 37 documents without having to open each of the subfolders Search Results Related Courses AllDocuments Source List Table of Contents _ _ _ _ _ _ _ _ _ _ DisplayLevel 1 2 3 Checkpoint Contents 3 472 Tax News Catalyst Library 1 Federal Library 378 Pension amp Benefits Library 6 amp Estate Planning Library 36 3 State amp Local Tax Library 2 439 International Tax Library 534 B International Trade Library 1 Payroll Library 62 Accounting Audit amp Corporate Finance Library 15 3 CHECKPOINT Archives 204 UNDERSTANDING UNITED STATES TAX REPORTER SMART PARAGRAPH NUMBERING Understanding United States Tax Reporter Smart Paragraph Numbering Code Sequenced Paragraphing Smart Paragraph Numbering The paragraph number and the Code section number are identical with an additional digit on the paragraph number to identify the type of material The first numerals of each paragraph number correspond to the Code section at issue such as 1031 The final numeral before the decimal point specifies the type of information covered in the pa
90. On the Time Zone screen select the time zone you want to use for your Checkpoint sessions and click Next On the Startup Tab screen select the menu screen that you want to see when you first access Checkpoint and click Next On the Home Tab screen select default view that you want to see when you access the Home tab and click Next On the Search Practice Area screen select the Practice Area type of content you use most frequently and click Next On the News View screen select which news source you want to see as the default when you access the News screen and click Next On the Newsletter Delivery screen select whether you want your subscribed news content to be e mailed to you and click Next Note If you selected Yes in the previous step upon clicking Next the E mail Frequency screen appears allowing you to select the frequency for e mail delivery for each newsletter you subscribe to Make your selection by selecting the appropriate check box es and click Next On the Export screen select the target program to which information would be exported and click Next 26 USING THE OPTIONS WIZARD 12 Onthe Search and Display screen select the search results settings and click Next 13 Onthe Time Tracking screen select whether you would like to see your Time Tracking project listed right after login to Checkpoint and click Next 14 Onthe Setup Complete screen click Finish 297 SETTING DOCUMENT OPT
91. Planning International and Pension amp Benefits practice areas To perform a date range search 1 On the menu bar click the Search menu The Search screen appears On the left navigation bar select a practice area from the Practice Area drop down list On the left navigation bar click Date Range Search Note If you selected the State amp Local practice area you will need to select the appropriate state s and click Next Under Date Range Search click the appropriate template for the state selected for example Cases by Court or Rulings by Date Complete the template by selecting the check boxes for the cases or rulings you want to search Enter a date range in the Select Date Range fields or use the calendar feature to select the dates On some templates you may also have the option to enter keywords in the Keywords field to help focus the search results Click Search to execute the search and view the results 76 PERFORMING A LEGISLATION SEARCH Performing a Legislation Search Use Checkpoint s Legislation Search to search for current or prior legislation by topic year code or section To search for current or prior legislation 1 On the menu bar click the Search menu The Search screen appears On the left navigation bar select a practice area from the Practice Area drop down list On the left navigation bar click Legislation Search Under Legislation Search select the current year defa
92. Side Line links 188 Filter Top Link links 188 Filtered by label 174 Financial Reporting amp Management FRM 151 Find by citation 127 Five Minute Tax Briefing 278 Flag a document 179 Flagging a document 230 Folders 178 Create folders 219 Delete folders 220 Delete saved searches and documents 111 Export documents 215 Folders overview 217 Move a saved search or document 110 Move documents between folders 221 Print saved documents 214 Rename folders 222 Retrieve a saved document 108 109 336 TECHNICAL ACKNOWLEDGEMENTS Save adocument 106 Save or schedule a search 104 Follow It 134 Font 28 Font size 28 Form Line Finder 271 FRM Source Materials 151 G GAAP Reporter 145 249 General options 30 Gold stars 102 168 197 203 Green stars 168 Green text 174 H Harmonized Tariff Schedule of the United States 160 Harmonized Tariff Schedule of US HTSUS 161 Hide notes 224 225 Highlight text 225 227 History 231 Home menu 52 Home screen 52 Add a Quick Link 55 Create anew Home screen view 53 Export Quick Links 57 External Quick Links 56 Import Quick Links 60 Modify My Quick Links 58 Modify the Home screen view 54 HTSUS 160 337 TECHNICAL ACKNOWLEDGEMENTS I Metrix 251 i Tables 252 IASB Advanced Search template 158 IBFD Daily Tax News Service 286 IBFD Interest amp Penalties chart 239 IBFD Key Features chart 239 IBFD Regional Database search template 120 IBFD Tax Glossary 121 IBFD Tax Treaties 122 IBF
93. State and Local searches overview 126 State Apportionment 266 State cases by court and date 133 State index 128 347 TECHNICAL ACKNOWLEDGEMENTS State rulings by date 137 State Tax Citator 138 State Tax Doc Type 139 Stop words 95 Superceded standards 142 Symbols Table of Contents 196 System requirements 14 Table of Contents 89 198 Browse 194 Checkpoint Contents 194 Expanding Table of Contents view 195 Jump To 194 200 Keyword Search 194 My Titles 199 Navigation Tools 203 Overview 193 Permalinks 202 Print multiple documents 213 Symbols 196 Table of Contents screen 194 tariff classifications 161 Tax amp Accounting Sales 100 Tax News Alert sources 67 Tax rate by county or city name 140 Tax rate by zip code 141 Technical Practice Aids 156 Terms amp connectors search 80 Text 28 348 TECHNICAL ACKNOWLEDGEMENTS Text pane 169 Text width setting 28 Thesaurus Query Tool 98 Time tracking Report 302 Track project time 302 Time tracking options 41 Time zone 30 Toolbar 23 Tools screen AccuDraft DocsEngine 233 Calculators 235 Cost Basis Plus 238 245 Create a chart 239 FASB Codification 246 I Metrix 251 i Tables 252 Interactive Checklists 253 International Tax Tools 257 Nexus Assistant 259 PPC Install Update 261 Sales amp Use Tax Lookup 129 Sales amp Use Tax Rate Lookup 262 Single Audit Compliance 265 State Apportionment 266 Tax Developments Wizard 269 WGa amp L Install Update 270 Too
94. Treaties sorted by jurisdiction organization and by other important treaty identifiers including treaty type and document type To search for an IBFD Tax Treaty 1 Q A O o o N Oon RA CO N Click Search on the menu bar Select the International practice area On the left navigation bar select Search Other Int l Products On the left navigation bar select IBFD Tax Treaties Select at least one jurisdiction organization Click Next Select at least one jurisdiction organization Optionally select treaty type and document type Optionally enter terms to describe your search in the Keywords field Select either the Intuitive Search or Terms amp Connectors method to perform the search Click Search to view results 122 SEARCHING IBFD TRANSFER PRICING Searching IBFD Transfer Pricing Use the IBFD Transfer Pricing search template to find the latest information on international transfer pricing issues and developments To search Transfer Pricing 1 2 3 4 o eo N o A 10 Click Search on the menu bar Select the International practice area On the left navigation bar select Search Other Int l Products On the left navigation bar select IBFD Transfer Pricing The Search IBFD Transfer Pricing by Country or Organization screen appears Select one or more countries or organizations to search Select one or more Document Types Optionally enter terms to define your search in the Keywo
95. When the Delete icon x appears on the right click the icon At the confirmation message click OK To hide just the text of a note from the Notes window click the Collapse Notes icon in the right corner Click the Expand Notes icon when you are ready to unhide the note text Adding a note to a document on the Folders screen 1 2 Click Folders in the top toolbar On the Folders screen select the folder that contains the document Click the Add Note icon next to the document On the Add Note window enter the note text 200 characters maximum Click Save to save the note and close the window The note is attached to the document 224 ADDING NOTES TO DOCUMENTS Editing deleting notes on the Folders screen 1 2 Click the Edit icon ad to edit the note After you make your changes click Save The only way to delete the note is to edit it remove all comments and click Save Hiding notes from all Checkpoint screens You can change a setting in Checkpoint to completely hide all notes 1 2 3 From the Document screen click the Document Display Options icon in the document tools When the Document Display Options window opens clear the Show Notes check box Click Close to save the changes and close the window The Note pane is hidden but a note icon appears next to the document title indicating that a note is attached You can click this icon to view the note text Adding a note to highli
96. a customized source set 1 On the menu bar click the Search menu The Search screen appears On the left navigation bar click the Practice Area drop down list and then click All Practice Areas Select the check boxes for the sources you want to include Click the Save link next to the Choose Sources from drop down list a eA V N In the pop up window enter a name for the saved list and click OK The saved source set is added to the Choose Sources from list 6 If necessary you can delete rename or modify a source set e To remove a source set from the list make the source set active and then click Delete e To rename a source set make the source set active and then click Rename e To modify a source set select the appropriate practice area and then select the check boxes for new sources You can either save the modified set with a new name or save as the old name and overwrite the old source set Note You can also create and save a customized source using the Quick Search pane on the Home screen 90 USING SEARCH CONNECTORS Using Search Connectors On any Checkpoint screen that has a Keywords field you can enter search terms and phrases along with search connectors to filter and customize the search to get more specific results When your research tasks demand more complex analysis using plain keywords may not allow you to specify your search topic precisely Checkpoint lets you use advanced search syntax such as
97. age Groups window 153 USING THE SECPLUS FIND COMPANIES WIZARD Using the SECPlus Find Companies Wizard When performing searches of SEC filings using the Search Selected SEC Filings template you can use the Find Companies wizard to locate companies that you want to include in your search 1 Click the Find Companies link in the Companies section of the template 2 Inthe Find Companies window identify a company that you want to include in the company group by typing its name in the Company Name field or its ticker symbol in the Ticker Symbol field or select a company group from the Company Group drop down list If you do not know the full company name enter the first part of the name The wizard will help you identify the full correct name when you click Next 3 Select an accelerated filing status from the Accelerated Filing Status drop down list or choose All 4 Youcan use the SIC Industry Code field if you want to select companies from a specific industry Click Find Industry Codes to browse for a specific Industry code 5 Click Next to go to the results list Any company names matching the information you entered will display 6 Select companies that you want to include in your SEC filings search If you want to view additional information about the company click the i symbol next to a company name 7 Click the Next button A list of the companies you have selected to add to your SEC filings search will display
98. aily Update neonne faethe ee tents Jokes SELES ganas inns esata SoU bs aint tie 278 Accounting amp Compliance Alert 1 200 000 0002 0 222 c cece cece cc cece ccc ccc ccc ccc cece cece eee eeeeeeeeeees 280 BNA Daily Tax Report l a 0000000 e cece eee eeeeeeeeeeeeeeeeeeseeseeeees 282 BNA International Tax Monitor _ 2 222 220 2222 ee 284 IBFD Daily Tax News Service 000 00000 e cece cece eeeeeeeeeeeeseeeseeeees 286 Towers Watson News _ oon eee 288 EBIA Weekly zeian decide eaa i cand ve aA hiss Wet seed ahes ee TANA 289 American Association of Exporters and Importers Newsletter _ 2222 2222222 291 Sabrix VAT News 0000000 occ ccc ccc ccc ee cee ee eee eaaa oao oE E A EE oono anairen 292 Searching the Accounting amp Compliance Alert 2 20000 e cece eee ee 293 Searching the BNA Daily Tax Report 0 000000 e cece eeeeeeeeeeeeees 294 Searching the BNA International Tax Monitor 1 22 2 0 222222 2 cece cee eee cece cece cece eee e eens 295 Searching the EBIA Weekly 0 0 2 0 2 ccc c cece ccc cc ccc ccc ccc ccc cece cece cece eect ceteeeeeeeeeees 296 Searching the Towers Watson News Library 00 0000000 ccc cece cece cece cece eeeeeeeee 297 Using News amp Insight on Checkpoint 0 00 00000000 e cece ee eeeeeeeeeees 298 News News Flash 2 00 2 cccte2es0s 2 kos iA os thls Sud SN eee ee tr Se we SBS 299 RIA Daily Updates 2 1
99. al billing system e Project Report This report type breaks out each project into a separate set of organized tables Use this report to review project and session data 4 Select one or more projects to include in the report The default is Select All 5 Select a date range for sessions to include in the report Enter dates directly in the fields or use the calendar icon to select dates 6 Select Show Report or Export Report If you select Show Report you can then use document tools to Print or Export the document If you select Export Report you will be prompted to define the format and to save the file to your local file system 304 CORRECTING AN UNDEFINED SESSION DURATION Correcting an Undefined Session Duration To correct an undefined session duration you must manually adjust the time in your exported report before importing the session data into your billing system For example if you exported the Time Tracking report in an Excel format open the exported spreadsheet xls file and change the undefined session duration to the correct value This ensures your billing system information is accurate 305 THE TAX RESEARCH PROCESS The Tax Research Process The overriding purpose of tax research is to find solutions to the tax problems of your clients or employer The process is similar to that of traditional legal research The researcher must find authority evaluate the usefulness of that authority and apply the
100. al practice area On the left navigation bar select Search Other Int l Products On the left navigation bar click EU Law Two templates appear on the screen Retrieve by Case Name or by Citation i 2 Enter your search criteria in either the EU Court of Justice Cases or EU Directives and Other Documents search fields Use the on screen examples for formatting help Click Search to view results Search Keywords 1 2 3 4 Select the content you want to search by selecting the check box next to one or more content areas e EU Corporate Law e EU Tax Law e EU Court of Justice Cases e EU Law Commentary Enter terms to describe your search in the Keywords field Select either the Intuitive Search or Terms amp Connectors method to perform the search Click Search to view results 119 SEARCHING IBFD REGIONAL DATABASES Searching IBFD Regional Databases Use the IBFD Regional Databases search template to search for IBFD content within specific regional databases To use the IBFD Regional Database search template 1 Click Search on the menu bar Select the International practice area On the left navigation bar select Search Other Int l Products On the left navigation bar click IBFD Regional Databases Select the Regional Database s you want to search Click Next Select one or more jurisdictions to include in your search Select one or more Document Types o oN OP OF CO N Enter terms to descr
101. al section contains your first name last name and e mail address You can change these settings as needed Your e mail is used to notify you of new results from scheduled searches send Personal newsletter subscriptions and send a forgotten password Note You can click the How We Use Your E mail Address link to learn more Inthe Password section you can clear a stored username and password from the auto login functionality by clicking the labeled link This allows you to re enter your login information for a new user or a changed password 1 To change your password click Change Password 2 On the Change Password dialog box follow the instructions and click OK to update your password Your Checkpoint password must meet the following requirements Password e Be at least seven characters long with a maximum of 20 characters e Include at least one alphabetic and one numeric character e Contain no spaces Passwords are not case sensitive An example of a valid password is 123abc456 If you have any issues creating a password please contact the Checkpoint Technical Support services team at 1 800 431 9025 prompt 3 35 SETTING PERSONAL PASSWORD OPTIONS 4 After making your changes click Save and close to save the changes 36 SETTING SEARCH DISPLAY OPTIONS Setting Search Display Options The Options pop up window displays Checkpoint s current or default settings You can use this window to set your own
102. ality on the Folders screen so you can either use the Move icon in the document tools or drag and drop documents between folders Moving documents using the Move icon 1 Onthe top toolbar click Folders The Folders screen appears 2 Open the folder containing the documents you want to move 3 Select the check box next to the name of each document to be moved 4 From the document tools click the Move icon The Move Items window opens 5 Select the folder to which the selected documents will be moved or click Create Folder to create a new folder 6 Click Move Checkpoint moves the document to the new folder and readjusts the number count beside the two folders Moving documents using the drag and drop feature 1 On the Folders screen click the document icon next to the document you want to move 2 Holding the left mouse button down drag the icon to the folder where you want to move the document Checkpoint moves the document to the new folder and readjusts the number count beside the two folders 221 RENAMING FOLDERS Renaming Folders 1 On the top toolbar click Folders The Folders screen appears On the left navigation bar select the folder you want to rename On the left navigation bar click the Rename Folder icon Enter a new name for the folder a FF V N Click OK 222 USING THE NOTES FEATURE Using the Notes Feature The Notes screen accessed from the top toolbar provides a lis
103. alty Finds documents containing the phrase disclosure exception within 20 words of the phrase negligence penalty regardless of their order In exact order Example depreciation deduction pre s straight line method Finds documents containing the phrase depreciation deduction within 20 words of the phrase straight line method in that exact order Within the same paragraph p pre p 310 EXAMPLE PROXIMITY SEARCH Searches for a word phrase where it occurs within one paragraph or 50 words of another word phrase In any order Example disclosure exception p negligence penalty Finds documents containing the phrase disclosure exception within 50 words of the phrase negligence penalty regardless of their order In exact order Example depreciation deduction pre p straight line method Finds documents containing the phrase depreciation deduction within 50 words of the phrase straight line method in that exact order 311 SEARCHTIPS SearchTips Choose words that accurately describe your research issue If a keyword search does not find the information you need consider the following issues Using legal or specialized language As you choose keywords consider who wrote the material that you seek Most libraries containing official source material use legal language that makes keyword searching more challenging Keywords too specific Consider whether your topic might be part of a broader issue
104. anage the document On the left navigation bar several features let you navigate this and other documents e Links to sections in the current report listed alphabetically by country e Go To links to previous issues On the open document at right click links within the document icon to view the complete text Use the document tools to manage the document From the open document click Maximize to display the document navigation features You can navigate to other documents in several ways e Atthe top right of the screen use the Navigate by Contents forward and reverse arrows to advance to the next document or return to the previous document e If documents are listed on the left navigation bar you can select the document title to view its content Note When you open a document the left navigation bar changes to a Contents drill down list and links to the current and other documents in the report section you opened Note You may see Hidden Documents on the Contents tab The tab is designed to list the currently displayed document and its neighboring documents as they appear in the Table of Contents For example if you opened the 11th document in the list the Contents tab displays 10 Hidden Documents Your open 11th document follows at the top of the list so you do not have to scroll down to find it To access the 10 hidden documents click the Hidden Documents link e On the left navigation bar use the Contents
105. and a Table of Content folder to access a document 1 On the menu bar click the Table of Contents menu Checkpoint s Table of Contents appears with first level folders as the default view 2 Click the Federal Library heading link not the symbol The Table of Contents changes to display only the entries below Federal Library Click the Federal Source Materials link Click the IRS Publications link Click the Pubs Circ No 230 519 link D a FF Q Click the Publication 1 SEPTEMBER 2012 Your Rights as a Taxpayer link This folder shows several documents Documents are indicated by a document icon and print icon B Pub 1 Declaration of Taxpayer Rights 7 Click the document title to view the document s text on the Document screen You can click the Contents tab in the Context Panel on the right to see the location of the document within the Table of Contents Note If you move too deeply into the Table of Contents you may eliminate relevant material from your view To move back to higher levels click an earlier link in the Contents tab For example clicking Checkpoint Contents takes you back to the top level of the Table of Contents Explanations in GAAP Reporter On the Document screen in the Navigate by drop down list you will see Explanations when viewing an Explanation document Explanations is not available if you are viewing a document in the GAAP Reporter database This appears only for an Explanation document Explanation
106. any other word used in your query Although the most relevant documents are likely to have all words used you may get results that have only most of the words 91 USING SEARCH CONNECTORS Also when using the Intuitive Search method the use of quotations to search for a phrase will find the most relevant documents that include the exact phrase and relevant variations that contain the keywords within 3 words of one another within n words of another in any order where equals disclosure exception 7 number negligence Tint ome telemeineduntecetericy pre where equals disclosure exception pre 7 number negligence within the same sentence 20 words as Is disclosure exception s another in any order negligence within the same sentence 20 words as disclosure exception pre s another in exact order negligence within one paragraph 50 words as another disclosure exception p in any order negligence within one paragraph 50 words as another disclosure exception pre p in exact order negligence Note Because Checkpoint uses the characters and as search connectors you cannot search for them as you would for other text or characters If you include these characters in parentheses they still function as search connectors Multiple Search Connectors You can also use multiple search connectors when constructing a search string For example this search string contains three separate phrases
107. ar Click Set Display E mail Preferences and arrange to receive any of your subscribed newsletters by e mail Options include receiving a Daily Update version or a Complete Newsletter version offered on a less frequent schedule This option is not available for all newsletters 329 USING THE TOOLS SCREEN Using the Tools Screen The Tools screen provides access to a variety of time saving online tools to help you find and organize information forecast and manage business scenarios and install or update additional tools The set of tools on your Tools screen is specific to your Checkpoint subscription manson asurans FOLDERS MS FLAGGED 1 E NOTES Mf options HELP f SIGNOUT CHECKPOINT enna HOME SEARCH TABLE OF CONTENTS NEWS 5 LEARNING Hece General Calculators AccuDraft DocsEngine amp Affordable Care Act Tools Select a calculator from the categories listed below Show All Calculators 5 Business all Payrol Credit Card Checkpoint World Custom Calculators for H amp R Block Cost Basis Plus Investment Create a Chart 5 Loan Credits amp Incentives Pinpointer Mortgage Depreciation Calculator Personal DoneDeals Retirement 5 Savings Tax 2014 Thomson Reuters Tex amp Accounting AJI Rights Resewed Privacy Sistement IASBIFASB Mapping 1 Metrix i Tables Interactive Checklists Interactive Decision Tools International Tax Tools International Trade Tools Nexus Assistant Non Discrimination T
108. ar changes to a Contents drill down list and links to the current and other documents in the Alert section you opened for example SEC News or Governance News Note You may see Hidden Documents on the Contents tab The tab is designed to list the currently displayed document and its neighboring documents as they appear in the Table of Contents For example if you opened the 11th document in the list the Contents tab displays 280 ACCOUNTING amp COMPLIANCE ALERT e Onthe left navigation bar use the Contents list to go to any level on the drill down list Other ways you can view Accounting amp Compliance Alert information e You can customize News E mail Display options so that you receive the Accounting amp Compliance Alert by e mail e You can search past issues from the Table of Contents menu 281 BNA DAILY TAX REPORT BNA Daily Tax Report BNA s Daily Tax Report is a tax news and analysis service that appears each business day Click here to see the sections the report contains e Highlights e Text e Also in the News e Federal Tax amp Accounting e State Tax amp Accounting e International Tax amp Accounting e Tax Decisions amp Rulings e Taxcore Text e Calendar e Table of Cases e Code Section Index To access the BNA Daily Tax Report 1 Click the News menu 2 On the left navigation bar select BNA Daily Tax Report from the News Service drop down list The current issue of the
109. area 3 Onthe left navigation bar select State amp Local Tax Reporters 4 Select the check box for the state you want to search 5 Click Next The state name and search options appear in the left navigation bar Click the Cases by Court Date link to display the Search by Cases template Click the check boxes for the courts you want to include in your search Inthe Select Date Range field entera MM DD YYYY date range to constrain your search o oN Optionally enter terms to define your search in the Keywords field or select the for more advanced search features 10 Click Search to view results 133 FOLLOWING STATE PROPOSED LEGISLATION Following State Proposed Legislation You can identify and follow proposed legislation at any or all stages of the legislative process Filtering options offer the ability to track the state date range and statues Introduced Passed Enrolled Signed and Vetoed of the proposed legislation that is pertinent to your practice The tool will allow you to follow the proposed legislation through the legislative process To identify the Proposed Legislation 1 Goto the News screen 2 Select RIA Daily Updates from the News Service drop down on the left navigation bar 3 Onthe left navigation bar select State Proposed Legislation 4 Enter your query in the Current Year State Proposed Legislation template by selecting the required State Date Range and one or more legislation Statuses
110. ars Enter an Identifier such as the client s name or account number Optionally enter Description 1 and Description 2 fields We recommend using the same categorization system you use in your billing system This facilitates importing Time Tracking information into your billing system Optionally enter Employee ID and Notes Click Save Alternatively you can create a time tracking project from the Create a Project pane of the Time Tracking screen 1 2 3 4 5 On the top toolbar click Time Tracking The Time Tracking screen is displayed Click Create a Project on the left navigation bar The Create a Project pane is displayed on the right Enter an Identifier such as the client s name or account number Optionally enter Description 1 Description 2 Employee ID and Notes in the respective fields Click Save To track time for a project 1 Inthe Time Tracking Project List dialog box select the project you want to begin tracking and then click Continue 302 TIME TRACKING Checkpoint takes you to the Home screen All time spent in Checkpoint for the current session will be assigned to the selected project 2 Proceed to perform your research tasks in Checkpoint 3 To track time for another project log out of Checkpoint and then log in again Alternatively you can track time for a project from the Project List pane of the Time Tracking screen 1 Onthe top toolbar click Time Tracking The Time Trac
111. ars displaying the current day s activities 2 Onthe left navigation bar select the date range for which you want to see history 3 Inthe Items per page drop down list choose how many items to view on a page The default is 50 items Select other numbers from the Items per page drop down list If more than one page of items is returned History adds page number boxes at the top of the screen 4 Use the gt icon to advance to the next page or the gt gt icon to advance to the last page Use the lt icon to return to the previous page or the lt lt icon to return to the first page You can also select a specific page box 5 Click a document in the list to view its complete text Note If you do not want to store your searches and viewed documents in the History tables clear the History option under on the Options screen To work with History information e Narrow the display to only documents searches or tools by selecting the appropriate check box on the left navigation bar e Use the to manage an open document e Click amagnifying glass icon to re execute the search and view results e Click the Save icon to save a search to a folder e Click atool such as a Calculator to re execute the function and show results 231 USING ACA DECISION SUPPORT TOOL Using ACA Decision Support Tool Use the ACA Decision Support Tool to understand the impact of the Affordable Care Act on a Buisness To access the tool 1 O
112. aterials e Primary Source Materials e Legislation Editorial Analysis and Source Material e News Current Awareness e Archive Materials 7 Click Search to view results Search U S Tax Treaties 1 Onthe left navigation bar select Search U S Tax Treaties Select one or more countries Select one or more treaty types Click Next Enter terms to define your search in the Keywords field Select either the Intuitive Search or Terms amp Connectors method to perform the search N OQ Oa FF WO DN Select document types and optionally supporting documents and editorial explanations 8 Click Search to view results Search Other Int l Products 116 ABOUT INTERNATIONAL TAX SEARCHES 1 Onthe left navigation bar select Search Other Int l Products 2 Select from the following list of products e RIA Tax amp Commercial Law e IBFD Regional Databases e IBFD Tax Treaties e IBFD Tax Glossary Search by Keyword or Appendices e IBFD Transfer Pricing e EU Law 3 Select the region country case name or citation keywords terms treaty types and document types appropriate for the search criteria 4 Click Next when needed to continue entering criteria 5 Click Search to view results FATCA Essentials 1 Onthe left navigation bar select FATCA Essentials 2 Enter terms in the Keywords field to define your search 3 Select either the Intuitive Search or Terms amp Connectors method to perform the search 4 Select the docume
113. ational Trade ALERT e EBIA Weekly Newsletters will be sent to the e mail address you specify in the options Click the following links to learn more about the newsletter options RIA Newsletters You can subscribe to a range of RIA newsletters and have them sent to you by weekly e mail The e mail message you receive includes a link to the newsletter in Checkpoint news highlights for the week and WG amp L Journal digest The full text of the newsletter is also attached in document format Select the format for the RIA newsletters from two columns of check boxes e Complete Newsletter The newsletter is distributed as a complete publication one newsletter per e mail e Daily Update The newsletter is distributed as a series of daily updates All daily update newsletters are grouped together in a single e mail A third column of check boxes Display Options lets you choose which updates you want to appear on the News screen Click the E Mail News Flashes for any e mailed newsletters check box to receive updated e mail notifications for any of your newsletters Note This option also controls the display of the News Flash updates in the News and Home screens You must have the option selected to see News Flash updates for each newsletter or news service There is also a Customize link next to the check boxes associated with these newsletters e Corporate Finance Weekly Update e Payroll Guide Bi weekly e State amp Local Taxes Week
114. atutes Regulations Cases Rulings and Official Materials before the document name 139 SEARCHING TAX RATE BY COUNTY OR CITY NAME Searching Tax Rate by County or City Name As part of the Sales amp Use Rate Lookup template you can search for tax rate information by providing the name of a particular jurisdiction To search tax rate by county or city name Access the Sales amp Use Rate Lookup screen Click the By State County City link Select a state to search from the State menu Enter either a city name or county name Do not enter names in both fields a AeA ww N Click Search A summary screen displays a table of Sales and Use Rates for the city or county you selected 140 SEARCHING TAX RATE BY ZIP CODE Searching Tax Rate by Zip Code As part of the Sales amp Use Rate Lookup template you can search for tax rate information by Zip code To search for tax rate by Zip code 1 Access the Sales amp Use Rate Lookup screen 2 Click the By Zip Code link 3 Enter the Zip code of the location you wish to search and then click Search A summary screen displays a list of Sales amp Use Rates for the chosen Zip code 141 SEARCHING FASB CODIFICATION Searching FASB Codification Use the FASB Codification templates to find specific FASB content There are four FASB Codification templates e Search FASB Codification by Topic Title and Keywords FASC Topic Title e Search FASB Codificat
115. ax FASB Interpretation No 48 FIN 48 requires corporate tax departments to review information that may impact uncertain tax positions on a quarterly basis Companies also require this type of review and sign off as part of their internal controls under Sarbanes Oxley Section 404 The Income Tax Developments Wizard automates the process Income Tax Developments Wizard is a subscription based tool To use the Income Tax Developments Wizard 1 Onthe Tools screen click Tax Developments Wizard on the left navigation bar 2 Select one or more jurisdictions and click Next 3 Select one or more income tax topics and click Next Note A Find Topics box is available to help filter the topic list 4 Select a date range by indicating the end date of a quarter or beginning and end dates 5 Click Search The results can be sorted by jurisdiction or topic Subscribers have the option to export the results to a Microsoft Excel xls or Word doc format or in an RTF rtf format You also can save the search to Folders and schedule the wizard to perform a quarterly search using the search criteria you provided In addition the results can be preserved or shared using the document tools Print Export E mail and Save 269 USING WG amp L INSTALL UPDATE Using WG amp L Install Update The WG amp L Install U pdate tool lets you install and update Checkpoint Tools for WG amp L a set of documents providing expert WG amp L analysis and guida
116. bar of any Checkpoint screen click Sign Out Note If you are logged in but do not use Checkpoint for 60 minutes your session automatically times out To start a new session enter your user name and password on the Checkpoint Login screen To end a session remotely If you are logged into Checkpoint on another machine or browser and attempt to login Checkpoint will provide an option for you to close the original session and continue the login process 18 CHECKPOINT SCREEN ORIENTATION Checkpoint Screen Orientation In other Help topics you will be instructed to click or select certain screen elements The following images show labels that identify these elements coasa Auciit amp Corperate Feree admon Com Dass Pas Fid Fodera Cane Fid Fodera Code amp Meg Pied Fedea RS Pte 6 Ohe Ta Once Fns F adaa Paing D Cunera C hodat Pae Caston Search Saomet SLC Flings Saas i Lect Comte e Chet Tees US Tas Imation Creaneo Chat UGTR Cade tor iao Che trend Whee Bowe rue Seer tee bh Corrections P Choose Source Set Choose Source Set Search gt 1A Se ACLS Ax EnG sennor tow ta emai ETIT Uarehohtert swt eee e Peete Dr ert ES Oi mma ema mea Pat Wi eed wt terete pa aee om ade niot of Mwy remor Berk gt tterent property men superter te o fecterst tas bon Mire Nemtioes on News nany wearin Natea ont Peery wan ome rere ny Pe Ac toe Meras mas mes o Nes interac ties Cocenson Too mai mean owe 19 gt
117. ble of Contents screen To use Form Line Finder 1 Access Form Line Finder in one of the two following ways e Onthe Search screen click Federal on the Practice Area drop down list and then click Form Line Finder in the Go To section of the left navigation bar e Onthe Table of Contents screen click Form Line Finder in the Jump To section of the left navigation bar 2 Onthe Form Line Finder screen enter the tax year you want to research in the Enter Tax Year field 3 Enter the form number in the Enter Form Number field 4 Optionally provide a line number in the Form Schedule Line Number field or a tax schedule in the Schedule field 5 Click Go to begin the search 271 USING DOCUMENT ASSEMBLY Using Document Assembly The Document Assembly feature lets you create customized documents from standard practice aid templates You also can enter variable information one time and have it carry throughout the document Documents that are enabled with the Document Assembly capability display a Document Assembly button within the document body When you click the button Checkpoint displays the document in a template format The main document assembly interface is divided into two panes e The Interview Outline pane left side contains an outline view of the document template s step by step interview process This outline dynamically updates as you proceed through the interview You can use the outline to navigate to a different
118. can select to have an e mail sent to you when new results are found for your scheduled search For this feature to operate your e mail address must be specified on the Options screen You can also select to have Checkpoint launch the Home screen upon login when 114 USING INCOME TAX DEVELOPMENTS WIZARD SAVING OR SCHEDULING A SEARCH new results are available New results for scheduled searches are always available on the Home screen 4 Click Save to save the scheduled search You will lose any changes if you leave this screen without clicking Save Your search is stored in the Searches table Click Folders on the top toolbar to retrieve a saved search 115 ABOUT INTERNATIONAL TAX SEARCHES About International Tax Searches The International Search screen provides templates to search in many ways To access international search templates 1 Click the Search menu 2 Select the International practice area Links to all templates appear on the left navigation bar Keyword Search 1 Onthe left navigation bar select Keyword Search default 2 Enter terms to define your search topic in the Enter Keywords field 3 Select either the Intuitive Search or Terms amp Connectors method to perform the search 4 Select the sources you want to search 5 Click the symbol to open folders listing multiple resources 6 Select check boxes for specific resources or at the top level for all material in the following categories e Editorial M
119. ce cece cceeeeeeeeees 41 Setting Up a Newsletter RSS Feed _ 0 22 42 Help Me Choose Newsletter E mail Delivery 0 0000000000 coco e cece ee eeeeeee 43 Help Me Choose Newsletter E mail Frequency 00 00002000 c cece ccc c cece cece cee eeeees 44 WG8 amp L Tax Journals E mail e ae a e e eee 44 Help Me Choose Home Screen 2 anaa a0a aana ccc c eee ccc cece cece cece cc cceeeeeeeeeeceeeteeeeees 45 Help Me Choose Search Practice Area _ 22 2 2 2 2 2 2c ccc cece cece cc ccc cee eeeceeecceeeeeees 46 Help Me Choose Startup Screens 0 2 022 222 oc cece cece ccc ccc ccc cc cece eee cece ee ceeeeeeeeeeeees 47 Setting Up RSS Feeds in Checkpoint 0000 00 0000 c eee c cece cece ce ceeeeeees 48 How We Use Your E mail Address __ 2 22 22 eee 49 Changing Your Speedlink Password 0 0000202 o cece cece cece ccc ccc cece cece cece ee eeeeeeeeeees 50 About the Home Screen 2 222 2222 onsicbeel ea ols dis ce 8 hogan daw es wee dedevceh ar aiea 51 Using the Home Menu and Home Screen 2 eee eee 52 Creating a New Home Screen View 00 00 0000 ccc c ccc ccc cece cece cee eeeeeeeeeeeeeeeeereees 53 Modifying the Home Screen View 0 0 e cece cece cece eeeceeeeeeceeeeees 54 Adding Quick Links Using the Quick Links Icon _ 2 222 222 55 Creating External Quick Links _ 0 02 20 02 22 o cece cece ccc cc ccc ccc cece cece cece eee eeeeee
