Checkpoint Users Guide

Checkpoint User Guide
December 2010
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 course 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 on this site are copyright 2010, Thomson Reuters. All rights reserved.
Table of Contents
Getting Started .......................................................................................................... 1 Welcome! ............................................................................................................... 1 System Requirements .............................................................................................. 1 Checkpoint Password Requirements ........................................................................... 1 Logging on to Checkpoint ......................................................................................... 2 Logging Out ............................................................................................................ 3 Checkpoint Content Tabs .......................................................................................... 3 Checkpoint Top Toolbar ............................................................................................ 4 Helpful Browser Features .......................................................................................... 5 Checkpoint Training .................................................................................................... 7 Training Overview ................................................................................................... 7 Web-based Training ................................................................................................. 7 Instructor Led Training ............................................................................................. 8 Checkpoint On Demand Training ............................................................................... 9 Tips and Techniques ................................................................................................. 11 Search Tips........................................................................................................... 11 Search Tips ........................................................................................................ 11 Using Search Connectors ..................................................................................... 12 Search Examples ................................................................................................ 14 Using Wildcards .................................................................................................. 14 Viewing Wildcard Search Results .......................................................................... 16 Advanced Tax Research ......................................................................................... 16 The Tax Research Process .................................................................................... 16 Glossary of Evaluation Terms Used in Cases and Treasury Decisions and Rulings ........... 17 iii
Checkpoint User Guide Glossary of Evaluation Terms Used in Cases and Treasury Decisions and Rulings ........ 17 Getting Support ....................................................................................................... 23 Support on the Web ............................................................................................... 23 Frequently Asked Questions....................................................................................... 25 Frequently Asked Questions .................................................................................... 25 Frequently Asked Questions Product Information ....................................................... 25 Frequently Asked Questions Searching ..................................................................... 26 Frequently Asked Questions Logging On ................................................................... 28 Frequently Asked Questions Printing ........................................................................ 30 Frequently Asked Questions Screen Elements ........................................................... 31 Frequently Asked Questions Saving ......................................................................... 31 Using the Home Tab and My Checkpoint...................................................................... 33 Using the Checkpoint Home Screen ......................................................................... 33 About My Checkpoint ............................................................................................. 34 Creating a New My Checkpoint View ........................................................................ 35 Modifying a My Checkpoint View .............................................................................. 36 Modifying My Quick Links........................................................................................ 38 Creating External Quick Links.................................................................................. 41 Importing and Exporting Quick Links........................................................................ 42 Adding Quick Links Using the Quick Link Icon............................................................ 44 Setting Checkpoint Options ....................................................................................... 47 Setting Checkpoint User Options ............................................................................. 47 Setting Document Options ...................................................................................... 47 Setting General Options ......................................................................................... 47 Setting the Newsstand Options ............................................................................... 48 iv
Table Of Contents Setting Up a Newsletter RSS Feed ........................................................................... 52 Tax Alerts Options - Preferences.............................................................................. 53 Tax Alerts Options - Tax Service Credentials ............................................................. 54 Setting Personal/Password Options .......................................................................... 56 Setting Print/Export/E-mail Options ......................................................................... 57 Setting Search/Display Options ............................................................................... 59 Setting Single Sign On Options................................................................................ 60 Setting Time Tracking Options ................................................................................ 60 Using Checkpoint Search ........................................................................................... 63 Basic Searching ..................................................................................................... 63 Introduction to Searching .................................................................................... 63 Keyword Searching ............................................................................................. 63 Performing a Terms & Connectors Search .............................................................. 64 Natural Language Search ..................................................................................... 66 Using the Checkpoint Thesaurus ........................................................................... 68 Understanding the Source Selection Screen ........................................................... 73 Creating and Saving a Customized Source Set ....................................................... 74 Searching by United States Tax Reporter (USTR) Code ............................................ 74 Using Search Connectors ..................................................................................... 76 Performing a Citation Search ................................................................................ 78 Date Range Search ............................................................................................. 78 Performing a Legislation Search ............................................................................ 79 Performing a Search within BNA Daily Tax Report ................................................ 82 Using the WG&L Tax Dictionary ............................................................................ 83 Searching State & Local Sources ............................................................................. 84 v
Checkpoint User Guide About State & Local Searches ............................................................................... 84 Performing a Single State Search ......................................................................... 85 Searching Across Multiple States .......................................................................... 86 Performing a State Rulings by Date Search ............................................................ 88 Performing a State Cases by Court/Date Search ..................................................... 89 Performing a State Tax/Doc Type Search ............................................................... 91 Performing a Sectional Search .............................................................................. 92 Retrieving Sales & Use Tax Rates ......................................................................... 94 Retrieve a Summary of Updated Rates .................................................................. 94 Searching International Sources .............................................................................. 95 Tax Treaty Searching in the International Practice Area ........................................... 95 Using the RIA Worldwide Tax Law Search .............................................................. 96 Searching the IBFD Tax Glossary .......................................................................... 98 Searching IBFD Transfer Pricing ........................................................................... 99 Searching EU Law ............................................................................................. 101 Searching IBFD Regional Databases .................................................................... 102 Viewing Search Results ........................................................................................ 103 Viewing and Navigating Your Search Results ........................................................ 103 Modifying a Search ........................................................................................... 103 Using the Document List Navigation Tools............................................................ 104 Viewing Wildcard Search Results ........................................................................ 106 Understanding the Source List Screen ................................................................. 107 Understanding the View Document Screen ........................................................... 109 Understanding the Document List Screen............................................................. 112 Printing, Exporting, or E-mailing Documents ........................................................ 114 vi
Table Of Contents Printing, Copying, or E-mailing Selected Document Text ........................................ 117 Citation Tracker ................................................................................................ 120 Using Compare It Links ..................................................................................... 122 External Permalinks .......................................................................................... 124 Top Line and Side Line Link Filtering ................................................................... 125 Saving or Scheduling a Search .............................................................................. 127 Saving or Scheduling a Search ........................................................................... 127 Income Tax Developments Wizard - Save or Schedule a Search ............................. 130 Retrieving a Saved Search ................................................................................. 131 Saving a Document ........................................................................................... 133 Using Saved Documents .................................................................................... 133 Moving a Saved Search or Document .................................................................. 133 Deleting Saved Searches and Documents ............................................................ 134 Available Sources ................................................................................................ 134 Federal Sources Available in Checkpoint .............................................................. 134 State & Local Sources Available in Checkpoint ...................................................... 135 Accounting, Audit & Corporate Finance Sources Available in Checkpoint .................. 135 Estate Planning Sources Available in Checkpoint ................................................... 136 International Sources Available in Checkpoint ...................................................... 136 Pension & Benefits and Payroll Sources Available in Checkpoint .............................. 137 Tax News Alert Sources Available in Checkpoint ................................................... 138 Searching Accounting, Auditing & Corporate Finance ................................................ 138 Search FASB Codification ................................................................................... 138 Search FASC Complete Analysis ......................................................................... 140 Search GAAP Reporter ....................................................................................... 142 vii
Checkpoint User Guide Searching WG&L FRM and SECPlus Sources ......................................................... 143 Using the Table of Contents ..................................................................................... 161 About the Table of Contents Feature ...................................................................... 161 The Table of Contents Screen ............................................................................... 161 Expanding the Table of Contents View .................................................................... 162 Table of Contents Symbols ................................................................................... 164 Table of Contents Navigation Tools ........................................................................ 165 Searching with the Table of Contents ..................................................................... 166 Table of Contents Permalinks ................................................................................ 167 Using the My Titles Feature ................................................................................... 169 Using the Indexes ............................................................................................... 169 Printing and Exporting ............................................................................................ 171 Printing, Exporting, or E-mailing Documents ........................................................... 171 Printing, Copying, or E-mailing Selected Document Text ........................................... 175 Copying and Pasting Text to Other Applications ....................................................... 178 Printing Saved Documents from Document Folders .................................................. 178 Exporting Saved Documents from Document Folders ............................................... 179 Printing Multiple Documents from the Table of Contents ........................................... 179 Using the Newsstand .............................................................................................. 181 Using the Newsstand Feature ................................................................................ 181 Setting the Newsstand Options ............................................................................. 182 RIA Daily Updates ............................................................................................... 186 Accounting & Compliance Alert .............................................................................. 188 IBFD Tax News Service ........................................................................................ 189 PPC's Daily Update .............................................................................................. 190 viii
Table Of Contents The BNA Daily Tax Report .................................................................................. 190 BNA International Tax Monitor .............................................................................. 191 Towers Perrin News ............................................................................................. 192 EBIA Weekly ....................................................................................................... 192 Searching the RIA Newsletter Library ..................................................................... 193 Searching the Accounting & Compliance Alert ......................................................... 194 Searching the BNA Daily Tax Report ...................................................................... 196 Searching the Towers Perrin News Library .............................................................. 198 Searching the BNA International Tax Monitor .......................................................... 198 Newsstand - News Flash ....................................................................................... 199 Searching the EBIA Weekly................................................................................... 201 My Folders and History ........................................................................................... 203 Understanding My Folders .................................................................................... 203 Using the History Feature ..................................................................................... 204 Moving Documents Between Folders ...................................................................... 206 Creating Folders .................................................................................................. 206 Deleting Folders .................................................................................................. 207 Renaming Folders ................................................................................................ 207 Tax Alerts ............................................................................................................. 209 Introduction to Tax Alerts ..................................................................................... 209 Searching Tax Alerts ............................................................................................ 210 Searching Tax Alerts with the Table of Contents ...................................................... 212 Search Tax Alerts by an Affected Client .................................................................. 214 Tax Alerts - Affected Returns ................................................................................ 215 Tax Alerts - Client Services ................................................................................... 217 ix
Checkpoint User Guide Tax Alerts Options - Preferences............................................................................ 218 Tax Alerts Options - Tax Service Credentials ........................................................... 219 Using the CPE Tab .................................................................................................. 221 Using the CPE Tab ............................................................................................... 221 Using Forms and Checklists ..................................................................................... 223 Viewing and Printing Forms .................................................................................. 223 Accessing Sample Forms ................................................................................... 223 Working with Interactive Checklists ....................................................................... 224 User Tools ............................................................................................................. 225 Bridge-It ............................................................................................................ 225 Calculators ......................................................................................................... 227 Cost Basis Plus .................................................................................................... 230 Create-a-Chart .................................................................................................... 233 State & Local Create-a-Chart ............................................................................. 233 E-Filing Create-a-Chart...................................................................................... 235 BNA State Tax Survey Create-a-Chart ................................................................. 235 Payroll Create-a-Chart....................................................................................... 236 International - US Tax Treaties Create-a-Chart ..................................................... 238 International Tax Rates Create-a-Chart ............................................................... 239 IBFD Tax Rates Create-a-Chart .......................................................................... 239 Financial Reporting Create-a-Chart ..................................................................... 240 SEC Standards Tracker Create-a-Chart ................................................................ 243 FASB Codification - Cross Reference ...................................................................... 244 FASB Codification - Join Sections ........................................................................... 247 FASB Codification - Combine Subsections ............................................................... 249 x
Table Of Contents I-Metrix .............................................................................................................. 250 Using Interactive Tables (i-Tables) ........................................................................ 251 Financial Reporting Interactive Checklists ............................................................... 253 Working with Interactive Checklists ....................................................................... 257 International Tax Tools ........................................................................................ 258 Nexus Assistant................................................................................................... 258 Checkpoint Tools for PPC ...................................................................................... 259 Income Tax Developments Wizard ......................................................................... 260 Checkpoint Tools for WG&L ................................................................................... 261 Form/Line Finder ................................................................................................. 262 Document Assembly ............................................................................................ 262 Speedlink ........................................................................................................... 264 Custom Calculators for H&R Block ......................................................................... 267 FASB Codification ................................................................................................... 269 FASB Codification - Cross Reference ...................................................................... 269 FASB Codification - Join Sections ........................................................................... 271 FASB Codification - Combine Subsections ............................................................... 273 Search FASB Codification ...................................................................................... 275 Time Tracking ........................................................................................................ 277 Time Tracking ..................................................................................................... 277 Masthead .............................................................................................................. 281 Checkpoint Masthead ........................................................................................... 281 Senior Management ............................................................................................. 281 Federal Authors ................................................................................................... 281 International Editors ............................................................................................ 282 xi
Checkpoint User Guide Journals Authors ................................................................................................. 282 Payroll Editors ..................................................................................................... 283 PPC Accounting and Auditing Authors ..................................................................... 283 PPC Tax and Financial Planning Authors.................................................................. 283 State & Local Authors .......................................................................................... 284 WG&L Federal Tax Treatises Editors ....................................................................... 284 WG&L Financial Reporting and Management Editors ................................................. 284 EBIA Authors ...................................................................................................... 285 Paralegals........................................................................................................... 285 Data Management ............................................................................................... 285 PPC Content Management .................................................................................... 286 EBIA Editorial Staff .............................................................................................. 287 State & Local Primary Law Group........................................................................... 287 Citator ............................................................................................................... 288 Indexing............................................................................................................. 288 Legal Resource Center ......................................................................................... 288 Checkpoint Technology ........................................................................................ 288 Product Management ........................................................................................... 288 New Product Development .................................................................................... 288 Index.................................................................................................................... 291
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Getting Started
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 contains all the information you need to perform research successfully.
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Checkpoint works with Microsoft Internet Explorer (Release 6.0 or higher) and Mozilla Firefox (Release 1.0 or higher). Before conducting online research, you must install one of these browsers. Please check the System Requirements section for minimum and recommended requirements.
System Requirements
Recommended Configuration Following are the recommended hardware, software, and communications requirements for Checkpoint: Hi-speed internet connection. Microsoft Internet Explorer (latest version) or Mozilla Firefox (latest version). Adobe Acrobat Reader (latest version).
Minimum Configuration Following are the minimum hardware, software, and communications requirements needed to use Checkpoint: Dial-up internet connection. Monitor with 1024x768 resolution. Microsoft Internet Explorer 6 or Mozilla Firefox. Adobe Acrobat Reader 5.0, for viewing any PDF forms and the Checkpoint User Reference Guide.
Checkpoint Password Requirements

