CheCkpoint - Thomson Reuters

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Checkpoint the revolutionary online tax & accounting research systemtax & accounting

Checkpoint Faster, easier and more accuratetax and accounting researchFor more than a decade, professionals have beenturning to Checkpoint, the revolutionary, easilysearchable online system, to get straight to theiranswer. No wading through endless entries ofunrelated information — just the important resultsyou need to know now.HONORSCheckpoint is continuously recognized forinnovation, expertise, breadth and depthof content and much more:SOFTWARE & INFORMATION INDUSTRYASSOCIATION (SIIA) CODIE AWARDS FORSOFTWARE EXCELLENCE 2009 Finalist in the categories BestOnline Government Information Serviceand Best Solution Integrating Contentinto Workflow 2008 Finalist in the category BestOnline Government Information Service 2006 Finalist in the categories BestOnline Government Information Serviceand Best Online Newsletter 2004 Winner in the category BestOnline Tax or Government InformationServiceWith Checkpoint, you can: Get the guidance you need from RIA , WG&L ,PPC , EBIA and IBFD experts. Search the way you want to with customizablesearch options. See as much or as little as you choose withlibraries tailored to your needs. Access fully integrated tax, accounting,auditing and corporate finance content including primary source materials and expertanalysis.THE CPA TECHNOLOGY ADVISOR6 Years in a Row! Connect with tax software through integratedlinks with ONESOURCE , UltraTax CS ande-Form RS.5 star rating in The CPA TechnologyAdvisor’s annual review of tax researchsystems (2004, 2005, 2006, 2007, 2008and 2009) Cut through your workload with access to timesaving Checkpoint Tools.5 out of 5 stars in EVERYcategory rated! (2008, 2009) Keep up-to-date with news that affects you. Stay ahead with quarterly innovativetechnological enhancements.“Checkpoint’s available resource collectionsare exhaustively comprehensive, but theprogram maintains a general ease of use ”– The CPA Technology Advisor, January 2009100 of the Top 100 U.S. CPA Firms96 of the Fortune 10095 of the Top 100 U.S. Law FirmsAll rely on Checkpoint for theirtax and accounting research2 CHECKPOINT ria.thomsonreuters.com“Whether looking for primary sourcematerials on federal, state, local orinternational accounting and taxation, orsearching for guidance and explanationof tax law, Checkpoint offers virtuallyeverything.” – Jan./Mar. 2008 Review of TaxResearch Systems, CPA Technology AdvisorACCOUNTING TODAY / WEBCPAANNUAL TOP 100 PRODUCTS LISTRanked among the Top 100 Products(2006, 2007, 2008)

expert guidanceCheckpoint provides the most comprehensive and authoritative integration of analysis, explanations,annotations, headnotes and primary sources available in a research system.Anchored with expert guidance from RIA, WG&L and PPC, Checkpoint brings you the top names intax and accounting research.RIAwg&lRIA is renowned for providingauthoritative analysis, guidance andinterpretations from leading industryexperts you know and trust. Titles suchas Federal Tax Coordinator 2d and theU.S. Tax Reporter provide thorough,indispensable coverage of tax laws,regulations, IRS rulings and releases.Experts such as Boris I. Bittker, David E.Hardesty, Allan Afterman and Howard M.Zaritsky, bring you unparalleled guidancethoroughly integrated with referencedsource material on Checkpoint.Founded in 1935 by Carl Hovgard, whatwas originally the ‘Research Institute ofAmerica’ is still driven by his philosophy:“To study the practitioner’s problemsand give a solution in language that’sunderstandable.”WG&L is one of the most respectedbrands in the industry. The acclaimedWG&L authors are acknowledged fortheir superior interpretative analysisand practical approach to tax, corporatefinance and accounting.ppcPPC is widely acknowledged fordelivering the peer-reviewed, step-bystep engagement guidance and qualitycontrol systems that have set the industrystandard across the areas of Accounting& Auditing, Tax Compliance & Planning,Practice Management, and ContinuingProfessional Education.Leverage the experience and practicalknowledge of industry experts with theWG&L Journals online, plus get prepublication articles weeks before they areavailable in print.“Our firm has benefited enormously from using atool like Checkpoint; we’ve been able to streamlineour research and better service our clients.”Checkpoint is the online research platformmade by tax and accounting professionalsfor tax and accounting professionals.– Keith Palmer, Director of Tax for Moss Adams3CHECKPOINT ria.thomsonreuters.com