120. centives Use the Credits amp Incentives tools to obtain tax incentive information pertaining to where you are physically located You can view tax incentive information by address or by jurisdiction using the respective tools below Pinpointer By Address Access this template from the Tools screen Select Credits amp Incentives on the left navigation bar The Pinpointer By Address template is displayed by default To use the template do the following 1 2 Enter street details of your address into the Street field Enter details of City State and or Zip Code in the respective fields Click Search Search results corresponding to the details entered are displayed on the screen in the Addresses Found section Note On clicking Search once the screen is refreshed the button now displays Search Again allowing you to make any necessary address changes and search again Click the View link corresponding to the address for which you want to see the tax incentive information Ideally this would be the address having the highest score in the Match Score column The Pinpointer by Address Results page is displayed containing tax incentive information for the selected address Note You can click the Map It link corresponding to an address to view a google map of the location In the table click the J Email icon corresponding to a contact to send an email An Email Dialogue box appears with the email address of the contact populated in th
121. cess Citator history 1 At the top of a case or ruling click the Citator top line link 2 The Links tab in the Context Panel displays the judicial history of the current case 3 Click alink in the history to display detailed information about the Citator entries for that case including the complete judicial history and record of cites Each listed citation contains a link directly to the page where the subsequent case cited the original case Use the Citation Track It tool to be notified whenever a case or ruling references the case or ruling 184 VIEWING WILDCARD SEARCH RESULTS Viewing Wildcard Search Results When displaying results of a search in which you used wildcards Checkpoint does not highlight all keyword variations as generated by the wildcard For example a search for terminate retrieves all documents that contain at least one occurrence of the word terminate or any variation of terminate for example terminates or terminated but only highlights terminate when it exists as a complete word 185 MODIFYING A SEARCH Modifying a Search There may be times when a keyword search returns a larger number of results than you had anticipated Sifting through these results can be laborious particularly if you are looking for a specific piece of information Checkpoint makes it easy to change your search parameters e Onthe Search Results screen you can change or add to the Keywords field at any time an
122. ch dialog box you can store a search for future use schedule a search to run automatically and arrange to be notified by e mail when the results of your scheduled search are generated If your saved search yields at least one result you will also be notified when you log in to Checkpoint To save schedule a search 1 At the top of any Search Results screen click Save Schedule Search The Save or Schedule Search screen appears 2 Either accept the current folder that is listed or click Change Folder to select another folder Note If you click Change Folder the Change Folder window opens Here you can either select another folder from the list or click a link to create a new folder 3 Type anew search name or Select Prior Search to Replace 4 Optionally you can enter a note in the Note field 5 Select the frequency from Schedule options Don t run automatically is the default option You also have options to run weekly or monthly Note SECPlus scheduled searches have the additional scheduling option of Run twice a day from the Schedule menu 6 Inthe Notification section you can select to have an e mail sent to you when new results are found for your scheduled search For this feature to operate your e mail address must be specified on the Options page You can also select to have Checkpoint launch the Home page upon login when new results are available New results for scheduled searches are always available on the Home menu
123. cheduled Searches pane on the Home screen tells you when the search last ran and if you have any new results to view Note Because this is a scheduled search it returns new documents only for the time period for which it was scheduled If you are running a weekly search you will receive notification of NEW items for the seven days preceding the search If you run a manual search you may receive different results A manual search is not associated with a time frame and will include all documents that match the criteria 113 USING INCOME TAX DEVELOPMENTS WIZARD SAVING OR SCHEDULING A SEARCH Using Income Tax Developments Wizard Saving or Scheduling a Search You may want to automatically run certain Income Tax Developments Wizard ITDW searches quarterly For complex searches that you have constructed re executing a saved search can save you time because your search criteria are already defined The Save Search feature saves your search parameters search terms and target sources so you can re execute the search whenever you like You can also save individual documents from the results of your search At the Save or Schedule Search screen you can store a search for future use schedule a search to run automatically and arrange to be notified by e mail when the results of your scheduled search are generated If your saved search yields at least one result you will also be notified when you login to Checkpoint To run t
124. click Maximize to display the document navigation features You can navigate to other documents in several ways e Atthe top right of the screen use the Navigate by Contents forward and reverse arrows to advance to the next document or return to the previous document e If documents are listed on the left navigation bar you can select the document title to view its content 300 RIA DAILY UPDATES e Onthe left navigation bar use the Contents list to go to any level on the drill down list 301 TIME TRACKING Time Tracking Use the Time Tracking feature to assign time spent in Checkpoint to projects You must create a Time Tracking project before you can begin tracking your Checkpoint time The project metrics can then be printed or exported into your time and billing system to bill back Checkpoint research time to your clients To view the Time Tracking project list upon login 1 2 3 4 5 On the top toolbar click Options On the left navigation bar click Time Tracking Select the check box for Display project list after login Click Save and close The Time Tracking Project List dialog box appears on your screen each time you log in to Checkpoint Log out of Checkpoint and log back in if you want to use Time Tracking now To create a Time Tracking Project 1 4 3 Click the Create a Project button in the Time Tracking Project List dialog box The Create a Project dialog box appe
125. click the i symbol next to the company name 7 Click the Next button 8 If you want to add more companies to the group click Find More and repeat Steps 2 through 7 9 If you want to remove one or more companies from the final list select the companies and click Delete 10 Provide a name for your company group in the Company Group Name field 11 Click Finish to create a group consisting of the selected companies Your group will now be available for selection in the Company Group drop down list on the Search Selected SEC Filings screen 152 USING THE SECPLUS MANAGE GROUPS WIZARD Using the SECPlus Manage Groups Wizard You can manage your company groups in SECPlus by adding or deleting companies or changing the group name in the Manage Groups wizard 1 Click the Manage Groups link in the Companies section of the Search Selected SEC Filings template 2 Inthe Manage Groups window select the group you want to manage from the Company Group drop down list 3 To remove a company from the group select the company name and click Delete 4 To add companies to the group click Find More and use the template to identify and select companies 5 When you finish modifying your list of companies click Save to save the group Click Save As if you want to save the group under a new name You can delete or rename the group by clicking the Delete or Rename links next to the Company Group field 6 Click Finish to exit the Man
126. color when a document is flagged aBa E Gee awa To flag a document from a Document List Search Result List or Table of Contents Select the check boxes next to the documents you want to flag and click the flag icon in the document tools Organizing Your Flagged Documents Any flagged document displays a flag icon next to the title when you view the document in the My Folders view or elsewhere in Checkpoint You can move flagged documents to a folder by clicking the Move Document icon in the document tools You can also print selected documents export documents or unflag documents using the Flagged Documents screen tools 230 USING HISTORY Using History Checkpoint s History screen stores research sessions for up to 14 days 14 days do not have to be consecutive There is no limit on the number of searches or documents in a session history Checkpoint automatically logs the session information and the research event such as running a search or retrieving a document Note Hovering your mouse pointer over History in the top toolbar displays a menu that shows a list of recent documents and a list of recent searches and tools documented on the History screen You can click any of the links to open a document search or tool If you click the View All History link at the bottom of the menu you are taken directly to the History screen To view History information 1 Onthe top toolbar click History The History screen appe
127. connectors to perform more sophisticated and focused searches Search connectors are symbols and words you can use in conjunction with keywords to qualify their relationships and meaning See below for a list of search connectors and examples of how you can incorporate them into your search Click Search Tips Search Examples and Using Wildcards for more information Note For a precise query use the connectors in the below table These work best if you know exactly what you are searching for Search Connectors C eiaeaen ue OO ae conainngerermykemons ORI _ mdngOR deteieney oniingmyerctprese e Pinangat disabling automatic retrieval of plurals and damage retrieves only damage pound sign equivalencies not damages pa f n s holder retrieves t containing single character variations question mark stockholder sharshelder containing compound words hyphen n orev ss emmaikie mail containing terms that occur at least times atleast atleast5 customer Note The character does not turn off the automatic retrieval of possessives for example customer s Using Connectors in Intuitive Search If the Terms amp Connectors search method is selected the AND SPACE or amp connectors can all be used to require more than one term in each of the documents of your search results However if Intuitive Search is left as the default search method Checkpoint will read the word AND and any SPACE as it would
128. cs beneath full topics When viewing search results in the Table of Contents view you can select to see all documents from any TOC level without drilling down into each item To do this you click the number of hits following the folder name and Checkpoint displays a list of all documents found in the subfolders Relevance is the default setting triggering a complex formula that rates individual documents in relation to other documents in the results list Each document displays from one to five gold stars with five stars indicating documents that are most relevant to your search parameters The Table of Contents option displays documents in the order in which they appear in the source For example if the source is a code section the Table of Contents sort order would be sections 167 168 169 while the Relevance sort order might be 168 167 169 You can change the sort order at any time by clicking the Sort by links on the Search Results screen The document tools provide a quick way to print export or save complete documents to folders You can select specific text from a document to print copy or email You can also flag documents and add notes to documents 165 VIEWING AND NAVIGATING SEARCH RESULTS Print Documents 1 2 3 Select the check box next to each document title you want to print Click the Print icon in the document tools The selected documents appear in a window with source and doc
129. ct a link in the left navigation bar to open the referencing document A new window displays the document that references the legislation being tracked 135 CHECKPOINT TE FOLLOWING STATE PROPOSED LEGISLATION Current View Standard E NEWS amp INSIGHT R Browse Accounting Audi amp Corporate Finance Indexes Cos Basis Pius Fin Federal Cases Fine Feoeral Code amp Regs Find Fecera IRS Pubs amp Other Tax Docs Fig Feceral Rulings ARS General Catoutators Patol Calculators Search Selected SEC Filings State amp Local Create a Cnait Ties US Tax Treaties Create a Charnt USTR Code Secton State Proposed Lagstation Checkpoint On Demand Training Cortact Customer Support Customer Help Center E mail Customer Service E mail Ecitortal Questions KIEPAS NEARL BES Treasury answers Democrats cairn of undervaluation in comfibuted retirement pian assats Supreme Court wont review case disaBomng minester s parsonage allowance for 2nd home Amount of vested accrued Senefits includole in income on revocation of ESOP s exempt status More Headlines in News Y MEW WN MY SUBSCRIPTION No new items m your subscription 136 STRACK AT No Track it Results Y SCHEDULED SEARCHES You have mot set up any scheduled searches Y QUICK SEARCH Your Folow tt Results WH 138 Latest Status 03 10 2012 INTRODUCED care Expires 01012013 SEARCHING STATE RULINGS BY DATE Searching State Rulings b
130. cument Text _ 0 000 00 eee 211 TABLE OF CONTENTS Printing Multiple Documents from the Table of Contents _ 00000000000 000222 c cece cece 213 Printing Saved Documents from Document Folders 222002222 eee cece cece cece ee eee eee 214 Exporting Saved Documents from Document Folders 0 0 000022 c cece cece cece eee eee 215 Copying and Pasting Text to Other Applications 0 000 eee eee cece cece ee 216 Understanding Folders ae a ee aed oe kt leu eek 217 Creating Folders syans Ee aS ee a A ek ete 219 Deleting Folders zaa nsen a ia d eos se Hee ds acne de rain aiel tals a aa oe 220 Moving Documents Between Folders 1 0 0 2 022222 e cece eee e cece cece eeeeeeeeeees 221 Renaming Folders 2 00 ees oe te el REE he aol Sah tala ae en ete A al eG 222 Using the Notes Feature secme goede Joos dase ese s oad odd de domes send 32 ah Sue OSes scenes 223 Adding Notes to Documents 0 00 e cece cece eeeeeeeeeeeeeeeeeeees 224 Highlighting Text and Embedding Notes 000 0 00000 e anauona nannan 227 Understanding Displaced Notes 0 00 cece eee cece eee eeeeeeeeeeeeeeeeees 229 Flagging Documents 2002 2 c cece cece cee ec eee cece cece cee ceececeeeeeeeeeeees 230 Flagging a Document 000 000 o coc eee ce eee cece eee eeeeeeeeeeeeceeeeececeeseseeeeeees 230 Organizing Your Flagged Documents 00 2022222 e eee e ee
131. d above the button LJ contents WV H 101 StateNet Current Legista on Status eba B ABABaetcrakv ws Navigate by Contents Top Line ink type Pending Leg Filter Links STATE NET Followit Wo Alert Copynght c 2013 by information for Public Affairs inc Same as WV H 101 a 2 WV H 101 Enrolied Author Thompson Ri Summary Creates the Energy intensive Industria Consumers Revitalization Tax Credit Act establishes tax credits for suppliers of coal to electric utilities providing a special rate to energy intensive mdustna consumers of electnc power provides for the applicability of such fax credit agains required minimum coal severance lax payments aufhonzes such specal rales when necessary for the creation preservation or retention of jobs 2 INTRODUCED HOUSE committee reference dispensed 2 In HOUSE Read 2nd time 2 In HOUSE Read 3rd time You will be notified by e mail that Follow It has been activated for a document When a new change is made to the bill you will receive an e mail notifying you of the changes The changes will be tracked till the end of each calendar year To stop following the legislation click the Unfollow It button within the legislation summary or the Turn Off button from within the legislation To view the followed legislation from the Home screen 1 Click the link to the legislation you are following from the Follow it pane The current legislation status is displayed 2 Sele
132. d select the check box in the column header to print all the explanations that appear in the search results Click the Print Explanations button The explanations are displayed in a new window Enter the required details in the Print dialog box that is displayed and click Print Note For large print requests a Progress Bar Indicator appears in a separate window this is followed by the regular print dialog window 249 IASB FASB MAPPING IASB FASB Mapping Use the IASB FASB Mapping tool to create a chart that matches IASB standard content to FASB Codification content To access the tool go to the Tools screen and click IASB FASB Mapping in the left navigation bar Select either IASB Standard to FASB or FASB to IASB Standard depending on which mapping you want to use IASB Standard to FASB To create the IASB Standard to FASB chart 1 Select an IASB Standard from the Standards drop down field 2 Optionally select a Paragraph from the Paragraphs drop down field 3 Select Yes or No in the Include Related Analysis field 4 Click Submit to generate the chart The generated chart displays a Subject IASB Standard and the related FASB codification content and analysis Click a link in the chart to view that content on the Checkpoint Table of Contents Click the and icons to expand or collapse a section The currently selected section is highlighted in green FASB to IASB Standard To create the FASB to IASB Standard chart 1 S
133. d then click Search e lf you want to modify the sources you are searching there are several ways to return to the search parameters screens Depending on how deep you are in reviewing search results click Back to Search Results and then Back to Search in the upper left of the screen to return to the search parameters screen Example Narrowing Search Results Suppose you are searching for information on IRA accounts in the Federal Editorial Materials sources In your initial search you may have typed Individual Retirement Account in the Keywords field However you find that this keywords string yields 4 874 documents which is far too many to be manageable Given that your client is a widow you can add the term widow to the Keywords field in the Search Results screen and click Search That returns 157 results Add early retirement to the Keywords field and click Search That returns a much more manageable 16 results 186 BACK TO SEARCH Back to Search The Search Results screen contains a Back to Search link that returns you to the screen where you set up your search criteria Back to Search When you open a document from the Search Resultsscreen the Back to Search link changes to Back to Search Results Back to Search Results To move back through all the previously viewed search result screens within the current search continuously click Back to Search Results till the required page is displayed When you
134. ddle of the screen e If you click the total number of documents on the Table of Contents view the documents are sorted and ranked by either Relevance or Table of Contents depending on your Sort by setting to your search criteria Gold stars next to each document title indicate the relative score for your search query with five gold stars being the most relevant 173 UNDERSTANDING ALL DOCUMENTS VIEW ON SEARCH RESULTS Understanding All Documents View on Search Results All Documents is one of three views on the Search Results screen Within this view you have a choice of sorting results by Relevance or Table of Contents You can quickly switch between the two using the Sort By option at the top of the Search Results screen Displays documents ranked in order of Relevance to your search criteria starting with the most relevant which is determined by a sophisticated Sort By Relevance algorithm that analyzes each document Gold stars next to each document title indicate the relative score for your search query with five gold stars being the most relevant Displays results in the order in which they appear in the table of contents of each source you specified in the search parameters The source name appears in green text at the bottom of each item in the Search Results list Sort By Table of Contents The Search Display area of the Options screen lets you change the default setting to All Documents Table of Content
135. down list select State amp Local Checkpoint displays the practice area s state source sets 3 Hover your mouse pointer over a state name 4 When the book icon vu appears click the icon The state reporter index for the state you selected appears in the Checkpoint Contents section of the Table of Contents screen in a pop up window 5 Browse the index by expanding the folders to drill down to the listings you want to view 201 USING THE TABLE OF CONTENTS ACTION MENU Using the Table of Contents Action Menu The Action Menu is a Checkpoint feature that lets you create a permanent link print export and email specific content in the Table of Contents You can then save the permalinks in a document or as a desktop shortcut for future reference The Action Menu icon is found next to folders and subfolders and some documents in the Table of Contents To create a Table of Contents permalink 1 On the menu bar click the Table of Contents menu 2 Hover over a Table of Contents title to view the Action Menu icon E Permalink Click this icon to use the permalink leptien to bookmark any required folder 3 Inthe Permanent Table of Contents Link pop up window copy the URL from the field 4 Click the X in the upper right corner to close the pop up window 5 You can then paste the URL in a document in an e mail message or as a desktop shortcut to return directly to this Table of Contents location in the future T
136. e 223 ADDING NOTES TO DOCUMENTS Adding Notes to Documents Checkpoint provides a feature that lets you add one or more notes to a document You can also edit a note delete a note hide a note or highlight text in a document and save it as a note Notes can be displayed at the top of a document or hidden Pay special attention to displaced notes messages which let you know when significant changes to document text affects your notes You can add a note from the Document screen or the Folders screen You can view all notes you have added from the Notes screen Note You will be able to tell if a document has an attached note from the Document screen Folders screen History screen and Table of Contents screen Adding a note to a document on the Document screen 1 4 Click the Note icon in the document tools BBRuUB Fees 1 BG On the Add Note window enter the note text 200 characters maximum and click the Add link Click Save to save the note and close the window The note is added to the top of the document with a time date stamp To add a new note just click the Note icon again You can add as many notes as necessary Editing deleting hiding notes on the Document screen 1 Z To edit a note place your cursor in the Notes window When the Edit icon L appears on the right click the icon In the Note window update the note and click Save To delete a note place your cursor in the Notes window
137. e International Trade practice area on the Search screen provides a launch point from which to perform keyword searches on related sources Use the left navigation bar search templates for quick access to specific research targets neoseson anurans 4 HISTORY BM FOLOERS LAGG ETE R OA a SIGN OUT CHECKPOINT FIMETRACKING HOME TABLE OF CONTENTS NEWS TOOLS Search Q International Trade v Keyword Search Search Trade Agreements Intuitive Search Terms amp Connects P Theseurus Query Tool Choose Sources from All Intemational Trade Save Find Sources Search WTO Agreements Search CBP Bulletins amp Decisions Search ADDICVD Section 337 Q Find by Citation w L Boskage Publications LJ Explanatory Notes WCO Editorial Materials U Primary Source Materials w LJ WGAL Treatises amp L Harmonized Tariff Schedule Date Range Search CBP Publications Schedule B amp I Customs amp Border Protection CBP m Rulings Siobal Trade Anahat LJ 19 USC Customs Duties Global Trade Expert GoTo C Code of Federal Regulations J Antidumping Duty ADD Countervailing Duty CVD Section 337 Customs amp Border Protection CBP Bulletins and Decisions Customs amp Border Protection CBP Directives amp Handbooks J U S Trade Cases West LJ Trade Agreements O News Current Awareness E AAE International Trade ALERT Select the International Trade practice area to use sources and search
138. e Search Checkpoint provides a tool to search for specific United States Tax Reporter USTR code references in the Federal practice area To search for specific USTR code references 1 On the menu bar click the Search menu The Search screen appears 2 Onthe left navigation bar click the Practice Area drop down list and then click Federal Federal is the default view 3 Onthe left navigation bar under Go To click USTR Code Section The Table of Contents screen appears with the USTR Code Section template view Note You can also access the USTR search template from the Table of Contents screen by clicking the link under the Jump To heading on the left navigation bar Select the USTR tax type from the three options Income Estate amp Gift or Excise Select either Current or Repealed code Enter the Code Section number for which you want to search N Oo oO A Click Go to USTR Checkpoint displays the USTR search results USING THE SITE NAVIGATOR Using the Site Navigator Checkpoint s Site Navigator feature provides a quick way to find various sources and documents within Checkpoint When you enter search criteria in the Site Navigator field on the menu bar Checkpoint searches through its extensive reference content and returns a list of matching results up to 20 links at a time The links are organized into sections with menu headers such as Search Table of Contents and Tools Site Navigator search criter
139. e Search menu 2 Onthe Search screen in the Keywords field type the keywords that best describe your research topic 3 Select either Intuitive Search or Terms amp Connectors 4 Click the Thesaurus Query Tool link below the Keywords field The Thesaurus Query Tool dialog box opens with the Tools link as the default 5 To add search syntax and connectors to the Current Query pane select the connector in the Connectors pane and then click Append 6 To view alist of synonyms for your Current Query keywords click the Thesaurus link The Thesaurus displays synonyms in the Select Alternatives pane 7 Toadd alternative terms to the Current Query keywords see the following table To add a single term listed in the Click the term once Select Alternatives pane to your search Select the appropriate keyword in the Select Term To add several terms in the Select pane press and hold the Ctrl key and then click Alternatives pane to your search at the same the terms in the Select Alternatives pane that you time want to add to the selected keyword Repeat this procedure for each keyword ie atomis MING Select Alternatives Click the Include all alternatives in query link 98 USING THE CHECKPOINT THESAURUS QUERY TOOL 10 Every time you add a related term to your search the Current Query pane automatically updates to show your query selections If you selected Intuitive Search you can use the Restrictions link to
140. e The Tools link also lets you access a special search connectors syntax to help you refine your search Choose a search connector from the Connectors list and click Append e Click Thesaurus to generate a list of synonyms that appear in the sources you are searching Click the synonyms you would like to include in the search To automatically include all synonyms click the Include all alternatives in query link e Click Spelling to run a spelling check on the query 8 Click Search to start your search 80 PERFORMING A TERMS amp CONNECTORS SEARCH Once the search is complete your results appear in the format determined by your search display settings 9 When you are finished you can click the Clear All link to remove keywords from the field clear selected sources and return to the default Search settings To search with section symbols and alternatives You can search for a specific section by entering the section symbol and equivalent alternatives in the Keywords field For example the following search terms produce the same result e 1 1502 13 e 1 1502 13 e sect 1502 13 e section1 1502 13 If you are searching for a section it is also useful to use the section number by itself the OR search connector and the section number and symbol For example use 1 1502 14 s1 1502 14 instead of 1 1502 14 or s1502 14 81 PERFORMING A SEARCH IN THE BNA DAILY TAX REPORT Performing a Search in the
141. e To field automatically In the table click the G Permalink icon under the Website column to launch the contact s website in anew window Click the E Plus icon adjacent to Expired Credits amp Incentives to expand and view the expired credits and incentives Use the document tools to manage the documents as per your requirement You can generate a desired output Excel CSV etc of the search results by using the Export icon Pinpointer By Jurisdiction To use the Pinpointer By Jurisdiction template do the following 1 2 Go to the Tools screen Select Credits amp Incentives from the left navigation bar 2243 USING CREDITS amp INCENTIVES Select Pinpointer By Jurisdiction The Pinpointer By Juridiction screen is displayed Select the check box es corresponding to the jurisdiction s you are interested in searching Click Next oO a FF Q On the screen that is displayed choose one or more Industries and Credit Types by selecting the corresponding checkboxes in the Select Industries and Select Credit Types sections 7 Click the Find Credits button The results are displayed on the Pinpointer By Jurisdiction Results screen 8 Use the document tools to manage the documents as per your requirement You can generate a desired output Excel CSV etc of the search results by using the Export To refine search results choose required options from the Credit Type drop down Similarly use the drop down to s
142. e c ccc cece cece cece ceeeeeceeeeeees 230 USINGIFISTONY ne 028 tor oe te de ae 52 Svete wede va teinny nit las anu lab ldedad ets Leechs TP teat 231 Using ACA Decision Support Tool 00 0000000 c coc cece cece raona naonana 232 Using AccuDraft DocsEngine 0 0 0000000 o coco ccc ccc cece cece ee eeceeceeeeeeeeeees 233 Using Calculators 35 gt nto agli sie te Scns IM ees A SUAS dangle tiene 235 General CalCulatorss cinco be sod nica a Ni E A SE ds Me DAM alah eile tat ih ditt ies 235 Payroll Calculators saa eaaa a adinthe test vee loon boule esas 235 Depreciation Calculator 02 2 ete eh cen ie ees ued J eh nde ee eo Ly 236 Using Checkpoint World 2 22 ccc cece cece cece eee c cece naaar aandar ranau nann 237 Using Cost Basis Plus _ 00 222222 o ccc ccc ccc ccc cee eee e cence ee eeteeeeeeeeeeeeeeees 238 Using Create a Chait 2 co0250 424 5 las o0 ob oboe ans Soe aA week Sess A a sk ed eee d asa 239 Using Credits amp Incentives cereis enp gcd 2 otal vee oo jaca Ea RE SS sel once AA Aa 243 Using DoneDeals 22 e cece cece cece E Ea EE Ea oaoaraa aan 245 Using FASB Codification 000 0000 e cece cece adadan aaraa annan 246 Cross Reference _ 1 2 22 222002 eee 246 TABLE OF CONTENTS JOINS OCHIONS 2vcbuienk cote 93 tne My Lait St Saleh he PM a whiaal ee BM laid ole te oh Sih Sol AEA die dna 247 Combine Subsections 22 242 3 P lt Seed Alen gia ees ta Stele Se
143. e for specific content in Checkpoint The News screen contains tax news headlines and news content such as RIA Daily Update BNA Daily Tax Report BNA International Tax Monitor IBFD Tax News Service Towers Watson and PPC s Daily Update The Tools screen contains Checkpoint productivity tools like Calculators Create a Chart and i Tables The Learning screen contains links to Checkpoint Learning CPE training which provides a wide range of superb courses to further your learning and skill development 47 SETTING UP RSS FEEDS IN CHECKPOINT Setting Up RSS Feeds in Checkpoint Really Simple Syndication RSS is a web based technology that lets you receive updated headlines and news feeds for Checkpoint newsletter content automatically To receive and view an RSS feed you must have an RSS reader installed through your browser or from your local desktop To set up a Checkpoint RSS newsletter feed 1 Click Options on the Checkpoint top toolbar 2 On the left navigation bar click the News link to open the News options menu 3 Click the RSS Feeds link 4 Right click the 2 icon next to each newsletter title and select Copy Shortcut from the right click menu This option is called Copy Link Location in Firefox 5 Paste the URL into your RSS reader to set up the feed 48 How WE USE YOUR E MAIL ADDRESS How We Use Your E mail Address Checkpoint stores your e mail address to allow you to receive newsletter e mails and u
144. e left navigation bar click Create New View Select the check boxes for the content panes you want to display in your custom view a Aa Q In the Enter view name field enter the name for your new custom view 6 Click Save You can now select your new view from the Current View drop down list on the Home screen The Home screen always defaults to the last view selected If you want your custom view to appear automatically on the Home screen every time you log in simply leave it as the active view when you log off or go to another Checkpoint screen 53 MODIFYING THE HOME SCREEN VIEW Modifying the Home Screen View You can modify the Home screen view by adding or removing content panes You can also rearrange the layout of panes to any configuration you want To modify the Home screen view A On the menu bar click Home The Home screen appears Next to the Current View field click the Manage my views icon RA On the Manage My Views screen on the left navigation bar click the view you want to modify Click the check boxes for the content panes you want to remove or add to the selected view Note For predefined views you can only add or remove specific panes Some of these panes such as My Quick Links Assistance Self service Support amp Product Training New in My Subscription cannot be removed from the view The check boxes for these content panes are not available For customized views all content panes
145. e of Contents Checkpoint provides a useful feature for printing multiple documents from within the Table of Contents To print multiple documents from the Table of Contents 1 Inthe menu bar click the Table of Contents menu 2 Onthe Table of Contents screen expand the folders and subfolders to locate the documents you want to print Note A printable document has a Print icon next to it 3 For multiple documents hold down the Ctrl key and at the same time click the Print icon next to each of the documents you want to print The documents you select are added to the Print Multiple Documents dialog box Depending on the number of documents you select the window may take a few seconds to appear 4 Onthe Print Multiple Documents dialog box click Print 213 PRINTING SAVED DOCUMENTS FROM DOCUMENT FOLDERS Printing Saved Documents from Document Folders Checkpoint makes it easy to print documents you have saved in a personal document folder Use the Folders link on the top toolbar to access your stored documents BBUEB BAwsn aABRRS To print documents you have saved in a document folder 1 Onthe top toolbar click Folders The Folders screen appears 2 Expand the folder containing the documents you want to print 3 Select the documents by clicking the applicable check boxes 4 Click the Print icon from the document tools at the top of the screen The browser opens a Document Display window with a preview of the documents
146. e written rather than waiting for the publication to be complete Each e mail contains a brief summary of each article with a link to Checkpoint to view the the article Regardless of which e mail option you choose the news content is equivalent The newsletter choices let you designate when to receive the content Here is asummary of how e mailed news content can be delivered based on the two frequency selections e Complete Newsletter Each publication is in its own e mail The newsletter title indicates the frequency You then receive the newsletter when it is complete Your newsletter contains a brief summary of each article along with a link to the full text on Checkpoint You also receive an attachment containing the complete full text of the newsletter e Daily Update You receive one daily newsletter update e mail containing articles for the newsletters you are interested in You only receive one daily e mail made up of all the articles written that day from your selected list of newsletters Articles are sent immediately as they are written Each e mail contains a brief summary of each article with a link to Checkpoint to view the full text of the article 43 HELP ME CHOOSE NEWSLETTER E MAIL FREQUENCY Help Me Choose Newsletter E mail Frequency Select any newsletters you want to receive by e mail by clicking the applicable check boxes You can select from two formats for the e mail newsletters e Complete Newsletter The
147. ealized on the sale or exc gross income unless excluded by law For this purpose property includes tangible items Reference Links Reference links reside within the text of the document and link to other related material Deep Cite Locator If you are browsing Code or Regs subsections you can identify your exact location at any time Simply hover your mouse over the nearest locator compass icon as shown below 169 UNDERSTANDING THE DOCUMENT SCREEN Reg 301 6651 1 Failure to file tax return or to pay tax Caution The Treasury has not yet amended Reg 301 6651 1 to reflect changes made by P L 10 C FTC Addition to the tax N WEE 1 Estate PPC BNA Faijure to file tax return In case of failure to file a return requi under authority of Subchapter A chapter 61 of the Code relating to returns and records other tr sections 6015 and 6016 relating to declarations of estimated tax and part Ill thereof to information returns Back to Search Results Click Back to Search Results to return to the last document viewed in the search results Note To see all previously viewed search result screens within the current search continuously click Back to Search Results till the required page is displayed Context Panel When you open a document the Context Panel on the right contains features you can use to explore your document content Not all features appear for every document The feature tabs that are visible depend
148. earch Click Save Schedule Search to preserve your search criteria and optionally run the search automatically on a periodic schedule oO how Me Related Training Support n 318 USING THE SEARCH RESULTS TABLE OF CONTENTS SCREEN Using the Search Results Table of Contents Screen The Table of Contents view of the Search Results screen lists all of the sources you selected for your keyword search in the order that they appear in Checkpoint s Table of Contents and indicates how many documents within each source contain the specified keywords From this screen you can drill down to find documents change the view or modify your keywords and resubmit the search WI NoTES 2 options HELP f sicnour CHECKPOINT i O TIMETRACKING HOME TABLE OF CONTENTS NEWS TOOLS LEARNING Back to Search Q capital gains SEARCH Save Schedule Search Q Search Results Related Courses SetDefauit All Documents Source List Table of Contents Q 2 g DisplayLevel 1 2 3 8 Checkpoint Contents 2 010 5 Tax News a Catalyst Library 1 a Federal Library 2 009 Pension amp Benefits Library a Estate Planning Library D 5 State amp Local Tax Library a International Tax Library 5 International Trade Library Payroll Library a Accounting Audit amp Corporate Finance Library 5 CHECKPOINT Archives Each listed source includes a number to indicate the number of documents found that contain keyword
149. easury Regulations RIA 641 Final Temporary and Proposed Federal Regulations RIA 641 Preambies to Final and Temporary Treasury Regulations Treasury Decisions RIA Q 320 Preambles to Proposed Treasury Regulations RIA 3 A Prior Final amp Temporary Treasury Regulations RIA 842 Prior Proposed Treasury Regulations amp Preambles RIA 148 2014 Thomson Reuters Tax amp Accounting All Rights Reserved Privacy Statement Each source included in your keyword search is listed in the Source List The numbers on the right indicate how many hits or documents containing keywords were found within each searched source View hits only is the default when Source List opens With this view searched sources in which no keywords were found are hidden To view all searched sources select the View all results icon Change the Search Results view to All Documents to list all documents in which your search found keywords Change the view to Table of Contents to see a list of the sources you selected for your keyword search in the order they appear in Checkpoint s Table of Contents and how many documents within each source contain the specified keywords Click Related Courses to find recommended training based on your search criteria All courses are available from Checkpoint Learning providing CPE from the Tax amp Accounting business of Thomson Reuters Modify your keywords and click Search to submit the new s
150. eccceceeeeccccceeeeeeneucs 28 Display Options ETSE bts A ae E ek eS i Ge eshte ly E 2 hee ed Ait Ze 28 SCMECN OPLIONS ase ts ne SA tee AB Srl A ON Be A Ea IE en Cot ANS ge deen 28 PHINEOPtlONS 43s eck eet As tesa ahh etl EN Sa ele coher ad Ma Mat Maen Macatee alte le sips ts Nite ak Gk 28 Export Options 4 4409 ake fc Se el ace bet osetia teenth a ALOE a aire 29 Email Options cose Act se o2tt hae ume als 2 cope Ssh is th a tp As hike el a cee 29 Setting General Options 1 2 0 0 2 ccc c cece ccc cc cece cecccccceceeccccccececececccceeeeeeecceeeeeeers 30 Setting the News Options 000 2000 22 31 News Semice fics oes tice uehe rads bole sb acduues sedeals cowa in bleadas vagadladces scwassaa a iaa uh aaa 31 News E miall DIS play anien as aaa te ecb lane vacdeas dade died aes aaa a a bal S a sacs 31 Joumals E mailisscr 2222104 E E E AE REEDE TAE Ae eee nn co be ad iis oe too E EE 34 RSS Feeds 22e c228 25309 eet tees SoG rs bas ee owas eee eda reds ease Geen etal as Sos Soe 34 TABLE OF CONTENTS Setting Personal Password Options 0 0 00202 c cece cece cece ccc cece ccc cece eee e eee ceeeeeeeeees 35 Setting Search Display Options _ 22222222220 37 Setting Previous Research Options 00 00000 cece eee e cece eeeeeeeeeeeeeees 39 Setting Single Sign On Options aaa aaaaa0aaaa0aaa00aaa anaandaa aoaaa oaaao r anonra annaa nn nann nnnnn 40 Setting Time Tracking Options 00 200 020 aeaoe a cece cece ce