Your Checkpoint password must: be at least 7 characters long with a maximum of 20 characters. include at least one alphabetic and one numeric character. not contain spaces.
Passwords are not case sensitive. An example of a valid password is: 123abc456. 1
Checkpoint User Guide If you have any issues creating a password, please contact RIA Technical Support at 1-800431-9025, prompt 3.
Logging on to Checkpoint
1. Launch your browser and enter the Checkpoint address in the browser location bar: http://checkpoint.riag.com The Checkpoint Login screen appears. (Bookmark this page or add it to your Favorites so you don't have to retype the URL each time you want to access Checkpoint.) 2. Enter your User Name and Password, and then click Login. Area selections in the Options window. Note: You cannot use your user name and password to open more than one Checkpoint session on different machines at the same time. Checkpoint System Requirements Recommended Configuration Following are the recommended hardware, software, and communications requirements for Checkpoint: Hi-speed internet connection. Microsoft Internet Explorer (latest version) or Mozilla Firefox (latest version). Adobe Acrobat Reader (latest version).
3. The Checkpoint screen that appears depends on your Login and Startup Practice
Minimum Configuration Following are the minimum hardware, software, and communications requirements needed to use Checkpoint: Dial-up internet connection. Monitor with 1024x768 resolution. Microsoft Internet Explorer 6 or Mozilla Firefox. Adobe Acrobat Reader 5.0, for viewing any PDF forms and the Checkpoint User Reference Guide.
Getting Started Run an automatic check of your browser settings and compatibility.
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, click Sign Off on the top toolbar of any screen. Note that, if you remain logged on but do not use Checkpoint for 60 minutes, your session automatically times out. To start a new session, type in your user name and password at the Login screen.
Checkpoint Content Tabs

Checkpoint uses a set of content tabs to organize its range of features and tools. Click one of the tabs to use access the content area.
The Checkpoint Home screen provides a central location for reviewing new Law Alerts, Tax News headlines, and 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 Research tab contains Checkpoint's search features. The Newsstand tab contains tax news headlines and news content such as RIA Daily Update, BNA Daily Tax Report, BNA Int'l Tax Monitor, IBFD Tax News Service, and PPC's Daily Update. The Tools tab contains Checkpoint productivity tools like Calculators, Create a Chart, and i-Tables. The Practice Development tab contains RIA Tax Alerts. This tab is only available to Tax Alerts subscribers. CPE powered by MicroMash provides a wide range of superb courses to further your learning and skill development.
Checkpoint Top Toolbar

The Checkpoint Top Toolbar is available on every screen. Click the Top Toolbar buttons to access the following functions: Use History to access your recent searches and documents viewed. Set your preferences for interacting with Checkpoint, including search results display, document export format, and newsletter subscription. Retrieve searches and documents you have saved in the past. You can organize your saved searches and documents into folders for easy retrieval. Use Time Tracking to assign time spent in Checkpoint to your 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. Learn more about using Checkpoint features. Conclude your Checkpoint session.
These options are accessible from the Research tab:
Conduct a search of Checkpoint's sources from either the Keyword or Citation Search screens. From the Keyword Search screen you can also create and save your own source sets. Browse Checkpoint's sources in a table of contents format. You can also search specific entries in the Table of Contents.
Getting Started
Helpful Browser Features

The following tools assist you in using Checkpoint. To use these tools, click the corresponding button on your browser toolbar. If you have removed the toolbar, click the selection from your browser's menu.
Toolbar Icon
Back Forward
Menu Command
View/Go To/Back View/Go To/Forward
Function
Returns to a previously viewed document. Returns to a document viewed before using Back. If you have not used Back, you cannot use this selection.
Home
View/Go Returns to the browser. This selection does not go to To/Home Page the Main Menu of Checkpoint. Be aware when you use this function that your Checkpoint session is active until you return to Checkpoint and log out. Don't become distracted on the Web and close your browser! View/Stop Stops downloading a new file. Use this selection when the system is bogged down, or if you decide not to view a document. Prints current screen if you have clicked the screen before selecting Print. This option includes all links in the text in the printout. If you are trying to print the full text version of a document, and prefer to print without graphics displaying, click the View Text link on the Options menu at the bottom of the screen, and then click Print. To save a web address for easy retrieval, select the option from your browser's toolbar or menu. Then specify if you want to add this link to Favorites in general or to a specific folder.
Stop
Print
File/Print
Favorites/Bookmarks Favorites/Add to Favorites
Checkpoint Training
Training Overview
Our customer training program offers classes that teach you how to use the software with maximum proficiency and at all levels of expertise. Our training services provide several courses in the following delivery methods to help you maximize your software investment. Virtual Classroom - teleconference and Internet-based training. Learn efficient research techniques and Checkpoint functionality while you interact with an expert instructor. Regional Seminar - attend a Checkpoint class at a location near where you work. An expert instructor will guide you through efficient Checkpoint functionality and features. Self-study Web-based training - take Checkpoint training on your own computer, at your own pace, at any time that is convenient to your schedule. You will interact with the training as you are guided through using Checkpoint to perform research. Private Virtual Classroom - schedule a class with an expert instructor at a time that works best for your schedule. The training will be customized to your needs. As many people as you would like can attend this training that is conducted using a teleconference and the Internet. Onsite training - schedule a class with an expert instructor at your own location at a time that works best for your schedule. The training will be customized to your needs. As many people as you would like can attend this training.
Checkpoint: Basic Functionality and Features is the first class that you should take. During this class you will learn how to use the most common functions and features of Checkpoint. View a list of available classes. After you take Checkpoint: Basic Functionality and Features, we recommend that you take a class that is specific to the type of research that you perform (Federal, SEC & GAAP, International, State & Local, etc.). View a list of available classes. At any time, if you need assistance or have questions, send an e-mail to tta.rg.customertraining@thomson.com or call 1-800-431-9025.
Web-based Training
These interactive Web Based Training courses cover a wide range of Checkpoint features. Click a link below to launch the training. Checkpoint Web-based Training SEC & GAAP Compliance Web-based Training Checkpoint Productivity Tools 7
Instructor Led Training

Checkpoint instructor led training courses cover a wide range of features and content. There are several different formats and delivery options to choose from. Virtual Classroom Virtual Classroom provides two convenient ways to receive training on Checkpoint. Simply select the method that best suits your needs. Web Conferencing The seminar is presented via a web-application sharing tool from which you can watch a Tax & Accounting instructor demonstrate how to use Checkpoint. At the same time, you can hear and interact with the instructor via teleconference. View the Virtual Classroom schedule Customized Virtual Classroom Schedule a Virtual Classroom session tailored specifically to the needs of your firm. Train your entire staff in Checkpoint with hands-on exercises performed in their normal workplace. Request a Customized Virtual Classroom Regional Seminars - Product Training Product Training Sharpen your tax research skills by attending live training on Checkpoint and e-Form RS delivered in person from Tax & Accounting experts, as well as live seminars on how to conduct tax research. View the Regional Seminars - Product Training schedule Regional Seminars - Taxation With the new How To Do Tax Research seminars gain a basic understanding of tax research concepts and procedures to maximize the research process for your clients. View the Regional Seminars - Taxation schedule On-Site By bringing Tax & Accounting trainers to your location, you can train your entire staff at substantial savings in sessions custom-tailored to their needs. 8
Checkpoint Training Request On-Site Training
Checkpoint On Demand Training

Checkpoint On Demand Training provides quick, focused training on specific Checkpoint functionality and features. View the On-Demand Training offerings.
Tips and Techniques

Search Tips
Search Tips
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 Keywords too specific Keywords too generic Hyphens and hyphenated compound words Acronyms Codes and Regulations with parentheses
Do my keywords describe the issue as the source material might describe it? 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. Are my keywords too specific? Consider whether your topic might be part of a broader issue. Do not get too caught up in specifics. Ask yourself, what else might relate to my particular issue? Are my 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's 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. Are hyphens searchable? 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 email and e mail will be retrieved. Using hyphens when searching for compound word search terms will generate the broadest search results possible. 11
Checkpoint User Guide How do I search for terms and names that often appear as 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 acronyms, 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). Can I perform a keyword search for a Code or Regulation section containing parentheses? Yes. 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 box, 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.
Using Search Connectors

Often your tax research tasks demand more complex analysis. In these cases, using plain keywords may not allow you to precisely specify your search topic. Checkpoint provides you with advanced search syntax that help you to perform more sophisticated and focused searches. Search connectors are symbols and words you can use in conjunction with your keywords to qualify their relationships and meaning. A list of search connectors and examples of how you can incorporate them into your search are presented below. Click Search Tips and Search Examples for more information.
To locate documents:
containing any of my keywords containing at least one instance of each of my keywords that contain one keyword but exclude another containing my exact phrase containing variations of my keywords disabling automatic retrieval of plurals and equivalencies containing single-character variations 12 OR, |
Use:
Space, &, AND ^, NOT "" * (asterisk) # (pound sign) ? (question mark)
Example:
funding OR deficiency funding deficiency funding NOT deficiency "funding deficiency" deprecia* #damage (retrieves only damage, not damages) s????holder (retrieves stockholder, shareholder)
Tips and Techniques
containing compound words
- (hyphen)
e-mail (retrieves e-mail e mail, email)
Note: The # character does not turn off the automatic retrieval of possessives (for example, customer's). 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.
To search for a word or phrase:

within n words of another (in any order) within n words of another (in exact order) within the same sentence (20 words) as another (in any order) within the same sentence (20 words) as another (in exact order)
Use:
/# (where # equals number) pre/# (where # equals number) /s
Example:
"disclosure exception" /7 negligence "disclosure exception" pre/7 negligence "disclosure exception" /s negligence "disclosure exception" pre/s negligence "disclosure exception" /p negligence "disclosure exception" pre/p negligence
pre/s
within one paragraph (50 words) /p as another (in any order) within one paragraph (50 words) pre/p as another (in exact order)
You can also use multiple search connectors when constructing a search string. For example, the phrase: ("partner deduct*" /p "excise tax") not "income tax" finds documents containing the phrase partner deduction or partner deductible and the phrase excise tax within a paragraph (or 50 words) of each other, but not if the phrase income tax appears in the document. Connector Precedence Rules When a keyword search contains more than one type of connector, precedence rules affect which documents are retrieved by the search. Keyword connectors are processed according to the following precedence sequence in which OR (|) has the highest precedence (and thus, is processed first) and NOT (^) has the lowest precedence (and thus, is processed 13
Checkpoint User Guide last): |, PRE/#, PRE/S, PRE/P, /#, /S, /P, & (space), ^ Where # is a number between 1 and 255. The precedence rules can be over-ridden when parentheses are used in constructing a query, for example: (FUNDING & DEFICIENCY) | BANKRUPTCY. Since | has higher precedence that &, | would normally be processed first. However, with the use of parentheses, the & 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, for example: (INCOME ^ TAX) /P CORPORATE. See Search Examples for more examples of using search connectors.
Search Examples
These detailed examples show how to use the search connectors available in Checkpoint. To narrow or expand your search, use Connectors. To search for word/phrases within a certain number of words/phrases from each other, use Proximity searches. To combine connectors and proximity searches and define their order, use parentheses. To search for code or regulation subsections, use parentheses.
Using Wildcards
Use wildcard symbols to broaden the scope of your search. In Checkpoint, 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 term/s, Checkpoint retrieves documents that contain either the keywords themselves or variations of your keywords as determined by the type of wildcard you use. Example: A search for the term termina* retrieves documents that contain the term(s): terminate or termination or terminations or terminal, and so forth.
Connector
* (asterisk)
Purpose
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.
Example: deprecia* 14
Tips and Techniques
Finds: all words beginning with the letters deprecia, such as depreciate, depreciates, depreciation, and so forth. ? (question mark) The question mark variable can appear anywhere within a search term except at the beginning. It can also appear more than once within the same term.
Example: hans? n Finds: hanson, hansen Example: s????holder Finds: stockholder, shareholder # (number sign) 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.
Example:#damage Matches: damage Does not match: damages Example:# abe Matches: abe, abe's Does not match: abes, american bar endowment - (hyphen) Example:e-mail Matches: e-mail, e mail, email Note: Older versions of Checkpoint used the dollar sign ($) and percent sign (%) as wildcards in search terms. These are now obsolete and can no longer be used. Use $ only when you are searching for a dollar amount (for example, when searching for "$100"). This was formerly used to perform a thesaurus search to find synonyms for your keyword. The Checkpoint Thesaurus has replaced this wildcard. More information on using the Checkpoint Thesaurus. Use % only when you are searching for a specific percentage (for example, 28%). This was formerly used to find irregular word endings; however, such endings (possessives and plurals) are now automatically included in the search result set unless you have explicitly disabled such endings by using the number sign (#). Alert! When displaying results of a search in which you used wildcards, Checkpoint does not highlight keyword variations as generated by the wildcard. For more information, see Viewing Wildcard Search Results. The hyphen allows variations of compound words.
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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. If there is no occurrence of the entire word 'terminate', then no terms are highlighted in the document and you are taken to the bottom of the page when you click First Keyword. The following message appears: Your keywords are not highlighted because you have either executed a wildcard search or your keywords are part of a hidden region. Please review the following information for additional clarification. Use your browser's (Netscape or MS Internet Explorer) FIND feature to locate your search terms. This operation will find every occurrence of the term you searched for. Your terms are included in a hidden region or are a part of a hypertext link and cannot be displayed. Hidden regions are searchable; however, the terms within the hidden region do not appear.
Advanced Tax Research