Research efficiencydesigned to make your tax &accounting research easier,faster and more accurate.“I am a big fan! It’s very user friendly, easy to find things, andI really like the links. Not to mention the service is terrific,everybody – from sales, to training to tech support – is reallyhelpful! Checkpoint helps me do my job and helps me meetthe needs of my internal client – that’s all that matters!!”- Linda Kleiner, Senior Tax Analyst, PfizerCheckpoint optimizes your research with these key platform features:Search on Your Own TermsCheckpoint allows you to chooseto search: By Practice Area By Keyword By Code, Cases, Rulings,Primary Source By IRS Publications By SEC Filings By Accounting Standardsand Regulations By Editorial Materials By WG&L Treatises By much more.Then, within each searchparameter, search “All” or justselect certain materials to furthernarrow your results.Search ToolsDig deeper into your search withSearch Within Results.Save time by saving or schedulingsearches that you may need torun again in the future. This isespecially handy for complexsearches or those you need to runon a frequent basis.Search Results by Source ListYour search results come back withsources highlighted and linked, anddelineated between editorial materialsand primary source, as well as othersource types.Each listing shows exactly how manydocuments from your search were foundwithin that source.Simply click on the link shown to seethose documents.4CHECKPOINT ria.thomsonreuters.com

Top Line and Side Line LinksTop Line Links take you directly tosource materials and analysis in yoursubscription related to your search.Pinpoint your search results evenfurther with targeted Side Line Links.Document ListNo need to worry about gettinglost while you are searching, sincethis highlights the document you’recurrently viewing as well as yoursearch terms. One click brings youback to your initial search results.Outline TabQuickly jump to any document sectionby using the Outline tab.Document OptionsEasily share your document. Print,export or e-mail your document or justcopy, print or e-mail selected text.Navigation OptionsSee the next or previous documentin your search results or in the Tableof Contents. Even navigate throughdocuments by jumping to the nextinstance of your search keywords.Table of Contents ViewNavigate content in traditional bookformat, or go to the Table of Contentsto search specific areas to localize yourresults even further.Link ViewerUse this pop-up window to preview adocument without leaving your maindocument. Simply choose a link. Whenyou are done viewing, click Close, orclick Maximize to advance to the newdocument.5 CHECKPOINT ria.thomsonreuters.com