151. ectly there is a Show Full Topic link at the top that you can click to jump to the full topic level e Onthe Source List and All Documents views you can only select subtopics and not the full topic e Onthe Source List view click the plus icon next to the source title to display the three most relevant documents for your search You can click the link at the bottom of the screen to display all documents in the search results e The All Documents view lists all documents in the search results sorted by relevance to your search criteria starting with the most relevant which is determined by an algorithm that analyzes each document Gold stars next to each document title indicate the relative score for your search query with five gold stars being the most relevant e Onthe Table of Contents view if you click the total number of documents next to Checkpoint Contents all documents in the search result are sorted and ranked by either Relevance or Table of Contents depending on your Sort by setting with gold stars indicating the relative score for your search query e Footnote content can be displayed in a pop up window When you click the number a pop up with the footnote text is displayed and any links are active in the footnotes e Many types of tools are supported within Checkpoint Catalyst content including calculators checklists create a charts decision tools document assembly and iTables The tools can be found by scrolling th
152. ed to find without being an expert on the topic or the search engine For example you could enter Can deduct landscaping expenses for my home office The search returns a list of results up to a maximum of 2000 that are the most relevant to that search phrase Relevance is determined by an algorithm that weighs factors such as the number of keywords from the search phrase found in a document and the proximity of those keywords to each other Note You have the option on all views to display or remove the display of the Best section the most relevant section which is displayed in green text You can perform an Intuitive Search from any screen that has a Keywords field In this example you will use the Search screen To perform an Intuitive Search 1 On the menu bar click the Search menu The Search screen appears with Keywords search as the default view 2 Onthe left navigation bar select a practice area from the Practice Area drop down list 3 Select the appropriate check boxes from the source sets If you want to select an entire source set click the check box next to the source set name such as Editorial Materials 4 You can also select a custom source set from the Choose Sources from drop down list 5 Select the Intuitive Search option below the Keywords field 6 Type your search phrase in the Keywords field Checkpoint s Intuitive Search technology automatically recognizes if you enter a sentence terms amp connect
153. eeeeees 56 Exporting Quick Links 20000 000000 c cece cece cece cece cece cece eee e cee ceeceeeeeeeeees 57 Modifying My Quick Links 00 000000 e cece cece eeeeceececeeeeeeeees 58 Importing Quick Links 0 00 00 aaaaaa naaa 000000000000000 0a 00da aaaea ccc eee ccc cece ec aooaa raara nann 60 Accounting Audit amp Corporate Finance Sources _ 2 2 2 eee 61 Estate Planning Sources 9 0 22 22 lt 2 0 2 5 22a ot Ane eSo ose ean sb sa Ds Ao ed desde Sgn gas Anadddse Sewanee nnan 62 Federal SourceS os sein dt naee 1 TEI EAE T AREE E PAA Se ped tas i OEE 63 International Tax Sources __ 8 2 eee 64 Pension amp Benefits and Payroll Sources _ o oo ee 65 Pension amp Benefits 000 02 2220 eee eee 65 TABLE OF CONTENTS Payroll saes tree tA Seed oY 8 stale Se BE case E Mo Rae Roo es hat oa ewe do DMS shag nL Rs eS 65 State amp Local Sources l a aana aaoo eee nee ene cee eee enna eee e eee e ena eeeeneeeeens 66 Tax News Alert Sources 2 2 022222 eee 67 International Trade Library Sources 00 0000222 c cc ccc cece ccc ccc cece cece ee ceeeeeeeeeeeees 68 Introduction to Searching 2 200 222 0 0 2 e cece cece ccc cece cee cece cece ceeeeeeeeeeeees 69 About Keyword Searching 0 00 22 2 ooo c cece cee 0a cece cece cece cee araroa orane 71 Search AutoComplete 0 2 002222 c cece eee cece ccc ccc ccc ce cee cee AIE EDE EE Aa aaneen aen 72 Performing a Keyword Search
154. eeees 262 Using Single Audit Compliance 0 00 0000 cece aaora oraora unaiona arnan 265 Using State Apportionment 2 002 0 0c ccc cece c cece cece cece cece cece ceeceeeeeeeees 266 Using State Tax Chart Builders BNA 000 000002222 occ c cece c cece cece cece cece eeeeeeees 267 Using Tax Developments Wizard 200 000 cece cece cece cece cece eee ce cee ccececeeeees 269 Using WG amp L Install Update _ 2 2 2 0 00000 e cece cece eeeeeeeeeeeeeeees 270 Using Form Line Finder _ 2 2 2 0 o oo eee eee cece cece eee c cece cece eeceececeeceeeeeees 271 Using Document Assembly 2 000000020 occ cece cc ccc ccc cece aa aa eee e cece ee ceeeeeeceeeeeereeees 272 Saving a Documents 6 scece2 soc dass alive acs das deena beecad ul sass ite ea aa tot oead oddest ins Ys 272 Pre HotDocs Document Assembly Templates 0 020 222 cece eee cece cece cece cece ec cece ce ceeeeeees 2713 Using Speedlink 0000000 e cece eee ceeeeeeeeeeeeeeeeeeeeesseeeeeees 274 Using the Speedlink Features 2200000 e cece cece cece cece cece ccc ce eee cecececeeeeeees 274 10 TABLE OF CONTENTS PIGLET ONICES oo sii ry a cen Wd ele as BOK ate Se oh oe Ne Ae Aoi Wade dha hs tbt od oe OWN de Aaa 274 Using News Features 2 0 5202 02 oso ds22 sei seed by a he oh seta od St A eo guech eases fs Geet 275 Searching the RIA Newsletter Library 2 0 020202 cece cece cece cece cc cece eee eeceeeeees 277 PPG s D
155. een 8 BEB PELAR 8B To copy text to another application 1 Open the document that has the text you want to copy 2 Select the text you want to copy The Selected Text Option drop down list from the document tools automatically opens 3 Click Copy Selected Text The selected text appears in a separate window with a source and document citation A message states that the text is copied to the Microsoft Windows clipboard 4 Open the other application such as a word processing program 5 When the target application opens position your cursor where you want to insert the copied text 6 Use the application s paste feature to paste the copied text such as Edit gt Paste The text appears in the target application 216 UNDERSTANDING FOLDERS Understanding Folders Checkpoint provides a Folders screen for storing searches and documents You can create and organize your own folders for categorizing searches and documents that you save You can create up to 250 folders in which you can save a maximum of 1000 searches and documents Once you have saved a search to a folder it can be run again at any time Note Hovering your mouse pointer over Folders in the top toolbar displays a menu that shows the name and contents of the current folder on the Folders screen You can click any of the document links to open a document or search If you click the View All Folders link at the bottom of the menu you are taken directly to the Fold
156. elect a FASB Codification Topic Subtopic and Section from the Select FASB Codification Reference drop down fields Subtopic and Section are optional selections 2 Optionally enter a FASB paragraph number in the Paragraph field 3 Select Yes or No in the Include Related Analysis field 4 Click Submit to generate the chart The generated chart displays the FASB codification content and related IASB Standard and any related analysis Click a link in the chart to view that content on the Checkpoint Table of Contents Click the and icons to expand or collapse a section The currently selected section is highlighted in green 250 USING I METRIX I Metrix is a subscription based tool that lets users retrieve detailed financial information directly ina Microsoft Excel spreadsheet Users can pull data into their own spreadsheets or choose from several industry specific models Subscribers initially install l Metrix from within Checkpoint Once the product is installed users can open it in Excel To install I Metrix 1 From the Tools screen select I Metrix on the left navigation bar 2 Click Install my I Metrix to access the installation screen 3 Follow the onscreen instructions to begin downloading and installing the tool 251 USING I TABLES Using i Tables Checkpoint s interactive tables or i Tables tool provides customized templates for finding information in Applicable Federal Rates AFR tables or in IRS Val
157. elect from Tax Type and Industry in the View Options section to further refine your search To view the complete details for a jurisdiction click the plus icon adjacent to that jurisdiction in the table You can also choose to expand all jurisdictions in case of multiple jurisdictions selected by selecting the Expand All check box above the table in the View Options section 244 USING DONEDEALS Using DoneDeals Checkpoint s DoneDeals tool lets you obtain corporate transaction details for private and public mid market companies sold for purchase prices primarily between 1 million and billion With DoneDeals you receive Company contacts handling each deal including name address and phone Price terms and sources of financing Seller financials EBITDA and price multiples for every transaction Key aggregate statistics and price multiple graphs for deals selected 24 7 access with new transactions added weekly Search sort functions Print and export capabilities Subscribers of DoneDeals can access DoneDeals from the Tools screen 1 Click DoneDeals on the left navigation bar 2 Onthe DoneDeals screen click Continue DoneDeals opens in a new window within which you can enter search criteria and view search results 245 USING FASB CODIFICATION Using FASB Codification Four FASB Codification user tools are provided on Checkpoint s Tools screen e Cross Reference e Join Sections e Combine Subsection
158. ent and its neighboring documents as they appear in the Table of Contents For example if you opened the 11th document in the list the Contents tab displays 10 Hidden Documents Your open 11th document follows at the top of the list so you do not have to scroll down to find it To access the 10 hidden documents click the Hidden Documents link e On the left navigation bar use the Contents list to go to any level on the drill down list Note Clicking in the drill down list takes you out of the News screen and into the Table of Contents screen 5 Within the current Five Minute Tax Briefing scroll down to view the previous newsletter 6 On the left navigation bar use the Go To feature to view other PPC publications Other ways you can view PPC s Five Minute Tax Briefing information 278 PPC s DAILY UPDATE e You can customize News E mail Display options so that you receive PPC News by e mail e You can search past issues from the Table of Contents menu 279 ACCOUNTING amp COMPLIANCE ALERT Accounting amp Compliance Alert The Accounting amp Compliance Alert is a daily news service that fully informs accounting and auditing and corporate finance professionals of critical developments Expert analysis increases efficiency and productivity by illustrating how events affect subscribers and best practices for reacting to them Subscribers can focus their subscriptions by filtering coverage by topic or ne
159. ent arrows move forward or backward through the documents across all the sources e The Contents arrows display the previous or next document in the Table of Contents This may not include documents that were part of your search results e The Keyword arrows move forward or backward through the matching search keywords within the current document Print Options On the Print tab of the Document Display Options window you can set the parameters for how your document will print including font font size display notes display highlights display keyword hits and display compass icon Click Close to save and close the window or click Restore Defaults to revert the settings to Checkpoint defaults 28 SETTING DOCUMENT OPTIONS Export Options On the Export tab of the Document Options window you can set the format in which you require your output using the Format option You can also made edits to the document header using the Header option and create ZIP files for combined documents using the Multiple options Additionally use the Content option to either use the Display tab settings or use individual settings for Links Notes Highlights Keyword hits and Compass icon within a document Email Options On the Email tab of the Document Options window you can select desired preferences for your documents using the Format Header Multiple and Content options Additionally you can add a message in the Default Disclaimer field within
160. ents Click the check box next to each document you want to export in HTML MS Word PDF or RTF format Click to save selected documents Click the check box next to each document you want to save If you click Save from the drop down list the document is saved to the current folder on the Folders screen If you click Save As the Save Document window opens where you can select another folder or create a new folder Click to flag selected documents Click the check box next to each document you want to flag The document is added to the Flagged Documents screen accessed from the top toolbar Click to unflag selected documents Click the check box next to each document you want to unflag The document is deleted from the Flagged Documents screen accessed from the top toolbar Click to show words around your keyword hits for all documents in the list Click to hide words around your keyword hits for all documents in the list Click to view all results in the source list Click to view hits only in the source list 1 Click the Print icon from the document tools 2 Select a printer 3 Click Print Note The print format for the document is defined in the To export a document 177 USING THE DOCUMENT NAVIGATION TOOLS 1 Click the Export icon from the document tools The document Export dialog box appears 2 Review change the default settings for format and links and then click Export The browser Exp
161. ents every 24 hours at midnight and changes the text back to blue Features Available on Every View Displays the terms you used to define your search You can re define the search at any time by changing or adding terms to the Keyword field and clicking the adjacent Search button Allows you to save your search parameters to run again later At the same Save Schedule Search time you can schedule your search parameters to run later Related Courses Lets you browse and register for a wide variety of training total results Gives the number of results from running the search Lets you permanently select the default view for the Search Results screen Set Default The options are All Documents Source List Table of Contents and Use Last Hover your mouse pointer over this icon next to a regulation document name to see the effective date of the regulation When you see this icon in Checkpoint analysis it draws attention to additional insight guidance provided by Checkpoint s experienced editors The editors are stepping out of the analysis or explanation of law and giving researchers important insight to help clarify a gray area of tax law A note icon to the right of a document indicates there is one or more notes or highlights in the document You can click the icon to view a pop up window containing the notes and highlights 164 VIEWING AND NAVIGATING SEARCH RESULTS Features Available Depending on the View Selected View H
162. ere in Checkpoint To organize My Quick Links 1 2 3 4 Click the Home menu The Home screen appears In the My Quick Links pane click the Edit link On the Edit My Quick Links screen in the left navigation bar click Organize Links The Organize Quick Link Display view lists the current links and provides controls to move rename and delete the links To move alink Select the link and click Move Up or Move Down Place the cursor in the list just below where you want a break To add spaces to the link list and click Spacer as many times as you want spaces All spaces are added above your cursor Select the link and click Rename Type the new name and To rename alink click OK Select the link or the extra spaces and click Delete To confirm To delete spaces or links the deletion click OK After you complete the changes to the My Quick Links pane click Save 58 MODIFYING My QUICK LINKS 59 IMPORTING QUICK LINKS Importing Quick Links You can import and export your Checkpoint quick links to and from an external file This lets you conveniently access and share your quick links To import quick links 1 On the menu bar click Home The Home screen appears In the My Quick Links pane click the Edit link On the Edit My Quick Links screen in the left navigation bar click Import Links Note You can import only html files that were previously exported from Check
163. error message is displayed if the password is incorrect e would like to create change my password If you would like to create a password or change an existing one select this option enter and retype the new password in the respective fields as per the Checkpoint Password Requirements and click Finish Upon clicking Finish validation of the entered password will be made An error message is displayed if the passwords don t match e Create a password for me If you would like the system to generate a password for you select this option check the Generate System Password check box and click Finish Upon clicking Finish you will be prompted with a confirmation message Note A system generated password will not allow you to log in with other devices such as smartphones tablets other computers or laptops Note Password details will not be included in the validation confirmation message You will not be allowed to continue to Checkpoint if you click Cancel Note To enable saving your username and password on multiple devices you will need to enter the same password on each device If you change your password you will be required to change it in all places including any other device or application such as Speedlink OneSource and Ultratax that have the old password stored Note If you select the Forgot My Password option at login a temporary password will be sent to you and you will be forced to change your password on your
164. ers screen To view saved searches or documents 1 Onthe top toolbar click Folders The Folders screen appears 2 On the left navigation bar select the folder where the search or document is stored 3 Select options from the Type Name Keywords Information Note and Saved Scheduling columns as needed See table that follows COLUMN DESCRIPTION Contains either a magnifying glass icon that runs the search ora document icon that opens the document Type SS a E Note If the document icon contains a yellow triangle warming symbol then the document has changed or been recategorized Shows the name you assigned to the search at the time you saved it on the Save Search screen Name Keywords The check box in front of the search name allows you to move or delete that search Clicking the search name link takes you to the Search Results screen Identifies the sources you selected for the original search Click more to see Search Terms and alist of related sources can be up to 200 characters A note icon lets you enter user notes for this search or document When a note has not been entered the icon appears gray When a note has been entered the icon changes to yellow You can hover over the icon to see the text Click the icon to open a dialog box and add or edit text A note Shows the date and time when the search or document was saved For Saved Scheduling searches click the calendar icon to view or change the schedule whe
165. es Create a Chart tool compares federal and state tax and non tax incentives that encourage the development and use of renewable energy and promote energy conservation in four steps 1 Select one or more incentive types 2 Select an application Business Use Individual Use or Producing Manufacturing 3 Select one or more states 4 Click Create the Chart You can hide columns on the chart and display just the columns you want to research such as Incentive Dates and Eligibility Payroll Tax The Payroll Tax Create a C hart tool compares payroll tax law between jurisdictions in three steps 1 Select one or more chart types 2 Select one or more jurisdictions 3 Click Create the Chart The resultant chart can be displayed in separate charts for each chart type in a combined view with chart types as column headings or in a combined view with jurisdictions as column headings US Tax Treaties The US Tax Treaties Create a C hart tool compares tax treaties between countries in four steps 1 Select a tax type 2 Select one or more chart types 3 Select one or more countries 4 Click Create the Chart 240 USING CREATE A CHART The resultant chart can be displayed in separate charts for each chart type in a combined view with chart types as column headings or in a combined view with countries as column headings International Tax Rates The International Tax Rates Create a Chart tool compares tax rates between inte
166. esting PPC Install Update Sales amp Use Rate Lookup State Apportionment State Tax Chart Builders BNA Tax Developments Wizard WGAL Install Update T Each tool includes guided steps with simple instructions Make a selection from the left navigation bar and begin using the tool The Create a Chart tool organizes selected comparative information into a chart with links to supporting documentation Create a Chart tools are available for several sets of content including State amp Local Payroll Tax and International Tax Rates 3 FASB Codification and International Tax Tools are two examples of areas that offer a suite of tools Show Me Related Training Support 330 USING THE LEARNING SCREEN Using the Learning Screen The Learning screen provides access to a virtual library of CPE earning and learning opportunities in a variety of topics price ranges and delivery formats HISTORY ME FOLDERS FLAGGED 0 W NOTES F options HELP SIGN OUT CHECKPOINT FIMETRACKING Esa THOMSON REUTERS HOMSOM REUTERS HOME SEARCH TABLE OF CONTENTS NEWS TOOLS cores CHECKPOINT LEARNING from the Tax amp Accounting business of Thomson Reuters Online Learning Live Seminars amp Conferences 9 In House Self Study Download a PDF of the CPE amp Training Solutions current catalog Q Checkpoint Learning 29 Live online in house and self study solutions for the training and update topics you need
167. ethod to perform the search Click Thesaurus Query Tool if you want to use more advanced keyword search features Click Search to complete the search and view results Search IFRS Reporter Explanations by Standard and or Keyword 1 2 3 4 On the Search screen select the Accting Audit amp Corp Finance practice area Click IFRS Reporter in the upper area of the left navigation bar Click IFRS Explanations on the left navigation bar Inthe Search IFRS Reporter Explanations by Standard and or Keyword template select IFRS International Financial Reporting Standard or IAS International Accounting Standard to indicate the type of standard you want to search Enter your search criteria in the form of a citation number or keywords or both Enter a citation number in the Citation field Enter search keywords in the Keywords field Select either the Intuitive Search or Terms amp Connectors method to perform the search Click Thesaurus Query Tool if you want to use more advanced keyword search features Click Search to complete the search and view results 147 SEARCHING SELECTED SEC FILINGS Searching Selected SEC Filings Use the Search Selected SEC Filings template to conduct a keyword search in Checkpoint s SECPlus content You can access the Search Selected SEC Filings template from the Home screen or from the Search screen To access the template from the Home screen 1 Select Accounting amp Auditing from t
168. ettings for each of the options by entering values in fields list boxes check boxes and option buttons in the template Note In the templates you can select one or multiple check boxes or clear them However you can choose only one option button circular buttons among a group of option buttons 4 When you make changes to these options you must click Save and close at the bottom of the window to save the changes Note If necessary you can click Cancel at the bottom of each template to return to the original options settings 25 USING THE OPTIONS WIZARD Using the Options Wizard The Options pop up window displays Checkpoint s current or default settings You can either set the options individually or use the Options Wizard to set them at the same time This topic discusses setting the options using the Options Wizard To set Checkpoint options using the Options Wizard 1 10 11 On the top toolbar click Options The Options window appears with General Settings as the default view On the left navigation bar under Go To click Options Wizard The Welcome screen appears Note The Wizard s left navigation bar highlights the step you are on as you go through the wizard At any time during the wizard you can click the step numbers to jump to a specific page On the Introduction screen click Next On the User Information screen make any necessary changes to your name or e mail address and click Next
169. eview tax and consulting engagements Automated tools help you tailor the letters to your engagement and format them for printing PPC s Engagement Letter Generator To access Checkpoint Tools for PPC from the Tools screen 1 Click PPC Install Update on the left navigation bar 2 Click Install Update to access and install Checkpoint Tools for PPC To access Checkpoint Tools for PPC from the Search screen 1 Click one of the following practice areas on the Practice Area drop down list e Federal e Estate Planning e Pension amp Benefits e Payroll e Accting Audit amp Corp Finance 2 Click PPC Install Update in the Go To section of the left navigation bar 3 Click Install Update to access and install Checkpoint Tools for PPC The Product Install Wizard identifies which of your licensed Checkpoint Tools for PPC are not yet installed as well as those that are already installed but need updates 261 USING SALES amp USE RATE LOOKUP Using Sales amp Use Rate Lookup The Sales amp Use Rate Lookup tools let you retrieve state and local sales and use rates for any jurisdiction in the United States You can view summaries of up to date rates presented in easy to read tables To access the Sales amp Use Rate Lookup tool click Sales amp Use Rate Lookup on the left navigation bar of the Tools screen Sales amp Use Rate Lookup consists of three tools e Search by State and County or City Name e Search by Zip or Zi
170. ew folder Continue with Step 3 3 Onthe Save Document window click Change Folder 4 When the Change Folder window opens you can either select another folder from the list or click a link to create a new folder e lf you want to select another folder click the folder name and click OK e If you want to create a new folder click Create New Folder When the Create Folder window opens enter the new folder name select a location and click Create The new folder is added to the Change Folder window Click the new folder name and click OK 5 Optionally on the Save Document window you can enter a Note for the document If you enter a note the note is added to the top of the document 6 Click Save to add the document to the selected folder on the Folders screen To save an open document Note If you click the down arrow next to the Save icon you can choose either Save or Save As A checkmark next to one of the options in the drop down list indicates which option was last used If you click the Save icon directly Checkpoint saves using the most recently used option Assume for this procedure Save As was the last used and is the default option 106 SAVING A DOCUMENT 1 On the Document screen click the Save icon from the document tools The Save As option is the default so the Save Document window opens 2 Onthe Save Document window click Change Folder 3 When the Change Folder window opens you can either select anot
171. form the search Use the Thesaurus Query Tool feature as necessary Click Search The Search Results screen appears with the Table of Contents as the default view Expand the search results as needed to find the information you want to research If you want to view only the sources that have hits click the View hits only icon in the document tools You can view Checkpoint Catalyst sources at the topic level or subtopic level The topic level includes all subtopics in one view To view the list of topics click a source title Note If you open any subtopic there is a Show Full Topic link at the top that lets you jump to the full topic level If you want to sort and rank your search results in order of relevance click the total number of documents next to the Checkpoint Contents header or the number of documents next to any of the categories Catalyst C Corporations 474 The documents are sorted and ranked by either Relevance or Table of Contents depending on your Sort by setting to your search criteria Gold stars next to each document title indicate the relative score for your search query with five gold stars being the most relevant After drilling down into the search results select a document you would like to review For this example assume that it is a full topic The document opens on the Document screen The full topic begins with information about the authors and then provides an introduction quick look and backg
172. g information New appears on the Home menu to alert you to new content on the Home screen The Search menu contains links to Checkpoint s search features Areas that can be searched include Federal State and Local Estate Planning Pension amp Benefits International Payroll and Finance When you click Search the Search screen appears with Federal as the default practice area view The Table of Contents contains links to high level search features that let you browse for specific content in Checkpoint including Titles Forms Line Finder USTR Code Section GAAP Reporter IFRS Reporter SOX Reporter and BNA Portfolios When you click Table of Contents the Table of Contents screen appears with Browse as the default view The News menu contains links to tax news content such as RIA Daily Update Accounting and Compliance Alert PPC s Daily Update BNA Daily Tax Report BNA International Tax Monitor IBFD Tax News Service Towers Watson Sabrix VAT News and EBIA Weekly When you click News the News screen appears with RIA Daily Updates as the default view The Tools menu contains links to Checkpoint productivity tools like AccuDraft DocsEngine Bridge It Calculators Cost Basis Plus Create a Chart DoneDeals FASB Codification I Metrix i Tables Interactive Checklists International Tax Tools Nexus Assistant PPC Install Update Sales amp Use Tax Rate Lookup Single Audit Compliance State Apportionment State Tax Chart Bu
173. g the Federal Accounting Standards Advisory Board FASAB Search Use the Federal Accounting Standards Advisory Board templates to search for documents by citation within select FASAB sources You can access the FASAB templates from the Search screen To access the templates from the Search screen 1 Select Accounting Audit amp Corp Finance from the Practice Area drop down list 2 Click Find by Citation on the left navigation bar 3 Click More on the left navigation bar 4 Select FASAB Federal Accounting Standards Advisory Board from the list of templates displayed on the screen The FASAB Templates Available screen appears with a list of the templates available 5 Enter your search criteria in the form of a citation number in the search box for the required template An Example of citation number formats is available for each template 6 Click Search to launch your search To access FASAB content from the Home screen 1 Select Accounting amp Auditing Corporate Finance Pension Compensation amp Benefits from the Current View drop down list 2 Click FASAB Federal Accounting Standards Advisory Board in the Standards and Regulations pane You are directed to FASAB content in the Table of Contents 3 Search the Table of Contents for the required FASAB information 157 USING THE IASB ADVANCED SEARCH TEMPLATE Using the IASB Advanced Search Template Use the IASB Advanced Search template to conduct keywo
174. ghted text on the Document screen While viewing a document you can highlight content and embed notes 1 Select the document text you want to highlight The Select Text Optiondrop down list appears automatically Click the Highlight option The selected text is highlighted in Orange Click the highlighted text to view a pop up menu that includes the Add Note and Delete Highlight options Click Add Note to display the note dialog Enter the note content Once a note is created a note icon is displayed in the left margin of the document You can click this icon to view or modify the note The note will also be added to the Notes screen accessed from the top toolbar Highlight and Add Note on the Document screen While viewing a document you can highlight and add note to the content simultaneously using the Highlight amp Add Note option 225 ADDING NOTES TO DOCUMENTS 1 Select the document text you want to highlight The Select Text Option drop down list appears automatically 2 Click the Highlight amp Add Note option The selected text is highlighted in orange and a pop up is displayed to enter your notes 3 Enter the note text in the Note window and click Save Once the note is created a note icon is displayed in the left margin of the document You can click this icon to view or modify the note Editing an embedded note on the Document screen 1 Click the highlighted text that has an embedded note 2
175. gs options and customized learning packages to large firms and organizations please call 1 800 231 1860 to find out more Click a link on the left navigation bar for information about online learning seminars and conferences in house training or self study courses Leam about the range of services offered by Checkpoint Learning Register for a free account with this learning platform that provides tools and features for managing CPE and learning paths with access to hundreds of courses Download your own copy of the CPE amp Training Solutions catalog from the Learning Home screen Scroll down for additional learning resources including the CPE amp Training Solutions eZine the interactive Course Finder tool and Hot Topics O Show Me Related Training Support 331 TECHNICAL ACKNOWLEDGEMENTS Technical Acknowledgements Icon Library makes use of the Silk Icons created by Mark James http www famfamfam com lab icons silk The javascript makes use of the following libraries and plugins e jQuery http jquery com e jQueryUI http jqueryui com e jQuery Mobile http jquerymobile com e ClueTip http plugins learningjquery com cluetip e FixedHeaderTable http fixedheadertable com e hoverintent http cherne net brian resources jquery hoverintent html e treeTable http ludo cubicphuse nl jquery plugins tree Table doc e touch scroll http github com neave touch scr
176. h tools and content links to best suit your Checkpoint usage and research needs Select the predefined view that best describes your Checkpoint usage and research objectives from the Current View drop down list You can modify this view or create a new custom view by clicking the Manage my views icon RA at the top of the Home screen 45 HELP ME CHOOSE SEARCH PRACTICE AREA Help Me Choose Search Practice Area Select the practice area that you use most frequently When you log in to Checkpoint this practice area s sources and search options are displayed automatically on the Search screen You can also elect to have Checkpoint always display the last practice area you used by selecting the Use Last Practice Area Searched option 46 HELP ME CHOOSE STARTUP SCREENS Help Me Choose Startup Screens Select which screen you want to view each time you log in to Checkpoint The six options are Home Search Table of Contents News Tools and Learning The Checkpoint Home screen provides a central location for reviewing HOME new Law Alerts Tax News headlines and the latest scheduled search results You can also see what new features and content have been added to your subscription recently and review support and training information The Search screen contains Checkpoint s search features This is the recommended start up screen The Table of Contents screen contains links to high level search features that let you brows
177. h Other Int l Products On the left navigation bar click RIA Tax amp Commercial Law Select one or more regions Click Next Select one or more countries Select one or more Document Type s o oN OP OF CO N Enter terms to define your search in the Keywords field gt Select either the Intuitive Search or Terms amp Connectors method to perform the search Use the Thesaurus Query Tool for more advanced search features if needed e N Click Search to view results 125 ABOUT STATE AND LOCAL SEARCHES About State and Local Searches Checkpoint provides a range of tools to perform searches in the State amp Local practice area For each tool Checkpoint provides a search template to help guide you through the process of searching State amp Local taxation materials Each template presents you with a series of screens that based on the choices you make lead you to the outcome most appropriate to your search requirements The State amp Local search templates automate and simplify a search by filtering out information that does not apply to the state or states you want to search Note On the first page of the state and local wizard the states now have a book icon that appears when you hover over the state name When you click this icon the State Reporter for that state opens in the Table of Contents 126 FINDING BY CITATION Finding by Citation To find a case statute ruling or regulation
178. he Current View drop down list 2 Click Search Selected SEC Filings in the Search Tools pane To access the template from the Search screen 1 Select Accting Audit amp Corp Finance from the Practice Area drop down list 2 Click SECPlus on the left navigation bar 3 Click Selected SEC Filings on the left navigation bar To use the Search Selected SEC Filings template 1 Enter search keywords in the Keywords field optional 2 Select either the Intuitive Search or Terms amp Connectors method to perform the search 3 Click Thesaurus Query Tool if you want to use more advanced keyword search features 4 From the Forms drop down list select the SEC form you want to search or choose All Forms After selecting an SEC form you have the option to select a form component or financial statement by clicking the Change link next to the Components field selecting the component you want to include from the Checkpoint Select Component window and then clicking OK 5 Specify a filing date range to limit the search results by selecting a period from the Filing Date drop down list or by entering the date range in the From and To fields optional 6 Select an accelerated filing status from the Accelerated Filing Status drop down list or choose All 7 Inthe Companies area limit your search to specific companies by one of the following methods e Select a group of companies from the Company Group drop down list A company group contains one
179. he ITDW see Tax Developments Wizard To save an ITDW search 1 After running the wizard click the Save or Schedule to run Quarterly button The Save or Schedule Tax Developments Wizard screen appears 2 Either accept the current folder that is listed or click Change Folder to select another folder Note If you click Change Folder the Change Folder window opens Here you can either select another folder from the list or click a link to create a new folder 3 Inthe Name field type a name that describes the purpose of the search or overwrite an existing saved search by choosing a name from the list of previously saved searches Alert Selecting a previously saved search from this list overwrites that search You will lose all information recorded in the original search 4 Optionally you can enter a note in the Notes field up to 200 characters 5 Click Save to save the search You will lose any changes if you leave this screen without clicking Save To schedule an ITDW search You can schedule an ITDW search to run automatically on a quarterly basis 1 On the Save or Schedule Tax Developments Wizard screen select the Schedule frequency options if you want to have the search run automatically on a regular basis 2 Inthe Frequency section select the quarterly date you want to run the search If you do not want to run the scheduled search automatically select the Don t run automatically option 3 Inthe Notification section you
180. he icon next to the content The new selection is added to the My Quick Links pane Note You can also modify the My Quick Links pane using the pane s edit feature See Modifying My Quick Links 55 CREATING EXTERNAL QUICK LINKS Creating External Quick Links You can create an external quick link that can be used to go directly to specified Checkpoint content An external link can be saved as a shortcut on your desktop or to a document such as an e mail or a Microsoft Word file To create an external quick link 1 On the menu bar click Home The Home screen appears Create a quick link to the content you want to access if a link does not already exist In the My Quick Links pane click the Edit link On the Edit My Quick Links screen click the permalink E icon next to the quick link you want to access externally Note You can select quick links with or without check marks The External Quick Link window appears Copy the quick link URL and paste it as a shortcut on your desktop or in a document Now you can click the external link on your desktop or in a document to go to the linked content in Checkpoint Note Checkpoint does not have to be open for an external quick link to access content in Checkpoint EXPORTING QUICK LINKS Exporting Quick Links You can import and export your Checkpoint quick links to and from an external file This lets you conveniently access and share your quick links To export
181. he message also suggests possible alternatives 100 ABOUT THE CHECKPOINT CATALYST LIBRARY About the Checkpoint Catalyst Library Checkpoint Catalyst is a library in the Table of Contents designed for the tax professional Checkpoint Catalyst uses embedded productivity tools and many features never seen before in a research product As a result it provides researchers with many benefits e Fast easy to use and intuitive in its approach to research workflow e Goes beyond the law and regulations and provides expert analysis and practical guidance on complex tax issues e Allows the researcher to read a high level overview find a quick answer and easily drill down into detailed analysis e Organizes all information needed on one screen e Lets an experienced researcher focus on new or complex areas while ensuring that an inexperienced researcher can consult all sources needed for a comprehensive research effort Checkpoint Catalyst supplements core products by diving deeply into complex issues or transactions It also works with opinion oriented treatises to give a complete picture editorial analysis practical tools and multistate charts Checkpoint Catalyst was designed to help researchers significantly reduce the number of keyword searches and clicks required to find what they are looking for You can search the Checkpoint Catalyst sources from the Table of Contents screen or Search screen The Checkpoint Catalyst lib