The Tax Research Process
The overriding purpose of tax research is to find solutions to the tax problems of ones 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 results of the research to a specific situation. One can identify two essential tax research skills. The first is using certain mechanical techniques to identify and locate the tax authorities that relate to solving a problem. 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 properly to apply the information found. Creativity is necessary to explore the relevant relationships among the circumstances and problems at hand to find a satisfying (and defensible) solution. In many cases, no legal authority exists that is directly on point for the problem. If such a situation comes up, the researcher must combine seemingly unrelated facts, ideas (including those that he or she has derived from previous research work), and legal authority to arrive at a truly novel conclusion. This creative ability of the researcher often spells the difference between success and failure in the research process.
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Tips and Techniques Outline of Tax Research Process As the tax problems of the client become more significant, the related tax research can become time-consuming and, thus, expensive to the client. A moderate tax research problem often takes up to eight or ten hours of research time, and the bill for these services may approach or even exceed $2,000. Because of the costs that are involved, the tax researcher must work as efficiently as possible to obtain the solution to the clients problem. The researcher needs a framework for the research process, so that he or she does not waste time and effort in arriving at a solution to the problem. The tax research process can be broken down 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. 2. Identify the Issues. 3. Locate the Authority. 4. Evaluate the Authority. 5. Develop Conclusions and Recommendations. 6. Communicate the Recommendations.
Glossary of Evaluation Terms Used in Cases and Treasury Decisions and Rulings
Glossary of Evaluation Terms Used in Cases and Treasury Decisions and Rulings
The following terms are used to evaluate the use of earlier cases or rulings cited in a later case or ruling. acquiescence Describes action of a judicial history nature. The IRS accepts an adverse holding and agrees to follow it in cases that involve the same facts, but neither approves nor disapproves of the rationale of the court. affirmed/affirming Affirmance. amplified/amplifying Position in earlier ruling is extended to new situation. appeal pending
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Checkpoint User Guide The case has been appealed to the specified appellate court on the specified date. appeal reinstated After the original appeal has been either dismissed by the court or withdrawn by the party who instigated it, it has been reactivated. certiorari denied The U.S. Supreme Court has rejected a petition seeking review of the case (date of denial is indicated). certiorari granted The U.S. Supreme Court has agreed to review the case (date granted is specified). cited favorably The later case or ruling is citing to an earlier case or ruling in a favorable way, or is relying on the earlier case or ruling to support a relatively minor issue in the later case or ruling. cited in dissent The earlier case or ruling appears in a dissenting opinion of the later case. clarified/clarified Language in earlier ruling is being corrected, but position isn't changed. Often used in ruling issued to fix typo in regulations issued via Treasury Decision. criticized The later case or ruling is criticizing some aspect of the earlier case or ruling, but stops short of questioning its validity or soundness. This is also used when the IRS, in a ruling, indicates its displeasure with a particular court case. dismissed The appellate court has dismissed the appeal or the party seeking the appeal has withdrawn it. distinguished The later case or ruling indicates why an earlier case or ruling is different from it, either on factual or legal grounds. followed
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Tips and Techniques The later case or ruling is making a strong positive statement about the earlier case or ruling and is going to follow its ultimate outcome or a particular statement or point of law in determining the current case or issuing the current ruling. implemented/implementing Archaic usage, later ruling is implementing position taken in earlier ruling. inapplicable The later case or ruling states that the earlier case or ruling is simply not applicable to the situation before it. Judicial History Evaluations The following terms (called "judicial history" evaluations) indicate that a court or the IRS has taken action on an earlier case or ruling that might weaken or strengthen the possible use of the earlier term. Each judicial history evaluation has a companion evaluation located under the main entry location. Judicial History Evaluations Pertinent to Rulings Some judicial history evaluations pertain almost exclusively to IRS rulings and are usually based on statements made by IRS in full text or later rulings themselves. limited The later case or ruling indicates that the earlier case or ruling is "limited" in its own facts and circumstances and won't be applied to the later case or ruling, usually because the pertinent law has changed in the meantime. modified/modifying Later higher court modified or changed part of lower court decision, without reversing or remanding it. These terms may also be used with regard to rulings. nonacquiescence Describes action of a judicial history nature. IRS doesn't agree with holding of case and won't follow it, even in cases involving some facts. obsolete/obsoleting Change of law renders earlier ruling no longer applicable. Often used when IRS "cleans house" of older rulings. on all fours The later case or ruling states that an earlier case or ruling is virtually identical to it, both as to law and facts. 19
Checkpoint User Guide on remand Describes action of a judicial history nature. Case was on remand from higher court, which had indicated its disagreement with some aspect of case when it was at lower level in the first instance, and instructed lower court to reexamine certain issues. overruled Usually not seen in cases, more likely to be seen in IRS rulings. Indicates that the later case or ruling has directly stated that the earlier case or ruling is no longer of any value as a precedent. questioned The later case or ruling is questioning the validity or soundness of an earlier case or ruling, and is almost always also indicating that it won't use the earlier case or ruling or its rationale in reaching a decision in the current matter. reconciled The later case or ruling, looking at an earlier case or ruling that a party to a later case is trying to use to support his or her position, explains why it does or does not support a particular position in the later case or ruling, Or the later case or ruling is explaining (or reconciling) what might appear to be a conflict between an earlier case or ruling and the one before it currently. related Cases or rulings are related to one another (usually due to same operative facts). When used with cases, it may appear with cases at same or different court levels. rescinded/rescinding Rarely used today, means the same as revoked (position in earlier rulings no longer reflects correct law or interpretation and can no longer be relied on as of specified date). reversed & remanded/reversing & remanding Later higher court reversed decision of lower court. revoked/revoking Position in earlier ruling no longer reflects correct law or interpretation and can no longer be relied on as of specified date. same Later and earlier cases or rulings are the same case or ruling. When used with cases, it may appear with cases at same or different court levels.
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Tips and Techniques superseded/superseding Later ruling republishes substance of earlier ruling and effectively replaces it as of date specified in full text of ruling. supplemented/supplementing Some aspects of earlier ruling is being added onto (example: list of foreign nations involved with international boycotts). suspended/suspending Earlier ruling won't be applied for certain time period, usually to allow IRS to reevaluate position taken in earlier ruling. vacated/vacating Later higher court vacated holding of lower court. withdrawn Earlier case or ruling has been withdrawn.
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Getting Support
Support on the Web
Click here to access the Checkpoint Support web site. You can access product guides and documentation, review FAQs and locate product training.
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Frequently Asked Questions

We have provided the answers to questions that users most frequently ask of RIA's Technical Support services team. If you cannot locate an answer to a question you may have regarding any feature of Checkpoint, please call Technical Support at 1-800-4319025, prompt 3. Product Information Logging On Searching Saving Printing Screen Elements
Frequently Asked Questions Product Information

We have provided the answers to questions that users most frequently ask of RIA's Technical Support services team. If you cannot locate an answer to a question you may have regarding any feature of Checkpoint, please call Technical Support at 1-800-4319025, prompt 3.
Q. What are the URLs for Checkpoint and Advisor on the Web? A. Checkpoint - http://checkpoint.riag.com, Advisor on the Web- advisor.westgroup.com.
Q. What are my system requirements? A. Requirements for Checkpoint are available in System Requirements.
Q. What are the compatible browsers for Checkpoint and what is the minimum
browser version that I need?
Internet Explorer (latest version).
A. Recommended browsers for Checkpoint are Mozilla Firefox (latest version) or Microsoft
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Frequently Asked Questions Searching

We have provided the answers to questions that users most frequently ask of RIA's Technical Support services team. If you cannot locate an answer to a question you may have regarding any feature of Checkpoint, please call Technical Support at 1-800-4319025, prompt 3. Need help with using Search Connectors? See Search Connectors.
Q. Every time I perform a search, I get the same result. What is the problem?
locally in Internet Explorer, go to Internet Options/Temporary Internet Files/Delete Files. A window appears concerning subscription content. Click OK. To clear your cache locally in Netscape, from the Edit menu, select Preferences, then Advanced, then Cache. Then click Clear Memory Cache and Clear Disk Cache.
A. This can be the result of your browser's cache not being clear. To clear your cache
Q. How does Citation Search differ from Keyword Search and under what
circumstances would I use the Citation Search? . The Keyword Search screen accommodates keyword searching and often yields results that are broad enough to require a certain amount of browsing. Citation Search, on the other hand, allows you to use pre-designed templates to search for a specific type of information by topic, industry, department, publication source, primary source material, agency documents, or other identifiers peculiar to the source you are searching. Citation Search results are often narrower than results retrieved from the Keyword Search screen because the parameters of the Citation Search are configured to retrieve documents that contain unique information.
Q. Search results display in both a List (Source and Document) format and a
Table of Contents format. What are the advantages to browsing in each format? . Your decision to browse search results from a list or table of contents format will depend upon your personal preference. The Source List shows search results in terms of the number of documents found for each source you searched. From the Source List, you can access the Document List, which contains links to all the documents within a particular source that matched your search terms. Both lists present detailed information concerning your search that is not visible on the Table of Contents. However, the Table of Contents format provides a better idea of the context in which your search results documents are located, letting you trace the source of 26
Frequently Asked Questions a document in a way not available from the List screens. Both formats basically offer different views of the same information.
Q. Sometimes my search results are copious; sometimes they are meager. How
can I execute searches so that they yield just enough of the documents that I really need?
of your search. Stay away from commonly used words such as tax or deduction. Because they occur so frequently, they may not get you any closer to finding answers. Similarly, keywords that are too specific may fail to give you access to documents that may be of use to you. You may want to refine your search by using search connectors. Consider also who wrote the materials you seek. Many sources containing official source material use legal language that makes keyword searching more challenging. You may, in this case, consider using Citation Search.
A. You may be using keywords that are either too broad or too narrow. Reframe the terms
Q. What are the benefits to using Scheduled Search feature and how do I use it?
. Checkpoint incorporates the Scheduled Search feature to enable you to receive the benefit of automatic updates of your most frequently executed searches. In order to schedule a search to run, you must first save it. On the top toolbar, click History. Select the search you want to save from the Search History table by clicking Save. In the Naming Option section, either give the search a unique name, or select a prior search to replace the current search. Be aware that the latter option will overwrite the previously named search. In the Scheduling Option section, select the radio button beside a search frequency (for example, weekly or monthly) and choose a day of the week or month that you want the search to run. You may also schedule a search run for a previously saved search. From the top toolbar of any screen, click My Folders. Choose a search to schedule and, in the Search Name column, click Schedule to access the Save Search screen. In Scheduling Options, select the search frequency, the day for the search to run, and the time. After you have entered your scheduling information, it is important to click Save at the bottom of the Save Search screen. If you do not click Save, the search will not run. The results of a scheduled search are indicated in the Saved/Scheduling Information column of the My Folders screen.
Q. How can I speed up my search?

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. To speed up your search, check the speed of your Internet connection, traffic on the web, and network if applicable, the speed of your modem if you are using a dial-up connection, and the settings and version of your browser. For further details on this issue, contact Technical Support. Another way to speed up your search is to reduce the number of sources being searched.
Frequently Asked Questions Logging On

Q. I have tried to log on to Checkpoint, but I keep getting a Login error message,
or else the opening page fails to appear. What am I doing wrong? . You may have entered the wrong User Name and/or User Password. Re-enter your name and password in the appropriate fields and click Login. If your subscription has expired, you will have to renew it before you can gain access to Checkpoint. If, after logging in, the opening page still fails to appear, the problem could be at our end. The site may be down or under construction. Please call Technical Support at 1-800-431-9025, prompt 3. if, after a few attempts, the opening page does not render.
Q. Why do I keep getting a "Password is Blank" error message when I log on?
Internet Explorer or Netscape Navigator.
A. You are most likely using AOL as your browser. This error will not occur if you switch to
Q. How do I change my password?

Personal/Password link. Click the Change Password button and follow the instructions in the Change Password dialog. Your Checkpoint password must: 28 be at least 7 characters long with a maximum of 20 characters.
A. While logged on to Checkpoint, go to the Options screen and click the
Frequently Asked Questions include at least one alphabetic and one numeric character. not contain spaces.
Passwords are not case sensitive. An example of a valid password is: 123abc456. If you have any issues creating a password, please contact RIA Technical Support at 1-800431-9025, prompt 3.
Q. How do I change my user ID?