key checkpoint featuresfor specific practice areasUse these unique tools on Checkpoint to efficiently perform research for Federal, State & Local and International Tax aswell as Estate Planning, Payroll, Pension & Benefits, Accounting, Auditing and Corporate Finance: CompareIt – Allows you to link from atax concept in one state to the sameconcept in another state. Also linkfrom Federal to State, State to Federalor across multiple countries. State Search Wizard – Reduces thecomplexity of multiple state searches.Search multiple states by specific taxtypes and tax documents in a singlesearch. Accounting, Auditing & CorporateFinance Linking – Link to primarysource materials, related authoritativepronouncements, sample disclosuresmodel language and more. Tax Trackers – Use Bill Tracker toeasily see if there is pending legislationpertaining to your search topic, orCitation Tracker to be notified when adocument is cited by a new Federal taxcase or IRS Ruling/Release. StateNet Legislation – Providesfull text of approved and pendinglegislation, status of pendinglegislation and legislative calendars. FASB Accounting StandardsCodification Cross-Linking – Anenhanced cross-reference table allowsyou to identify where pre-Codificationstandards reside in the Codification,and access both the old and newstandards directly from the table. Internal Revenue Code Linking – Linkfrom the Code directly to the Codehistory. Link from any subsectiondirectly to any Federal Tax Coordinator,Tax Advisors Planning System, Pensionanalysis, Estate Planning analysis orWG&L treatise that references thesubsection. Prior Regulations Databases fromCurrent Regulations – Link to PriorRegs and back again to Current Regs.This isn’t a traditional archive that onlyshows how a Reg appeared at the endof the year; it includes all the changesmade to the Reg throughout the year. BNA News and Reports - Get instantaccess to BNA Daily Tax RealTime Update, Daily Tax Report, Int’lTax Monitor, State Survey Charts,Portfolios and more. StateNet Regulations – Providesfull text of adopted and proposedregulations and status of pendingregulations. Sales and Use Tax Rate Look-up –Easily retrieve more than 41,000 salesand use tax rates from over 6,500U.S. jurisdictions by ZIP code, city orcounty. All new or updated rates arequickly displayed by jurisdiction withthe exclusive Summary of UpdatedRates feature.6CHECKPOINT ria.thomsonreuters.com Interactive Checklists – State-of-theart interactive checklists provide youwith practical tools to assist in theexacting process of financial reportingand disclosure. International Treaties Database –Includes thousands of internationaltreaties. The International Wizardfeature enables quick and easy sortingof these treaties. News Updates – RIA’s Daily Updates,Accounting & Compliance Alert,TaxWatch, IBFD’s Daily Tax NewsService and many others deliver thelatest developments in specific areas. International Experts – Get integratedguidance and analysis from IBFD andWorldTrade Executive, and time-savingsoftware from the experts at Orbitax. Estate Planning Treatises – Exclusiveaccess to more than 20 outstandingWG&L Estate Planning treatises, plusprimary source material, analysis,newsletters and much more. Create-a-Chart – Get immediateaccess to the most up-to-date taxand accounting information throughthese interactive comparison chartsfeaturing links to the controllingauthority and detailed explanationparagraphs. Create and compare: State & Local Taxes e-Filing for Individual, Partnershipor Corporate Returns International Tax rates U.S. Tax Treaties SECPlus Financial Fundamentals Payroll Taxes SECPlus – Fast access to SEC filingsintegrated and linked with expertanalytical and related primary sourcematerial.Only Checkpoint provides live links betweenthe FASB pre-Codification standards and theCodification, as well as access to world-classaccounting and financial reporting analysis.

checkpoint deliversA mixture of cutting-edge technology and editorial insight has made Checkpoint simply the most efficientresearch platform to get to your answer.superior contenttimely alerts and updatespractice aidsExpert editorial analysis from RIA andguidance from renowned WG&L authorsand PPC experts are at the very heartof Checkpoint. Add to that insightfulanalysis from IBFD, EBIA and others tocreate the most robust content of anyresearch platform available.We’ll keep you up-to-speed on everythingyou need to know in the world of tax &accounting news. The very latest newsupdates can be delivered to your inboxor accessed online on Checkpoint whichever you prefer.Checkpoint provides numerous practiceaids to enhance relationships and buildrevenue opportunities.unparalleled integrationOnly Checkpoint integrates content fromRIA, WG&L, PPC, IBFD, EBIA and BNAwith primary sources including AICPA,SEC, GAAP, FASB, GASB, IASB and more.Plus, Checkpoint provides easy linkingto ONESOURCE , UltraTax CS ande-Form RS compliance software.key topics and practice areasEvery major area of tax and accounting iscovered on Checkpoint: Federal TaxState & Local TaxInternational TaxAccounting, Auditing and CorporateFinanceEstate PlanningPayrollPension & BenefitsWithin each practice area are multiplesub-topics and areas of interest. Visitria.thomsonreuters.com for a completelisting of practice areas and topics.economic ValueWe’ll help you customize a Checkpointlibrary or content subscriptions to bestmeet your budget requirements as wellas your research needs. You’ll find thatCheckpoint has a range of products andservices to meet every need, from verylarge to very small.We pride ourselves on being first. Thelatest legislative changes and updates areupdated in your Checkpoint subscriptionright away, so you can be sure you arealways working with the very latestinformation - as soon as it is available.frequent innovationsIn addition to breaking news andlegislative updates being incorporatedinto Checkpoint immediately, regularenhancements are made to Checkpointeach quarter. These enhancementsinclude additional content or contentupdates, platform features or othersuggestions you’ve made on ways tocontinuously make your research fasterand easier.Checkpoint toolsStay up-to-date by installing the latestversion of Checkpoint Tools. Ensurequality & consistency and performengagements with maximum productivity& profitability. The most complete setof resources available for specializedindustry engagements, Checkpoint Toolswork with leading paperless engagementsoftware or alone in Word and Excel.Products cover tax, accounting andauditing and include PPC’s SMARTPractice Aids, PPC’s Practice Aids, PPC’sWorkpapers, PPC’s Interactive DisclosureLibraries and more.Client Letters – Sample letters helpexplain to your clients how they areaffected by a change in the law. Plus,client letters and analysis are fullyintegrated on Checkpoint: if there is arelevant letter to the analysis you arereading, you’ll be alerted and can linkdirectly to that letter. Client letters alsolink back to any related analysis in yoursubscription.Interactive Financial Calculators – Over100 helpful calculators provide quickanswers for your client’s specific situation.Plus, Checkpoint features InteractiveChecklists, Forms and more unique toolsfor many practice areas.flexibilityFlexibility is everything to Checkpoint.From customizing your own libraries andcontent subscriptions, to flexible andintuitive navigation options, to choosinghow you want to search and what youwant to see on your screen at any time,Checkpoint was designed to meet yourunique needs.Customize your Home page with thesearch tools and content links that youuse the most so they are only one clickaway. You can even conduct a QuickSearch directly from your Home page. Or,if you prefer, use the Table of Contentsto browse through contents or conduct asearch of specific entries.Get straight to your point, your way.7CHECKPOINT ria.thomsonreuters.com