182. heckpoint s Tools screen provides access to six subscriber only International Tax Tools provided in cooperation with Orbitax e International Tax Expert e International Compliance Expert e International Tax Management Expert e International Tax Research and Compliance Expert e Transfer Pricing Analyzer e ONESOURCE Transfer Pricing To access International Tax Tools 1 From the Tools screen select International Tax Tools on the left navigation bar and then click the link for the tool you want to access 2 Click Continue to access the tool International Tax Expert Features include advanced tax rate look up tables optimization of withholding taxes and cross border tax calculator International Tax Expert provides tools for researching and calculating tax information for more than 75 countries You can also use planning tools that help you structure transactions that minimize withholding taxes or calculate the net tax cost of projected transactions In addition International Tax Expert gives you easy access to online publications including tax treaties country tax commentary and a monthly newsletter International Compliance Expert International Compliance Expert provides tax rate look up tables domestic and international checklists of compliance issues and relevant tax forms translated into English for more than 65 countries International Tax Management Expert International Tax Management Expert provides tools to help you ma
183. her folder from the list or click a link to create a new folder e lf you want to select another folder click the folder name and click OK e lf you want to create a new folder click Create New Folder When the Create Folder window opens enter the new folder name select a location and click Create The new folder is added to the Change Folder window Click the new folder name and click OK 4 Optionally on the Save Document window you can enter a Note for the document If you enter a note the note is added to the top of the document 5 Click Save to add the document to the selected folder on the Folders screen 107 RETRIEVING A SAVED DOCUMENT Retrieving a Saved Document 1 On the top toolbar click Folders The Folders screen appears 2 On the left navigation bar open the folder containing the document you want to retrieve 3 Click adocument title to view the text of the document Note You can also print or export documents stored in your document folders 108 RETRIEVING A SAVED SEARCH Retrieving a Saved Search You can access the searches you save and run them again at any time You can also delete a saved search or move it to another folder To retrieve a saved search 1 Onthe top toolbar click Folders The Folders screen appears 2 On the left navigation bar select the folder containing the search you want to retrieve 3 Locate the search and review its attributes If they seem appropriate
184. ht content using the Highlight option 1 Select the document text you want to highlight The Select Text Option drop down list appears automatically 2 Click the Highlight option The selected text is highlighted in orange Highlighting text and adding embedded notes on the Document screen 1 Select the document text you want to highlight The Select Text Option drop down list appears automatically 2 Click the Highlight option The selected text is highlighted in orange 3 Click the highlighted text to view a pop up menu 4 Click Add Note to display the Note window 5 Enter the note text and click Save Once the note is created a note icon is displayed in the left margin of the document You can click this icon to view or modify the note Highlight and Add Note on the Document screen While viewing a document you can highlight and add note to the content simultaneously using the Highlight amp Add Note option 1 Select the document text you want to highlight The Select Text Option drop down list appears automatically 2 Click the Highlight amp Add Note option The selected text is highlighted in orange and a pop up is displayed to enter your notes 227 HIGHLIGHTING TEXT AND EMBEDDING NOTES 3 Enter the note text in the Note window and click Save Once the note is created a note icon is displayed in the left margin of the document You can click this icon to view or modify the note Deleting highlights on the Doc
185. hus is processed first and has the lowest precedence and thus is processed last Where is a number between 1 and 255 funding amp deficiency bankruptcy Since has higher Precedence rules can be overridden when parentheses are used to construct Precedence than amp would a query normally be processed first However with the use of parentheses the amp operator would be processed before the operator Note that some uses of parentheses to override precedence rules are considered illegal and are reported as a search error This example would income tax p corporate cause a Search error 93 USING SEARCH CONNECTORS EXAMPLES Using Search Connectors Examples Connectors define relationships between keywords to narrow or expand the scope of your search See the examples in the following table for when and how to use search connectors Search for all keywords Search for any keywords Exclude keywords Search for phrase and variations Search for an exact and phrase Find keyword asterisk variation Searches for documents containing at least one instance of each of your keywords No restriction on proximity or location of words in relation to each other Example funding amp deficiency Finds documents containing both search terms funding and deficiency Searches for documents containing at least one instance of either of your keywords Example reimbursement
186. ia conventions include the following e Upper or lower case letters case does not matter e Single or multiple words e Letters within words for example entering ap por would find GAAP Reporter To run a Site Navigator search from any screen in Checkpoint 1 On the menu bar click the Site Navigator field 2 Enter the words or phrases of your search criteria You do not need to press or click anything to start the search Checkpoint automatically builds and displays a list of up to 20 items that include your search term such as templates tools and Table of Content titles 3 Scroll through the list and click the document or feature you want to access 4 Tosee the complete list of search results click View All Results at the bottom of the list 85 UNDERSTANDING SOURCE SELECTION ON THE SEARCH SCREEN Understanding Source Selection on the Search Screen To perform a search on the Search screen you first select a practice area from the Practice Area drop down list Once you select the practice area Checkpoint displays the corresponding source sets You can also search across multiple practice areas by customizing and saving your own source sets Customizing source sets can save you time and increase your searching efficiency To view the available sources in a source set 1 On the menu bar click the Search menu The Search screen appears 2 Onthe left navigation bar select a practice area from the Practice Area drop down
187. ibe your search in the Keywords field kg Select either the Intuitive Search or Terms amp Connectors method to perform the search Click Search to view results 120 SEARCHING IBFD TAX GLOSSARY Searching IBFD Tax Glossary Use the IBFD Tax Glossary search templates to find definitions and explanations of international tax terminology To access the IBFD Tax Glossary 1 2 3 4 Click Search on the menu bar Select the International practice area On the left navigation bar select Search Other Int l Products On the left navigation bar select IBFD Tax Glossary Two templates are available Search by Keyword The Search by Keyword template opens by default when you select IBFD Tax Glossary k 2 3 Enter a term in the Enter a Glossary Term field or select the Thesaurus Query Tool for more advanced search features Click Search to view results From the search results select the link to view the definition or explanation for the glossary term Search Appendices 1 2 3 4 5 On the left navigation bar click Search Appendices Select the country or countries you want to search Select one or more Document Types Click Search to view results From the search results select the link to view the definition or explanation for the glossary term 121 SEARCHING IBFD TAX TREATIES Searching IBFD Tax Treaties Subscribers of international content can retrieve IBFD Tax
188. ically opens 2 Click Copy Selected Text from the drop down menu The selected text appears in a separate window with a source and document citation A message states that the text is copied to the Microsoft Windows clipboard 3 Click OK to close the window 4 Paste the text in the desired location To send selected text in an e mail 1 Select the text you want to send in an e mail from the Document screen The Selected Text Option drop down list from the document tools automatically opens 2 Click E mail Selected Text from the drop down menu The selected text appears in the Checkpoint E mail Selected Text template Your Checkpoint e mail address automatically appears in the Bcc field 211 PRINTING COPYING OR E MAILING SELECTED DOCUMENT TEXT 3 Inthe To field enter the e mail address of the recipient 4 Inthe Message field enter any message you want to add for the recipient 5 Select the Include this disclaimer check box if you want the disclaimer sent with the e mail Clear the check box if you do not want to include the disclaimer 6 Select the Save as default check box if you want to save the disclaimer text as your default disclaimer for all document and selected text e mails 7 Click Send A confirmation message states that you have successfully sent the text 8 Click Close to close the message 212 PRINTING MULTIPLE DOCUMENTS FROM THE TABLE OF CONTENTS Printing Multiple Documents from the Tabl
189. ilders BNA The State Tax Chart builders BNA tool organizes selected chunks of information into charts For example by selecting several tax topics and then selecting various jurisdictions you can create a chart that compares information pertaining to the selected topics in each jurisdiction To use a State Tax Chart builders BNA tool 1 Onthe Tools screen click State Tax Chart builders BNA on the left navigation bar 2 Onthe left navigation bar click the name of the State Tax Chart builders BNA tool you want to use 3 Follow the step by step instructions that guide you through making selections for the chart content 4 Click the Create the Chart button Chart results can be preserved or shared using the document tools Print Export E mail and Save Depending on your Checkpoint subscription you may see any of the following State Tax Chart builders BNA tools listed when you click State Tax Chart builders BNA on the left navigation bar Corporate Income Tax The Corporate Income Tax tool compares information on corporate income tax related topics between states in four steps 1 Select one or more topics 2 Click Next 3 Select one or more states 4 Click Create the Chart The resultant chart is displayed You can choose to view the chart with the axes interchanged by clicking the Flip Axis button Green Incentives The Green Incentives tool compares tax information regarding incentives between jurisdictions in
190. ilders BNA Tax Developments Wizard and WG amp L Install Update When you click Tools the Tools screen appears with General Calculators as the default view The Learning menu contains links to a wide range of online in house and self study courses for which you can register to further your learning and skill development 21 CHECKPOINT CONTENT MENUS When you type search criteria in the Site Navigator field Checkpoint automatically displays a list of documents tools or features that include your search term 299 TOP TOOLBAR Top Toolbar The toolbar is available at the top of every screen in Checkpoint You click the toolbar links to access the following functions Bi FOLDERS FLAGGED 7 5 OPTIONS TIME TRACKING Click History to access your recent searches and the documents you have viewed Click Folders to retrieve searches and documents you have saved in the past You can organize your saved searches and documents into folders for easy retrieval Click Flagged to view a list of recently flagged documents The number in the header represents the number of flagged documents on the Flagged Documents list Click Notes to view alist of all document notes and all folder notes Click Options to set your preferences for interacting with Checkpoint including search results display document export format and newsletter subscription Click Time Tracking to assign time spent in Checkpoint
191. ion by Any Combination of Topic Subtopic and or Section Numbers and Keyword FASC Number e Search FASB Codification Pending Content by Topic Title and Keywords FASC Pending e FASB Superseded Standards and Nonauthoritative Literature Superseded Stds The FASB Codification templates are accessible from either the Home screen or the Search screen Searching by FASC Topic Title 1 Access FASB Codification in one of the two following ways e Onthe Home screen select the Accounting amp Auditing view and then click Search FASB Codification in the Search Tools pane e Onthe Search screen select the Accting Audit amp Corp Finance practice area and then click FASB Codification on the left navigation bar 2 Onthe left navigation bar click FASC Topic Title 3 From the Topics drop down list select the topic that you want to search 4 Select any optional search filters that you want to apply e Include Prior Code e Include Intersection Subtopics e Include Proposed Accounting Standards Updates e Include Other Exposure Documents e Include Deprecated Exposure Documents e Include Accounting Standards Updates e Exclude SEC Materials 5 Enter keywords in the Keywords field to help further filter your search This is an optional step The search will return results if you have provided a topic 6 Click Search to complete the search and view results Searching by FASC Number 1 Access FASB Codification in one of the two following ways
192. ion from an official documentation source 316 USING THE SEARCH RESULTS ALL DOCUMENTS SCREEN Using the Search Results All Documents Screen The All Documents view of the Search Results screen lists all of the documents found in your keyword search From this screen you can open a document change the view modify your keywords and resubmit the search or select documents to print export or save K HISTORY BE FOLDERS FLAGGED 0 NOTES t options HELP SIGN OUT Te THOMSON REUTERS CHECKPOINT TiMETRACKING HOME OF CONTENTS NEWS TOOLS LEARNING see nevgaor MA Back to Search capital gains Q SEARCH Save Schedule Search Set Default Search Results Related Courses Q Q All Documents Source List Table of Contents Sort by Relevance v e 8 B Er B 2 V a 1 50 of 2 000 total results m Reg 5 852 1 Treatment of certain capital gains of regulated investment companies prior to removal by TD 8474 04 26193 Prior Final amp Temporary Treasury Regulations RIA frir ea Reg 5 857 1 Treatment of certain capital gains of real estate investment trusts prior to removal by TD 8474 04 26 93 S Pnor Final amp Temporary Treasury Regulations RIA fo TD 7914 26 CFR Part 1 Income Taxes Tax Treatment of Capital Gains for Purposes of the Foreign Tax Credit Limitation 09 29 1983 Preambles to Final and Temporary Treasury Regulations Treasury Decisions RIA i
193. ions it is important that you turn off your browser pop up blocker Interactive Decision Tools are available from the Checkpoint Tools screen To access a decision tool select Interactive Decision Tools from the left menu and click a decision tool title from the list of tools in the right pane The process of completing a Decision Tool is a self guided interview Answer the prompted questions appropriately for the scenario you are researching and move forward through the interview Once enough information has been gathered by the tool it will offer a conclusion about your scenario based on your responses Depending on the conclusions reached you may be able then generate a results document for record keeping filing or audit purposes The main decision tool interface is divided into two panes e The Interview Outline pane left side contains an outline view of the decision tool s step by step interview process This outline dynamically updates as you proceed through the interview You can use the outline to navigate to a different step by clicking it s title e The Interview pane right side contains the interview questions and content Answer the guided questions to progress through the interview Use the navigation toolbar at the bottom of the interview pane to move forwards and backwards through the interview screens Click to Finish to view the collected interview answers and generate an assembled RTF document of the interview results
194. isplay the Table of Contents view as the default for all document searches in Checkpoint To do so click Options in the toolbar click Search Display and under Search Results Default View click Table of Contents 193 UNDERSTANDING THE TABLE OF CONTENTS SCREEN Understanding the Table of Contents Screen To access the Table of Contents screen click the Table of Contents menu from any screen in Checkpoint Note You can also select the Table of Contents view on the Search Results screen The Table of Contents screen provides an outline view of categorized information You get a bird s eye view of all available information in a category arranged in a hierarchal structure of levels and sublevels The screen in Browse view has three main areas Keyword Search Checkpoint Contents and the left navigation bar Keyword Search Checkpoint Contents Left navigation bar You can enter search keywords in the Keyword field at the top of the screen just as you do with Checkpoint s main Search feature The only difference is that you are searching specific areas of the Table of Contents You can perform either an Intuitive Search or Terms amp Connectors search You can also use the Thesaurus Query Tool for advanced search functions The Checkpoint Contents section displays folders subfolders and documents arranged in a hierarchy of levels The first level folders are displayed by default when you access the Table of Contents screen You
195. its Only View All Results icon Show Words Around Hits Hide Words Around Hits icon Display Level 1 2 3 option View all documents in a level Sort by Relevance Table of Contents drop down list Document Tools Source List Table of Contents All Documents Source List Table of Contents Table of Contents All Documents Source List on drill down Table of Contents on drill down All Documents Source List Table of Contents on drill down View hits only is the default setting You can toggle between these views on the Search Results screen or change the search display settings at any time on the Options screen When this feature is turned on you see descriptions for documents returned in the search If you turn it off you only see the titles of documents Show Words Around Hits is the default setting for this icon Checkpoint provides context for results by showing 25 words around the first keyword occurrence in a document You can toggle to hide this view on the Search Results screen or change the search display setting at any time on the Options screen Note The Show Words Around Hits feature does not apply to documents to which you do not subscribe Level 1 is the default setting which displays only the top level of Search Results within the specified sources You can select another display level to drill down to additional levels Selecting Level 3 is a good way to see subtopi
196. ividends database Cost Basis Calculator Compute cost basis and number of shares of a security 238 USING CREATE A CHART Using Create a Chart The Create a C hart tool organizes selected chunks of information into comparative charts For example by selecting several tax issues and then selecting various jurisdictions you can create a chart that compares each jurisdiction s laws pertaining to each selected issue In addition to tax issues Create a Chart tools are available for comparing financial information between companies SEC Plus and for comparing official standards documentation between standard setting bodies such as the SEC AICPA and FASB Standards Tracker Most charts provide links to official legal documentation and analysis Subscribers to Create a Chart tools can access them from the Tools screen To use a Create a Chart tool 1 Onthe Tools screen click Create a Chart on the left navigation bar 2 Onthe left navigation bar click the name of the Create a Chart tool you want to use 3 Follow the step by step instructions that guide you through making selections for the chart content 4 Click the Create the Chart button Chart results can be preserved or shared using the document tools Print Export E mail and Save Depending on your Checkpoint subscription you may see any of the following Create a Chart tools listed when you click Create a C hart on the left navigation bar State amp Local The State Tax
197. iving you the option of returning to your previous research You may customize your options from a list of Recent Documents or Recent Searches Tools To activate the Previous Research option 1 Click Options from the menu bar at the top The Options pop up window appears 2 On the Options window click General Settings from the left navigation bar 3 Onthe right pane select the check box next to Previous Research 4 Click Save and Close Once Previous Research has been activated an option is available to view the Previous Research dialog on your default tab To view the Previous Research dialog on your default tab 1 Click Options from the menu bar at the top The Options pop up window appears On the Options window click Options Wizard under Go To on the left navigation bar Click Next until the Startup Tab screen appears 2 3 4 Onthe right pane select the Display previous research dialog on my default tab check box 5 Click Next till the Finish button appears at the end of the wizard 6 Click Finish 39 SETTING SINGLE SIGN ON OPTIONS Setting Single Sign On Options The Options pop up window displays Checkpoint s current or default settings You can use this window to set your own preferences for establishing or resetting the Single Sign On link between Checkpoint and other applications To set single sign on options 1 On the top toolbar select Options The Options window appears On the left navigatio
198. k It content pane To view a tracked citation 1 On the Home screen click a link from the Track It pane to open the tracked document 2 Select a link in the Links tab to open the referencing document A new window displays the document that references the citation being tracked To turn off Tracker 1 Open the tracked document and click Turn Off in the Links tab 2 When the Confirm pop up window appears click OK 190 USING COMPARE IT LINKS Using Compare It Links Compare It is a unique feature of Checkpoint that allows you to identify connections between documents code and explanations in different jurisdictions For example a U S Tax Reporter USTR document may have specific explanations at a state and local level Or if you re in an explanation paragraph in one state you can easily get to an explanation of that same issue in another state Compare It links allow you to quickly view the related explanations providing a powerful research tool RIA EXP 74074 Qualified plan coverage of U S citizens of certain U S subsidiaries in business abroad Explanations Code Arranged USTR RIA r SB SALES amp E Navigate by Keyword Annot IRC Regs Com Rpts Hist Compare It EXP 14074 Qualified plan coverage of U S citizens of U S subsidiaries in business abroad Employees of a U S subsidiary in business abroad may be covered by the qualified plan of the parent corporation The plan must expressly provide for co
199. king OK If you want to include keywords enter your search keywords in the Keywords field Select either the Intuitive Search or Terms amp Connectors method to perform the search If needed click the Thesaurus Query Tool for more advanced search features Click Search to launch your search 151 USING THE SECPLUS CREATE GROUP WIZARD Using the SECPlus Create Group Wizard When using the Search Selected SEC Filings template to perform searches of SEC filings you can create and use acustom group of companies to filter your search 1 Click the Create Group link in the Companies section of the template 2 Inthe Create Group window identify a company that you want to include in the company group by typing its name in the Company Name field or its ticker symbol in the Ticker Symbol field If you do not know the full company name enter the first part of the name The wizard will help you identify the full correct name when you click Next 3 Select an accelerated filing status from the Accelerated Filing Status drop down list or choose All 4 You can use the SIC Industry Code field if you want to select companies from a specific industry Click Find Industry Codes to browse for a specific Industry code 5 Click Next to go to the results list Any company names matching the information you entered will display 6 Select companies that you want to add to your group If you want to view additional information about a company
200. king screen is displayed 2 Click Project List on the left navigation bar 3 On the Project List pane displayed on the right select the project you want to begin tracking and then click Continue Checkpoint takes you to the Home screen from where you can proceed to perform your research tasks in Checkpoint All time spent in Checkpoint for the current session will be assigned to the selected project To manage the project list 1 Manage projects by using the following columns on the Project List pane e The Last Tracked column displays the date and time of the last session tracked for the associated project e The Manage column contains View and Delete links 2 Click View to display additional details about the project such as Start and Duration times for each session When you click View the left navigation bar includes an Edit link 3 Optionally on the left navigation bar click Edit to change any of the project setup or to add notes for each session 4 Optionally click Delete to delete the project To create a Time Tracking Report 1 Onthe top toolbar click Time Tracking 2 Onthe left navigation bar select Create a Report 3 Select a Report Type The report type formats make each one better suited to a specific use 303 TIME TRACKING e Billing Report This report type displays all project and session data in a single tabular layout It is ideal for importing the Time Tracking session data into an extern
201. kly Alert and State amp Local Updates This tab automatically opens if there are new developments within the last two months Items are listed by date and contain a headline and information about the document If the item is related to an article there will be a link to the article If you click the link a pop up window displays a snippet of the article You can then click a link to show the full article If there are no new developments associated with the viewed topic the tab will be present but not open If you open the tab you will see a message that says No new articles since last update date At the bottom of the new developments there is a Find More link to go to the previous six months of featured developments If there are no additional featured developments you will see a message that says No additional Featured Developments were found The Recommended Documents tab appears for both topics and subtopics Provides links to recommended documents that are related to a a a e em lieth iis tise the displayed document If there are no recommended documents associated with the viewed topic the tab is not displayed This tab appears at the topic and subtopic level A maximum of three recommended documents are displayed for each subtopic The Learning tab displays links to courses related to the document you are viewing When you click a course link the Checkpoint Learning registration screen opens Appears only i
202. ks 3 Inthe Filter Links by Keyword pop up window enter terms to define your search You can also click the Thesaurus Query Tool link for more advanced search features 4 Click OK The documents list is filtered by the keywords you entered 5 To clear or modify the keyword filter click Clear Filter or Modify Filter 188 CREATING EXTERNAL PERMALINKS Creating External Permalinks The permalink feature allows you to generate a permanent link directly to a document or document section within Checkpoint You can then save this link as a bookmark or shortcut that lets you return to the content The Show permalinks icon is located in the document tools at the top of the Document screen a Bag 5 e ae amp To create a permalink 1 Open the document to which you want to link 2 Onthe document tools click the Show permalinks icon Any permalinks in the document are displayed 501 Exemption from tax on corporations certain trusts etc h wee a FTC Planning Estate Pen amp BenAnalysis New Law Analysis PPC WGAL Trestises BNA FRM Analysis from taxation An organization described in subsection c or d or section 401 a shail be exempt from taxation under this subtitle under section 502 or 503 Select the permalink icon in the document and section you want to save A Permanent Document Link window displays the permalink URL for you to save as a browser bookmark or shortcut to return to the document sec
203. l 116 Precedence rules 91 Preferences 25 Print Multiple documents 209 213 Saved documents 214 Selected text 211 Single document 207 Print Catalyst document 182 Professional Standards 155 Proximity amp connectors search 309 Proximity search example 310 Purple text 172 Quick Links Add Quick Links 55 Export Quick Links 57 External Quick Links 56 Import Quick Links 60 Modify My Quick Links 58 Organize My Quick Links 58 342 TECHNICAL ACKNOWLEDGEMENTS Recategorized documents 217 Recommended Documents tab 171 Refresh Icon 180 Refresh topic view 180 Rename folders 222 Retrieve asaved document 108 Retrieve asaved search 109 RIA Daily Updates 300 RIA Newsletter Library 277 RIA Wordwide Tax amp Commercial Law 125 Right Left arrows 175 RSS feed 42 Sabrix 292 Sales amp Use Tax Rate Lookup 129 262 Save acustom source set 90 Save adocument 106 Save an ITDW search 114 Save or schedule asearch 104 Saved documents 112 Schedule a search 104 Schedule an ITDW search 114 Screen orientation 19 Screen Overview Acct Audit amp Corp Finance 326 Document Screen 322 Edit My Quick Links Screen 315 Home Screen 313 343 TECHNICAL ACKNOWLEDGEMENTS International Trade Library 328 Learning Screen 331 Manage My View Screen 314 News Screen 329 Search Results All Documents Screen 317 Search Results Document List Screen 320 Search Results Source List Screen 318 Search Results Table of Contents Screen 319
204. l settings 30 SETTING THE NEWS OPTIONS Setting the News Options The Options pop up window displays Checkpoint s current or default settings You can use this window to set your own preferences for the four sets of News options Each set lets you configure a different aspect of Checkpoint News including view display and e mail newsletters and RSS feeds To set the news options 1 On the top toolbar click Options The Options window appears 2 Onthe left navigation bar click News 3 Select the News settings for News Service News E mail Display Journals E mail RSS Feeds News Service Select the Default News Service you want to appear when you click the News menu e News amp Insight e RIA Daily Updates e Accounting amp Compliance Alert e PPC s Daily Update e BNA Daily Tax Report amp Tax Core e BNA International Tax Monitor e IBFD Tax News Service e Towers Watson e EBIA Weekly e AAEI International Trade ALERT e Sabrix VAT News After selecting the default view click Save and close News E mail Display Use the News E mail Display option to subscribe to and select the format and display settings for the following newsletters e RIA Newsletters e Accounting amp Compliance Alert e PPC News 31 SETTING THE NEWS OPTIONS e BNA Daily Tax Report amp Tax Core e BNA International Tax Monitor e IBFD Daily Tax News Service e Sabrix Global Tax Update e Towers Watson e AAEI Intern
205. lays the expanded running header showing the relative location of the title you selected If the title is a document you can click to open it If the title is a source you can search within it To create a custom My Titles list 1 On the menu bar click the Table of Contents menu 2 Inthe left navigation bar click Titles under the Jump To heading 3 Click the Create My Titles link 4 Select the check boxes for the sources you want to include in your custom titles list Note You can quickly jump to an alphabetical section of the source list by clicking the letter hyperlinks 5 Click Save to save your My Titles list Now when you click Titles in the left navigation bar your customized My Titles list displays automatically To edit or delete your custom My Titles list e Edit your My Titles list by clicking the Change link e Delete your My Titles list by clicking the Delete link 199 USING THE JUMP TO FEATURE Using the Jump To Feature The Jump To feature in the Tables of Contents screen provides quick access to titles in the Table of Contents and templates for searching tax code tax schedules and publication collections is already covered in another topic so this topic discusses the templates under Jump To To use the Jump To feature 1 Onthe menu bar click the Table of Contents menu The Table of Contents screen appears 2 Inthe left navigation bar under the Jump To heading select the template you want to jump to
206. lected the MS Word or RTF format the File Download dialog box appears 6 Click Open to open the document or Save to save the document to your local computer 7 Close the dialog box 207 PRINTING EXPORTING OR E MAILING A SINGLE DOCUMENT To send a document in an e mail 1 2 Open the document you want to send in an e mail Click the E mail icon from the document tools The Checkpoint E mail Document template opens with your address in the Bcc field In the Attachment Format drop down list select the format for the document In the To field enter the e mail address of the recipient In the Message field enter any message you want to add for the recipient Select the Include this disclaimer check box to have the disclaimer sent with the e mail Clear the check box if you do not want to include the disclaimer Select the Save as default check box if you want to save the disclaimer text as your default disclaimer for all document and selected text e mails Click Send A confirmation message states that you have successfully sent the document Click Close to close the message 208 PRINTING AND EXPORTING MULTIPLE DOCUMENTS Printing and Exporting Multiple Documents You can print and export documents from all three views on the Search Results screen In each view you can expand the sources to see a list of the documents that match your search criteria along with navigation tools You can print and exp
207. list The source sets for the selected practice area appear on the right of the screen Click here to see example source sets Choose Sources from All Federal Save C Editorial Materials 5 0 Primary Source Materials Citator 2nd RIA internal Revenue Code Treasury Regulations Committee Reports RIA Current Pending Enacted Legislation RIA Federal Tax Cases RIA C IRS Practice RIA C IRS Publications RIA IRS Rulings and Releases RIA J U S Tax Treaties in Force RIA C Elections amp Compliance Statements RIA C Federal Tax Handbook RIA Federal Tax Coordinator RIA FormiLine Finders RIA PPC s Federal Tax Compliance Library 3 PPC s Tax and Financial Planning Library B 7 Quick Reference and Preparation Tools PPC C Tables amp Rates RIA DO Legislation Editorial Analysis and Tax Advisors Planning System RIA Source Material 4 Tax Alerts RIA C Complete Analysis of the Tenth Latest 2011 Tax Legislation C Tax Planning and Practice Guides Special Studies RIA 3 Click the symbol to expand a source set to display its sources 4 Youcan select as many sources from a source set as you need for your search Simply click the corresponding check box next to each source 5 To select an entire source set click the check box next to the source set name such as Editorial Materials 6 After completing the source se
208. location and click Create The new folder is added to the Change Folder window Click the new folder name and click OK Optionally on the Save Document window you can enter a Note for the document If you enter a note the note is added to the top of the document On the Save Document window click Save to add the document to the selected folder on the Folders screen Flag Documents 166 VIEWING AND NAVIGATING SEARCH RESULTS 1 Click the Flag icon in the document tools Checkpoint adds the flagged document to the Flagged Documents screen 2 Toaccess flagged documents click Flagged in the top toolbar 3 Tounflag a document in the open document click the Flag icon in the document tools again 167 UNDERSTANDING SOURCE LIST VIEW ON SEARCH RESULTS Understanding Source List View on Search Results Source List is one of three views on the Search Results screen This view summarizes your search results according to the number of documents found in each of the sources you searched You can expand and collapse each source to navigate the results When you click the next to a source the three most relevant documents within that source are displayed Note Source List is the default view of the search results when you search from the Search screen or Home screen You can change the default view in the Search Display area of the Options screen The Source List view displays the following e List of Sources that match the ke
209. ls tab 171 Top line and side line links 169 Top toolbar 23 349 TECHNICAL ACKNOWLEDGEMENTS Towers Watson News Library 288 297 Track project time 302 trade library 160 U S Tax Treaties 116 124 239 United States Tax Reporter USTR 84 User options 25 Using FASAB Search 157 Using saved documents 112 USTR code references 84 VAT 292 View all results 168 173 View available sources in a source set 86 View History 231 View saved searches or documents 217 View search results 164 Viewing Catalyst search results 181 Welcome 13 WG8 amp L Analysis 150 WG amp L Install Update 270 WG amp L Tax Dictionary 100 Wildcards 91 97 185 Wizard Income Tax Developments 114 269 Options 26 SECPlus Create Company Group 152 350 TECHNICAL ACKNOWLEDGEMENTS SECPlus Find Companies 154 SECPlus Manage Company Groups 153 351
210. ly Newsletter Click the Customize links to select filtering options for the newsletters A new window shows all available options After selecting the appropriate check boxes next to the filtering options click Save and close Accounting amp Compliance Alert 32 SETTING THE NEWS OPTIONS Select this option to receive the Account amp Compliance Alert Highlights newsletter in the desired format and change display and customization settings Use Browse Recent News to set the browsing preferences for the newsletter When viewing the newsletter on the News screen these preferences filter the news articles by the category you define Select an option from the Sort By drop down list and click Save and close Use the Customize Browse link to select the topics you want to display when browsing recent news articles in the Accounting amp Compliance Alert newsletter Select the check boxes for the topics you want to display and click Save and close Click the Customize links to select filtering options for the newsletter A new window shows all available options After selecting the appropriate check boxes next to the filtering options click Save and close PPC News Select this option to receive the PPC News newsletters in the desired format Select the check boxes for the newsletters you want to receive in an e mail and click Save and close BNA Daily Tax Report amp TaxCore Select this option to receive the BNA Daily Tax Report
211. macra Your Track h Ressin ot a TIES 19D Cote Serie B28 209 6564 7 O IT Erpe e EINT gt SCHEDULED SEARCHES A Retated Semi A kawida Code Sections in My Fader pending went na 19242014 Pamay Some m My Fetter pending nant aan th Depots Raw Proce in My Fois pending meet am 11092014 Motion in My Folde pending rert an UUN PUR ia My Fetter pamding ment nn Th QO2014 O ASMSTANCE SUI SERVICE SUPPORT amp PRODUCT TIRANNO Sell Service Soppori Acree One Cuntene Hate Center tor Sett Service Fab o Reseach Canti a Queesen Coerkpame Usar Gainer Chect pert Qaa Deteeres Carte Coece pees Freguerty Ari os Cheetore Opn Wu at Live Sapport Cartan Cutie Saport Prentect Training Pradai Coping i omme Pata Cipare seaming kboteton Iz Checipont Creckpaet On Desena Tishing CHECKPOINT SCREEN ORIENTATION USTR Cade Sex thes fom AS PPC beta Up de WOA banal Update Qat Tas Amate 4 Catatyet C Cotporstions 4 Cuar Pamesa f Cuyt Corporea gt 9 Caty Coat Recovery Z Caatyst Sates and Cackanges 0 C stadt nomente A Catat Tan Accounting aA Cre Jed RM 4 Compie Anatyels Mre Law Elections amp Compliance Stamenents RU A foden Tan Coordinator Amatyeis At P feds Tan Coordinator C heckiiees RLA A Foden Tan C ome timation C iiom omore mia of Vector Deprecation Mendbonk ot Feders Tan hanthoc S54 FIRS Response idrary Form lime Finders FOA SF PPC a Fadma Tan Compiemce Literary
212. mat listing of the available estate planning sources is available when you click this link You can view or print the document You must have Adobe Acrobat Reader installed on your computer to view and print the source listing Acrobat Reader is distributed free by Adobe Corporation You can download the latest version from the Adobe Web Site at http get adobe com reader To view or print the source listing 1 Click this link The Acrobat Reader launches and displays the source listing 2 Onthe File menu in Acrobat Reader the toolbar displayed directly above the source listing click Print Alert You must use the print function in Acrobat Reader 62 FEDERAL SOURCES Federal Sources A PDF portable document format listing of the available federal sources is available when you click this link You can view or print the document You must have Adobe Acrobat Reader installed on your computer to view and print the source listing Acrobat Reader is distributed free by Adobe Corporation You can download the latest version from the Adobe Web Site at http get adobe com reader To view or print the source listing 1 Click this link The Acrobat Reader launches and displays the source listing 2 Onthe File menu in Acrobat Reader the toolbar displayed directly above the source listing click Print Alert You must use the print function in Acrobat Reader 63 INTERNATIONAL TAX SOURCES International Tax Sources