. Only a site manager can change a user ID. Log in to the User Management System. Click List Users, and choose the user by clicking the number to the left of the user ID. Then click Edit to modify the user ID. You must click Update to confirm the changes.
Q. I try to login but I get a message that says "Multiple logins not allowed." What
does this mean? . This message usually indicates that your ID is already in use at another workstation. You may have closed an earlier browser session without logging out. A given user ID can only accommodate one user at a time. You could also receive this message if you are not accepting cookies on your computer.
. When I click my browser bookmark to access my desired web product, it doesn't take me there. Why? . The bookmark has become corrupted. Delete the current bookmark, type the URL, and then bookmark it again.
Q A
Q. I didn't receive instructions on how to access the system or what my user IDs
are. How can I receive this information? . Send us an e-mail by going to Checkpoint's Login Page and clicking Support on the main toolbar. On the Support screen, click the e-mail address listed under Technical Assistance. A response will be sent to your e-mail address.
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Q. My screen keeps cutting off information. How can I correct this?

. This problem can only be fixed by adjusting the resolution of your monitor. Use the Windows Settings feature. The optimal setting is 1024 x 768.
Q. The Checkpoint product looks different than the last time I logged on. Some of
the features that I have become familiar with, such as the Search screen and the News screen have also changed. Also, there are new features that I am unfamiliar with. Will I be able to do the same things I did before and how do I learn how to use the new features? . RIA is continually upgrading its Checkpoint software in an effort to provide you with the simplest yet most comprehensive research tool. Though upgraded features may seem foreign to you at first, we are sure that once you get a chance to test them out, you will become comfortable with them and appreciate their versatility. Your ability to use these new features should in no way be impaired by any modifications since you are already familiar with their basic functionality. If you need assistance, you can access Checkpoint Help from the Top Toolbar.
Frequently Asked Questions Printing

Q. Can I print an entire publication or multiple documents from a RIA web site?
frames.
A. No. Browsers currently do not facilitate this because browsers cannot print multiple
You can print multiple documents from within the document list and Table of Contents.
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Frequently Asked Questions Screen Elements

We have provided the answers to questions that users most frequently ask of Tax & Accounting's Technical Support services team. If you cannot locate an answer to a question you may have regarding any feature of Checkpoint, please call Technical Support at 1-800431-9025, prompt 3.
Q. Where are my top toolbar and navigation buttons on the bottom of the screen?
. If you use Internet Explorer, you must ensure that your network accepts JavaScript through the firewall. Otherwise, the top toolbar and navigation buttons may not appear.
Q. Why don't I see the Tax Dictionary dialog box on the left sidebar? A. Tax Dictionary is a separate product that you can purchase as an add-on to your
application. Contact your Tax & Accounting sales representative for more information, or call 1-800-950-1216.
Frequently Asked Questions Saving

Q. Often I need to execute a search that contains documents I have recourse to

over and over again. How can I save the documents so I can have immediate access to them without having to re-execute the search?
Search under Search Tools on the left sidebar of the Document List or Source List screens. This will take you to the Save or Schedule Search screen where you can save the search in a personal folder. To retrieve a previously saved search, click the My Folders link on the top toolbar. Locate the search in the Search Name column and click the For further information, see Saving a Search. icon.
A. After you have executed a search that you want to save, click Save or Schedule
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Q. How long will saved searches and saved documents remain in my personal
folders?
A. Documents remain in your folders indefinitely, unless you delete them.
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Using the Home Tab and My Checkpoint

Using the Checkpoint Home Screen
The Checkpoint Home screen and My Checkpoint, provides a central location for reviewing new Law Alerts, Tax News headlines, and latest scheduled search results. You can see what new features and content have been added to your subscription recently as well as be alerted to important news flashes.
New Item on the Home Tab
New content is available in your subscription.
"Flash" Item on the Home tab
There are new news flashes available for you to review in the Today's Headlines content pane.. When you access Checkpoint from an external link (via Speedlink or e-mail), you will bypass the Home tab and go directly to the results of the external linkeven when there are new items on the Home tab. You will always know when you have new items on the Home tab the word New will appear on the tab. "Flash" will appear when there are new news updates. Note: You must have the News Flash option (located in the Newsstand options screen) selected for a specified newsletter or news service to see News Flash updates display in the Home or Newsstand tabs.
New Content Warnings
Whenever you select the Home tab manually and you have new items to be viewed, Checkpoint will summarize whats new near the top of the page:
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Checkpoint User Guide The stop sign image lets you know that you should take a look at this page. This image is not a live link, and it displays only if you have been stopped on the Home tab during a "normal" login because you have new items to check out. Whenever you navigate to the Home tab from another tab manually, a "warning" image is displayed instead of the stop sign:
If you log in to Checkpoint via a normal login (from the login page) and there are new items in your subscription, Checkpoint will automatically take you to the Home tab, and you will be able to see why you where stopped on this tab.
About My Checkpoint
Using the Home Screen My Checkpoint options, you can customize a wide range of search tools and content links to best suit your Checkpoint usage and research needs.
Use the Current View menu to select one of the predefined My Checkpoint configurations. Each of the views correspond to a specialized set of tools for different users such as Tax, Public Accounting, and Corporate Accounting. My Checkpoint contains many different content and search tools that will alert you to new and important content updates or additions to your subscriptions. Some of these include: The My Quick Links pane provides a set of customizable links to your frequently used Checkpoint sources and locations. 34
Using the Home Tab and My Checkpoint The Training and Support pane provides a set of links to product training, user guides, support contact information and interactive guided tours. The New Law Alerts pane displays critical new law updates that have been added to your subscription recently. Click the link to link directly to the new updated content. The Today's Headlines pane displays recent news headlines from the RIA Daily Update. You can view more available headlines from the Newsstand tab. The New in My Subscription pane displays new Checkpoint features and content that icon in each headline to have recently been added to your subscription. Click the view more information. If you have any scheduled searches set up, the Scheduled Searches pane will display any scheduled search results. Click the link to open the scheduled search results.
Creating a New My Checkpoint View

To define a custom My Checkpoint view: 1. Click the Edit icon on the My Checkpoint screen. 2. On the Manage My Views screen, click the Create New View link on the left menu.
3. Select the check boxes for the different content panes you want to display on your custom view. 4. Enter the name for your new custom view in the Enter view name field.
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Checkpoint User Guide 5. Click Save. You can now select your new view from the Current View menu on the My Checkpoint screen. The My Checkpoint screen will default to the last view that you had loaded. If you want your custom view to appear automatically when you open the Home tab, simply leave it as the active view when you log off or navigate to another Checkpoint tab.
Modifying a My Checkpoint View

You can modify preset or custom My Checkpoint views by adding or removing content panes. To remove or add a content pane: 1. Click the Edit icon on the My Checkpoint screen. 2. On the Manage My Views screen, click the link for the view you want to modify on the left menu.
3. Click the check box for the content pane you want to remove or add to the view. Note: For predefined views, you can only add/remove from a specified set of panes. Some of these panes (My Quick Links, Training and Support, New in My Subscription) cannot be removed from the view. The check boxes for these content panes will be grayed out. For custom views, any content panes can be added or removed. 4. Click the Save button to store your changes. When you open the modified view in the My Checkpoint screen, your new set of Content Panes will be visible. You can also rearrange the layout of panes to any configuration you want. To move a pane to a new location in the My Checkpoint screen:
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Using the Home Tab and My Checkpoint 1. Left-click and hold the pane's title bar.
2. Drag the pane to the new position. The dotted red outline to show you the new position that it will "pop" to if you release the mouse button.
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3. Release the mouse button to place the pane in the new position.
Modifying My Quick Links

The My Quick Links content pane displays customizable links to Checkpoint content. You can modify these from the My Checkpoint screen or add them using the Quick Link icon from with the Checkpoint application.
Click the Edit link in the My Quick Links pane to open the Edit My Quick Links screen. To add new links to your Quick Links, click the Add Links link on the left menu.
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1. In the Select Quick Links From field, select the Checkpoint area where your new link is located. Note: Use the Site Map option to select from any Checkpoint area. 2. 2. Click the "+" symbol to expand the nodes and select the check box for the links you want to add. 3. 3. Click Save to save the new location to My Quick Links. Note: Quick links can also be added using the Quick Link icon Checkpoint. More information on using this feature.
Organizing My Quick Links
from anywhere in
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Click the Edit link in the My Quick Links box to open the Edit My Quick Links screen. To organize your links, click the Organize Links link on the left menu. 1. In the Organize Quick Link Display screen use the controls on the right of the links display to arrange your quick links in the order you want. 2. Highlight the link you want to move and then click Move Up or Move Down to move the link up or down in the list. You can add space between links or groups of links to organize them visually by highlighting the spot in the link list you want a break and then clicking the Spacer button. Use the Delete and Rename controls to remove or rename a link. The Delete button can also be used to delete spacers. 3. Click Save to save the new location to My Quick Links.
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Creating External Quick Links

You can generate an external quick for any of the Checkpoint Quick Links you have created. External Quick Links can be used to launch Checkpoint directly to a specified source or section of content directly from your desktop or a document such as an e-mail of Microsoft Word file. To create an External Quick link: 1. Create a normal Quick Link to the content you want to access. Details on how to create a quick link. 2. Click Edit on the My Quick Links content pane in the Home tab.
3. On the Edit My Quick Links screen, click the External Quick Link icon next to the Quick Link you want to access.
4. The External Quick Link pop-up window will appear.
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Checkpoint User Guide You can copy the Quick Link URL to your local machine or document to access the quick link source via a direct hyperlink. Note: If you don't have a current Checkpoint session open when you access an External Quick Link, you will be required to login before accessing the quick link content.
Importing and Exporting Quick Links

You can Import and Export your Checkpoint Quick Links to and from an external file. This allows for convenient access to and sharing of your Quick Links. To Export your Quick Links: 1. Click the Edit link in the My Quick Links pane to open the Edit My Quick Links screen.
2. Click Export Links in the Edit my Quick Links menu.
3. Click Continue on the Export dialog to create the exported Quick link file. 4. On the exported file, select Save As from the File menu to save the exported Quick Link list as a new file on your local PC.
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To Import your Quick Links: 1. Click the Edit link in the My Quick Links pane to open the Edit My Quick Links screen.
2. Click Import Links in the Edit my Quick Links menu.
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Checkpoint User Guide 3. On The Import into My Quick Links screen, browse to the exported Quick Links file you want to import. Note: You can only import a valid exported Quick Link file. This file will have a .htm extension.
4. Select the option to either Merge or Replace your current Quick Links with the imported Quick Link file. Merge will add the imported Quick Links to your existing list, while Replace will overwrite your existing Quick Links with the imported list. 5. Click Go. 6. On the Confirmation screen, a list of the imported links will display Click the Confirm button to complete the import.
Adding Quick Links Using the Quick Link Icon

You can add quick links to your My Quick Links List (on the Home tab) by clicking the quick link icon from anywhere in Checkpoint. Features or content that are quick linkable are designated with a special icon:
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When you click this icon, the selection is immediately added to your quick links list available on the Home tab.
Quick links added using the quick link icon can be edited and arranged using the Edit link on the My Quick Links section of the Home tab.
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Setting Checkpoint Options

Setting Checkpoint User Options
The Options screen displays the current or default options and lets you set your own preferences for Checkpoint. To access Options, click Options on the Top Toolbar. The options on the screen are grouped into these categories: Document General Settings Newsstand Personal/Password Print/Export/E-mail Search/Display Tax Alerts Time Tracking
Certain options are checked or chosen by default. Within the check boxes, place a check to select an option, or remove a check to de-select it. You may choose only one option among a group of radio buttons (which are circular). Click a radio button to select it. Note: When you make changes to these options, be sure to click Save at the bottom of the screen to effect your changes.
Setting Document Options

To adjust Checkpoint Document Options select Options on the Top Toolbar, then select Document on the left sidebar. When you have made your changes, click Save to record them. Linking Select the check box if you would like to display the link document in a preview window. Document View Select the desired view for displaying documents: Default to document list tab - Displays the document within a list of other search results Default to contents view tab - Displays the document in a hierarchical table of contents view
Setting General Options

The following options are available by clicking Options on the top toolbar. Login 47
Checkpoint User Guide Select the feature that will appear by default whenever you log in to Checkpoint. This option works in conjunction with your Startup Practice Area selection as described below. Search Practice Area This option lets you determine the practice area to which you will be taken immediately after logging in. You can choose to always revert to the most recent practice area in which you were working; or select a practice area from the Always Use menu. History Check this option if you wish to save your searches in History. Tools Select how you want to display the User Tools on the left menu of Tools tab. You can choose to organize the tools in one of two formats: By Type By Practice Area
Setting the Newsstand Options

The Newsstand options are available by clicking Options, then Newsstand on the left sidebar. There are four sets of Newsstand options. Each set of options allows you to configure a different aspect of the Checkpoint Newsstand including view, display, and e-mail newsletters. News View In the News View section select (depending on which view you would like to display when you enter the Newsstand tab) the option for: Show RIA Daily Updates Show Accounting & Compliance Alert Show PPC's Daily Update Show BNA Daily Tax Report BNA International Tax Monitor Show IBFD Tax News Service Show Towers Perrin Show EBIA Weekly
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Setting Checkpoint Options News E-mail/Display
In the News E-mail/Display section, select any newsletters you wish to receive by e-mail by clicking the applicable check boxes. Select the newsletter you want to adjust, by selecting it in the left menu.
You can select from two formats for the e-mail newsletters: Complete Newsletter - The newsletter is distributed as a complete publication one per e-mail. Daily Update - The newsletter is distributed as a series of daily updates. All daily update newsletters are grouped together in a single e-mail.
The third column of check boxes on this screen- (under Display Options) Newsstand View allows you to choose which RIA Daily Updates you want to appear in the Newsstand tab. 49
Checkpoint User Guide Newsletters will be sent to the e-mail address you specify in the Personal/Password Options. As part of the News service, you can subscribe to a range of Checkpoint newsletters and have them sent to you by e-mail on a weekly basis. The body of each e-mail message includes: a link to the newsletter on Checkpoint news highlights for the week a WG&L Journal digest.
The full text of the newsletter is attached in document format.