GET AHEAD WITH checkpointCheckpoint comes complete with a comprehensive training and support program to ensure youget the most out of your subscription.Visit http://support.rg.thomsonreuters.com/training to see the latest Checkpoint trainingavailable. Choose from online courses, webinars, regional seminars, on-site training and more.Earn CPE credit with our many CPE & Training Solutions: All the topics you need, all the learningmethods you prefer. Choose courses from AuditWatch, Bell Learning, Gear Up, MicroMash,PASSOnline, PPC, RIA and more. CPE Topics covered include: Accounting & Auditing; Taxation;Yellow Book; Ethics Requirements; General Ethics; Management; Consulting; InformationTechnology (IT); Personal Development; Specialized Industries and others.Visit http://trainingcpe.thomson.com to learn more.About the Tax & Accounting business of Thomson ReutersThe Tax & Accounting business of Thomson Reuters is the leading provider of technologyand information solutions, as well as integrated tax compliance software and services toaccounting, tax and corporate finance professionals in accounting firms, corporations, law firmsand government. Tax & Accounting includes the Professional Software & Services, CorporateSoftware & Services, and Research & Guidance business groups.At Tax & Accounting, we develop industry-leading software, services and informational tools toenable the customers we serve to take full advantage of advanced technology and streamlinetheir workflow processes. Every day, we fulfill our mission of improving the productivity andprofitability of accounting, tax and corporate finance professionals by rethinking traditionalprocesses, leveraging cutting-edge technology and providing the most accurate and insightfulresearch available.Why Tax & Accounting?Because our products and services provide: Efficient and effective means to manage changes in tax legislation at all levels of governmentfor your specialized areas of concern. Economic and productive means to manage your information technology budget. Timely, accurate and comprehensive resource of taxation and corporate financial information. Skilled and highly motivated customer service. Fully integrated software and print products that eliminate redundancies and reducecomplications. Authoritative analysis and interpretations that are frequently cited in court rulings.About Thomson ReutersThomson Reuters is the world’s leading source of intelligent information for businesses andprofessionals. We combine industry expertise with innovative technology to deliver criticalinformation to leading decision makers in the financial, legal, tax and accounting, scientific,healthcare and media markets, powered by the world’s most trusted news organization. Withheadquarters in New York and major operations in London and Eagan, Minnesota, ThomsonReuters employs more than 50,000 people in 93 countries.New York195 BroadwayNew York, NY10007Contact UsSales 800.950.1216Support 800.431.9025ria.thomsonreuters.com 2009 Thomson Reuters. Checkpoint, PPC, RIA and WG&L are registered trademarks of Thomson Reuters (Tax & Accounting) Inc.Other names and trademarks are properties of their respective owners. T-600062

Practice Management, and continuing Professional Education. checkpoint provides the most comprehensive and authoritative integration of analysis, explanations, annotations, headnotes and primary sources available in a research system. anchored with expert guidance from Ria, Wg&L and PPc, checkpoint brings you the top names in