213. ments adopted by the Department Electronic return originators transmitters and software developers must apply to the Department for quaiificabon and serve as agents of the Department The t a Deparment can revoke an accepted qualification at any time for cause Ala Code 40 30 1 through Ala Eig S Code 40 30 6 Ala Admin Code 810 3 25 06 2 Ala Admin Code 810 3 29 06 4 Corporatio Retaen Supports Onine a Web Fitng C Corporation Annual Retur Income tax returns Federal State E file Program The Alabama Department of Revenue participates with the internal Revenue Senace in the Federal State Electronic Filing Program tor the joint electronic filing of corporate income tax returns using the Internal Revenue Service s Modernized E File system MeF Electronic retum ongnators and transmitiers accepted by and in good standing with the Federal Electronic Filing Program are automatically accepted into the Alabama Electronic Filing Program Als Admin Code 810 3 29 06 1 Business taxpayers can file their Alabama Corporate Income Tax Form 20C returns and tax schedules electronically at the same time that they file them federal corporate return s Keywort Supports Onine o Wed Fitng LLCs Treated as Corporations Supports Onine or Web Fitng Limited Liatebty Parmershigs Document Contents Supports Onine To create a chart using the Charts tab 1 Click the char
214. mple with citation searching you can retrieve a specific federal code section state statute case decision or revenue ruling In contrast to keyword searching citation searching is intended for using a specific citation The International practice area includes a separate customized template for retrieving Tax Treaty information The State and Local practice area features a state template that guides you through its search templates To perform a citation search 1 On the menu bar click the Search menu The Search screen appears On the left navigation bar select a practice area from the Practice Area drop down list On the left navigation bar click Find by Citation Note If you selected the State amp Local practice area you will need to select the appropriate state s and click Next Under Find by Citation click the citation type you want to search such as Cases The selected citation template appears Follow the examples provided on the template to enter the appropriate citation format On some templates you may have the option to enter keywords in the Keywords field for a more focused search Click Search Citation search results are displayed on the Document screen 275s PERFORMING A DATE RANGE SEARCH Performing a Date Range Search Use the Date Range search feature to locate Federal rulings or cases in a specified date range Date Range Search is available from the Federal State amp Local Estate
215. ms Organization Females Heading Hierarchy Trianlge icon will link you to ABI Alerts ole L2 _ _ asses mules and hinnies Purebred breeding animals 0101 30 00 00 QA Asses 2 70 KR 0101 90 Other R 0102 Live bovine animals 0103 Live swine Clicking the e Explanatory Notes WCO icon links to a preview window with Explanatory Notes for the associated heading The Ay triangle icon links to a preview window with alert information from the ABI database The l icon shows the hierarchy of the heading next to it 163 VIEWING AND NAVIGATING SEARCH RESULTS Viewing and Navigating Search Results After completing a search the results are displayed on the Search Results screen Three views are available on the Search Results screen e Source List view categorizes results by the sources you defined in your search e All Documents view lists all documents that meet search parameters e Table of Contents view presents a hierarchy that drills down to specific documents Source List is the default view when you search from the Home screen or Search screen but you can change the default to All Documents or Table of Contents at any time using the Set Default drop down menu or from the Options screen Table of Contents is the default view when you search from the Table of Contents screen Note Links to previously viewed documents appear in purple text Checkpoint clears all previously viewed docum
216. n Read More XXXXXXXXX 4 Monday May 19 2014 2 16 AM CDT Here are some features of displaced notes e The displaced notes message includes any text you highlighted previously and the date and time you created the highlight e You can expand the displaced note message box or collapse it using the button in the upper right corner e Click the Read More link to see the full text in a pop up window e f you are in a subtopic the displaced note appears at the top of the subtopic e f you are ina full topic the displaced note is included within the specific subtopic that has the note e The displaced note also appears on the Notes screen accessed from the top toolbar e You can delete a displaced message from the subtopic level by clicking the X on the right side of the message box However you cannot delete the message from the full topic level When you delete a displaced note you will see a message asking you to confirm the deletion 229 FLAGGING DOCUMENTS Flagging Documents The Checkpoint Flagged Document feature allows you to quickly save a document for future review and reference The number of flagged documents is visible next to Flagged in the Checkpoint top toolbar A document s flagged state is designated by a special flag icon next to the document title Flagging a Document To flag a document from the view document screen Click the flag icon from the document tools The icon will toggle to a gold
217. n the search is to run To print export move or delete searches or documents Additional document tools icons are available at the top of the search document list 217 UNDERSTANDING FOLDERS e Select Print to view and print a selected document in a printer friendly format e Select Export to save a stored document to another location such as your desktop or local hard drive e Select Move to transfer a saved search or document to another folder e Select Delete to permanently remove the search or document from your records When documents are removed replaced or recategorized Be aware that some documents may have been removed replaced or recategorized Checkpoint uses red text to alert you to searches and documents with outdated source information You can delete the outdated links and recreate them again if necessary RIA s editorial staff continuously updates Checkpoint s content because of changes in the law or for technical reasons such as adding code to enable new functionality Checkpoint issues warning messages to let you know that something is different about a document you have saved To preserve a document you can use the Export feature to save a document to your computer or local server This way your copy of the document remains untouched by Checkpoint updates 218 CREATING FOLDERS Creating Folders Checkpoint provides a screen called Folders for You can create and organize your own folders fo
218. n bar click Single Sign On For the applications that you want to set up for single sign on click the Establish link next to each application When the application s online form appears enter your log in credentials and follow the instructions Click Save and close to save the changes Note If necessary you can click Cancel to return to the original settings 40 SETTING TIME TRACKING OPTIONS Setting Time Tracking Options The Options pop up window displays Checkpoint s current or default settings You can use this window to set your preference to have Checkpoint display your time tracking project list immediately after login To set time tracking project list to display after login 1 Onthe top toolbar click Options The Options window appears 2 Onthe left navigation bar click Time Tracking 3 Select the Display project list after login check box 4 Click Save and close to save the change Note If necessary you can click Cancel to return to the original settings Your Time Tracking project list becomes the first screen that appears each time you log in to Checkpoint To create a project and begin tracking time use the Time Tracking feature on the top toolbar 41 SETTING UP A NEWSLETTER RSS FEED Setting Up a Newsletter RSS Feed The Options pop up window displays Checkpoint s current or default settings You can use this window to set your own preferences for RSS feeds Really Simple Syndication RSS
219. n documents with top line and or side line links Click this tab to display a list of associated documents for each top line and side line link type Select a link type from the drop down menu and select the document from the list to view the document text You can top line and side line links by keyword using the Filter Links feature at the top of the Links tab The Tools tab appears for both topics and subtopics Lists all tools available in the displayed document If there are no tools associated with the viewed topic this tab will not be displayed This tab lets you jump quickly to embedded tools such as Create A Chart Decision Tools Document Assembly and i Tables Tools are categorized by the type of tool and are displayed in the order they appear in the document An icon is 171 UNDERSTANDING THE DOCUMENT SCREEN displayed next to the tool title to show which type of tool it is When you select a tool the document scrolls to the location of the tool Use the Charts tab when viewing a State and Local document to Charts quickly create a chart using the State and Local create a chart 3 feature This tab is available for documents that contain chart data 172 UNDERSTANDING TABLE OF CONTENTS VIEW ON SEARCH RESULTS Understanding Table of Contents View on Search Results Table of Contents is one of three views on the Search Results screen This view provides an outline view of categorized information You can see
220. n the News screen selected for a specific newsletter or news service to have Checkpoint display News Flash updates on the Home or News screens Whenever you click Home and there are new items to be viewed Checkpoint includes a stop sign and summary about what is new near the top of the Home screen The stop sign image lets you know that you should take a look at the new content This image appears only if you have been stopped on the Home screen during a normal login because you have new items to review Whenever you manually access the Home screen from another screen a warning image is displayed instead of the stop sign to alert you to the new content A amp You have new News Flashes View them in the Today s Headlines content pane Note When you access Checkpoint from an external link using Speedlink or e mail you bypass the Home screen and go directly to the results of the external link even when there are new items on the Home screen However you will always know when you have new content because you will see New on the Home menu 52 CREATING A NEW HOME SCREEN VIEW Creating a New Home Screen View You can create a customized Home screen view and add the view as a choice in the Current View drop down list To create a new Home screen view 1 On the menu bar click Home The Home screen appears Next to the Current View field click the Manage my views icon K N On the Manage My Views screen in th
221. n the Paragraph optional step 5 Select Submit to view a report that shows the standards underlying the specified codification section 246 USING FASB CODIFICATION Note Entering specific search criteria such as subtopic section and paragraph numbers can be useful in narrowing your search results The resultant Cross Reference chart lists each specified standard number with its corresponding codification topic broken down to the paragraph level You can click a standard paragraph number or FASB codification paragraph to access the paragraph within the document where it resides The document opens in a Link Viewer window Join Sections Use the Join Sections tool to select and combine multiple FASB Codification topics and subtopics into a single document To access the Join Sections tool 1 Onthe Tools screen click FASB Codification on the left navigation bar 2 Click Join Sections on the left navigation bar To select and combine FASB codification content into a document 1 Select atopic from the Topic drop down list 2 Select a section of the selected topic from the Section drop down list The listed sections are specific to the selected topic 3 Specify whether you want to include intersection subtopics in the list of sections by selecting or clearing the Include Intersection Subtopics check box 4 If you want to include SEC content or exclude FASB content from the list of sections select or clear the FASB and
222. nage tax information for your global organization Its central dashboard format lets you organize your worldwide entities into a central online spreadsheet track daily tax activity research and analyze worldwide tax rates and compliance rules including recent tax changes affecting the countries in which you operate attach documents spreadsheets and presentations and store tax compliance rules and forms translated into English for your global entities International Tax Research and Compliance Expert International Tax Research and Compliance Expert International Tax Research and Compliance Expert gives you all the content and tools you need to put your tax research into action including a global tax treaty database detailed country analysis advanced tax rate look up tables a cross border tax calculator a withholding tax optimizer and planning tools that help you structure transactions that minimize taxes and calculate the net cost of projected transactions It also provides an interactive tax calendar compliance checklists an interest and penalty calculator and translated tax forms for over 90 countries Transfer Pricing Analyzer 257 USING INTERNATIONAL TAX TOOLS Transfer Pricing Analyzer enables quick access to transfer pricing rules in key OECD and emerging market jurisdictions aggregates relevant news on Checkpoint by jurisdiction and provides forms regulations and templates to enhance productivity ONESOURCE Transfer
223. nce that use Microsoft Word and Excel WG amp L Install Update is a subscription based tool that resides on the Tools screen and is accessible from most of the practice areas on the Search screen Checkpoint Tools for WG amp L include e Editable workpapers e Step by step audit programs e Practical tips and suggestions e Related checklists forms confirmation letters and other essential tools for performing specific steps To access Checkpoint Tools for WG amp L from the Tools screen 1 Click WG amp L Install U pdate on the left navigation bar 2 Click Install Update to access and install Checkpoint Tools for WG amp L To access Checkpoint Tools for WG amp L from the Search screen 1 Click one of the following practice areas on the Practice Area drop down list e Federal e Estate Planning e Pension amp Benefits e Payroll e Accting Audit amp Corp Finance 2 Click WG amp L Install U pdate in the Go To section of the left navigation bar 3 Click Install Update to access and install Checkpoint Tools for WG amp L The Product Install Wizard identifies which of your licensed Checkpoint Tools for WG amp L are not yet installed as well as those that are already installed but need updates 270 USING FORM LINE FINDER Using Form Line Finder The Form Line Finder tool lets you search for tax guidance by year form and optionally schedule and line number You can access Form Line Finder from either the Search screen or the Ta
224. newsletter is distributed as a complete publication one per e mail e Daily Update The newsletter is distributed as a series of daily updates All daily update newsletters are grouped together in a single e mail Articles are sent immediately as they are written rather than waiting for the publication to be complete WG amp L Tax Journals E mail This section of the News options lets you specify which WG amp L journals you want to receive via e mail You have two options to select from for each journal e Complete Journal You receive an e mail informing you when the new journal issue is available in Checkpoint e Journal Preview You receive an e mail containing article highlights from the latest journal issue and a link to the complete article You can select both options to receive an e mail notification when a new issue of the publication is available and receive article highlights Note Journals within the WG amp L Financial Planning and Management World Trade Executive Publications and BNA Publications categories can only be received in Complete Journal format HELP ME CHOOSE HOME SCREEN Help Me Choose Home Screen The Checkpoint Home screen provides a central location for reviewing News Flashes Law Alerts Tax News headlines and the latest scheduled search results You can also see what new features and content have been added to your subscription recently Using the Home screen you can customize a wide range of searc
225. ng Checkpoint World Checkpoint World is a platform designed for professionals working with cross border transactions of multinational corporations to enable comprehensive global tax research It is necessary to have subscribed to Checkpoint World to be able to use the platform To access Checkpoint World 1 Onthe Tools screen click Checkpoint World on the left navigation bar The Checkpoint World page opens 2 Click the Continue button The Checkpoint World Login page opens in a new window 3 Enter your user name and password in the respective fields 4 Click Login 237 USING CosT BASIS PLUS Using Cost Basis Plus Checkpoint s Cost Basis Plus tool lets you research securities information needed to complete Form 1040 Schedules B and D Cost Basis Plus is an automated securities payment research tool that provides access to e Cash dividends Interactive Data dividends going back to 1971 e Mutual fund dividends back to 1971 e Cost basis with automated calculations back to 1900 and earlier Subscribers of Cost Basis Plus can access Cost Basis Plus from the Tools screen 1 Click Cost Basis Plus on the left navigation bar 2 Onthe Cost Basis Plus screen click Continue Cost Basis Plus opens in a new window from which you can select the type of securities research you want to conduct Search Cost Basis Database Search the entire Cost Basis database on user defined variables Search Dividends Search D
226. nitor is an international tax news and analysis service that appears each business day To access the BNA International Tax Monitor 1 2 Click the News menu On the left navigation bar select BNA Int l Tax Monitor from the News Service drop down list The current issue of the BNA International Tax Monitor appears You can use the document tools to manage the document On the left navigation bar several features let you navigate this and other documents e Links to sections in the current report e Search BNA Int l Tax Monitor lets you search tax monitors by issue date and keywords e Go To links to previous issues of the tax monitor On the open document at right click the document icon at the end of an article to view the complete text Use the document tools to manage the document From the open document click Maximize to display the document navigation features You can navigate to other documents in several ways e Atthe top right of the screen use the Navigate by Contents forward and reverse arrows to advance to the next document or return to the previous document e lf documents are listed on the left navigation bar you can select the document title to view its content Note When you open a document the left navigation bar changes to a Contents drill down list and links to the current and other documents in the report section you opened Note You may see Hidden Documents on the Contents tab The tab i
227. nt types you want to search from the Choose Document type section 5 Select check boxes for specific resources in the following categories e Editorial Materials e Primary Source Materials e News Current Awareness Or click the Select All button to select all available resources To uncheck all selections click the Deselect All button 6 Click Search to view results Find by Citation 1 Onthe left navigation bar select Find by Citation 2 Select from the following list of citation sources e Code amp Regs e Cases e Rulings 117 ABOUT INTERNATIONAL TAX SEARCHES e IRS Pubs amp Other Tax Docs e More multiple sources 3 Enter your search criteria Use the on screen examples for formatting help 4 Click Search to view results Date Range Search 1 Onthe left navigation bar select Date Range Search 2 Select Cases or Rulings as needed 3 Select the type of case or ruling 4 Select the Date Range Use the calendar or enter directly in the From and To fields using the MM DD YYYY format 5 Enter terms to define your search topic in the Keywords field 6 Select either the Intuitive Search or Terms amp Connectors method to perform the search 7 Click Search to view results 118 SEARCHING EU LAW Searching EU Law The EU Law search screen provides two templates to search for EU Law content To access EU Law search templates 1 2 3 4 Click Search on the menu bar Select the Internation
228. nthe Home screen select the Accounting amp Auditing view and then click Search FASB Codification in the Search Tools pane e Onthe Search screen select the Accting Audit amp Corp Finance practice area and then click FASB Codification on the left navigation bar 2 On the left navigation bar click FASC Pending 3 From the Topics drop down list select the topic that you want to search 4 Enter keywords in the Keywords field to help further filter your search This is an optional step The search will return results if you have provided a topic 143 SEARCHING FASB CODIFICATION 5 Click Search to complete the search and view results Searching by Superseded Standards 1 a FF V N Access FASB Codification in one of the two following ways e Onthe Home screen select the Accounting amp Auditing view and then click Search FASB Codification in the Search Tools pane e Onthe Search screen select the Accting Audit amp Corp Finance practice area and then click FASB Codification on the left navigation bar On the left navigation bar click Superseded Stds Select the sources and document types that you want to search Click Next Enter keywords or a citation number as additional search filters You must fill in at least one of the two fields Click Search to complete the search and view results 144 SEARCHING GAAP REPORTER Searching GAAP Reporter Use the GAAP Reporter templates to find specific
229. nthe Tools screen click ACA Decision Support Tool on the left navigation bar The ACA Decision Support Tool page is displayed 2 Click the Continue button You are directed to the ACA Decision Support Tool on TrackVia 232 USING ACCUDRAFT DOCSENGINE Using AccuDraft DocsEngine AccuDraft s DocsEngine for Pensions is an online rules based retirement plan document creation and management solution With this tool plan document providers can create and manage a wide variety of plans and plan related documents You can automate creation of the ancillary documents needed to set up new clients including transmittal letters engagement letters and service agreements and host them on the system You can use DocsEngine for Pensions to create these documents at the same time using the same questionnaire that you used for your plan documents You can also store and manage supporting materials such as investment schedules tax returns and e mail correspondence DocsEngine for Pensions offers customizable fully automated reporting and analysis Plan managers administrators and other authorized users can track and report on any piece of information contained within their plan documents Logging in to Docs Engine for Pensions If you are a DocsEngine for Pensions subscriber you can access this product in Checkpoint To log in to DocsEngine for Pensions 1 Onthe left navigation bar of the Tools screen click AccuDraft DocsEngine 2 On
230. o save a copied permalink URL as a desktop shortcut 1 Hover over a Table of Contents title to view the Action Menu icon Click this icon to use the permalink option to bookmark any required folder 2 Copy the URL from the Permanent Table of Contents Link pop up window 3 Right click anywhere on your computer s desktop 4 Click New and then click Shortcut The Create Shortcut dialog box appears 5 Right click in the blank field and paste the copied URL 6 Click Next type a shortcut name and then click Finish The shortcut icon appears on the desktop To Print Export and Email specific content using the Action Menu Icon 1 Hover over a Table of Contents title to view the Action Menu icon 2 Click the icon to view the available Print Export Email and Permalink options 3 These actions allow you to print export email or create a permalink for a specific document Note Print Export and Email are only available from the Action menu in specific Checkpoint content 202 USING THE TABLE OF CONTENTS NAVIGATION TOOLS Using the Table of Contents Navigation Tools Several tools are available to help you navigate your search results within the Table of Contents format When you perform a search each source in the Table of Contents list with hits shows the number of hits in parentheses following the source name You can click the symbol or the source name to expand the k folders to view the search results detail Checkpoin
231. o your specific needs by modifying the list to reflect your areas of interest and frequent use The Assistance Self service Support and Product Training links make it easy to access instructor led and self study product training user guides and other reference materials support and training news support contact information and Checkpoint user options Keep up to date with news and product developments Consult Today s Headlines for links to current news Review New in My Subscription to learn about new features and enhancements specific to your version of Checkpoint Use Home screen features to display the results of Scheduled Searches ongoing citation tracking Track It and proposed legislation being followed Follow It Enter your keyword in the Quick Search box and click Search to perform a keyword search You can perform a keyword search in two ways A Terms amp Connectors search lets you provide one or more keyword terms and an Intuitive Search identifies sentences connectors or citations and interprets your query accordingly You can also perform a Quick Search on a predefined source set you create by selecting from the Choose Source Set drop down list 313 USING THE MANAGE My VIEWS SCREEN Using the Manage My Views Screen The Manage My Views screen opens when you click the Manage my views tool next to the Current View field on the Home screen Here you can change the layout and content of a predefined Home screen vie
232. ocuments at the top of the list and identifies them with gold stars Table of Contents sorting lists documents in the order that they appear in Checkpoint s Table of Contents Select the Show words around hits icon to display the words surrounding the keywords or content elements relevant to your search You can also select one or more documents and then click a document tool to Print Export or Save the selected documents The source title is shown above the document list and also appears in green text below each document title Documents are listed by title in blue text Purple text identifies a document you have already viewed Change the Search Results view to All Documents to list all documents in which your search found keywords or change to Table of Contents to see a list of the sources you selected for your keyword search in the order they appear in Checkpoint s Table of Contents and how many documents within each source contain the specified keywords Modify your keywords and click Search to submit the new search Click Save Schedule Search to preserve your search criteria and optionally run the search automatically on a periodic schedule 320 USING THE SEARCH RESULTS SOURCE DOCUMENTS SCREEN O O Show Me Related Training Support 321 USING THE DOCUMENT SCREEN Using the Document Screen The Document screen provides the format for viewing and managing Checkpoint documents with various tool
233. olbar at the top of the Interactive Checklist interface provides access to a number of features Toggle the Checklist Interview Outline left pane open and closed 253 USING INTERACTIVE CHECKLISTS Save the Interactive Checklist answers to a folder Import answers from a previously saved Checklist in a folder to fill unanswered question fields E peenes Saving a Checklist You can save a completed or in progress Interactive Checklist interview to your Checkpoint Folders by clicking the S icon in the toolbar or by selecting Finish after finishing the interview process 1 Inthe Save Interactive Checklist dialog select a folder to save to 2 Enteraname for the checklist you want to save By default it will use the Checkpoint title of checklist template 3 Enter any notes optional 4 Click Save 254 INTERACTIVE DECISION TOOLS Interactive Decision Tools With Interactive Decision Tools you can easily address frequently encountered yet challenging tax and accounting issues Using a dynamic interview format the tools walk you through the decision making process presenting information and answers relevant to your specific situation Important The first time you try to access an Interactive Decision Tool Checkpoint will check to see if Microsoft Silveright 3 or greater is installed If it is not installed you will be prompted to install the plug in Note If you have an issue seeing Checkpoint citat
234. olidating student education credit B July 24 Senate moves forward on bill that would provide business tax credit for insourcing B July 17 House passes bill with deep cuts to IRS funding B July 17 House passes highway funding bill we w w w w w w e e e w e w w Click the symbol next to a title to view its contents or click the title name to display a Table of Contents screen listing the title and its contents Click the number of the Table of Contents level you want to view Level 1 displays only the high level Table of Contents source titles Level 2 expands sources to the next content level Level 3 expands sources even further To perform a keyword search enter search terms select the sources to search and then click Search You can perform a keyword search in two ways A Terms amp Connectors search lets you provide one or more keyword terms and an Intuitive Search identifies sentences connectors or citations and interprets your query accordingly Use the Thesaurus Query Tool for advanced search features The Jump To options provide navigation to content and tools including Titles which lets you create a custom set of links to topical sections of the Table of Contents and Form Line Finder which lets you search tax form guidance by entering a tax year form number and line number Print documents from the Table of Contents by clicking the print icon next to a document in the
235. oll About Checkpoint Catalyst Library 101 Accounting amp Compliance Alert 280 293 Accounting Audit amp Corporate Finance sources 61 AccuDraft 233 Activate Citation Tracker 190 Adda note 180 Add note to highlighted text 225 Add notes 224 AICPA Professional Standards template 155 AICPA Technical Practice Aids 156 All Documents view 174 AutoComplete 72 Autocompletion 72 Back to Search link 187 332 TECHNICAL ACKNOWLEDGEMENTS Back to Search Results link 170 Blue text 172 BNA Daily Tax Report 82 282 294 BNA International Tax Monitor 284 295 BNA State Tax Chart Builders 267 BNA State Tax Survey chart 239 Bond interest 238 245 Browse TOC 194 Browser features 24 Calculators 235 Catalyst Library 101 Catalyst search 102 Catalyst search results 181 Catalyst top line link 182 Change font size 28 Change time zone 30 Checkpoint Catalyst 101 Checkpoint Catalyst search 102 Checkpoint Tools for PPC 261 Checkpoint Tools for WG amp L 270 Circle checkmark icon 164 Citation search 75 127 Citation Tracker 190 Citator 184 Code amp regulation subsection example 308 Combining connectors amp proximity example 309 Compare It links 191 Connector precedence rules 91 Connectors amp proximity search 309 333 TECHNICAL ACKNOWLEDGEMENTS Contents tab 170 Context panel 170 Copy and paste text to other applications 216 Copy selected text 211 Cost Basis Plus 238 245 Create Custom source
236. omething else on the main Checkpoint screen and look at both for example a code section and a regulation To show hide permalinks in a document 1 Click the Permalinks icon in the document tools to show links 2 Click the Permalinks icon again to hide links To enter exit reading mode full screen 1 Click the Full Screen icon in the document tools for a full screen view of the document 2 Click the Full Screen icon again to return to normal view To flag a document 1 Click the Flag icon in the document tools 179 USING THE DOCUMENT NAVIGATION TOOLS Checkpoint adds the flagged document to the Flagged Documents screen 2 Toaccess flagged documents click Flagged in the top toolbar 3 Tounflag a document in the open document click the Flag icon in the document tools again To add a note to a document You can add one or more notes to a document edit notes and delete notes 1 Click the Note icon in the document tools 2 On the Note pop up window enter the note text and click Save The note is added to the top of the document with a time date stamp 3 To add anew note just click the Note icon again and repeat step 2 4 To edit a note click the Edit icon IZ on the right side of the note In the Note window update the note and click Save 5 To delete a note click the Delete icon x on the right side of the note When the confirmation message appears click OK To refresh a topic view The Refresh icon ap
237. ommittee Reports Public Laws Committee Reports Code Arranged USTR RIA 5 News Current Awareness Federal Taxes Weekly Alert Newsletter RIA RIA Tax Watch i PPC s Five Minute Tax Briefing i PPC s Practitioners Tax Action Bulletins W PPC s Health Care Reform Update 5 A WG amp L Journals WorldTrade Executive Publications Practical US Domestic Tax Strategies BNA Daily Tax Report amp TaxCore Select a practice area to use sources and search tools specific to an area of research Practice 43 areas include Federal State amp Local Estate Planning Pension amp Benefits International International Trade Payroll and Accting Audit amp Corp Finance To perform a keyword search enter search terms select the sources to search and then click Search You can perform a keyword search in two ways A Terms amp Connectors search lets you E provide one or more keyword terms and an Intuitive Search identifies sentences connectors or citations and interprets your query accordingly The search AutoComplete feature will suggest keywords as you type in the field Open Checkpoint s Thesaurus Query Tool to enhance your keywords with such features as a spell amp checker a thesaurus of alternative terms a list of connector symbols and previously used keyword combinations Select a search template to perform a search by filling in requested information For example use Find by Citation to request a code sect
238. on whether the document is part of a search result or is opened by browsing the Table of Contents To opena feature click the tab To close the feature click the tab s associated icon bullets magnifying glass wrench ree SSSCS se The Contents tab displays the location of the document within the Table of Contents Each entry in the contents list is a link to the levels and sub levels where the document is located The outline links are jump links into the document Document links outside of the outline are displayed in a preview window You may see Hidden Documents on the Contents tab The tab is designed to list the currently displayed document and its neighboring documents as they appear in the Table of Contents hierarchy For example if the document you have opened is the 11th document in the list the Contents tab displays 10 Hidden Documents so that the document you are viewing appears at the top of the list and you won t have to scroll through the first 10 to find it To access the 10 hidden documents that come before your open document just click the Hidden Documents link 2 Search Results The Search Results tab displays the topic and subtopics related to the viewed document 170 UNDERSTANDING THE DOCUMENT SCREEN Fee SSS ese The Featured Development tab appears at full topic level only Lists all new articles and developments associated with the topic you are reviewing pulled from Fed Taxes Wee
239. ontains all of the information you need to perform research successfully in Checkpoint Please check the System Requirements section for minimum and recommended requirements For Checkpoint support contact information frequently asked questions articles tips and documentation access the Customer Help Center To start learning about Checkpoint s user interface see the Checkpoint Screen Orientation topic For quick tips on using common Checkpoint features see Checkpoint On the Go 243 SYSTEM REQUIREMENTS System Requirements Recommended Configuration Following are the recommended hardware software and communications requirements for Checkpoint e High speed Internet connection e Microsoft Internet Explorer latest version Chrome latest version or Mozilla Firefox latest version Recommended Tablet Configuration Following are the minimum hardware and software requirements needed to use Checkpoint on a Tablet device e Apple iPad latest version or Android latest version e Safari latest version or Android stock browser latest version Recommended Mobile Configuration Following are the minimum hardware and software requirements needed to use Checkpoint on a Mobile device e Apple iPhone latest version or Android latest version e Safari latest version or Android stock browser latest version Browser Settings and Compatibility Click here to run an automatic check of your
240. oolbar displayed directly above the source listing click Print Alert You must use the print function in Acrobat Reader 66 TAX NEWS ALERT SOURCES Tax News Alert Sources The following Tax News Alert sources are available in Checkpoint BNA Daily Tax Report Highlights Also in the News Tax Budget amp Accounting State Taxes Tax Rulings amp Decisions Calendar Table of Cases WG amp L Journals Journal of Taxation Practical Tax Strategies Estate Planning Journal Journal of Multistate Taxation and Incentives Journal of International Taxation RIA Advance Documents Advance Citator Advance Code Arranged Annotations Advance Federal Regulations 67 INTERNATIONAL TRADE LIBRARY SOURCES International Trade Library Sources A PDF portable document format listing of the available International Trade Library sources is available when you click this link You can view or print the document You must have Adobe Acrobat Reader installed on your computer to view and print the source listing Acrobat Reader is distributed free by Adobe Corporation You can download the latest version from the Adobe website at http get adobe com reader To view or print the source listing 1 Click this link The Acrobat Reader launches and displays the source listing 2 Onthe File menu in Acrobat Reader the toolbar displayed directly above the source listing click Print Alert You must use the print function in Acrobat Reade
241. opic Printing tool 1 2 On the Tools screen click FASB Codification on the left navigation bar Click Topic Printing on the left navigation bar To print a topic subtopic or section 1 2 Select a topic from the Topic drop down menu Optionally select the Include Intersection Subtopics check box If you want to include SEC content or exclude FASB content from the list of sections select or clear the FASB and SEC check boxes to indicate your choices Indicate the subtopics and sections you want to print by selecting or clearing check boxes Click Print Sections Follow the on screen print instructions to indicate print preferences and initiate printing of the selected content 248 USING GAAP REPORTER Using GAAP Reporter Use the GAAP Reporter Explanations Printing tool to find and print specific explanations as per your requirements To find and print explanations 1 On the Tools screen click GAAP Reporter on the left navigation bar The Explanations Printing page appears Select a topic from the Topic drop down list Note Steps 3 and 4 below are optional You can choose to proceed to step 5 directly after this step Select a subtopic from the Subtopic drop down list Select a section from the Section drop down list Click the Get Explanations button The search results are displayed on the lower half of the same page Select the check box for the explanation s you want to print Or you coul
242. options click Save and close AAEI International Trade Alert 33 SETTING THE NEWS OPTIONS Select this option to receive the AAEI International Trade Alert Weekly newsletter in the desired format and with customize topics Select the check box for the format you want and click Save and close Click the Customize links to select filtering options for the newsletter A new window shows all available options After selecting the appropriate check boxes next to the filtering options click Save and close Journals E mail This option lets you specify which WG amp L Tax Journals WG amp L Financial Reporting and Management World Trade Executive Publications and BNA Publications journals you want to receive through e mail There are two options for receiving the journals although not all journals have both options available e Complete Journal Select this option to receive notification in an e mail when the new journal issue is available in Checkpoint e Journal Preview Select this option to receive an e mail containing article highlights from the latest journal issue You can select both options to receive an e mail notification when a new issue is available and to receive article highlights When you have completed adjusting your journal e mail options click Save and close Note For WG amp L Financial Reporting and Management BNA Publications and World Trade Executive Publications journals you can select to receive onl
243. orms After selecting an SEC form you have the option to select a form component or financial statement by clicking the Change link next to the Components field selecting the component you want to include from the Checkpoint Select Component window and then clicking OK If you want to include keywords enter search keywords in the Keywords field Select either the Intuitive Search or Terms amp Connectors method to perform the search Click Thesaurus Query Tool if you want to use more advanced keyword search features Click Search to launch your search 150 SEARCHING FRM SOURCE MATERIALS Searching FRM Source Materials Use the Search FRM Source Materials template to conduct a search within specific Financial Reporting amp Management reference documents 1 2 3 4 o oN Q On the Search screen click Accting Audit amp Corp Finance on the Practice Area drop down list Click the SEC Plus link on the left navigation bar Click FRM Source Materials on the left navigation bar Inthe Search FRM Source Materials template select the document types that you want to include in your search From the Forms drop down list select the SEC form you want to search or choose All Forms After selecting an SEC form you have the option to select a form component or financial statement by clicking the Change link next to the Components field selecting the component you want to include from the Select Component window and then clic