News Flash
Select the E-Mail News Flashes for any e-mailed newsletters check box to receive updated e-mail notifications for any of your newsletter content that you receive by e-mail. When you have completed adjusting your News E-mail/Display options click Save at the bottom of the screen. If you want to revert to the defaults click Restore Note: This option also controls the display of the News Flash updates in the Newsstand and Home tabs. You must have the option selected to see News Flash updates for each newsletter or news service.
Customization Options for the State & Local Taxes Weekly Newsletter and Payroll Guide Newsletter
You can select filtering options for the State & Local Taxes Weekly Newsletter and Payroll Guide Newsletter highlights of preview articles by clicking the Customize link in the View Daily Updates in Newsstand column. A new window opens showing all available jurisdictions and tax types. You can define which jurisdictions and tax types will be included in the newsletter by selecting the appropriate check boxes. Use Select All and Deselect All to select or deselect all check boxes. When you have completed setting the filtering options, click Save to save the selections and return to the Options screen. You can also use the customization options to select jurisdictions to include in the Daily Update Newsletter format. Click the customize link in the E-mail Daily Updates column and use the same procedure to select the check boxes for the desired jurisdictions.
Customization Options for the Accounting & Compliance Alert
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Use the Browse Recent News section in the Accounting & Compliance Alert News/E-mail Display options to set the browsing preferences for the newsletter. When viewing the newsletter in the Newsstand tab, these preferences will filter the recent news articles by the category you define. Select one of the options from the Sort By drop-down menu and click Save to save your preferences. Use the Customize Browse link to select the topics you want to display when browsing recent news articles in the Accounting & Compliance Alert newsletter. Select the check boxes for the topics you want to display and click Save to save your preferences. Journals E-mail
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This section of the Newsstand options allows you to specify which WG&L Tax, World Trade Executive Publications and BNA Publications journals you want to receive via e-mail. There are two possible options for each journal. Note: Not all journals have both options available. Complete Journal - Select to receive notification of the new issue via e-mail. You will receive an e-mail informing you when the new journal issue is available in Checkpoint. Journal Preview - Select to receive highlights of each preview article via e-mail. You will 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 of the publication is available and receive article highlights. When you have completed adjusting your Journal E-mail options click Save at the bottom of the screen. If you want to revert to the defaults click Restore. Note: For WG&L Financial Reporting and Management and World Trade Executive Publications journals, you can only elect to receive a complete journal. The journal preview option is not available for these publications.
Setting Up a Newsletter RSS Feed

RSS (Really Simple Syndication) is a web-based technology that allows you to 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 enable a Checkpoint RSS newsletter feed: 52
Setting Checkpoint Options 1. Click the Options link on the Checkpoint top menu. 2. Click the Newsstand link to open the Newsstand options menu. 3. Click the RSS Feeds link. 4. Right-click the icon next to each Newsletter title and select 'Copy Shortcut' from
the drop-down menu. (This option is called 'Copy Link Location' in Netscape and Firefox.) Paste the URL into your RSS reader to set up the feed.
Tax Alerts Options - Preferences

The Tax Alerts Preference Options screen allows you to set E-mail and View preferences for Tax Alerts. To access the options screen, click the Options link on the Checkpoint top toolbar and then select Tax Alerts from the left menu. Click the Preferences Link on the left menu to open the Tax Alert Preference options. The Tax Alerts options screen can also be accessed from within the Practice Development tab by clicking the Change Preferences link. Note: This set of options is only available if you have a Tax Alerts subscription.
View Preferences The Sort By option sets how Tax Alerts will be sorted when displayed. The options are Date, Topic, Jurisdiction, and Forms Affected.
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Checkpoint User Guide The Expand All option will make all of the Tax Alert categories fully expanded by default. Depending on how you have sorted the alerts, each set of alerts (e.g. date, jurisdiction, topic) is expanded to display each alert title hyperlink. The Customize Topics, Customize Jurisdictions, and Customize Developments links allow you to specify which topics, jurisdictions, or developments you want to display in your Tax Alerts view. By default all topics and jurisdictions are selected. To hide a topic or jurisdiction, deselect the check box for the topic or jurisdiction and click Save You can also use the Deselect All or Select All buttons to deactivate or activate all topics or jurisdictions. Developments can be customized to display Only Developments with Queries or All Developments. E-mail Preferences Use the E-mail Frequency option to specify how often you want to receive Tax Alerts via e-mail. The four options are: Never Daily Twice Weekly Weekly
The Customize Topics and Customize Jurisdictions links allow you to specify which topics of jurisdictions you want to include in your e-mail alerts. By default all topics and jurisdictions are selected. To remove a topic or jurisdiction from your Tax Alerts e-mails, deselect the check box for the topic or jurisdiction and click Save You can also use the Deselect All or Select All buttons to deactivate or activate all topics or jurisdictions.
Tax Alerts Options - Tax Service Credentials

The Tax Alert - Tax Service Credentials options screen allows you to store RIA GoSystem Tax RS and Insource Express RS IDs. After a Tax Alert is published, RIA Tax Alerts queries your database of RS tax returns to determine how many of your returns may potentially be affected. Each alert on the Current Alerts and All Alerts windows displays a message that specifies the number of your returns possibly affected. To access the options screen, click the Options link on the Checkpoint top toolbar and then select Tax Alerts from the left menu. Click the Tax Service Credentials Link on the left menu to open the Tax Service Credentials options. The Tax Alerts options screen can also be accessed from within the Practice Development tab by clicking the Change Preferences link.
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1. To add a new Tax Return Source, click the Add a Credential button. 2. Fill in the information in the Tax Service Credential Information dialog. 3. Click Save to save the ID information. Note: Select the Set as default check box to make the new account ID your default for generating affected returns information in Tax Alerts.
You can edit or delete existing Tax Service Credential IDs by clicking the Edit or Delete links under the Manage heading. 55
Setting Personal/Password Options

Use the Personal/Password Options screen to define your personal user information and to update your Checkpoint password. Your customer number is displayed in the Customer Number section. In the Personal section enter your First Name, Last Name, and e-mail address. Your email is used to notify you of new results from scheduled searches, send newsletter subscriptions, and e-mail a forgotten password. If you selected to have your account information stored when you logged in for your current Checkpoint session, click the labelled link to have it erased. In the Password you can clear a stored username and password from the auto-login functionality. This will allow you to re-enter your login information for a new user or changed password. To change your password click the Change Password button. The Change Password dialog will open. Follow the instructions and click OK to update your password.
Checkpoint Password Requirements
Your password must: be at least 7 characters long with a maximum of 20 characters. include at least one alphabetic and one numeric character. not contain spaces.
Passwords are not case sensitive. An example of a valid password is 123abc456 If you have any issues creating a password, please contact Technical Support at 1-800-4319025, prompt 3. Note: If you are a Speedlink user and change your Checkpoint password, remember to update your stored Checkpoint password in Speedlink to match the new password you have created in Checkpoint. When you have finished making changes to your Personal/Password options, click Save to store your changes. If you need to restore your previous settings before you have saved any new values, click Restore.
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Setting Print/Export/E-mail Options

Use the Print/Export/E-mail options screen to set up your preferences for printing and exporting documents, charts and session histories. Header Display Use the Header Display option to define how you want the header to display on documents you are exporting or printing. Choose from two layouts: Displays title and source at the top of the document.
Displays table of contents hierarchy at the top of the document.
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Print Select the Print option check box if you want page breaks to be inserted between each document when performing a multiple document print.
Export Checkpoint supports various word processing formats, allowing you to export a document from the View Document screen to an external word processing program. Select from the following Document Export options: RTF (.rtf) MS Word (.doc) HTML (.html) PDF (.pdf) You can also set options to export Session history information in the following formats:
RTF (.rtf) MS Word (.doc) HTML (.html) PDF (.pdf) Charts generated in the State & Local, International, and Financial Reporting Create a Chart feature (accessed on the Tools screen) can be exported as the following file types: 58
Setting Checkpoint Options HTML (.html) MS Word (.doc) CSV - Comma Separated (.csv) MS Excel Workbook (.xls) RTF (.rtf) PDF (.pdf) Select the Export multiple documents as individual documents in a .ZIP format check box if when exporting multiple documents you would prefer them to be compressed in a single .ZIP file. The individual documents can then be extracted from the .ZIP file after the export has completed. Selecting this option will increase the export speed when working with a large number of documents. Select the Show links in Exports option to include links in exported documents. E-mail Use the Default Dislaimer section to enter a disclaimer message you want to include with any documents or selected text sections you send via e-mail from Checkpoint. Note:You can edit the disclaimer message in the E-mail Document or E-mail Selected Text dialogs at the time you send the document or selected text.
Setting Search/Display Options

The following options are available by clicking Options on the Top Toolbar, then Search/Display from the left sidebar. Search Results Use the Search Results options to define how you want to view your document search results: Indicate (by selecting the appropriate option) whether you wish to view a Source List of Initial Search Results, or whether you prefer to view a Combined Source and Document List. Decide whether to view the items on the Source and/or Document Lists in order of their location in the Table of Contents or by relevance to your search terms. Indicate your selection by clicking the applicable option in the Document List Sort Order section. Relevance is determined by a sophisticated algorithm that estimates each document's appropriateness to your search terms. Search results documents are ranked, with the most relevant item appearing first. Indicate (by selecting the check box) if you want your search results to Display Words Around Hits. Activating this option lets you see a brief amount of the document text containing the keyword hit in the document list results. This lets you determine if the document pertains to your search goals. 59
Indicate (by selecting the check box) if you would like to View Hits Only. Selecting this causes the Search Results list to only display sources that include hits. Deactivating it displays all sources in the Search Results list, including those with 0 hits.
Keywords Select the Automatically apply all thesaurus terms option if you want all available thesaurus terms to automatically be applied to your keyword searches. Warning: Automatically applying all Thesaurus terms to every term in your query will result in a large number of search hits and may not provide targeted results for your research topic. You may get better results by deactivating this option and using more focused keyword and thesaurus alternatives through the use of the Thesaurus/Query Tool link found next to each keyword entry field. The recommended setting for this check box is "unchecked" in order to allow you to customize thesaurus additions to your queries. Table of Contents There are two display options if you elect to view your search results in Table of Contents format: Show All Levels (default setting) - choose this setting if you prefer to view all branches of the Table of Contents, even those that do not contain hits. Only Show Levels with Hits - choose this setting if you prefer to view only those branches of the Table of Contents that contain hits.
Setting Single Sign On Options

Use the Single Sign On options screen to establish or reset the Single Sign On link between Checkpoint and other applications. To establish a link, click Establish for the application to which you want to set up single sign on and follow the instructions.
Setting Time Tracking Options

Use the Time Tracking options screen to set up display and preferences for the Checkpoint Time Tracking feature.
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Setting Checkpoint Options Select the display project list after login check box to view the Time Tracking project list screen immediately after logging into Checkpoint. This will allow you to quickly start assigning time to a Time Tracking project when beginning a Checkpoint session.
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Using Checkpoint Search

Basic Searching
Introduction to Searching
Conducting research is one of the primary activities for which Checkpoint is designed. Our goal is to ensure that you can extract the information you need from Checkpoint's vast taxation and financial information sources as quickly and efficiently as possible. Checkpoint provides you with two methods for performing formal searches of its sources: Keyword searching - submit the words or phrases that best describe your research topic. There are two methods of keyword search that you can choose from - Terms and Connectors and Natural Language. Citation searching - locate a specific law, ruling, or case by typing its citation.
For research involving state and local taxation issues, take advantage of Checkpoint's State and Local Search templates to simplify your research tasks.
Keyword Searching
Checkpoint's comprehensive keyword search functionality allows you to: select from two search methods: Terms & Connectors and Natural Language type in the keywords that describe your research issue create your own customized source sets use search syntax to increase the effectiveness of your search; and indicate how you would like to view the results of your search.
Click Search on the top toolbar to access the Search screen at any time. The Search Screen When you log on to Checkpoint, you are taken to the Search screen by default, unless you have chosen a different default option on the General Settings screen. Practice Areas Checkpoint content is divided into seven practice areas, or general sections of interest: Federal State & Local Estate Planning Pension & Benefits International Payroll
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Checkpoint User Guide Accounting, Audit, & Corporate Finance
Note: There is also an 'All Practice Areas' option. Each practice area in turn contains source sets. Your subscription determines to which of these you have access. Use the Practice Area menu on the left sidebar to move between practice areas.
Performing a Terms & Connectors Search