244. ors or a citation and interprets your query accordingly 7 Youcan also click the Thesaurus Query Tool link to access these advanced search functions e Click Tools to access the select from previous keywords list that lets you choose one of the last 10 queries you have used e Click Thesaurus to generate a list of synonyms that appear in the sources you are searching Click the synonyms you would like to include in the search To automatically include all synonyms click the Include all alternatives in query link 278 PERFORMING AN INTUITIVE SEARCH e Click Spelling to run a spelling check on the query e Click Restrictions to refine your search by requiring or excluding words from the current query 8 Click Search to execute your search The search results appear in the format determined by your Options search display settings 9 When you are finished you can click the Clear All link to remove keywords from the field clear selected sources and return to the default Search settings 279s PERFORMING A TERMS amp CONNECTORS SEARCH Performing a Terms amp Connectors Search When you perform a keyword search you must select either Terms amp Connectors or Intuitive Search as the search method A Terms amp Connectors search lets you search for documents by specifying words and phrases that describe your research question along with specialized search connectors to filter and customize the search to get more specific re
245. ort Status dialog box appears Here you can choose to e Wait on the same page till the Export Complete dialog box appears and click Download OR e Click the Minimize and Continue with Research button and continue with your research When you receive a notification that the export is complete hover the mouse pointer over Exports on the top tool bar On the list of Recently Exported Documents that appears click Download beside the name of the document 3 Click Open to view the exported document or Save to save to your local PC 4 Click X to close the pop up box To send a document by e mail 1 Click the E mail icon from the document tools The Checkpoint E Mail Document dialog box appears Enter one or more valid To addresses and optionally Bec addresses Select the Attachment Format type from the drop down list Optionally enter a Message a FF Oo N Include or exclude a Disclaimer The default setting is to include the default disclaimer To exclude clear the Include this disclaimer check box 6 Click Send To save a document to Folders 178 USING THE DOCUMENT NAVIGATION TOOLS As A check mark next to one of the options in the drop down list indicates which option was last used If you click the Save icon directly Checkpoint saves using the most recently used option 1 Click the down arrow next to the Save icon to choose either the Save or Save As option If you click Save the document is saved to the
246. ort multiple documents using the document tools at the top of the screen BBwHMEB BAA ARABS To print multiple documents 1 Expand the Search Results until you see a list of all documents in the source 2 Select the check boxes next to each of the documents you want to print 3 Click the Print icon from the document tools at the top of the screen The text of the selected documents appears in the Document Display pop up window along with a source and document citation The browser s Print dialog box also opens 4 Onthe Print dialog box click Print To export multiple documents 1 Expand the Search Results until you see a list of all documents in the source 2 Select the check boxes next to the documents you want to export 3 Click the Export icon from the document tools at the top of the screen The Checkpoint Export dialog box appears 4 Select the export format MS Word is the default Note The default export format for documents is defined in your Checkpoint General Settings options 5 Select whether you want to export the documents in a single zip file Note Zipping the files is recommended as it speeds the export process The individual documents can be extracted from the zip file after the export has completed 6 Select whether you want to show links in the exported document by clicking Yes or No 7 Click Continue to proceed with the download If you selected the MS Word or RTF format the File Download dialog box ap
247. other user s custom view by clicking Import Views You have the option to include or exclude the user s Quick Links Click Save to preserve a modified view or abandon the modified view by clicking Restore Defaults or Cancel oO Support 314 USING THE EDIT My QUICK LINKS SCREEN Using the Edit My Quick Links Screen The Edit My Quick Links screen lets you determine the makeup of the My Quick Links menu on the Home screen Modify the list re order the links and share the list with other Checkpoint users yamada aD SR HISTORY FOLDERS FLAGGED 0 MI Notes Mt options HELP F SIGN OUT prens EAT THOMSON REUTERS CHECKPOINT FIMETRACKING SEARCH TABLE OF CONTENTS NEWS TOOLS LEARNING Edit My Quick Links Add Links Select Quick Links From Common Quick Links v Organize Links Export Links M Browse Accounting Audit amp Corporate Finance Indexes 4 Q Import Links O Browse Practice Aids 7 My Quick Links C Browse RIA International Portfolios Tax Advisors Planning System 4 Browse Accounting Audit amp Corporate F o Browse RIA Tax Watch 4 ee CI Browse SECPlus Filings Highlights 4 Find Federal Cases EZ Cost Basis Phu z ost Basis Plus Find Federal Code amp Regs 5 Find Federal IRS Pubs amp Other Tax Docs C1 Find AICPA Statements 3 Find Federal Rulings IRB C Find Employment Laws Regs Ruls 4 General Calculators C Find ERISA Regs and Rulings 3 Payroll Calculators LU Find FASB Documents by Citation
248. ou can be informed by e mail within 24 hours of the scheduled search being run of the time and date of the executed search the name of the search and the number of new documents available for viewing in Checkpoint To use the e mail option you must provide a publicly accessible e mail address on the Options screen To enter your e mail address 1 On the top toolbar click Options 2 Onthe left navigation bar select Personal Password 3 Enter your e mail address in the Personal section 4 Click Save and close How Notification Works Searches are run beginning at 12 30 a m CST on the day they are scheduled If your search was executed and new documents were retrieved and if you have elected to be notified by e mail Checkpoint creates an e mail message and sends it to the e mail address you specified on the Options screen Multiple search results for the same day are bundled into one e mail notification message If the search returns no new documents you will not receive an e mail message For example to schedule a search to run at 12 30 a m every Tuesday 1 Before 12 00 midnight CST on Monday schedule the search to run 2 On Tuesday at 12 30 a m CST your scheduled search is run If new documents have been retrieved the system sends you an e mail message This message contains the name of the scheduled search the time and date of the search and the number of new documents available for viewing in Checkpoint 3 The S
249. ough your subscription Content is organized hierarchically into broad practice area categories You can drill down through levels of content to find individual documents EEES QQ HISTORY ME FOLDERS FLAGGED I W Notes Mt oprions HELP J CHECKPOINT open HOME SEARCH i NEWS TOOLS LEARNING Table of Contents 9 C Capial gains took through rate Jump To T z intuitive Search Terns amp Connectors kosserva Quoy Tosi Titles USTR Code Section GAAP Reporter SOX Reporter O TaxNews BNA Portfolios Catalyst Library Checkpoint Contents Federal Library Tax Legislation RIA Tax Watch amp Full Text of RIA Tax Watch B amp B August 12 President signs into law highway funding bill Q B August4 Senate approves House passed version of highway funding bill B August 4 Bill would increase modify and make permanent the credit for research and development By August 4 Senate Finance Committee leaders introduce bipartisan bill targeting tax refund theft By August 1 House highway funding bill returned to Senate for reconsideration B August 1 Ways amp Means Committee passes bill to provide tax exempt accounts for disabled B July 31 Bill that would provide business tax credit for insourcing stalls in Senate B July 30 Bill would bar federal contracts with inverted corporations 8 July 28 House passes bill modifying child tax credit B July 28 House passes bill cons
250. ource for the latest tax news and developments A link at the top right of this screen allows you to Set Display E mail Preferences Click here to see more information about using RIA Daily Updates Accounting amp Compliance Alert is a daily news service that fully informs accounting amp auditing and corporate finance professionals of critical developments A link at the top right of this screen allows you to Set Display E mail Preferences Click here to see more information about using the Accounting amp Compliance Alert BNA s Daily Tax Report is a tax news and analysis service that appears each business day Click here to see more information about using BNA s Daily Tax Report BNA s International Tax Monitor provides the latest news on events and information regarding international taxation It appears each business day Click here to see more information about using BNA s International Tax Monitor IBFD Tax News Service provides the latest news on events and information regarding international tax treaties Click here to see more information about using IBFD Tax News Service PPC s Daily Update provides regular tax and A amp A news and articles from PPC s Five Minute Tax Briefing PPC s Accounting amp Auditing Update PPC s Governmental Update PPC s Nonprofit Update and PPC s PCAOB Audits Current Developments Click here to see more information about using PPC s Daily Update Towers Watson provides access to exclusi
251. own to find it To access the 10 hidden documents click the Hidden Documents link e On the left navigation bar use the Contents list to go to any level on the drill down list Note Clicking in the drill down list takes you out of the News screen and into the Table of Contents screen Other ways you can view EBIA Weekly information 289 EBIA WEEKLY e You can customize News E mail Display options so that you receive EBIA Weekly by e mail e You can search past issues from the Table of Contents menu 290 AMERICAN ASSOCIATION OF EXPORTERS AND IMPORTERS NEWSLETTER American Association of Exporters and Importers Newsletter The American Association of Exporters and Importers AAEI is the oldest and most influential professional group in international trade dedicated to advocacy and education enhancing its members and promoting the interests of international trade professionals Its weekly newsletter the AAEI International Trade News Alert is considered required reading by serious trade practitioners brokers consultants transshipment specialists and others Now the Alert is available in Checkpoint exclusively To access the AAEI Newsletter 1 Click the News menu 2 Select AAEI International Trade News Alert from the News Service list The current issue of the AAEI International Trade News Alert appears On the left navigation bar several features let you navigate this and other documents e Links to
252. p 4 e Compare Rates Search by State and County or City Name You can search for sales and use rate information by identifying a particular jurisdiction 1 Onthe Tools screen click Sales amp Use Rate Lookup on the left navigation bar A sub menu appears under Sales amp Use Rate Lookup 2 Click By State County City on the left navigation bar 3 Onthe Sales amp Use Rate Lookup screen select a state to search from the State drop down list 4 Provide the name of the county or city you want to search in one of the following ways e Toprovide only acounty name select the county from the County drop down list e To provide a county name and a city name select the county from the County drop down list and then select the city from the City Name drop down list e Toprovide only acity name type the city name in the City Name field without first selecting a county 5 Click Search The Sales amp Use Rate Lookup Results screen displays a table of sales and use rates for the city or county you selected Select a link in the table for a closer look at a specific zip code Search by Zip or Zip 4 You can search for sales and use rate information by zip code 1 Onthe Tools screen click Sales amp Use Rate Lookup on the left navigation bar A sub menu appears under Sales amp Use Rate Lookup 2 Click By Zip Code on the left navigation bar 262 USING SALES amp USE RATE LOOKUP 3 Inthe Zip Code field enter the zi
253. p code of the location you wish to search You can enter the zip code in either the 5 digit or 9 digit format with no dashes or spaces 4 Click Search The Sales amp Use Rate Lookup Results screen displays a table of sales and use rates for the zip code you selected Select a link in the table for a closer look at a city within the zip code Compare Rates The Compare Rates tool includes three search tools e Search by State and County or City Name e Search by Zip or Zip 4 e Compare Rates The Search by State and County or City Name and Search by Zip or Zip 4 are identical to the first two Sales amp Use Rate Lookup tools except that they each include an Effective Date field By entering a date you can view prior period sales and use rates for a specified state county city or zip code Prior rates are available for periods after 2 1 2007 To use the Compare Rates tool 1 Onthe Tools screen click Sales amp Use Rate Lookup on the left navigation bar A sub menu appears under Sales amp Use Rate Lookup 2 Click Compare Rates on the left navigation bar 3 Inthe Compare Rates section of the Sales amp Use Rates Lookup screen specify the beginning date of a date range by typing the date in the Start Effective Date field or by clicking the calendar symbol and selecting the date 4 Specify the end date of the date range by typing the date in the End Effective Date field or by clicking the calendar symbol and selecting the date
254. partner deduct excise tax and income tax The first phrase must be found within the same paragraph as the second phrase and also includes an asterisk in one of the terms to indicate that any variation of that term is acceptable e g deduct deduction deductible deductibility etc However a document containing this relationship should be excluded if it also contains the phrase income tax partner deduct p excise tax income tax 92 USING SEARCH CONNECTORS Wildcard Characters Wildcard characters act as placeholders that can represent a single character multiple characters or an entire word When you attach a wildcard to your search terms Checkpoint retrieves documents that contain either the keywords themselves or variations of your keywords as determined by the type of wildcard you use See Using Wildcards for examples Phrases When searching using a phrase the phrase should be surrounded with quotation marks If the phrase has common words in it e g of as a the a pound sign should be put in front of them So software as a service Connector Precedence Rules When a keyword search contains more than one type of connector precedence rules affect which documents are retrieved by the search PRE PRE S PRE P Keyword connectors are processed according to a precedence sequence in S IP amp space which OR has the highest precedence and t
255. pears 8 You can click Open to open the document or Save to save the document to your local computer 9 Close the dialog box 209 PRINTING AND EXPORTING MULTIPLE DOCUMENTS 210 PRINTING COPYING OR E MAILING SELECTED DOCUMENT TEXT Printing Copying or E mailing Selected Document Text You can open documents from the Search Results screen Table of Contents screen or Folders screen When you open a document Checkpoint displays the document in the Document screen The Document screen displays the complete text of a document along with tools to navigate the document open related documents navigate search results export and save You can select document text to print copy or send in an e mail using the document tools icons at the top of the Document screen BBeEB BBAw AR KRS Note You can hover your mouse pointer over the document tools icons to view labels To print selected text 1 Select the text you want to print from the Document screen The Selected Text Option drop down list from the document tools automatically opens 2 Click Print Selected Text from the drop down menu The selected text appears in a separate window with a source and document citation The browser s Print dialog box also opens 3 On the browser s Print dialog box click Print To copy selected text 1 Select the text you want to copy from the Document screen The Selected Text Option drop down list from the document tools automat
256. pears only on Checkpoint Catalyst documents at the topic level view not subtopic After exploring a topic by clicking Show More to expand the sub topics you can return the topic to its original form by clicking the Refresh icon This closes the open sub topics and returns them to their original condensed state 180 VIEWING CHECKPOINT CATALYST SEARCH RESULTS Viewing Checkpoint Catalyst Search Results The general features and functions of the Search Result screen apply to all searches including the Checkpoint Catalyst sources Here are some features you will see in the Checkpoint Catalyst search results e f you perform a search of the Catalyst Library from the Table of Contents screen Checkpoint displays in the results on the Search Results screen with the Table of Contents view as the default e If you click Display Levels 2 at the top of the results Checkpoint expands to show all topics If you click Display Level 3 Checkpoint expands to show all topics and their subtopics e Youcan click atopic title on the Table of Content to open the entire topic including all subtopics When you open a full topic all subtopics are collapsed and only the synopsis for each subtopic is displayed e After exploring at the full topic level and expanding the subtopics if you would like to return the full topic to its original condensed form click the Refresh icon Sin the document tools e When you open a subtopic document dir
257. plate enter the citation number or case name you want to find Click Search A specific citation will return a link to a specific document A court name search may return several documents Click the document name to view contents Note Depending on the jurisdiction selected there may be optional fields for narrowing your search results 138 SEARCHING STATE TAX TYPE DOCUMENT TYPE Searching State Tax Type Document Type To search by state tax document type 1 Click Search on the menu bar 2 Select the State amp Local practice area 3 On the left navigation bar select State amp Local Tax Reporters 4 Select the check box for the state you want to search 5 Click Next The state name and search options appear in the left navigation bar The Search by tax type document type and keyword template for the selected state appears on the right 6 Select the check boxes for the Tax Types and Document Types you want to include in your search Note Hover over any of the Tax Type and Document Type check boxes when searching within a single state to view specific information for the state selected This feature is not available for searches within multiple states 7 Optionally enter terms to define your search in the Keywords field or select the for more advanced search features 8 Click Search to view results Note Each search result is labeled with the document type Explanations Annotations Form Instructions St
258. point using the Export Quick Links feature Click Browse next to the Upload file field In the Choose File to Upload dialog box select the file to import and click Open The file to import appears in the Upload file field Select either Replace or Merge Note Merge adds imported quick links to your existing list while Replace overwrites existing quick links with the imported list Click Import The confirmation screen lists the files to be imported along with a warning message about replacing or merging your existing quick links Click Confirm to complete the import 60 ACCOUNTING AUDIT amp CORPORATE FINANCE SOURCES Accounting Audit amp Corporate Finance Sources A PDF portable document format listing of the available Accounting Audit amp Corporate Finance sources is available when you click this link You must have Adobe Acrobat Reader installed on your computer to view and print the source listing Acrobat Reader is distributed by Adobe Corporation You can download the latest version from the Adobe Web Site at http get adobe com reader To view or print the source listing 1 Click this link The Acrobat Reader launches and displays the source listing 2 Onthe File menu in Acrobat Reader the toolbar displayed directly above the source listing click Print Alert You must use the print function in Acrobat Reader 61 ESTATE PLANNING SOURCES Estate Planning Sources A PDF portable document for
259. pop up window you can select an existing folder or create a new folder for the item to be moved e Foran existing folder select the destination folder and click Move e To create a new folder select the level where you want the new folder to be and then click Create Folder Enter the name of the new folder and then click Create Now click Move to move the selected item to the new folder 110 DELETING SAVED SEARCHES AND DOCUMENTS Deleting Saved Searches and Documents You can delete searches and documents you have saved from a folder when they are no longer required To delete a saved search or document 1 Onthe top toolbar click Folders 2 On the left navigation bar select the folder containing the item you want to delete 3 Select the check box for the item to be deleted 4 Click the Delete icon from the document tools 5 At the prompt click OK to confirm your action 111 USING SAVED DOCUMENTS Using Saved Documents Once you have saved a document in any of your document folders you can retrieve it at any time or you can delete it when you no longer need it Note You can print or export documents stored in your document folders You can also flag a document and add notes to a document 112 E MAIL NOTIFICATION OF SEARCH E mail Notification of Search When you schedule a search to run you have the option of receiving e mail notification when new results of a search you scheduled are reported Y
260. quick links 1 N A On the menu bar click Home The Home screen appears In the My Quick Links pane click the Edit link On the Edit My Quick Links screen in the left navigation bar click Export Links Note The export will include only those links with selected check boxes On the Export dialog box click Export Note The export will include only those links with selected check boxes Click Save On the Save As dialog box select the folder where you want to save the file In the Save as type drop down list click HTML Document Click Save 57 MODIFYING My QUICK LINKS Modifying My Quick Links The My Quick Links pane on the Home screen contains links to specific Checkpoint content You can customize the My Quick Links pane by adding renaming moving and deleting links To modify My Quick Links f Click the Home menu The Home screen appears In the My Quick Links pane click the Edit link The Edit My Quick Links screen appears with Add Links as the default view In the Select Quick Links From drop down list select the Checkpoint area where the links you want to add are located Note The Site Map option lets you select from any Checkpoint area Click the symbol to expand the nodes if necessary and select the check boxes for the links you want to add Click Save to save the new links to the My Quick Links pane Note Quick links can also be added using the Quick Link icon from anywh
261. r 68 INTRODUCTION TO SEARCHING Introduction to Searching Conducting research is one of Checkpoint s primary activities The goal is to find the information you need from Checkpoint s taxation and financial sources as quickly and efficiently as possible You will find searching features available in several locations in Checkpoint including e Search screen e Home screen e Table of Contents screen e Site Navigator feature on the menu bar Search Screen The primary screen for searching in Checkpoint is the Search screen When you log in to Checkpoint the Home screen is the default If you want to make your Search screen the default you can do so in General Settings To access the Search screen from any other screen in Checkpoint click Search in the menu bar On the Search screen you can use several methods for performing searches of Checkpoint s sources Submit the words or phrases that best describe your research topic using Keyword search either an Intuitive search or Terms amp Connectors method You can also use the Thesaurus Query Tool for advanced search functions Find by Citation Locate a specific law ruling or case by typing its citation Data Range search Locate Federal rulings or cases in a specified date range Legislation search Search for current or prior legislation by topic year code or section WG8L Tax Dictiona Search for definitions and explanations in a reference guide to key taxation wee a
262. r b Click News c Click News Service d Click the News amp Insight radio box e Click Save and close Note Depending on your subscription options you may not have access to all of these news sources 298 News News FLASH News News Flash When there is a new piece of important news available in your News content the Home screen displays a News Flash link under Today s Headlines Click the link to view the item To access the news flash from the News menu 1 Click the News menu 2 Navigate to the newsletter content that has the News Flash available by selecting the newsletter you want from News Service drop down list If the newsletter has a News Flash available a link and icon appear in the left navigation bar 3 Click the News Flash link to display the content Note You must have the News Flash option selected for a specified newsletter or news service to see News Flash updates Set up the News Flash in the News E mail Display area of the Options screen 299 RIA DAILY UPDATES RIA Daily Updates Use the News feature to explore summaries of Checkpoint s published news items If an article grabs your attention you can access its full text with a click of your mouse To access the RIA Daily Update 1 Click the News menu RIA Daily Updates is the default view when you open the News menu However if you have changed the default on the Options screen or have selected another news service during thi
263. r categorizing the documents or searches you save You can create up to 250 folders in which you can save a maximum of 1000 searches and documents Checkpoint supports the creation of folders within folders up to six levels of nested folders To create a folder 1 On the top toolbar click Folders The Folders screen appears On the left navigation bar click the Create Folder icon On the Create Folder window enter a folder name Select All Folders to make the new folder a level 1 folder or select a parent folder to nest the new folder under Click Create The new folder is added to the Folders screen To create nested folders 1 2 To make multiple level folders on the Folders screen select a level 1 folder and click the Create Folder icon Enter the new folder name and click Create Repeat step 1 until you have as many nested folders as you want up to six levels 219 DELETING FOLDERS Deleting Folders 1 On the top toolbar click Folders The Folders screen appears 2 Select the folder from the list of All Folders that you want to delete Note Deleting a folder also deletes all documents and subfolders in the folder 3 Onthe left navigation bar click the Delete Folder icon Note You may need to scroll up to see folder options 4 Onthe Confirm dialog box click OK 220 MoviNG DOCUMENTS BETWEEN FOLDERS Moving Documents Between Folders Checkpoint supports drag and drop function
264. r layout and functionality Eventually all of these templates will be converted to use the HotDocs interface and features detailed above If you are using an older Document Assembly template the following buttons appear at the top of the template Lets you save the information you have entered in the document At a later time you can use your input or answers as a starting point when you use the document again in the future This information is saved in a Checkpoint folder Save Answers You must provide the name of the folder that will store your answers and you must assign a name to the answers being stored Optionally you can include a note to be stored with the saved answers Lets you retrieve a saved document At a point in the future when you use the same document you may be able to save time in completing the data entry by reusing saved answers Checkpoint lists all saved answer items stored in Get Answers Folders Select the one you want to use All of the data entry fields will now be repopulated with the information you previously entered and saved You can complete the template by reviewing each field and making any necessary updates Displays the document in its current state in one of several formats with your input highlighted in green Any fields that have not been completed are highlighted in yellow Assemble Prepares the document in its completed state in one of several available formats including HTML Microsoft Word PDF
265. r more tax types and document types Optionally enter terms to describe your search in the Keywords field Click Search The Search Results screen appears with a default view of either All Documents Source List or Table of Contents You can toggle between these views by clicking the appropriate link To further define search results the Source List and Table of Contents views let you choose View Hits Only or View All Results in the document tools The Table of Contents format also has Display Level options 1 2 3 that let you expand or collapse the folders shown You can manage default settings in the Search Display section of the screen 131 SEARCHING A SINGLE STATE Searching a Single State If you subscribe to a single state for example CA in the State amp Local practice area the search template for the state to which you subscribe provides you with a number of search options This template is also available for who select only one state on the Search RIA State and Local Tax Reporters screen You can search a state in the following ways Note The State Search template for each search is specific to your subscribed state though the basic design and navigational features for all the state templates are the same 132 SEARCHING STATE CASES BY COURT AND DATE Searching State Cases by Court and Date To search state cases by court and date 1 Click Search on the menu bar 2 Select the State amp Local practice
266. r select the Thesaurus Query Tool for more advanced search features Click Search to view results 271 PPC s DAILY UPDATE HAREA EL PPC s Daily Update is your source for the latest tax and A amp A news and developments from PPC s Five Minute Tax Briefing To access PPC s Daily Update 1 Click the News menu 2 Select PPC s Daily Update from the News Service drop down list The Five Minute Tax Briefing appears You can use the document tools to manage the document 3 Click a reference link within the Five Minute Tax Briefing to view the complete reference content e Use the document tools to manage the document e Use the top line links availability depends on the document to view related documents or track new citations to the document 4 From the open document click Maximize to display the document navigation features You can navigate to other documents in several ways e Atthe top right of the screen use the Navigate by Contents forward and reverse arrows to advance to the next document or return to the previous document e If documents are listed on the left navigation bar you can select the document title to view its content Note When you open a document the left navigation bar changes to a Contents drill down list and links to the current and other documents in the report section you opened Note You may see Hidden Documents on the Contents tab The tab is designed to list the currently displayed docum
267. ragraph The numeral 5 would specify issue 10315 01 5 as an Annotation CHECKPOINT E iD 41011 Exceange of property tett tor productes use of ereestrmat 3 fF E Commitee Reports ter Code Sec 1808 BS COMED 10 998 009 Adewance of Section 10 1 for exchanges MASO Corian reiteat ON PESONA oF AGIN Compete Tock Pineriand sabam Rarvest mre Horticetturp Act of 2088 110 248 06272008 COME F159 01 Cence Cat Oppo ty Zate Act of 2005 126 195 127N20ES D SS COP pIa SILDI dee bind exchange rites for parnosal property weed breeteoutecte ih U S Taxpayer Hetet Act of 1997 105 34 s sor 10 319 000 Corerveter gt COMREP F109 98 003 Fackanges betveen related parties OORA Y 101 508 THRO os 3 F E Exptseasons tor Cote Sec 1001 BC EXP 910314 Tas few eechaeges of ie M d p DS Ger 910 316 01 rote ce bows of esimest bro Pequiremerst fot property rebequisted oF received as replacement property iz 3 10 364 0t Opinan 10 313 01 Annotation ity asit tet productive wae or ereestinent A S EXP 910 314 62 Like kmi property for parpeses of Code Ser 101 ts ier Gee dnd mthnge nies ID E Ex 10 514 65 Exchanges considered tao ane amp ber 10 314 06 Exchanges cot cossienred thn ane D Gp ERP 10 314 05 Comrrering inetpinte property to ebgibte property if LT Ansotations for Code Sec 1031 W OT amp 1051501 txchasge cutee WT OF PIR ee Lee ned propery Code Sequenced Smart Paragraph N
268. rary is organized into categories containing topics essential for tax practice Each topic includes a self contained topical discussion with the following features e About the Author s e Introduction e Quick Look topic number 000 such as 102 000 e Background topic number 050 such as 102 050 e Subtopics topic number 100 such as 102 100 If a topic includes state coverage the paragraph number begins with the topic number followed by 1000 such as 102 1000 Individual state subtopics are identified with the two letter state abbreviation following the topic number Such as 102CA 1000 You can open the full topic which contains all related sub topics or open individual sub topics in their own 101 PERFORMING A CHECKPOINT CATALYST SEARCH Performing a Checkpoint Catalyst Search You can perform a search of Checkpoint Catalyst sources from the Catalyst Library on the Table of Contents screen or from the Editorial Materials section of the Search screen To perform a Checkpoint Catalyst search from Table of Contents 1 oO a FF Q 10 11 On the menu bar click the Table of Contents menu The Table of Contents screen appears You can either select the check box next to the Catalyst Library to search the whole library or expand the Catalyst Library and select specific categories Enter your search terms in the Keywords field Select either the Intuitive Search or Terms amp Connectors method to per
269. rch Click Thesaurus Query Tool if you want to use more advanced keyword search features a FF Oo N Click Search to launch your search 155 SEARCHING AICPA TECHNICAL PRACTICE AIDS Searching AICPA Technical Practice Aids Use the Search AICPA Technical Practice Aids template to conduct a keyword search within selected AICPA sources You can access the Search AICPA Technical Practice Aids template from either the Home screen or the Search screen To access the template from the Home screen 1 Select Accounting amp Auditing from the Current View drop down list 2 Click AICPA Technical Practice Aids in the Search Tools pane To access the template from the Search screen 1 Select Accting Audit amp Corp Finance from the Practice Area drop down list 2 Click the Search Other FRM Products link on the left navigation bar 3 Click AICPA Tech Practice Aids on the left navigation bar To use the Search AICPA Technical Practice Aids template 1 Inthe Search AICPA Technical Practice Aids template select one or more document types that you want to include in your search Enter search keywords in the Keywords field Select either the Intuitive Search or Terms amp Connectors method to perform the search Click Thesaurus Query Tool if you want to use more advanced keyword search features a FF Oo N Click Search to launch your search 156 USING THE FEDERAL ACCOUNTING STANDARDS ADVISORY BOARD FASAB SEARCH Usin
270. rd and citation searches within selected IASB sources You can access the IASB Advanced Search template from the Home screen or from the Search screen To access the template from the Home screen 1 Select Accounting amp Auditing from the Current View drop down list 2 Click IASB Advanced Search in the Search Tools pane To access the template from the Search screen 1 Select Accting Audit amp Corp Finance from the Practice Area drop down list 2 Click Search Other FRM Products on the left navigation bar 3 Click IASB Advanced Search on the left navigation bar To use the IASB Advanced Search template 1 Select the document types you want to include in your search 2 Click Next 3 Enter your search criteria in the form of keywords or citation number or both If you want to include keywords enter search keywords in the Keywords field Select either the Intuitive Search or Terms amp Connectors method to perform the search Click Thesaurus Query Tool if you want to use more advanced keyword search features Enter a citation number in the Citation Number field Click Examples to see citation number format examples 4 Optionally you can specify From and To dates in the Date Range section This will limit the search to the specified time period 5 Click Search to launch your search 158 USING THE PCAOB ADVANCED SEARCH TEMPLATE Using the PCAOB Advanced Search Template Use the PCAOB Advanced Search template to conduct ke
271. rds 000 2 e eee eeeeeeeeeees 155 Searching AICPA Technical Practice Aids _ 00000022 c ccc cece ccc ccc ccc cece cece ee eeees 156 Using the Federal Accounting Standards Advisory Board FASAB Search 0 2 157 Using the IASB Advanced Search Template 0000 000000 e cece eeeeeees 158 Using the PCAOB Advanced Search Template 2000000 e ee eeeeeeee 159 About International Trade Library 0 00 0000 cece cece e cece ee eeeeeeeeeeeeees 160 Harmonized Tariff Schedule of US HTSUS 0 000000 e eee 161 Viewing and Navigating Search Results 00000 000 cece cece eeeeeeeeeees 164 Features Available on Every View 0 0c cece eee eee cece cece cece ee eeeeeeecececceceeseeeees 164 Features Available Depending on the View Selected 00 0000 e cece eeeeeeees 165 Understanding Source List View on Search Results _ 0 00222222 c cece eee cece cece cece e cece eee 168 Understanding the Document Screen 2 0 0 22 2 e cece cece ccc cee ceeeeeeeees 169 AN OXT PANS fecal tSe a Set SPEIER BN NB tts tat St OAS LUE AEA GOR EUS Sele se eh tee 3 169 Context Panel tn snss sete caste th ie 688 Ate IR Nl Be SSSA TSE SORE Tal a BEE A EAN S28 170 Understanding Table of Contents View on Search Results 00 00000 000222 e eee eee ee 173 Understanding All Documents View on Search Results 0 eee eee eee eee 174
272. rds field Select either the Intuitive Search or Terms amp Connectors method to perform the search Click Search to view results From the search results select the link to view a document 123 SEARCHING U S TAX TREATIES IN THE INTERNATIONAL PRACTICE AREA Searching U S Tax Treaties in the International Practice Area Checkpoint s International Search template helps researchers find U S tax treaty information by country treaty type document type and other optional treaty identifiers To search U S Tax Treaties 1 Click Search on the menu bar Select the International practice area On the left navigation bar select Search U S Tax Treaties Select one or more countries Select one or more treaty types Click Next Optionally enter terms to define your search in the Keywords field Select either the Intuitive Search or Terms amp Connectors method to perform the search o oN OP Oo FF CO N Select document types and optionally supporting documents and editorial explanations gt Click Search to view results 124 SEARCHING RIA WORLDWIDE TAX amp COMMERCIAL LAW Searching RIA Worldwide Tax amp Commercial Law Use the Search RIA Worldwide Tax amp Commercial Law template to search by keywords within specific worldwide tax law regions To search worldwide Tax amp Commercial Law 1 Click Search on the menu bar Select the International practice area On the left navigation bar select Searc
273. refine your search by requiring or excluding words from the search phrase e Click the Require check box next to any term you want to require in the query e Click the Exclude check box next to any term you want to exclude from the query Click OK to accept the changes you made to your search The Thesaurus Query Tool dialog box closes and Checkpoint returns to the Search screen where your revised search query appears in the Keywords field Click Search to start your search and view the results To use the Spell Checker The Thesaurus Query Tool also includes a Spell Checker to check for spelling errors in your Checkpoint searches For the following procedure assume that you have already entered your keywords on the Search screen and clicked the Thesaurus Query Tool link 1 2 3 In the Thesaurus Query Tool dialog box click the Spelling link Make sure any search terms you want to spell check are entered in the Current Query pane Click Check Again to run the spell check If Checkpoint recognizes a spelling error it lists the word in question in the Select Term pane Alternate spelling suggestions are displayed in the Select Alternative pane Click the correct word in the Select Alternative pane The Thesaurus automatically updates the Current Query pane with the correct spelling 99 USING THE WG amp L TAX DICTIONARY Using the WG amp L Tax Dictionary The WG amp L Tax Dictionary is an authoritative reference guide
274. rnational jurisdictions in three steps 1 Select one or more chart types 2 Select one or more jurisdictions 3 Click Create the Chart The resultant chart can be displayed in separate charts for each chart type in a combined view with chart types as column headings or in a combined view with jurisdictions as column headings IBFD Key Features The IBFD Key Features Create a Chart tools compare tax information between jurisdictions A separate tool is provided for countries international states or provinces and US states Each of the three IBFD Key Features Create a Chart tools compares tax information between jurisdictions in three steps 1 Select one or more chart types 2 Select one or more jurisdiction 3 Click Create the Chart The resultant chart can be displayed in separate charts for each chart type in a combined view with chart types as column headings or in a combined view with jurisdictions as column headings IBFD Interest amp Penalties The IBFD Interest amp Penalties Create a Chart tool compares interest and penalties for tax law violations between international jurisdictions in three steps 1 Select one or more chart types 2 Select one or more jurisdictions 3 Click Create the Chart The resultant chart can be displayed in separate charts for each chart type in a combined view with chart types as column headings or in a combined view with jurisdictions as column headings SECPlus The SECPlu
275. ronyms searches retrieve both the expanded name and its acronym Some examples include Net Operating Loss NOL Generally Accepted Accounting Principles GAAP and Financial Accounting Standards Board FASB Codes or regulations with parentheses Perform a Keyword Search by typing the code section or regulation citation in the Keywords field using quotation marks for example 381 c 4 or use Citation Search to find the Code section Statute or Regulations Number Alert When full text searching from the Keywords field remember to include quotation marks around the citation if it uses parentheses for example 381 c 4 DO NOT use quotes when using a Citation Search template 312 USING THE HOME SCREEN Using the Home Screen Checkpoint s Home screen provides quick links to Checkpoint tools and documents access to current news of interest to Checkpoint subscribers updates related to Checkpoint features and content and easy access to training and support You can change the content and customize the features as needed CHECKPOINT OEE e s SEARCH TABLE OF CONTENTS G ooLs LEARNING sce savions aa Current View Standard p Y MY QUICK LINKS Q Y QUICK SEARCH Q gt TRACKIT row ounting Audit amp Corporate Finance Indexes Keywords AAA 8 inune Search Terms amp Connectors S Scheduled Search Results Choose Source Set Code Sections In My Folder pending next run 11 24 2014 Find Federal IRS Pubs amp Other Tax
276. rough the document or selecting a tool from the Tools tab in the Context Panel e f auser subscribes to Checkpoint Catalyst but does not subscribe to the primary source materials reference within a Checkpoint Catalyst document the document will be displayed in a preview window with limited functionality 181 VIEWING CHECKPOINT CATALYST SEARCH RESULTS e lf you choose to print export or email a Checkpoint Catalyst topic document you will see a pop up message that states that the topic may be large and asks you to confirm your choice to continue e Forsome documents a Catalyst link appears in the top line links across the top of the document 182 VIEWING INTERNATIONAL TRADE LIBRARY DOCUMENTS The Harmonized Tariff Schedule of the United States HTSUS is published by the U S International Trade Commission It contains all provisions enacted by Congress or proclaimed by the President and includes Viewing International Trade Library Documents article descriptions tariff rates and special tariff programs Click to see an example of Checkpoint Table of Contents search results for an HTSUS chapter CHECKPOINT Home Back to Search Reswits Chapter 2 Meat and edible meat offal Exgtanatory Notes WO0 sa R EK AACA amp Navigate by Keyword Chapter 2 Meat and edible meat offal 02 01 Meat of bovine animals fresh or chilled 0201 10 Carcasses and half carcasses 0201 20 Other cuts with bone in
277. round You can select the Show 102 PERFORMING A CHECKPOINT CATALYST SEARCH 12 13 More links beneath each subtopic to fully expand its contents Click Show Less as necessary to condense the subtopics The tabs in the Context Panel appear according to the document content Not all tabs appear with all document Click the tabs as needed to continue your review of contents featured developments search results recommended documents learning links and tools After exploring and expanding the subtopics if you would like to return the topic to its original condensed form click the Refresh icon Sin the document tools 103 SAVING OR SCHEDULING A SEARCH Saving or Scheduling a Search You may want to run certain searches again in the future Checkpoint lets you save searches in folders and run them again at any time You can store up to a maximum of 1000 searches Note Checkpoint allows you to save a maximum of a 1000 documents and searches combined For complex searches that you have constructed re executing a saved search can save you time because your search criteria are already defined The Save Schedule Search feature saves your search parameters search terms and target sources so you can re execute the search whenever you like You can also save individual documents from the results of your search You can access the Save Schedule Search link from the Search Results screen At the Save or Schedule Sear
278. rovides a means to help you link these two resources so you can make a comparison To view a Search screen source in the Table of Contents hierarchy 1 On the Search screen hover your mouse pointer over a source Checkpoint displays the K icon at the end of the source name 2 Click the icon Checkpoint displays a Table of Contents preview window showing the location of the source within the TOC hierarchy Note If you click the Maximize button in the upper right of the preview window Checkpoint takes you to the Table of Contents screen displaying the same information 3 When you are finished reviewing the preview window click the X in the upper right corner to close it For a complete discussion of source selection see Understanding the Source Selection Screen 89 CREATING AND SAVING A CUSTOMIZED SOURCE SET Creating and Saving a Customized Source Set Generally your searches are confined to a specific practice area such as Federal When selected the practice area displays predefined source sets such as Editorial Materials Federal Tax Coordinator Tax Desk IRS Publications or Primary Source Material and one or more of these will be the focus of your search You can also search across practice areas For example depending on your subscription you can select source sets from both the Federal and State amp Local practice areas for the same search To do this you create a customized source set To create and save
279. s The Interactive Checklist interface is divided into two panes The Checklist Interview Outline pane left side contains an outline view of the checklist template You can use the outline to navigate to a different checklist section by clicking any of the displayed titles The Checklist Interview pane right side contains the interview questions and additional content Answer the guided questions to progress through the interview Some other features to note e A selected answer can be removed by clicking on the gray x that appears to the right of answered questions e Below certain interview questions there may be Help buttons Notes Tips Cautions etc that contain important relevant guidance When these buttons are clicked the additional guidance will display below the interview question and answer fields In certain circumstances you will be presented the option to include this guidance in the assembled checklist e Use the navigation toolbar at the bottom of the interview pane to move forwards and backwards through the checklist interview e Click Finish to view the collected interview answers and generate an assembled checklist containing the interview results e A series of three asterisks displays in any unanswered Checklist fields when exporting and or printing Customers can print a blank Checklist without these asterisks by exporting to RTF then performing a search and replace of the asterisks through MS Word The to
280. s e Topic Printing Cross Reference Use the Cross Reference tool to find the portion of FASB Codification that contains a standard or to identify the standards that make up a portion of the codification You can access Cross Reference from either the Tools screen or the Search screen To access Cross Reference from the Tools screen 1 Click FASB Codification on the left navigation bar 2 Click Cross Reference on the left navigation bar To access Cross Reference from the Search screen 1 Click Accting Audit amp Corp Finance on the Practice Area drop down list 2 Click FASB Cross Reference in the Go To section of the left navigation bar To determine where an original standard or portion of a standard is located within the codification 1 Inthe By Standard section select a standard type from the Type drop down list 2 Select the standard number from the Number drop down list The listed options are specific to the standard type you selected 3 Enter a paragraph number optional step 4 Click Submit to view a report that shows you all locations in the codification where that standard has been codified To identify the standards that make up a specific portion of the codification 1 Inthe By Codification section enter the codification topic number in the Topic field 2 Enter a subtopic number in the Subtopic field optional step 3 Enter a section number in the Section field optional step 4 Enter a paragraph number i
281. s Scheduled Searches Displays any scheduled search results If you have set up scheduled searches you can click the link to open the search results Provides a keyword search field that lets you enter key terms to define your search You can also create and save source sets that let you search across practice areas in the same search 51 USING THE HOME MENU AND HOME SCREEN Using the Home Menu and Home Screen You click Home in the menu bar to access your Home screen in Checkpoint The Home screen provides a central location for reviewing new law alerts tax news headlines and the latest scheduled search results You can see what new features and content have been added to your subscription as well as alerts to important news flashes Sometimes Home in the menu bar includes additional words or symbols to alert you to new content The following table lists the words and symbols associated with the Home menu and Home screen The Home menu displays the word NEW when new content for your subscription has been added to the Home screen If you log in to Checkpoint using a normal login from the login screen and there are new items in your subscription Checkpoint automatically takes you to the Home screen where you see the new content The flash symbol on the Home menu indicates that there are new news flashes available for you to review in the Today s Headlines pane on the Home screen Note You must have the News Flash option o
282. s Display the next level of content for each source by clicking the symbol or the source title View all results is the default in the Table of Contents view With this view searched sources in which no keywords are displayed To view only searched sources that include the keywords select the View hits only icon Click the number of the Table of Contents level you want to view Level 1 displays only the high level Table of Contents source titles Level 2 opens each source to the next content level Level 3 opens sources to one further level Change the Search Results view to All Documents to list all documents in which your search found keywords Change the view to Source List to list all sources in which your search found keywords Modify your keywords and click Search to submit the new search Click Save Schedule Search to preserve your search criteria and optionally run the search automatically on a periodic schedule oO how Me Related Training Support n 319 USING THE SEARCH RESULTS SOURCE DOCUMENTS SCREEN Using the Search Results Source Documents Screen When you select a source in the Source List view of the Search Results screen the screen displays all documents found in the selected source From this screen you can open a document change the view modify your keywords and resubmit the search or select documents to print export or save SS HISTORY i FOLDERS FLAGGED 0 M notes Mt options
283. s Source List or Use Last method The All Documents view shows the following e The first 50 documents that contain your keywords Click View More at the bottom of the page to display the next 50 documents e Title of documents that contain your keywords followed by the first instance of keywords highlighted in yellow in the document surrounded by the 25 words that immediately precede and follow the keywords to give you an idea of the context Show Words Around Hits is the default setting that enables this feature If you want to disable the feature you can click the Hide Words Around Hits icon in the document tools or you can change the setting in the Search Display area of the Options screen Click the document title to view the document contents e The source for each document identified in green text under each document title When you click the source the All Documents view is filtered to display only the documents within that source A new label Filtered By Source Title is added at the top of the document list This source title has an X next to it which you can click to delete the filter and return to the full All Documents view e Anote icon to the right of a document indicates there is one or more notes or highlights in the document You can click the icon to view a pop up window containing the notes and highlights e Acheck box before each document that allows you to select one or more documents and then use document
284. s e List of employees in the prohibited groups such as Key HCE etc e Recommendations for passing certain tests that fail 260 USING PPC INSTALL UPDATE Using PPC Install Update The PPC Install Update tool lets you install and update Checkpoint Tools for PPC aset of PPC process and workflow tools that use Microsoft Word and Excel The PPC Install U pdate tool resides on the Tools screen and is accessible from most of the practice areas on the Search screen Checkpoint Tools for PPC include the following PPC s Practice Aids Editable Microsoft Word and Excel versions of all of the practice aids in the related PPC Guide about 100 documents for each title Innovative tools that bring advanced functionality to your licensed PPC s PPC s SMART Practice Practice Aids products You can use SMART Practice Aids to automate Aids significant audit processes including risk assessment internal control disclosure IFRS disclosure single audit and field work Additional workpapers not available in the PPC Guides or Tax Deskbooks PPC s Workpapers The Excel based templates have advanced diagnostics dynamically changing content and more automation Excel versions of PPC s Disclosure Checklists linked to Word based examples for each required disclosure Hundreds of example disclosures are included PPC s Interactive Disclosure Libraries Word based application that covers all common audit attest compilation r
285. s Checkpoint session you can follow the next step to access RIA Daily Updates 2 Onthe left navigation bar select RIA Daily Updates from the News Service drop down list The current RIA Daily Update appears You can use the document tools to manage the document 3 Select a Date from the drop down list if you want to see something other than the current date 4 On the left navigation bar several features let you navigate this and other documents Links to sections in the current report Newsletter Library link lets you access other newsletters that are part of your subscription Search RIA Newsletters link lets you search some or all RIA newsletters by date range and keywords State Legislative Highlights link lets you search for Legislative Highlights of states and tax types you are interested in by date range State Proposed Legislation link lets you search for current year State Proposed Legislation of states you are interested in by states date range and status WG amp L Tax Journals link lets you access WG amp L Tax Journals that are part of your subscription 5 Onthe RIA Tax Watch list at right click the document title at the beginning of each summary or the links within a summary to view the complete text Use the document tools to manage the open document Use the top line links availability depends on the document to view related documents or track new citations to the document 6 From the open document
286. s Financial Fundamentals Create a Chart tool compares financial statement information between companies in five steps 1 Select a company group or provide one or more company names or ticker symbols 2 Select a reporting period and time frame 3 Select a financial statement 22442 USING CREATE A CHART 4 5 Select one or more financial statement components Click Create the Chart The resultant chart can be displayed either with financial statement components as column headings or with company names as column headings You can switch between the two displays by clicking Flip Axis Standards Tracker The Standards Tracker Create a C hart tool compares standards documentation between selected issuing bodies AICPA COSO FASB GASB IASB PCAOB or SEC in seven steps 1 2 3 4 5 6 7 Specify whether or not to include guidance and related materials in the chart results Select the date range in which activity was issued optional step Select one or more issuing bodies Select the status of standards to be included in the chart Select an SEC form that is affected by the standards to be included in the chart or choose All Forms Enter keywords in the Keywords field optional step Click Create the Chart The resultant chart can be sorted by column heading Each standards document listed in the chart can be expanded to show summary information 242 USING CREDITS amp INCENTIVES Using Credits amp In
287. s and features for navigating saving printing sharing exporting adding notes and flagging the content You can also highlight document text and save the highlighted text as a note as HISTORY MN FOLOERS FLAGGED 1 I NOTES BF OPTIONS HELP f SIGN OUT CHECKPOINT OTME TRACKING HOME ARC TABLE OF CONTENTS NEWS TOOLS LEARNING 9 Back to Search Results RIA 11 5110 0 15 20 25 or 28 maximum rates on net capital gain of noncorporate taxpayers general rules Federal Tax Coordinator Analysis RIA Q Contents aBa BACKAR 3O Navigate by seria asin Learning Search Results T 5110 0 15 20 25 or 28 maximum rates on net capital gain of noncorporate taxpayers general rules Q Links If a taxpayer has a net gapital gai the excess of net long term Capital gains over net short term losses subject to certain netting rules and increased by qualified dividend income as defined at J l 5115 et seq see J 1 5107 for a tax year the income tax imposed by Code Sec 1 on individuals estates and trusts see J A 1102 9 C 1003 and 9 C 7002 for that tax year can t exceed the sum of items A through F below 1 A a tax computed at the rates and in the same manner as if the Code Sec 1 h maximum capital gains rates hadn t been enacted on the greater of 2 1 taxable income reduced by the net capital gain 3 or 2 the lesser of a the amount of taxable income taxed at a rate below 25 4 or b
288. s designed to list the currently displayed document and its neighboring documents as they appear in the Table of Contents For example if you opened the 11th document in the list the Contents tab displays 10 Hidden Documents Your open 11th document follows at the top of the list so you do not have to scroll down to find it To access the 10 hidden documents click the Hidden Documents link e On the left navigation bar use the Contents list to go to any level on the drill down list Note Clicking in the drill down list takes you out of the News screen and into the Table of Contents screen Other ways you can view BNA International Tax Monitor information 284 BNA INTERNATIONAL TAX MONITOR e You can customize News E mail Display options so that you receive the BNA International Tax Monitor by e mail e Youcan search current and past issues from the Table of Contents menu 285 IBFD DAILY TAX NEWS SERVICE IBFD Daily Tax News Service Checkpoint s International Bureau of Fiscal Documentation IBFD Tax News Service provides updated news and articles about international tax treaties Current articles are listed by the countries involved To access IBFD Daily Tax News Service 1 2 Click the News menu On the left navigation bar select IBFD Tax News Service from the News Service drop down list The current issue of the IBFD Tax News Service appears on your screen You can use the document tools to m
289. s template 156 Search connectors 91 Search connectors examples 94 Search Other International Products 116 Search Results screen 164 All Documents view 174 Back to Search link 187 Source List view 168 Search Results tab 170 Search Selected SEC Filings template 152 154 Search tips 312 Code amp regulation subsection 308 Combining connectors amp proximity 309 Proximity search example 310 Search display options 37 Searching State Proposed Legislation 134 SECPlus 152 154 SECPlus chart 239 SECPlus Create Company Group Wizard 152 SECPlus Find Companies Wizard 154 SECPlus Manage Company Groups Wizard 153 Section symbols 80 Selected SEC filings 148 Set default view 164 Set your own preferences 25 Setting Checkpoint user options 25 Setting general options 30 346 TECHNICAL ACKNOWLEDGEMENTS Setting News options 31 Setting personal password options 35 Setting search display options 37 Setting single sign on options 40 Setting time tracking options 41 Setting up anewsletter RSS feed 42 Show full topic 181 Single Audit Compliance 265 Single sign on options 40 Site Navigator 69 85 Source List view 168 Source selection 86 89 Sources Account Audit amp Corporate Finance 61 Estate Planning 62 Federal 63 International 64 Payroll 65 Pension amp Benefits 65 State amp Local 66 Tax News Alert 67 Speedlink 274 Standards Tracker chart 239 State amp Local Reporter 201 State amp Local sources 66 State and Local chart 239
290. se other personalized Checkpoint services Your e mail address will never be distributed or shared without your permission If your subscription allows access to any newsletters you will be asked to define your newsletter preferences and subscribe to any available newsletters during Step 7 of the New User Setup process In addition your e mail address is used to notify you of new results from scheduled searches and to send a forgotten password You can edit your e mail address and password at any time in the Checkpoint Options screen To access your Personal Password options 1 Click Options on the top toolbar 2 From the Options window click Personal Password on the left navigation bar 3 Edit your personal information and password as needed 4 Click Save and Close 49 CHANGING YOUR SPEEDLINK PASSWORD Changing Your Speedlink Password 1 Right click the Speedlink taskbar icon 2 Click Preferences from the menu to access user preferences 3 Inthe Checkpoint Preferences dialog box enter the new password in the Password field Checkpoint Preferences User Name fjohnsmtn Password 4 Click the Save button to save the information or click Cancel to exit without saving 50 ABOUT THE HOME SCREEN About the Home Screen When you click Home on the menu bar Checkpoint displays a Home screen that is customizable for each user Here you can customize a wide range of search tools and content links
291. search found keywords Change the view to Table of Contents to see a list of the sources you selected for your keyword search in the order they appear in Checkpoint s Table of Contents and how many documents within each source contain the specified keywords Modify your keywords and click Search to submit the new search Click Save Schedule Search to preserve your search criteria and optionally run the search automatically on a periodic schedule O Show Me Related Training Support 317 USING THE SEARCH RESULTS SOURCE LIST SCREEN Using the Search Results Source List Screen The Source List view is the default view of the Search Results screen This view lists all of the sources you selected for your keyword search and indicates how many documents within each source contain the specified keywords The keywords are also displayed at the top in the search box From this screen you can drill down to find documents change the view or modify your keywords and resubmit the search SR HISTORY BB FOLDERS FLAGGED 0 W nores 2 options HELP T SIGN OUT g THOMSON REUTERS CHECKPOINT TIMETRACKING HOME SEARCH TABLE OF CONTENTS NEWS TOOLS LEARNING Back to Search capital gains 9 Save Schedule Search Search Results Related Courses All Documents Source List Table of Contents 9 a w ta E i Primary Source Materials Treasury Regulations RIA Final Temporary amp Proposed Tr
292. search terms will begin to automatically display beneath the search field This list will update as you continue typing to reflect terms matching your input The list is broken into two sections Previous Keywords and Suggested Keywords The Previous Keywords list displays matching terms from your personal search history while Suggested Keywords shows the most popular matching terms from all Checkpoint users Search AutoCompletion can be toggled on and off from the Search Display Options screen 72 PERFORMING A KEYWORD SEARCH Performing a Keyword Search You perform a keyword search using the Keywords field which is found on several screens in Checkpoint including the Search screen Home screen and Table of Contents screen To perform a keyword search on the Search screen 1 oN oO A On the menu bar click the Search menu The Search screen appears with the default view of Keyword Search On the left navigation bar click the Practice Area drop down list Select the practice area that you want to search Federal is the default The selected practice area displays its associated source sets on the right Your subscription determines which of these source sets you can access Note If you select the State amp Local practice area you will need to select the appropriate state s and click Next Select the check boxes next to the sources that are applicable for your search Note If you want to select an entire source set
293. sections in the current Alert e Go To links to previous issues and other reports 3 On the document pane at right click the title of a news article to view its content Use the document tools to manage the document 4 From the open document click Maximize to display the document navigation features You can navigate to other documents in several ways e Atthe top right of the screen use the Navigate by Contents forward and reverse arrows to advance to the next document or return to the previous document e If documents are listed on the left navigation bar you can select the document title to view its content To receive the AAEI International Trade Alert Newsletter in your E mail everyday 1 Goto Options and select News E mail Display from the left pane 2 Select AAEI International Trade News Alert from the News E mail Display drop down 3 Click and check the box next to AAEI International Trade News Alert in the main display screen 4 Select Save and Close 291 SABRIX VAT NEWS Sabrix VAT News Sabrix VAT News provides news and articles on the most recent Sabrix VAT update Current articles are listed by the countries involved To access Sabrix VAT News 1 Click the News menu 2 Onthe left navigation bar select Sabrix VAT News from the News Service drop down list The current issue of the Sabrix VAT News appears on your screen You can use the document tools to manage the document 3 On the left navigation bar
294. sults You can perform a Terms amp Connectors search from any screen that has a Keywords field In this example you will use the Search screen To search using Terms amp Connectors 1 Onthe menu bar click the Search menu The Search screen appears with Keywords search as the default view 2 Onthe left navigation bar select a practice area from the Practice Area drop down list 3 Select the appropriate check boxes from the source sets If you want to select an entire source set click the check box next to the source set name such as Editorial Materials 4 You can also select a custom source set from the Choose Sources from drop down list 5 Click the Terms amp Connectors option below the Keywords field 6 Type your search phrase in the Keywords field using terms and search connectors language Terms can be acomplete sentence phrase question or list of keywords up to 500 characters in length Note When you type more than one keyword in the Keywords field by default Checkpoint interprets this as implying the AND search operator It retrieves all documents that include at least one occurrence of each of the terms you typed For more information see Using Search Connectors and Using Search Examples 7 You can also click the Thesaurus Query Tool link to access these advanced search functions e Click Tools to access the select from previous keywords list that lets you choose one of the last 10 queries you have used
295. t Alert You must use the print function in Acrobat Reader Payroll A PDF portable document format listing of the available payroll area sources of the is available when you click this link You can view or print the document You must have Adobe Acrobat Reader installed on your computer to view and print the source listing Acrobat Reader is distributed free by Adobe Corporation You can download the latest version from the Adobe Web Site at http get adobe com reader To view or print the Payroll source listing 1 Click this link The Acrobat Reader launches and displays the source listing 2 Onthe File menu in Acrobat Reader the toolbar displayed directly above the source listing click Print Alert You cannot print the source listing using the Print command or the Print button in your browser 65 STATE amp LOCAL SOURCES State amp Local Sources A PDF portable document format listing of the available state amp local sources is available when you click this link You can view or print the document You must have Adobe Acrobat Reader installed on your computer to view and print the source listing Acrobat Reader is distributed free by Adobe Corporation You can download the latest version from the Adobe Web Site at http get adobe com reader To view or print the source listing 1 Click this link The Acrobat Reader launches and displays the source listing 2 Onthe File menu in Acrobat Reader the t
296. t evaluates logical NOT then logical OR and then amp logical AND Parentheses should be used whenever you combine search connectors for example using amp or search connectors for example using amp or 309 EXAMPLE PROXIMITY SEARCH Example Proximity Search Search for documents in which your keywords or phrase occurs within a certain proximity of another keyword or phrase To see an example click a situation below within one paragraph 50 words of in any order where equals number another word phrase in any order pre where equals number another word phrase Is another word phrase inany order Proximity Examples Within n words of another word phrase pre Searches for a word phrase that occurs within n number of words from another word phrase In any order Example disclosure exception 7 negligence penalty Finds documents containing the phrase disclosure exception within 7 words of the phrase negligence penalty regardless of their order In exact order Example depreciation deduction pre 6 straight line method Finds documents containing the phrase depreciation deduction within 6 words of the phrase straight line method in that exact order Within the same sentence s pre s Searches for a word phrase where it occurs within one sentence or 20 words of another word phrase In any order Example disclosure exception s negligence pen
297. t Contents 3 233 You can also click the number of hits directly to view a list of all Tax News documents without having to open any subfolders Catalyst Library 6 If you click the total number of documents next to the Checkpoint Federal Library 227 Contents or the number of documents next to any of the sources the documents are sorted and ranked by either Relevance or Table of Contents depending on your Sort by setting to your search criteria Gold stars next to each document title indicate the relative score for your search query with five gold stars being the most relevant Select this icon from the document tools if you want the Table of Contents search results to display only the sources that have hits Select this icon from the document tools if you want to show the 25 words that surround the keywords on the Table of Contents view on the Search Results screen The Action Menu is found next to folders and sub folders The Action Menu is a Checkpoint feature that lets you create a permanent link print export and email content in the Table of Contents Click the display number 1 2 or 3 to view the level of source folders Level 1 view displays the top level of folders Level 2 view expands the folders to display the first and second Display Level 1 pay level of folders Level 3 view expands the folders to display the first second and third level of folders 203 VIEWING A FLATTENED LIST OF HITS I
298. t of all document notes and folder notes that you have created Checkpoint displays entries for each note separately based on the time stamp For example if adocument has more than one note each note has a separate line entry The Notes screen has the following features Provides a quick and easy way to find notes that you have associated with documents folders searches or tools As you type keywords or phrases in the Note Finder field Note Finder Checkpoint displays matching notes from documents folders searches or tools that you have previously associated with those keywords or phrases Links are provided for previewing the document running the search or navigating to the associated folder When the number of notes exceeds the number allowed Multiple pages per page additional pages are added and page numbers are displayed that you can select lems pernag You can change the number of notes displayed on a page per pag The default view is 50 notes Sorts the list by title Sorts the list by date The default is to display the list of notes in reverse chronological order Long notes are truncated Click the more link to display the full note Displays highlighted content within any document Use the edit icon to edit a note Use the delete icon to remove a note from the Notes Delete list Displays the icons for the document that indicate whether the document has been flagged has a document note or has a folder not
299. t selection and entering any keywords optional or thesaurus terms optional you can either click Search to start the search or click Save to save a customized source set 86 UNDERSTANDING SOURCE SELECTION ON THE SEARCH SCREEN 87 USING THE FIND SOURCES TOOL Using the Find Sources Tool The Find Sources tool is a field on the Search screen that lets you easily find specific sources by typing a few letters or terms contained within the source Click here to see a graphic of the Find Sources field Find Sources Using the Find Sources tool to filter sources 1 On the Search screen click in the Find Sources field 2 Begin typing the letters or terms associated with the source or sources you want to find Checkpoint filters the sources based on what you type eliminating sources that do not match Note All previously selected sources remain visible on the Search screen regardless of the letters or terms you enter in the Find Sources field 3 Once you have filtered down your sources select the appropriate check boxes and click Search For a complete discussion of source selection see Understanding the Source Selection Screen LINKING FROM SOURCE SELECTION TO THE TABLE OF CONTENTS Linking from Source Selection to the Table of Contents When you are selecting sources on the Search screen you may need to know more information about where a source is found in the Table of Contents hierarchy Checkpoint p
300. t type from the Context Panel on the right You are directed to the State and Local create a chart feature 2 Select the chart type and click Next 3 Select the state or states you want to search 4 Click the Create the Chart button The chart results are displayed 192 ABOUT THE TABLE OF CONTENTS About the Table of Contents You can access the Table of Contents screen by clicking the Table of Contents menu on the menu bar from any screen in Checkpoint Note You can also click the Table of Contents view on the Search Results screen to see your search results in a Table of Contents hierarchy On the Table of Contents screen Browse is the default view but you can also access titles or search templates under Jump To The Browse view displays the Checkpoint Contents where you can you browse through contents in the same way you would scan the headings in a book s table of contents The Checkpoint Contents contains research materials sorted into expandable and collapsible folders of related information By expanding folders and their subfolders you can select specific entries to search for the documents that are most relevant to your needs You can also use the Display Level feature to expand all sources in those levels The screen displays a Keywords field where you can enter words or phrases to add to your search criteria You can also print multiple documents from the Table of Contents Note You can change document settings to d
301. taxable income reduced by the adjusted net capital gain 5 this is net capital gain not including qualified dividend income reduced but not below zero by unrecaptured section 1250 gain taxed at a maximum rate of 25 and by 28 rate gain and then increased by qualified dividend income see 1 I 5110 10 Within a document you can use the Context Panel on the right to take advantage of additional navigation and features The available tabs listed in the Context Panel will depend on the document displayed and how you arrived at that document by Keyword or Table of Contents Document tools include Print Export E mail Save Open in New Window Selected Text Option Show Permalinks Full Screen Document Display Options Flag this document and Add Note Use the Navigate by field and arrow buttons to advance to the next Best result or Document found by your search the next document listed in the Table of Contents or the next occurrence of a Keyword Keyword occurrences appear with yellow highlighting throughout the open document Use the top line and side line link buttons that appear across the top of a document or embedded within the document to link to related documents in the Links section of the Context Panel 322 USING THE TABLE OF CONTENTS SCREEN Using the Table of Contents Screen Checkpoint s Table of Contents screen accessed from Checkpoint s menu bar provides access to all of the sources available to you thr
302. te the authority 5 Develop conclusions and recommendations 6 Communicate the recommendations 306 SEARCH EXAMPLES Search Examples These detailed examples show how to use the search connectors available in Checkpoint e To narrow or expand your search use connectors e To search for word phrases within a certain number of words phrases from each other use proximity searches e To combine connectors and proximity searches and define their order use parentheses e To search for code or regulation subsections use parentheses 307 EXAMPLE CODE amp REGULATION SUBSECTION SEARCH Example Code amp Regulation Subsection Search To search for a code or regulations subsection use parentheses and quotes Example 401 a 1 Finds documents containing the code section 401 a 1 308 EXAMPLE COMBINING CONNECTORS amp PROXIMITY SEARCHES Example Combining Connectors amp Proximity Searches When combined connectors and proximity searches can be an important element in performing narrowly defined yet comprehensive searches Example partner deduct p excise tax not income tax Finds documents containing the phrase partner deduction or partner deductible and the phrase excise tax or excise taxes within a paragraph or 50 words of each other but not if the phrase income tax appears in the document Note When search connectors are used together in a search phrase Checkpoint firs
303. ters or an entire word When you attach a wildcard to your search terms Checkpoint retrieves documents that contain either the keywords or variations of the keywords as determined by the type of wildcard you use Example A search for the term termina W termination or terminations or terminal and so forth rs Connector asterisk question mark number sign The asterisk is a placeholder for 0 or more characters Placing the asterisk at the end of a word searches for a variety of endings The question mark variable replaces a single character in a search term The variable can appear anywhere within a search term except at the beginning It can also appear more than once within the same term The number sign at the beginning of a word disables equivalencies and plurals for the search term but it does not disable possessives The number sign must immediately precede the search term to be effective The hyphen allows variations of compound words retrieves documents that contain the terms terminate or Example deprecia Finds all words beginning with the letters deprecia such as depreciate depreciates depreciation and so forth Example hans n Finds hanson hansen Example s holder Finds stockholder shareholder Example damage Finds damage Does not find damages Example abe Finds abe abe s Does not find abes american bar endowment Example e mail
304. the AccuDraft DocsEngine screen click Continue 3 On the DOCSENGINE window type your login information in the Email and Password fields 4 Click Login Once logged in you are taken to the Document Main Console where your list of previously created documents and folders are displayed Creating a Document To create a new document 1 Click Create Document The create document type appears 2 Select the product you subscribe to DocsEngine for Pensions Unlimited in the Select Document Group box 3 Select the type of document you want to produce in the Select Document Type box 4 Type the name of your client or a unique identifier in the For a New Client box or select your client name or unique identifier from the For an Existing Client list 5 Click Proceed to Interview to load the questions you will answer for the document you are creating 6 After answering the questions in the interview click Submit and the system will generate your document package for example Plan SPD Administrative Policies Modifying a Document To make changes to an existing document 233 USING ACCUDRAFT DOCSENGINE 1 Click the name of the document in the Description column of the Document Main Console or inside of a folder The Document Set Details screen opens 2 Atthe top of the screen click the product Redraft Document or Continue Interview link The link will read Redraft Document if the document has previously been
305. the email tab 29 SETTING GENERAL OPTIONS Setting General Options The Options pop up window displays Checkpoint s current or default settings You can use this window to set your own preferences for general settings options To set general settings options 1 On the top toolbar click Options The Options window appears 2 Onthe left navigation bar click General Settings default view 3 Make the changes you want to the Application Time Zone Default Tab Search Practice Area and History settings Time Zone All dates time stamps within Checkpoint can be set to use the your local time Click the Change link to change the time zone Select the default screen that appears when you log in to Checkpoint This option Default Tab f f works in conjunction with the Search Practice Area selection Previous Use the Previous Research option to ensure the data accessed by you before Search logoff timeout is displayed when you next access Checkpoint Select the practice area to which you will be taken when you log in You can choose to always revert to the most recent practice area in which you were working or you can select a practice area from the Always Use list Histo Select this option if you want to store your research session in the History y feature 4 After making your changes click Save and close to save the changes Search Practice Area Note If necessary you can click Cancel to return to the origina