Terms & Connectors search allows you to search for documents by specifying words and phrases that describe your research question. You can also use specialized search connectors to filter and customize the search to get return more specific results. To perform a Terms & Connectors search: 1. Click Search on the Top Toolbar if you are not already at the search screen. The Search screen appears.
2. Select the Terms & Connectors search option below the Keywords field. 3. From the Practice Area menu on the left sidebar, select the Practice Area within which you wish to search (for example, Federal, State & Local, International). 4. The source sets for the selected practice area appear in the Source Sets list. 5. Click the icon to expand a source set. 6. You can select for your search as many sources from a source set as you wish. Simply select the corresponding check box for each source. 7. To select an entire source set, click the check box to the left of the source set name (for example, Editorial Materials, Primary Source Materials, and so forth in the federal practice area). 8. You can also select a custom source set to search from the Choose Sources From drop down menu. 9. Enter your search keywords or search phrase in the Keywords: field, or select Thesaurus/Query Tool for these advanced search functions: 64
Using Checkpoint Search A select from previous keywords list is available on the Thesaurus/Query Tool screen allowing you to choose one of the last 10 keywords you have used. A special search syntax called search connectors is available to help you refine your search. Choose a search connector from the Append Connectors list. Click Get Thesaurus Terms for Current Query to generate a list of your search terms' synonyms that appear in the sources you are searching. Click the terms alternatives you would like to include in the search. To automatically include all synonyms, click the Include all alternatives in query link.
8. Click Search to execute your search. Once the search is complete, your results appear in the format determined by your Options screen selection. Note: When you type more than one keyword in the Keywords field, by default Checkpoint interprets this as implying the "AND" search operator. In other words, it will retrieve all document(s) that include at least one occurrence of each of the terms you typed. For more information, see Using Search Connectors. Click Clear All to remove keywords from the dialog box, to clear selected sources, and to return to the default Search settings.
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Checkpoint User Guide Search using Section Symbols and Alternatives You can search for a specific section using both the section symbol: and equivalent alternatives. For example, these search terms will all produce the same result: 1.1502-13 s1.1502-13 sec1.1502-13 section1.1502-13
Note: To enter a symbol, you must hold the Alt key while typing 0167 on the numeric keypad of your keyboard. If you are searching for a section it is also useful to use the section number by itself using the "OR" search connector ("|") to also include the section number and symbol. For example use: 1.1502-14 | s1.1502.14 instead of just: 1.1502.14 or s1502.14 Note: When searching for multiple sections, , ss, and "sections" are also interchangeable and produce equivalent results.
Natural Language Search

The Natural Language search method utilizes regular spoken language phrases to generate search results. For example, if you enter: Can I deduct landscaping expenses for my home office? The search will return a list of results (up to a maximum of 100) that are the most relevant to that search phrase. Relevance is determined by an algorithm that weights factors such as the amount of keywords from the search phrase found in a document and the proximity of those keywords to each other. The most relevant results display at the top of the search results list. To perform a Natural Language search:
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Using Checkpoint Search 1. Click Search on the Top Toolbar if you are not already at the search screen. The Search screen appears.
2. Select the Natural Language search option below the Keywords field. 3. From the Practice Area menu on the left sidebar, select the Practice Area within which you wish to search (for example, Federal, State & Local, International). 4. The source sets for the selected practice area appear in the Source Sets list. 5. Click the icon to expand a source set. 6. You can select for your search as many sources from a source set as you wish. Simply select the corresponding check box for each source. 7. To select an entire source set, click the check box to the left of the source set name (for example, Editorial Materials, Primary Source Materials, and so forth in the federal practice area). 8. You can also select a custom source set to search from the Choose Sources From drop down menu. 9. Enter your search phrase in the Keywords: field. Using Natural Language, this can be a complete sentence, phrase, question or list of keywords. You can also click the Thesaurus/Query Tool link to access these advanced search functions: A select from previous keywords list is available on the Thesaurus/Query Tool screen allowing you to choose one of the last 10 queries you have used. Click Get Thesaurus Terms for Current Query to generate a list of your search terms' synonyms that appear in the sources you are searching. Click the terms alternatives you would like to include in the search. To automatically include all synonyms, click the Include all alternatives in query link. Use the Restrictions panel to refine your search by requiring or excluding words from the current query.
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8. Click Search to execute your search. Once the search is complete, your results appear in the format determined by your Options screen selection. Click Clear All to remove keywords from the dialog box, to clear selected sources, and to return to the default Search settings.
Using the Checkpoint Thesaurus

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 feature lets you indicate that documents containing either the keywords you enter or their synonyms should be retrieved by your search.
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Using Checkpoint Search Each practice area has its own thesaurus. For example, if you are conducting a search of Federal sources, the list of terms related to your keywords - as displayed by the Thesaurus appears specifically in Federal practice area documents. On the other hand, if you are searching sources drawn from several practice areas, the Thesaurus will generate an integrated list of related terms where they occur in any of the practice areas you have selected. The Thesaurus is available for both Terms & Connectors and Natural Language search. The functionality provided by the Thesaurus varies depending on which search method you are using. Note: For users of earlier versions of Checkpoint, Thesaurus replaces and enhances the functionality formerly provided by the '$' wildcard character. To incorporate the Thesaurus into your Terms & Connectors search: 1. Type the keywords that best describe your research topic in the Keywords field of the Search screen. 2. Select Terms & Connectors as your search method by clicking the option below the Keywords field. 3. Click the Thesaurus/Query Tool link. The Thesaurus/Query Tool dialog box opens.
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Checkpoint User Guide 3. Click the Thesaurus link to view a list of synonyms for your Current Query keywords. The synonyms will display in the 'Select Alternatives' pane. 4. To add any word listed in the 'Alternatives' pane to your search, click it once. To add several related terms to your search simultaneously, select each keyword, press and hold the CTRL key, then scroll through the list and click the terms you require. Repeat this procedure for each keyword. To add all terms related to your search, click the link marked 'Include all Thesaurus Alternatives in Current Query' at the right of the screen. Each time you add a related term to your search, the Current Query window updates to reflect your decision. Note: You can activate the Automatically apply all thesaurus terms option from the Search/Display options screen if you want all available thesaurus terms to automatically be applied to your keyword searches.
Note that you can also manually make changes to your query in the Current Query window. If you do so, make sure each term is separated by the bar (|) character. You can add different search syntax and connectors by selecting the desired connector in the Connectors box and clicking Append.
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Using Checkpoint Search Click OK to accept the changes you have made to your search, or Cancel if you wish to revert to your initial search terms. The Thesaurus dialog box closes and you are returned to the Search screen, where your revised search query appears in the Keywords field. Using the Thesaurus Spell Checker The Thesaurus/Query Tool also includes a Spell Checker to check for spelling errors in your Checkpoint searches. To use this feature: 1. Click the Spelling link in the Thesaurus/Query Tool Window.
2. If necessary, enter any search terms you want to spell check in the Current Query field. Note: Any search keywords entered in the Thesaurus or Query Tool functions will already be in the Current Terms field. 3. Click the Check Again button to run the spell check. If Checkpoint recognizes any spelling errors, it will load the word(s) in question in the Select Term field. Alternate suggestions for the word will be displayed in the Select Alternative box.
To incorporate the Thesaurus into your Natural Language search: 71
Checkpoint User Guide 1. Type the keywords that best describe your research topic in the Keywords field of the Search screen. 2. Select Natural Langauge as your search method by clicking the option below the Keywords field. 3. Click the Thesaurus/Query Tool link. The Natural Language Thesaurus/Query Tool provides the same functionality as the Terms & Connectors Thesaurus with the addition of the Restrictions panel:
Use the Restrictions panel to refine your Natural Language search by requiring or excluding words from the search phrase. Select Require for a term to require any search results to contain that word. Select Exclude for a term to exclude that word from the query.
Click OK when you have completed setting up the Restrictions for the query to return to the main search screen. 72
Understanding the Source Selection Screen

You can search across practice areas by customizing and saving your own source sets using the Choose Sources From Save option on the Search screen. You'll find that this will save you time and increase your searching efficiency.
1. To view the available sources in a source set, first select a practice area from the Search Practice Area drop-down list. 2. The source sets for the selected practice area appear in the Source Sets list. 3. Click the icon to expand a source set. 4. You can select for your search as many sources from a source set as you wish. Simply select the corresponding check box for each source. Selecting a higher lever or source category check box automatically selects all the sources under that listing. 5. To select all the sources, click the check box to left of the source set name. Once you have completed your selection and entered the desired keywords, click Search to begin your search, or save your customized source set for future use.
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Creating and Saving a Customized Source Set

Generally, the searches you conduct will be confined to a specific practice area (for example, Federal, State & Local, International). In turn, each practice area contains predefined source sets (for example, Federal Tax Coordinator, Tax Desk, IRS Publications), and one or more of these will be the focus of your search. However, you can also search across practice areas. For example (depending on your subscription), you can select source sets from both the Federal and State & Local practice areas for the same search. Once you create and save this set of sources as a source set, it appears in the Select Source(s) list on the Search screen. To create and save a customized source set: 1. Select All Practice Areas from the left sidebar. 2. Select the check boxes for the sources you want to include. Click Clear All if you need to remove your selections or start over. 3. Click the Save link, then enter a name for the favorite in the dialog box and click OK. You can now access your favorite in the future by selecting it from the Search Choose Sources from: pull down list. To remove a source set from the Source list, select the Delete link. To rename a source set, select the Rename link. 4. If you want to modify or add sources to a source set, select All Practice Areas from the Practice menu, and then select the check boxes for any new sources. Save the modified set as a new source set. You can then delete the old set as needed.
Searching by United States Tax Reporter (USTR) Code

Checkpoint provides a tool to search for specific U.S. Tax Reporter Code references in the Federal practice area. To access the USTR search template: 1. On the Search screen, select the Federal practice area from the Practice Area drop-down menu. Note: You can also access the USTR search template from the Table of Contents screen by clicking on the link under the Jump To heading on the left side-bar.
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2. Under the Go to section on the left sidebar, click the USTR Code section link.
To search for specific USTR code references: 1. Select the USTR tax type form the three provided options: Income, Estate & Gift, and Excise. 2. Select the applicable option to search under Current or Repealed code. 3. Enter the Code Section number you want to search for and click the Go to USTR button.
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Using Search Connectors

Often your tax research tasks demand more complex analysis. In these cases, using plain keywords may not allow you to precisely specify your search topic. Checkpoint provides you with advanced search syntax that help you to perform more sophisticated and focused searches. Search connectors are symbols and words you can use in conjunction with your keywords to qualify their relationships and meaning. A list of search connectors and examples of how you can incorporate them into your search are presented below. Click Search Tips and Search Examples for more information.
To locate documents:
containing any of my keywords containing at least one instance of each of my keywords that contain one keyword but exclude another containing my exact phrase containing variations of my keywords disabling automatic retrieval of plurals and equivalencies containing single-character variations containing compound words OR, |
Use:
Space, &, AND ^, NOT "" * (asterisk) # (pound sign) ? (question mark) - (hyphen)
Example:
funding OR deficiency funding deficiency funding NOT deficiency "funding deficiency" deprecia* #damage (retrieves only damage, not damages) s????holder (retrieves stockholder, shareholder) e-mail (retrieves e-mail e mail, email)
Note: The # character does not turn off the automatic retrieval of possessives (for example, customer's). 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.
To search for a word or phrase:

within n words of another (in any order) within n words of another (in exact order) within the same sentence (20 words) as another 76
Use:
/# (where # equals number) pre/# (where # equals number) /s
Example:
"disclosure exception" /7 negligence "disclosure exception" pre/7 negligence "disclosure exception" /s negligence
(in any order) within the same sentence (20 words) as another (in exact order) pre/s "disclosure exception" pre/s negligence "disclosure exception" /p negligence "disclosure exception" pre/p negligence
within one paragraph (50 words) /p as another (in any order) within one paragraph (50 words) pre/p as another (in exact order)
You can also use multiple search connectors when constructing a search string. For example, the phrase: ("partner deduct*" /p "excise tax") not "income tax" finds documents containing the phrase partner deduction or partner deductible and the phrase excise tax within a paragraph (or 50 words) of each other, but not if the phrase income tax appears in the document. Connector Precedence Rules When a keyword search contains more than one type of connector, precedence rules affect which documents are retrieved by the search. Keyword connectors are processed according to the following precedence sequence in which OR (|) has the highest precedence (and thus, is processed first) and NOT (^) has the lowest precedence (and thus, is processed last): |, PRE/#, PRE/S, PRE/P, /#, /S, /P, & (space), ^ Where # is a number between 1 and 255. The precedence rules can be over-ridden when parentheses are used in constructing a query, for example: (FUNDING & DEFICIENCY) | BANKRUPTCY. Since | has higher precedence that &, | would normally be processed first. However, with the use of parentheses, the & 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, for example: (INCOME ^ TAX) /P CORPORATE. See Search Examples for more examples of using search connectors.
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Performing a Citation Search

Use Checkpoint's pre-designed citation search templates to search for specific types of tax information. For example, with Citation Searching you can retrieve a specific Federal Code section, State Statute, case decision, or revenue ruling. In contrast to keyword searching, templates are intended for those cases where you know the location of the information you want to retrieve, or are looking for a specific citation. Note: The International practice area includes a separate customized template for retrieving Tax Treaty information. Instructions on using this template. The State and Local practice area features a State template that guides you through its search templates. To perform a citation search: 1. Select the desired practice area from the practice area menu. 2. On the left sidebar, click the Citation type you want to search. The selected Citation template appears. 3. Follow the example provided on screen to enter the appropriate citation format. You can also enter keywords for a more focused search and use search connectors and the Thesaurus feature as desired. 4. Click Search to begin. Citation search results are presented the same way as regular keyword searches. Code sections appear on the View Document screen. Note: To return to the Citation tab from either the Source List, the Document List, or the View Document Screen, click Modify Search.
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, Estate Planning, International, and Pension & Benefits practice areas. To use date range searching: 1. Click the Date Range Search link from the left side menu. 2. Click one of the template links to open either the Search Federal Cases by Date or Search Federal Rulings by Date template.
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2. 3. Complete the template by selecting the check boxes for the cases or rulings you want to search for with a date range. You may optionally enter keywords to help focus the search results. 4. 4. Click Search to execute the search and view your results.
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 legislation: 1. Click Search on the Top Toolbar if you are not already at the search screen. Click the Legislation Search link.
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2. From the left sidebar, select the year (current or previous) you would like to search. 3. Click the check box next to the type of information you want to retrieve (for example, 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. 4. Enter your keywords in the Keywords field. Note that the Keywords field will not accept entries greater than 500 characters in length. Special search syntax is available to help you refine your search. Choose a search connector from the Append Connectors list.
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Using Checkpoint Search Click the Thesaurus/ Query Tool option to access the Thesaurus window, where you can select from a list of your search terms' synonyms that appear in the sources you are searching. To automatically include all synonyms, click the Include all link. 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. 5. Click Search to execute your search. Once the search is complete, your results are displayed in the format determined by your Options screen selection. To search for prior legislation: 1. Follows steps 1 and 2 above. 2. Select a year to search. 3. Click the checkbox next to the type of information you want to retrieve (for example, P.L. 106-519, FSC Repeal Act of 2000). 4. Enter your keywords in the Keywords field. Note that the Keywords field will not accept entries greater than 500 characters in length. Special search syntax is available to help you refine your search. Choose a search connector from the Append Connectors list. Click Thesaurus to access the Thesaurus window, where you can select from a list of your search terms' synonyms that appear in the sources you are searching. To automatically include all synonyms, click the Include all link. 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. 5. Click Search to execute your search.
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Checkpoint User Guide Once the search is complete, your results are displayed in the format determined by your Options screen selection.
Performing a Search within BNA Daily Tax Report

To Search BNA Daily Tax Report 1. Click Search on the Top Toolbar if you are not already at the search screen. 2. On the left sidebar, click More... under the Find by Citation heading. 3. From the list of sources, select the BNA Daily Tax Report link. The BNA Daily Tax Report Query template appears.
Note: You can also reach this template by clicking the Search BNA Daily Tax Report link on the left sidebar BNA Daily Tax Report screen. 4. You can search for the following criteria by entering information into one or more of the data entry fields. Then click Search.
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Section Name
Retrieves items from the the Table of Contents headings (for example, Tax, Budget, Accounting; Tax Rulings & Decisions)
Retrieves items from the next-level heading under the Section name (for example, Tax Legislation, Accounting, Agriculture) or the nextTopic/Title level heading under the Topic name, which is the article or summary heading. Case Name Retrieves items wherever the case is mentioned in text. Author Retrieves items wherever the author's name is listed in the byline. Retrieves items from the Daily Tax Report issue of that date (not Issue Date the date the information was issued by the court or agency, for example). State Keywords 5. Special search syntax is available to help you refine your search. Choose a search connector from the Append Connectors list, or click the Using Search Connectors link for more information about search connectors. Click Thesaurus to access the Thesaurus window, where you can select from a list of your search terms' synonyms that appear in the sources you are searching. To automatically include all synonyms, click the Include all link. Retrieves items categorized under the selected state. (This field contains a drop-down list of all states.) Retrieves items with the selected text that appears anywhere in Daily Tax Report documents.
6. Click Search to execute your search. Once the search is complete, your results are displayed in the format determined by your Options screen selection. Note: When you type more than one keyword in the Keywords field, by default Checkpoint interprets this as implying the "AND" search operator. In other words, it will retrieve all document(s) that include at least one occurrence of each of the terms you typed. For more information, see Using Search Connectors. Click Clear All to remove keywords from the dialog box and to return to the default Search settings.
Using the WG&L Tax Dictionary
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Checkpoint User Guide The WG&L Tax Dictionary is an authoritative reference guide 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&L Tax Dictionary serves an optional add-on available to all Checkpoint subscribers. If you are interested in adding WG&L Tax Dictionary to your subscription, please call Tax & Accounting Sales at 1-800-950-1216. Entries in the WG&L Tax Dictionary are drawn from: Internal Revenue Code Sections Treasury Regulations IRS Rulings Court Decisions Legislative History Law Review Articles Leading Tax Publications.
To locate a tax term definition using WG&L Tax Dictionary: 1. Click the Search option, if you are not already on the search screen. 2. Click the WG&L Tax Dictionary link in the left menu. 3. Type the term you wish to find in the field provided, and click Search.
The term's definition appears on the Document List screen. Note: If the term you are looking for is not found in the dictionary, you receive a message suggesting that you review your entry.
Searching State & Local Sources

About State & Local Searches
Checkpoint provides a range of tools to perform searched in the State & Local practice area. Checkpoint provides a search template to help guide you through the process of searching 84
Using Checkpoint Search State & Local taxation materials. It presents you with a series of screens that, based upon the choices you make, lead you to the outcome most appropriate to your search requirements. The State & Local search template automates and simplifies a State search by filtering out information that does not apply to the state or states you want to search. Depending on your subscription, the State & Local Search screen assists you in performing the following tasks: searches within a single state searches across multiple states searches within sections or specialties Sales & Use Tax Rate retrieval searches within RIA's outstanding state and local taxation publications, including State Tax Notes Today, All States Tax Guide, Hellerstein: State Taxation - Third Edition, and the WG&L Journal of Multistate Taxation and Incentives.
Performing a Single State Search

If you subscribe to a single state (for example, CA) in the State & 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 multistate subscribers who select only one state on the State Selection screen. To perform a search of a single state: 1. On the left sidebar, select the State & Local Taxes option. 2. Select the check box for the single state you want to search and click Next. 3. The state name along with the single state search options will display in the left sidebar:
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Checkpoint User Guide You can perform a search by Tax/Doc Type, Cases, or Rulings. Note: Not all states will have templates for Cases and Rulings available. 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. or To perform a citation search, select one of the choices on the left sidebar: Cases Statutes Rulings Find a case by name or citation Find a statute by number Find a ruling by number
Regulations Find a regulation by number
Type the citation, ruling, notice number, case name, or other required information in the appropriate fields, then click Search.
Search Results appear either in table of contents format or document list format, depending on your selection in the Search/Display section of the Options screen. The Document List screen presents a list of documents that match your search parameters. Click the document title to view the contents of a document.
Searching Across Multiple States

If your State & Local practice area subscription includes access to more than one state, Checkpoint provides a state selection template that is built into the State & Local Taxes Search screen. To perform a search across multiple states: 1. Click Search on the Top Toolbar. 2. Select State & Local from the Practice Area menu. 3. Click the State & Local Taxes option on the left sidebar. The State Selection template appears, listing all the states in your subscription.
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4. If you select a single state from the list of subscribed states, then that state's specific state search template appears. If you select more than one state from the state selection template, the Multistate Search template appears:
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Checkpoint User Guide 5. The Multistate Search template displays the Tax and Document types common to the states you selected. Choose the tax and document types that you wish to search, type your search terms in the Keywords field, and click Search. Note: You cannot conduct a citation search when you select more than one state. Citation searches are restricted to single state searches only. 6. The Source List screen appears with a list of the states you searched and the number of documents for each state that matched your search terms. Click a state to view a list of the retrieved documents on the Document List screen.
Performing a State Rulings by Date Search

1. From the Research tab, select the State & Local practice area. 2. On the left sidebar, select the State & Local Taxes option. 3. Select the check box for the single state you want to search and click Next. 4. The state name along with the single state search options will display in the left sidebar:
5.
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Using Checkpoint Search 5. Click the Rulings by Date link to display the Search by Rulings template.
6. Click the check boxes for the rulings you want to include in your search. 7. In the Select Date Range field, enter a MM/DD/ YYYY date range you want to use to constrain your search. 8. Enter your search keywords in the Enter Keywords field, or select the Thesaurus/Query Tool for more advanced search features. 9. Click Search to launch your search.
Performing a State Cases by Court/Date Search

1. From the Research tab, select the State & Local practice area. 2. On the left sidebar, select the State & Local Taxes option. 3. Select the check box for the single state you want to search and click Next.
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Checkpoint User Guide 4. The state name along with the single state search options will display in the left sidebar: 5.
6. 5. Click the Cases by Court/Date link to display the Search by Cases template.
6. Click the check boxes for the Courts you want to include in your search. 7. In the Select Date Range field, enter a MM/DD/ YYYY date range you want to use to constrain your search.
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Using Checkpoint Search 8. Enter your search keywords in the Enter Keywords field, or select the Thesaurus/Query Tool for more advanced search features. 9. Click Search to launch your search.
Performing a State Tax/Doc Type Search

1. From the Research tab, select the State & Local practice area. 2. On the left sidebar, select the State & Local Taxes option. 3. Select the check box for the single state you want to search and click Next. 4. The state name along with the single state search options will display in the left sidebar:
5. Click the Tax/Doc Type link to display the Search by Tax and Document Type template.
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6. Click the check boxes for the Tax and Document Types you want to include in your search. 7. Enter your search keywords in the Enter Keywords field, or select the Thesaurus/Query Tool for more advanced search features. 8. Click Search to launch your search.
Performing a Sectional Search

The State & Local practice area contains two sectional or specialty search templates that allow you to conduct research on specific topics across states. These are the Multistate Corporate Income and Multistate Sales & Use sectional templates. The procedure for performing a sectional search is very similar to that for performing a multiple state search. If you subscribe to either or both of Checkpoint's sectional products, you can access them from the State Wizard tab in the State & Local practice area. To perform a sectional search: 1. Click the appropriate sectional (either Multistate Sales & Use or Multistate Corporate Income) from the State Wizard tab.
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Using Checkpoint Search The State Selection screen appears. As part of your subscription, all states are available for selection; you cannot subscribe to individual jurisdictions within a sectional.
2. If you select one state from the list, the specific template for that state appears. If you select more than one state, the Multistate Search template appears.
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Checkpoint User Guide 3. The Multistate Search template displays the Tax and Document types common to the states you selected. Choose the tax and document types that you wish to search by clicking the check boxes. 4. Type your search terms in the Enter Keywords field, and click Search. 5. The Source List screen appears with a list of the states you searched and the number of documents for each state that matched your search terms. Click a state to view a list of the retrieved documents on the Document List screen.
Retrieving Sales & Use Tax Rates

The Sales & Use Tax Rate Look-up template lets you instantly retrieve state and local sales and use tax rates for any jurisdiction in the United States. Summaries of the most up-todate tax rates are presented in easy-to-read tables. To access the Sales & Use Tax Rate template: 1. Select the State & Local practice area from the Practice Area menu. 2. Click the Sales & Use Tax Lookup link. The Sales & Use Tax Rate Look-Up screen appears.
You can perform three types of searches using the Sales & Use Tax Rate template: Search for rate information by County or City Name Search Search for rate information on the basis of zip code Receive a summary of updated rates.
Retrieve a Summary of Updated Rates

As part of the Sales & Use Tax Rate Lookup template, you can view the latest rate changes for a particular U.S. state or states.
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Using Checkpoint Search 1. Click the Summary of Updated Rates link, or scroll down to the Summary of Updated Rates template.
2. From the State menu, select the state you wish to view, or select All States to view a list of updated rates for all states, then click Search. 3. The Summary screen displays tables indicating the state searched, the number of records retrieved, and the jurisdictions within the state searched. The Summary screen may consist of several pages. Use the << >> buttons at the bottom of the summary to scroll through the table. Return to the Sales & Use Tax Rate Locator screen by clicking Back at the bottom of the table.
Searching International Sources

Tax Treaty Searching in the International Practice Area
Checkpoint's International Search template helps researchers find tax treaty information fast. International subscribers can retrieve Tax Treaties sorted by country and by other important treaty identifiers, including: U.S. or IBFD Tax Treaties Treaty Type (Income, Estate / Gift, and so forth) Document Type Supporting Documents (Diplomatic Notes, Side Letters, and so forth)
You can also receive expert commentary by including the Editorial Explanations source in your search. To conduct an International Treaty search: 1. Select the International practice area from the practice area menu. 95
Checkpoint User Guide 2. Select either Search U.S. Tax Treaties or IBFD Tax Treaties from the left menu. 3. Select the country or countries you want to search. Click Next to move to the next screen. Note: To select multiple countries, hold down the CTRL key and click with your mouse. To clear the list of countries, click on any new country. 4. Enter the treaty type(s), keyword(s), document type(s), and any supporting documents to include in the search. 5. Click Search. Note: To return to the Citation tab from either the Source List, the Document List, or the View Document Screen, click Modify Search.
Using the RIA Worldwide Tax Law Search