306. ther the document pertains to your search goals default setting Use these options to change your keyword search settings 37 SETTING SEARCH DISPLAY OPTIONS Select Automatically apply all thesaurus terms if you want all available thesaurus terms to be applied automatically to your keyword searches Select Show AutoComplete to toggle on and off the automatic search query completion feature on the Keyword Search field This feature suggests keyword terms when you begin typing in the Keyword Search field Suggested terms are generated using the most popular matching terms from all Checkpoint user searches and your personal search history Use these options to change your Table of Contents format display settings e Select Show all levels to view all branches of the Table of Contents Table of Contents even those that do not contain hits default setting e Select Show only levels with hits to view only those branches of the Table of Contents that contain hits 4 After making your changes click Save and close to save the changes 38 SETTING PREVIOUS RESEARCH OPTIONS Setting Previous Research Options Conducting research is one of Checkpoint s primary activities The goal is to find the information you need from Checkpoint s sources as quickly and efficiently as possible Previous Research ensures the data accessed before logoff timeout is displayed when you next access Checkpoint A popup window displays g
307. tion in the future Note Some documents contain multiple permalink icons each displaying at a different section allowing you to save a link directly to a section in the document Copy and paste the URL to a document or browser to save as a bookmark Click Close to close the window 189 USING CITATION TRACKER Using Citation Tracker Use the Track It feature within cases and rulings to be notified when another case or ruling references this document Click here to see an example of a Track It top line link in a document R IA 3K Investment Partners et al 133 TC 112 Code Sec s 6103 6221 6662 09 3 2009 Tax Court amp Board of Tax Appeals Reported Decisions Prior Years RIA 8 BEBB BALI aB s amp s Navigate by Keyword v 3K Investment Partners et al v Commissioner 133 TC 112 Code Sec s 6221 6662 3K INVESTMENT PARTNERS 3K INVESTMENTS LLC TAX MATTERS PARTNER Petitioner v COMMISSIONER OF INTERNAL REVENUE Respondent To activate Citation Tracker 1 At the top of a case or ruling in the top line links click the Track It link The Links tab in the Context Panel opens 2 Click Turn On You will be notified by e mail that Tracker has been activated for this document When a new document references the tracked document you will receive an e mail notifying you and providing a link to the referencing document You can also view tracked documents and their activity from the Home screen under the Trac
308. to key taxation terminology It includes definitions and explanations of more than 4 000 federal taxation terms ranging from the highly technical definitions found in legislation to everyday tax slang The WG amp L Tax Dictionary serves as an optional add on available to all Checkpoint subscribers If you are interested in adding WG amp L Tax Dictionary to your subscription please call Tax amp Accounting Sales at 1 800 950 1216 Entries in the WG amp L Tax Dictionary are drawn from many authoritative resources e Internal Revenue Code Sections e Treasury Regulations e IRS Rulings e Court Decisions e Legislative History e Law Review Articles e Leading Tax Publications To locate a tax term definition using the WG amp L Tax Dictionary 1 On the menu bar click the Search menu The Search screen appears 2 Onthe left navigation bar click WG amp L Tax Dictionary 3 Type the term you are searching for in the Enter a Tax Term field 4 Click Search Search results for the tax term definition appear on the Search Results screen The results show the words that appear around the search term in each of the hits Note Document tools icons are available for printing exporting or saving documents You can also flag documents or add notes to documents 5 Select the definition that meets your search criteria Note If the term you are looking for is not found in the dictionary you receive a message suggesting that you review your entry T
309. to your research questions click the magnifying glass icon in the Type column The search re executes and search results appear on the Results screen Removed Replaced or Re categorized Sources Several times a year sources within Checkpoint are removed replaced or re categorized When a saved search uses a removed replaced or re categorized source or source set Checkpoint displays a message under the Name Keywords column on the Folders screen indicating that you should re create the search or delete the obsolete sources from the search set Click the more link to view a full list of sources for that search Invalid sources appear as red italics in the list To remove these sources from the search click the here link at the top of the Source List screen If you attempt to run a search containing obsolete sources a message box appears advising you of this If the search contains valid sources you are allowed to continue otherwise you are required to re create the search 109 MOVING A SAVED SEARCH OR DOCUMENT Moving a Saved Search or Document You can move searches and documents you have saved from one folder to another within Checkpoint To move a saved search or document 1 Onthe top toolbar click Folders 2 Onthe left navigation bar select the folder that contains the item you want to move 3 Select the check box for each item to be moved 4 Click the Move icon from the document tools 5 On the Move Items
310. tomers primarily professionals in corporate tax finance or legal departments accounting and law firms with trade practices trade professionals and corporate trade specialists An integrated offering of primary sources analytical materials and workflow tools the Checkpoint model fills an unmet need in the marketplace The International Trade Library practice area provides keyword find by citation and date range searches Additionally Search templates are also present on the left navigation bar to help guide you through the process of searching International Trade materials Click on the Search template that suits your need and perform a search by filling in requested information Based on the choices you make you will get an outcome most appropriate to your search requirements The Harmonized Tariff Schedule of the United States HTSUS content provides a special document format that you will find useful when you need to determine tariff classifications On the left navigation bar under Go To there is also a link to the Global Trade Analyzer a third party product used to simplify a search in HTSUS 160 HARMONIZED TARIFF SCHEDULE OF US HTSUS Harmonized Tariff Schedule of US HTSUS The Harmonized Tariff Schedule of the United States HTSUS is the primary resource for determining tariff classifications for goods imported into the United States Content is housed in the HTSUS database and functions as a Finder tool or HTSUS look
311. tools specific to the area of research To perform a keyword search enter search terms select the sources to search and then click Search You can perform a keyword search in two ways A Terms amp Connectors search lets you provide one or more keyword terms and an Intuitive Search identifies sentences connectors or citations and interprets your query accordingly The search AutoC omplete feature will suggest keywords as you type in the field Open Checkpoint s Thesaurus Query Tool to enhance your keywords with such features as a spell checker a thesaurus of alternative terms alist of connector symbols and previously used keyword combinations Select a search template to perform a search by filling in requested information For example use Find by Citation to request a code section from an official documentation source 328 USING THE NEWS SCREEN Using the News Screen The News screen provides the latest editions of several subscription based news services in the areas of tax accounting and finance Most of the news services provide access to earlier editions and e mail delivery options anurans QQ HISTORY FOLDERS FLAGGED G MINOTES ME options G HELP 1 sicnourT CHECKPOINT TIMETRACKING ED THOMSON REUTERS HOME SEARCH TABLE OF CONTENTS N TOOLS LEARNING News NEWS SERVICE Set Display E mail Preferences RIA Daily Updates Q ae All RIA Updates 5 21 2014 5 21 2014 Federal Tax
312. ts screen You can pass your mouse pointer over each icon to see a callout of its function Not all of the tool options appear on every document BaBBUMEB TBAsAaARRS Document Screen Tools The tools on the Document screen vary according to the type of search you performed and the sources you selected Not all tools appear for all documents Click here to see descriptions of the tools on the Document screen Click to print the contents of the document Click to export the contents of the document in HTML MS Word PDF or RTF format 175 USING THE DOCUMENT NAVIGATION TOOLS Click to e mail the document to one or more recipients Click to save the document to a folder If you click the down arrow next to the icon you can choose either Save or Save As If you click Save the document is saved to the current folder on the Folders screen If you click Save As the Save Document window opens where you can select another folder or create a new folder Toa Click to open the document in a new window Click to access a drop down list that lets you copy e mail print highlight selected text and add a note You must select text in the document before this icon is enabled Click to show permalinks within the document ER Click to display the document in full screen mode Click the icon again to return it to regular mode Click to open the Document Display Options pop up window where you can change screen and print options Screen
313. uation tables You can access i Tables from the Tools screen or from the Search screen with one of the following practice areas selected from the Practice Area drop down list e Federal e Estate Planning e Pension amp Benefits To use the i Tables tool 1 Click i Tables on the left navigation bar On the Search screen i Tables appears in the navigation bar s Go To section 2 Select the i Table template that you want to use 3 Provide all requested information Data entry requirements differ depending on the template 4 Click Search if using the AFR Table or click Calculate if using one of the IRS Valuation Tables The resultant document can be preserved or shared using the document tools Print Export E mail and Save 252 USING INTERACTIVE CHECKLISTS Using Interactive Checklists The Financial Reporting Interactive Checklists tool provides a process to help you work through complex compliance procedures To access an Interactive Checklist 1 Onthe Tools screen click Interactive Checklists on the left navigation bar 2 Click the symbol next to one of the sources listed on the Interactive Checklists screen to view a list of its checklists If a list of sub sources appears click the symbol next to one of the sub sources to view alist of its checklists 3 Select the checklist you want to use The checklist opens in a Checkpoint Interactive Document Popup window Interactive Checklists Powered by HotDoc
314. ubscribers to e Form RS can link to the e Form RS application Clicking the Go to Checkpoint link opens Checkpoint in the normal way according to your General Settings selections in Checkpoint s Options Each tool and sub menu is displayed in a separate pane inside the Speedlink menu These panes can be organized and arranged in any configuration To move a pane click the pane s title bar with your left mouse button and drag it to the new position Preferences To change your Checkpoint login information click the Speedlink system tray icon with your right mouse button and select Preferences 274 USING NEWS FEATURES Using News Features Checkpoint provides a comprehensive News service that gives you instant access to the most up to date taxation news and developments It features in depth articles on tax related issues as well as links to informative taxation newsletters journals and compliance aids News materials are updated regularly News articles can be categorized by practice area so you can easily view the latest news for the subjects of most interest to you namely Federal State and Local International Pension and Benefits Estate Planning Payroll and Accounting Audit amp Corp Finance You can set preferences for views e mail and display in the News area of the Options screen To access News Services 1 Click the News menu 2 Select a News Service from the drop down list RIA Daily Updates is your s
315. ult or a previous year you would like to search e f you select current year the current year legislation resources appear e lf you select a prior year the legislation resources associated with that year appear Click one or more check boxes next to the information you want to retrieve such as Full Text of Committee Reports You can also click Select All to select all current legislation topics or Deselect All to clear the check boxes On some templates you may also have the option to enter keywords in the Keywords field for a more focused search Select either the Intuitive Search or Terms amp Connectors method to use for the search You can also search by Code Section or Act Section by entering the relevant numbers in the Search by or Retrieve Document by Citation fields Click Search to execute the search and view the results 77 PERFORMING AN INTUITIVE SEARCH Performing an Intuitive Search When you perform a keyword word search you must select either Intuitive Search or Terms amp Connectors as the search method Checkpoint s Intuitive Search recognizes if you enter a sentence terms amp connectors or a citation and interprets your query to return the most relevant results for the terms you entered It takes advantage of historical usage data giving higher importance to documents that are frequently accessed by your peers as well as our editorial know how embedded within the content It helps you find what you ne
316. umbering Key Smart Paragraphing Web You can tell which code section your results cover You can tell what type of information to which you are referred Committee reports 1 Explanations 4 Annotations 5 Prior Law Matenal 8 Examples Paragraph 10 311 Committee reports for code section 1031 Paragraph 10 314 Explanations for code section 1031 Paragraph 10 315 Annotations for code section 1031 Paragraph 10 318 Prior Law Material 205 UNDERSTANDING UNITED STATES TAX REPORTER SMART PARAGRAPH NUMBERING Smart Paragraph Numbering Print You can tell which code section your results cover you can tell what type of information to which you are referred Code language 0 Committee reports 1 Final Temporary Regulations and Proposed Amendments 2 Proposed Regulations 3 Explanations 4 Annotations 5 Miscellaneous matenal not directly related to a Code Section 6 or 7 Prior Law Matenal 8 Overview of Paragraphs for related issues 9 Examples Paragraph 10 310 Code Section 1031 Paragraph 10 311 Committee reports for code section 1031 Paragraph 10 312 Final Temporary and Proposed Regulations for section 1031 Paragraph 10 313 Proposed Regulations for section 1031 Paragraph 10 314 Explanations for code section 1031 Paragraph 10 315 Annotations for code section 1031 Paragraph 10 316 Misc matenal not directly related to Code Section 1031 Paragraph 10 318 Prior Law Material
317. ument citations along with a Print dialog box Click Print Export Documents 1 2 5 Select the check box next to each document title you want to export Click the Export icon in the document tools The Export dialog box appears Review change the default settings for format and links and then click Export The browser File Download dialog box appears Click Open to view the exported documents or Save to save to your local PC Note The export format for the document is defined in your Checkpoint Print Export E mail setting on the Options screen Click X to close the dialog box Save to Folders 1 2 Select the check box next to each document title you want to save When you click the drop down arrow next to the Save icon you get a menu with choices to Save to the default folder or Save As to a different folder If you click Save the document is saved to the current folder on the Folders screen and you are finished If you click Save As the Save Document window opens where you can select another folder Continue with Step 3 On the Save Document window click Change Folder When the Change Folder window opens you can either select another folder from the list or click a link to create a new folder If you want to select another folder click the folder name and click OK If you want to create a new folder click Create New Folder When the Create Folder window opens enter the new folder name select a
318. ument screen 1 Click the highlighted text on the Document screen A pop up menu appears 2 Click the Delete Highlight option Checkpoint removes the highlight from the selected text Deleting highlights and notes on the Document screen 1 Click the highlighted text on the Document screen A pop up menu appears 2 Click the Delete Highlight amp Note option Checkpoint removes the highlight from the selected text and deletes the embedded note Printing highlighted text If you want to print just the highlighted text in a document you can do so using the Selected Text Option in the document tools Just select the highlighted text again and then click Print Selected Text from the Selected Text Option drop down list If you want to print the whole document with the highlighted text click the Print icon in the document tools 228 UNDERSTANDING DISPLACED NOTES Understanding Displaced Notes Many documents in Checkpoint are dynamic and are updated periodically If you highlight text in a document and later come back to the document and find that the content you highlighted has changed significantly your highlight may no longer match the original content If this happens Checkpoint adds a Displaced Notes message in the document Highlight The tax consequences of certain transactions and the availability of certain tax benefits hinge on the taxpayer s ownership of stock The Code contains various sets of rules attributio
319. ur keywords are marked with a yellow document symbol Open a Table of Content Location Document with Hits Click these icons to expand the contents of the document and view its subentries Each subentry is marked with a separate document icon Subentries are Document with subentries not separate documents When you click the collapsed subsection title to access its text you are in fact linking to the relevant point within the parent document If clicking the icon for the subentry does not work the subentry icon is not a live icon All subentries belonging to the current document have Document with subentries been revealed Click the subentry title to view its text expanded You are taken to the relevant point within the parent document Subentry of fully expanded Click any subentry s title to view its text You are taken document to the relevant point within the parent document Print this Document Click this icon to print the document from the Table of Contents 196 UNDERSTANDING TABLE OF CONTENTS SYMBOLS Hover over any content in the Table of Contents to view this icon Use the menu to create a permanent link Action Menu print export or email specific content in the Table of Contents This icon is found next to folders subfolders and some individual document content Gold stars next to each document title indicate the Relevance relative score for your search query with five gold stars being the most relevant
320. ure from any screen in Checkpoint to quickly find and display resources in Checkpoint 70 ABOUT KEYWORD SEARCHING About Keyword Searching You perform a keyword search using the Keywords field which is found on several screens in Checkpoint including the Search screen Home screen and Table of Contents screen Checkpoint s keyword search functionality lets you e Type the keyword terms that best describe your research issue e Select from two search methods Intuitive Search or Terms amp Connectors e Create your own customized source sets e Use a Thesaurus Query Tool to include synonyms in your search e Use search syntax to increase the effectiveness of your search e Indicate how you would like to view the results of your search Note In contrast to keyword searching citation searching is intended for when you know the location of the information you want to retrieve or are looking for a specific federal code section state statute case decision or revenue ruling 71 SEARCH AUTOCOMPLETE Search AutoComplete The search AutoComplete feature generates suggested search terms as you type in the Keyword Search field on the Search screen Suggested terms are generated using the most popular matching terms from all Checkpoint user searches and your personal search history To use AutoCompletion simply go to the Search screen select your Practice Area and sources and begin typing in the Keyword field A list of suggested
321. urrent issue of EBIA Weekly appears You can use the document tools to manage the document On the left navigation bar several features let you navigate this and other documents e Search EBIA Weekly lets you search for specific information by topics types issue date range and keywords e Go To links to previous issues of the newsletter On the open document click the document icon at the end of an article to view the complete text Use the document tools to manage the document From the open document click Maximize to display the document navigation features You can navigate to other documents in several ways e Atthe top right of the screen use the Navigate by Contents forward and reverse arrows to advance to the next document or return to the previous document e If documents are listed on the left navigation bar you can select the document title to view its content Note When you open a document the left navigation bar changes to a Contents drill down list and links to the current and other documents in the newsletter section you opened Note You may see Hidden Documents on the Contents tab The tab is designed to list the currently displayed document and its neighboring documents as they appear in the Table of Contents For example if you opened the 11th document in the list the Contents tab displays 10 Hidden Documents Your open 11th document follows at the top of the list so you do not have to scroll d
322. ve content such as the Executive Compensation Resources Newsletter Research Memos and the Daily Media Watch Click here to see more information about using the Towers Watson News Library EBIA Weekly provides articles on all significant developments within the scope of EBIA reference manuals A link at the top right of this screen allows you to Set Display E mail Preferences Click here to see more information about using the EBIA Weekly 275 USING NEWS FEATURES e Sabrix VAT News provides news and articles on the most recent Sabrix VAT update Current articles are listed by the countries involved Click here to see more information on using Sabrix VAT News 276 SEARCHING THE RIA NEWSLETTER LIBRARY Searching the RIA Newsletter Library You can search the RIA newsletter library via the search template accessible from the RIA Daily Updates screen To search for a newsletter 1 2 Click the News menu On the left navigation bar select RIA Daily Updates from the News Service drop down list On the left navigation bar click the Search RIA Newsletters link The RIA Newsletters Templates Available screen appears Use the Select an RIA Newsletter to Search drop down list to select one or more newsletters you want to search Optionally indicate a date range to filter your search Type dates in the From and To fields or use the calendar icon to select dates Enter terms to define your search in the Keywords field o
323. verage of subsidiary employees who are U S citize and who arent covered by any other plan with respect to the compensation received from the subsidia To use Compare It 1 Click the Compare It top line link The Links tab in the Context Panel shows a list of associated documents 2 Click a document title to view its contents The document opens in a new window 191 USING STATE AND LOCAL CHARTS TAB Using State and Local Charts Tab Use the Charts tab when viewing a State and Local document to quickly create a chart using the State and Local create a chart feature This tab is available for documents that contain chart data The Expand All Collapse All option for this tab structures your documents to expand or collapse them as needed The default is the expanded view Also notice that an icon has been added to go to the chart CHECKPOINT HOME P Back to Search Results Charts RIA Explanations 912 423 Electronic Filing of Returns m lt n Bh a B eS amp 2 oo ww S Newgate by Keyword i b S State Tax Chart Tax Type Corporate income E Filing ports ting C Corporation Annual Renn Supports Aing LLCs Treated at Corporations Supports E ting Limted Liadibty Parmershps Anan Gompa amp 1 12 423 Electronic Filing of Returns In general The Department of Revenue is authonzed to accept electronically filed returns that meet rules and require
324. vides access to tax related laws for each state indexed by the state s own categories 325 USING THE ACCOUNTING AUDIT amp CORPORATE FINANCE SEARCH SCREEN Using the Accounting Audit amp Corporate Finance Search Screen The Accounting Audit amp Corporate Finance practice area on the Search screen provides a launch point from which to perform keyword searches on related sources You can use the left navigation bar search templates associated with this practice area view for quick access to specific research targets roarou meuting S E nors aprons weve aU CHECKPOINT sera HOME EARC TABLE OF CONTENTS NEWS TOOLS LEARNING Search Q PRACTICE AREA income tax disclosures Accting Audit amp Corp Finance d FASB Codification FASC Complete Analysis GAAP Reporter Intuitive Search Terms amp Connedos Thesaurus Query Too Choose Sources from All Acting Audit amp Corp Finance Save Find Sources Editorial Materials 5L Standards and Regulations interactive Decision Tools a GD ACPA IFRS Reporter SECPlus introduction of the Fifth Latest 2014 Tax D IFRS Translations Official Standards Legislation P coso Search Other FRM Products _ Introduction of the Fourth Latest 2014 Tax Find by Citation Legislation FASAB Federal Accounting Standards Advisory Board GOTO L Introduction of the Third Latest 2014 Tax Legislation J FASB Codification FASB Cross Reference z L Introduction of
325. w create a custom view or import another user s custom view CHECKPOINT Manage My Views Predefined Views Accounting amp Auditing Corporate Finance Estate amp Retirement Planning International Tax Intemational Trade Payroll Pension Compensation amp Benefits Tax All My Custom Views Priority List Create New View Import Views Q cleared n how Me TABLE OF CONTENTS Related Training z THOMSON REUTERS e G e View Standard Select content panes to be displayed in this view disabled checkboxes indicate mandatory content W Quick Search Scheduled Searches Today s Headlines Follow it Track it Assistance Self service Support amp Product Training My Quick Links New in My Subscription Restore Defaults Save Cancel Q 2014 Thomson Reuters Tax amp Accounting AB Rights Reserved Privacy Statement Change the content to be displayed on the current predefined view or your custom view by selecting or clearing content pane titles Mandatory content pane check boxes are disabled and cannot be All of the predefined views are listed on the left navigation bar Click a predefined view to modify its contents Click All to modify a view that offers content panes from all of the other views Click Create New View to build a Home screen view tailored to your specific needs Select from a wide selection of content panes and provide a unique name for the view Import an
326. wes dada Se Me an goad to asa eR ese dates Die adaa 134 Searching State Rulings by Date _ 2 2 0 2 00222 c cole eee cece arrra arnan 137 Searching the State Tax Citator 000000000000 0000000000000001 e cece eeeeeeeeeeeeeeeees 138 Searching State Tax Type Document Type 0 0 02 c eee c ccc ccc cece eeeeees 139 TABLE OF CONTENTS Searching Tax Rate by County or City Name 0 0 2 22 2 eee eee eee cc ccc cece ccc eee e eens 140 Searching Tax Rate by Zip Code _ 0 0 2 cc cece cece cece cece cece cece ceeeeeeeeeees 141 Searching FASB Codification 0000 000000 e cece eeeeeeeeeeeeeeeeeees 142 Searching GAAP Reporter 34s 4 te oe eee hat AE ey cals tinea aks ds en eal 145 Searching IFRS Reporter 22 00 0000 ccc cece cece cece ccc e ccc ce ccc e cece cece cece ceceeeeeeeeees 147 Searching Selected SEC Filings 00 0000 cece cece cece cece ee eeeeeeeeeeeeees 148 Searching WG amp L Analysis 0 000 020 e cece cece cece cece cece ec eeeeeeeeeeeees 150 Searching FRM Source Materials 0000 cece cece cece cece eeeeeeeeeeeeees 151 Using the SECPlus Create Group Wizard 2 00002222 c cece cece c cece ce eeeeeees 152 Using the SECPlus Manage Groups Wizard 000 0 002222 cece cece cece cece ccc cece ce ceeeeees 153 Using the SECPlus Find Companies Wizard 000000022 ccc c ccc cece cece cece cece ee eeeees 154 Searching AICPA Professional Standa
327. word terms and an Intuitive Search identifies sentences connectors or citations and interprets your query accordingly The search AutoComplete feature will suggest keywords as you type in the field Select SEC Plus to search for selected SEC filings Select Search Other FRM Products to link to other FRM products such as AICPA Technical Practice Aids IASB Advanced Search and PCAOB Advanced Search The SEC Filings Navigator guides you through commonly used SEC forms such as the 10 K and 10 Q Get valuable summary guidance plus extensive search templates which you can use to identify the critical disclosures required for each item on the form Use the SECPlus Financial Fundamentals Create a C hart to get a complete picture of a company s financial data You can compare balance sheets income statements cash flow items or financial ratios among filers You can also link from company financials to original filings and you can export financial tables Data includes 75 operating and valuation ratios normalized to a common platform 909 60 326 USING THE ACCOUNTING AUDIT amp CORPORATE FINANCE SEARCH SCREEN The SOX Reporter provides comprehensive analysis of the Sarbanes Oxley Act It is integrated with SEC and PCAOB primary rules regulations cases with explanations annotations and practice aids 327 USING THE INTERNATIONAL TRADE LIBRARY SEARCH SCREEN Using the International Trade Library Search Screen Th
328. ws source The end result is the highly effective delivery of information with the depth and breadth appropriate to the individual To access the Accounting amp Compliance Alert 1 Click the News menu 2 Select Accounting amp Compliance Alert from the News Service list The current issue of the WG amp L Accounting amp Compliance Alert appears On the left navigation bar several features let you navigate this and other documents Links to sections in the current Alert News Flash lets you see recent updates on this news service if you have requested it on the Options screen Search News amp Articles lets you search for specific information by news area date range topic and keywords Browse Recent News lets you review up to 6 months of archived information categorized alphabetically Go To links to previous issues and other reports 3 On the document pane at right click the title of a news article to view its content Use the document tools to manage the document 4 From the open document click Maximize to display the document navigation features You can navigate to other documents in several ways At the top right of the screen use the Navigate by Contents forward and reverse arrows to advance to the next document or return to the previous document If documents are listed on the left navigation bar you can select the document title to view its content Note When you open a document the left navigation b
329. x ictionary terminology Filter the selected source sets to narrow the number of sources to search by Find Sources i ae i Kape E typing the beginning letters or words into the this field After completing a search on the Search screen the results are displayed on the Search Results screen Home Screen You access the Home screen by clicking the Home menu from any screen in Checkpoint This screen s Quick Search feature provides a keyword search field that lets you perform searches using Intuitive search or Terms amp Connectors You can also create and save customized source sets that let you search across practice areas in the same search You can run these customized source sets directly from the Home screen After completing a search on the Home screen the results are displayed on the Search Results screen Table of Contents Screen You access the Table of Contents screen by clicking the Table of Contents menu from any screen in 69 INTRODUCTION TO SEARCHING Checkpoint You can enter search keywords in the Keyword field at the top of the screen just as you do with Checkpoint s Search screen The only difference is that you are searching specific areas of the Table of Contents You can also use the Thesaurus Query Tool feature for advanced search function The results of a search on the Table of Contents screen are displayed on the Search Results screen Site Navigator You can click the menu bar s Site Navigator feat
330. y Combination of Topic Subtopic and or Section and Keywords template enter your search criteria in the form of codification numbers or keywords or both Enter any combination of Topic Subtopic and Section numbers in the Codification Numbers section Enter search keywords in the Keywords field Select either the Intuitive Search or Terms amp Connectors method to perform the search Click Thesaurus Query Tool if you want to use more advanced keyword search features 145 SEARCHING GAAP REPORTER 3 Click Search to complete the search and view results 146 SEARCHING IFRS REPORTER Searching IFRS Reporter Use the IFRS Reporter templates to find specific IFRS content There are two IFRS Reporter templates available on the Accting Audit amp Corp Finance Search screen e Search IFRS Reporter Components by Keyword IFRS Rptr Keyword e Search IFRS Reporter Explanations by Standard and or Keyword IFRS Explanations Searching IFRS Reporter Components by Keyword 1 A oO N N DDA 8 On the Search screen select the Accting Audit amp Corp Finance practice area Click IFRS Reporter in the upper area of the left navigation bar Click IFRS Rptr Keyword on the left navigation bar In the Search IFRS Reporter Components by Keyword template select the document types you want to include in your search Enter search keywords in the Keywords field Select either the Intuitive Search or Terms amp Connectors m
331. y Date To search state rulings by date 1 o oN 10 2 3 4 5 Click Search on the menu bar Select the State amp Local practice area Onthe left navigation bar select State amp Local Tax Reporters Select the check box for the state you want to search Click Next The state name and search options appear in the left navigation bar Click Rulings by Date to display the Search Rulings by Date template Click the check boxes for the ruling types you want to include in your search Inthe Select Date Range field entera MM DD YYYY date range to constrain your search Optionally enter terms to define your search in the Keywords field or select the for more advanced search features Click Search to view results 137 SEARCHING THE STATE TAX CITATOR Searching the State Tax Citator State Tax Citator provides a history of the case or ruling plus cited references an aggregate of all cases that reference cite the document Use this function to search for state tax cases and citations within a specific jurisdiction To perform a State Tax Citator search 1 9 oN Oo a A 9 N Click Search on the menu bar Select the State amp Local practice area On the left navigation bar click Search Other State Products On the left navigation bar click State Tax Citator On the Select a Jurisdiction view select the state jurisdiction you want to search Click Next On the Citator search tem
332. y a complete journal The journal preview option is not available for these publications RSS Feeds This option provides links to add RSS Feeds for RIA News Content to your RSS reader Really Simple Syndication RSS is a web based technology that lets you automatically receive updated headlines and news feeds for Checkpoint newsletter content To receive and view an RSS feed you must have an RSS reader installed through your browser or from your local desktop To enable a Checkpoint RSS newsletter feed right click the 4 icon next to each newsletter and then click Copy Shortcut from the menu In Firefox you select Copy Link Location from the menu Paste the URL into your RSS reader to set up the feed 4 After making changes to the News options click Save and close to save the changes Note If necessary you can click Cancel to return to the original settings SETTING PERSONAL PASSWORD OPTIONS Setting Personal Password Options The Options pop up window displays Checkpoint s current or default settings You can use this window to set your own preferences for personal user information and Checkpoint password options To set personal password options 1 Onthe top toolbar select Options The Options window appears 2 On the left navigation bar click Personal Password 3 Make the changes you want to the Personal and Password settings Note Your customer number is displayed in this section but cannot be changed The Person
333. you select Template Search Parameters Categories Exec Comp Newsletter Date Range optional Keywords Categories Research Memos Date Range optional Keywords Plan Types Executive Title if you select these Plan Types All Plan Types Consulting Agreement Employment Contract or Golden Parachute Agreement Plan Agreement Type if you select these Plan Plan Documents Types All Plan Types Consulting Agreement Employment Contract or Golden Parachute Agreement Plan Plan Feature Date Range optional Keywords 6 Click Search to view results 297 USING NEWS amp INSIGHT ON CHECKPOINT Using News amp Insight on Checkpoint News amp Insight brings together in one location Checkpoint and Reuters coverage of tax and accounting developments expertly arranged by practice area To access News amp Insight on Checkpoint 1 Click the News menu 2 Onthe left navigation bar select News amp Insight from the News Service drop down list The News amp Insight Home page is displayed 3 On the left navigation bar convenient jump links let you navigate to News amp Insight practice area pages e Depending on your subscription you can link to news updates on Federal Tax State amp Local Tax Accounting Audit amp Corporate Finance and Pension amp Benefits 4 Tomake News amp Insight your default location when accessing the Checkpoint News tab a Click the Options link on the Checkpoint toolba
334. you selected for printing The browser also opens the Print dialog box 5 Onthe browser Print dialog box click Print 214 EXPORTING SAVED DOCUMENTS FROM DOCUMENT FOLDERS Exporting Saved Documents from Document Folders Checkpoint makes it easy to export documents that you have saved in a personal document folder BBUEB BAwsn ARBRE To export documents from a personal document folder 1 Onthe top toolbar click Folders The Folders screen appears 2 On the left navigation bar click the folder containing the documents you want to export The documents stored in the folder appear on the right 3 Select the check boxes next to the documents you want to export 4 From the document tools at the top of the screen click the Export icon Note You can hover your mouse pointer over the document tools icons to view labels 5 Follow the browser s on screen instructions for saving the documents to an external location 215 COPYING AND PASTING TEXT TO OTHER APPLICATIONS Copying and Pasting Text to Other Applications One easy way to save a document is to copy the document s text and paste it into another application When you select and copy text Microsoft Windows stores it in its clipboard feature The clipboard holds the text until you paste it into another application or until you replace it with another piece of copied information You can open documents from the Search Results screen Table of Contents screen or Folders scr
335. yword and citation searches within selected PCAOB sources You can access the PCAOB Advanced Search template from the Home screen or from the Search screen To access the template from the Home screen 1 Select Accounting amp Auditing from the Current View drop down list 2 Click PCAOB Advanced Search in the Search Tools pane To access the template from the Search screen 1 Select Accting Audit amp Corp Finance from the Practice Area drop down list 2 Click Search Other FRM Products on the left navigation bar 3 Click PCAOB Advanced Search on the left navigation bar To use the PCAOB Advanced Search template 1 Select the document types you want to include in your search 2 Enter your search criteria in the form of citation number or keywords or both Enter a citation number in the Citation Number field Click Examples to see citation number format examples If you want to include keywords enter search keywords in the Keywords field Select either the Intuitive Search or Terms amp Connectors method to perform the search Click Thesaurus Query Tool if you want to use more advanced keyword search features 3 Click Search to launch your search 159 ABOUT INTERNATIONAL TRADE LIBRARY About International Trade Library The information market for international trade compliance is attractive because of its estimated size and future growth prospects A trade library serves the needs of current Checkpoint tax and accounting cus
336. ywords you included in your search By default only sources that contain documents with hits are shown e Total number of documents found as a result of your search e Number of documents found in each source that satisfy your search criteria e Green stars W next to sources containing one or more of the top ten documents e Gold stars that rank each document s relevance with five stars being the most relevant e Anote icon to the right of a document which indicates there is one or more notes or highlights in the document You can click the icon to view a pop up window containing the notes and highlights The following features apply to the Source List view e Toview alist of all related documents click a source name in the results list Checkpoint displays the first 50 documents followed by a View More link to see the next 50 e When the source is displayed you can click the X next to the source name to go back to the full source list e Todisplay all source documents included in your search including those with no hits click the View all results icon e Toview the three most relevant documents associated with a source click the plus sign to expand the source To view all search results within a source click Display all X documents beneath the three most relevant documents The source will be displayed at the top of the list followed by the documents in the sort order you have selected e Toview adocument s content click

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