Use the International RIA Worldwide Tax Law Search template to conduct a keyword search within specific worldwide tax law regions. 1. Select the International from the Practice Area drop-down menu in the Research tab. 2. Click the RIA Worldwide Tax Law link in the left menu to open the search template.
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Using Checkpoint Search 2.
3. Indicate the regions you want to include in your search by selecting the check box next to region name(s). 4. Click the Next button to go to the Country/doc type screen.
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Checkpoint User Guide 5. Select the countries you want to include in the search by clicking the name(s) in the country list. 6. Indicate the document types you want to include in your search by selecting the check box next to the category name. Click the Select All button to select all document types and Deselect All to clear all document type selections. 7. Enter your search keywords in the Enter Keywords field, or select the Thesaurus/Query Tool for more advanced search features. 8. Click Search to launch your search.
Searching the IBFD Tax Glossary

Use the IBFD Tax Glossary search templates to find definitions and explanations of international tax terminology. There are two available IBFD glossary templates: Search by Keyword and Search by Appendices. These are both available from the left side menu under the International practice area. Search by Keyword 1. Select the International from the Practice Area drop-down menu in the Research tab. 2. Select IBFD Tax Glossary from the left side menu. The Search by Keyword template will open by default.
3. Enter your glossary term in the Enter a Glossary Term field, or select the Thesaurus/Query Tool for more advanced search features. 4. Click Search to launch your search.
Search by Appendices 1. Select the International from the Practice Area drop-down menu in the Research tab. 98
Using Checkpoint Search 2. Select IBFD Tax Glossary from the left side menu and then click Search by Appendices.
3. Select the country or countries you want to search. Note: To select multiple countries, hold down the CTRL key and click with your mouse. To clear the list of countries, click on any new country. 4. Select check boxes for the appendices you want to search. 5. Click Search to launch your search. From the glossary search results, select the link to view the definition or explanation for the glossary term.
Searching IBFD Transfer Pricing

Use the IBFD Transfer Pricing search templates to find the latest information on international transfer pricing issues and developments. There are two available IBFD Transfer Pricing templates: a glossary search and a country search. These are both available from the left side menu under the International practice area. Glossary - Search by Keyword
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Checkpoint User Guide 1. Select the International from the Practice Area drop-down menu in the Research tab. 2. Select IBFD Transfer Pricing from the left side menu. The Search Glossary template will open by default.
3. Enter your glossary term in the Enter a Glossary Term field, or select the Thesaurus/Query Tool for more advanced search features. 4. Click Search to launch your search.
Search by Country 1. Select the International from the Practice Area drop-down menu in the Research tab. 2. Select IBFD Transfer Pricing from the left side menu and then click Search by Country.
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3. Select the country or countries you want to search. Note: To select multiple countries, hold down the CTRL key and click with your mouse. To clear the list of countries, click on any new country. 4. Select check boxes for the appendices you want to search. 5. Click Search to launch your search. From the search results, select the link to view the definition for the glossary term or document.
Searching EU Law
The EU Law search screen provides two templates to search for EU Law content: Retrieve by Case Name or by Citation Search Keywords
To access the EU Law search templates, select International from the Practice Area drop-down menu in the Research tab and click the EU Law link on the left side bar. Both templates are displayed on the screen.
To Search by Case Name or by Citation:
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Checkpoint User Guide 1. 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. 2. Click Search to complete the search and view results.
To Search by Keywords:
1. Select the content you want to search by selecting the check box next to the content name: EU Corporate Law EU Tax Law EU Court of Justice Cases EU Law Commentary
2. Enter your search keywords in the Enter Keywords field. 3. Click Search to complete the search and view results.
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. Select International from the Practice Area drop-down menu in the Research tab and click the IBFD Regional Databases link on the left side bar. 2. Select the check box next to the Regional Database(s) you want to search in. 3. Click Next. 4. Select the jurisdictions you want to include in your search. Note: You can select multiple jurisdictions by holding the CTRL key while clicking each jurisdiction name. 5. Select the document types you want to include in your search by selecting the check box next to each type. 6. Enter your search keywords in the Enter Keywords field. 7. Click Search to complete the search and view results.
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Viewing Search Results

Viewing and Navigating Your Search Results
Search results are summarized on the: Source List Screen Document List Screen; or in Table of Contents format.
You can vary the way in which the results of your searches appear on your screen. The format depends on the Search Results options you select on the Options screen. Special navigation tools are available to assist you in moving through the documents retrieved by your search. The text of a document itself appears on the Document Screen. If you aren't satisfied with the results of your search, there are tools available to help you refine your search. From the Search Tools tab: Click Modify Search to return to the Search screen where you can review your original parameters. Click Search Within Results to modify your search and run a new search, using only the documents you have just retrieved.
Modifying a Search
There may be times when a keyword search you perform 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. One way of dealing with this problem is to change your search parameters. On the screen displaying your search results, click Modify Search in the Options bar. This takes you back to the Search screen, where you can change your keywords or target sources. Alternatively, you can conduct a search of your search results. In other words, you take the results generated by your original search and filter them further by adding additional parameters. We can illustrate this procedure by way of example. Example: Narrowing your search results 1. Suppose you're searching for information on IRA accounts in the Federal Editorial Materials sources. In your initial search, you may have typed the keywords Individual Retirement Account. However, you find that this keywords string yields 805 documents, which is far too many to be manageable.
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Checkpoint User Guide 2. Given that your client is a widow, you can use the Search Within Results feature to sift through these results and identify only those documents that also contain the word widow. 3. From the Search Results screen, click Search Within Results in the left sidebar to open the Search Within Results screen. 4. In the Keywords field, type widow. 5. Click Search. Checkpoint searches the documents returned by your original search, and retrieves only those documents that also contain the word widow - in this case, a more practical 15 items. When viewing the second set of results, you'll notice that only the term widow is highlighted; your original keywords are not highlighted. Notes: You can narrow a search as many times as you like. In other words, if you use Search Within Results, and still receive too many documents, you can qualify your search again to further reduce the number of items retrieved. The record of a narrowed search in the Search History table includes all your keywords from the initial and subsequent searches. If you click Modify Search after using Search Within Results, you return to the original Search screen.
Using the Document List Navigation Tools

There are several navigation tools available on the Document List screen to help you browse and manipulate your search results. Page arrows Page arrows appear at the bottom of the document list. Click these arrows to move forward and backward page by page through the document results list.
Words Around Hits At the bottom of the screen, click the Display Words Around Hits check box to view, beneath each document title, the first instance of your keyword(s) in the document 104
Using Checkpoint Search surrounded by the 25 words that immediately precede and follow it. If this feature is already active and you wish to remove it, deselect the check box. Note: The Words Around Hits feature does not apply to documents to which you do not subscribe. Modify Search To return to the Search screen and change your search criteria, click Modify Search. Search Within Results To search for more specific information from within the documents retrieved by your original search, click the Search Within Results link on the left sidebar. Save or Schedule Search To save and/or schedule your search for future reference, click the Save or Schedule Search on the left sidebar. Document Tools The document tool menu is located at the bottom of the document view pane.
The document tools provides options for printing, exporting a complete document. You can also save a document to your My Folders list from this feature. Click here for more information on printing or exporting. To Print Documents 1. Select the check boxes next to each document title you want to print. 2. Click the Print icon from the document tools list. 3. The selected documents will display in a pop-up with a source and document citation. Click the Print button from the browser print dialog to print the document.
To Export Documents 1. Select the check boxes next to each document title you want to export. 2. Click the Export icon from the document tools list.
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Checkpoint User Guide 3. The Document Export dialog will display. Click the Continue button to continue with the export. 4. The browser file download dialog will open. 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 General Settings options. 5. Click OK to close the pop-up.
Click here for more information on saving a document to your My Folders. Save to My Folders 1. Select the check boxes next to each document title you want to add to My Folders. 2. Click the Save icon from the document tools list. 3. The Select a Folder dialog will display. Select the existing folder in which you want to place the documents. or click Create Folder to create a new folder. 4. Click Save to add the document(s) to My Folders.
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. If there is no occurrence of the entire word 'terminate', then no terms are highlighted in the document and you are taken to the bottom of the page when you click First Keyword. The following message appears: Your keywords are not highlighted because you have either executed a wildcard search or your keywords are part of a hidden region. Please review the following information for additional clarification. Use your browser's (Netscape or MS Internet Explorer) FIND feature to locate your search terms. This operation will find every occurrence of the term you searched for. Your terms are included in a hidden region or are a part of a hypertext link and cannot be displayed. Hidden regions are searchable; however, the terms within the hidden region do not appear.
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Understanding the Source List Screen

The Source List screen summarizes your search results according to the number of documents found in each of the sources you searched. It varies slightly depending on if you used Terms & Connectors or Natural Language search method. Terms & Connectors Source List
The Terms & Connectors source list displays: The name of each Source you included in your search. By default, all the sources you searched are listed, whether they contained documents with hits or not. Click a source that contains hits to view its contents on the Document List screen. The number of documents found in each source that satisfy your search criteria.
Selecting the View Hits Only check box makes the Source List display only the sources that contain results for your current search. Click the All Documents link to switch the results display format to the Document List view. The Search sidebar displays: The total number of Documents Found. The Search Terms (keywords) you used for your search. The Sources included in your search.
Click Modify Search to return to the General Search or Citation Search screen, where you can adjust your search parameters and execute the search again. You also have these options under Search Tools: Click Search Within Results to conduct a filtered or modified search of your search results. Click Save or Schedule Search to save your search from the Save Search screen.
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Checkpoint User Guide Under Go To click the View in Table of Contents link to view the document results list in a hierarchical Table of Contents view.
Natural Language Source List
Since the Natural Language search method returns a list of the most relevant documents for the search query, the result list is restricted to the 100 best documents. If you want to return a comprehensive list of all documents matching a query, use the Terms & Connectors search method. The Natural Language source list displays: The name of each Source you included in your search. By default, all the sources you searched are listed, whether they contained documents with hits or not. Click a source that contains hits to view its contents on the Document List screen. The number of documents found in each source that satisfy your search criteria.
Selecting the View Hits Only check box makes the Source List display only the sources that contain results for your current search. Click the All Documents link to switch the results display format to the Document List view. The Search sidebar displays: The number of Best Documents Found. The Search Terms you used for your search. The Sources included in your search.
Click Modify Search to return to the General Search or Citation Search screen, where you can adjust your search parameters and execute the search again. You also have these options under Search Tools: 108 Click Search Within Results to conduct a filtered or modified search of your search results.
Using Checkpoint Search Click Save or Schedule Search to save your search from the Save Search screen.
Under Go To click the View in Table of Contents link to view the document results list in a hierarchical Table of Contents view.
Understanding the View Document Screen

The View Document screen displays the complete text of a document along with tools to navigate the document, open related documents, navigate search results, print, export, and save. The right frame of the Document View screen displays document text. If the document was part of a set of search results, the relevant search terms will be highlighted.
On the left sidebar there are a set of tabs. The tabs that are visible depend on if the document was part of a search result or if it was opened by browsing via the Table of Contents or from a link. Document List tab This tab displays the list of search result documents for your most recent query. The gold star symbols indicate the ranking in relevance: the more stars, the more relevant the document is to your search results. Clicking the title of a document will open it in the right pane. 109
Checkpoint User Guide Contents View tab On the left sidebar there are a set of tabs, each containing information about the document titles that met your search criteria. The running header, visible in the Contents View tab, indicates the location of the document within the Table of Contents. Each entry in the running header is a link to the levels and sublevels within which the document resides. Outline tab The Outline tab on the left sidebar is enabled when reviewing search results for Tax Code. Click this tab to display an outline view of the current code document. Select any of the section hyperlinks to jump to that point in the document. Click the subsection of outline hyperlinks. Links tab The Links tab on the left sidebar is enabled when reviewing search results within Tax Code. Click this tab to display a list of associated documents for each Top line and Side line link type. Select the desired link type from the drop-down menu and select the document hyperlink from the list to view the document text. The text of the document displayed may contain any of the following elements: Reference Links Reference links reside within the text of the document and link you to other related material. icon to expand a
Previous or Next Keyword . Click the All keywords contained within the document are highlighted navigation arrows in the View menu bar to jump to the next or previous occurrence of a keyword in the document, or to the next document where the next keyword appears. Note that if several of your keywords are visible on your screen at one time, clicking the visible. arrows will take you to the next or previous keyword that is not currently
Alert! If a keyword(s) is part of a reference link, it will not be highlighted. Use your browser's search feature to locate these keywords. 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 a document. Click any of these links to view other related source documents. These links do not appear in all documents. 110
The bottom of the View Document screen contains the following arrows, buttons and information. You can filter Top Line and Side Line links by keyword. Citator Document Court Filter Citation documents provide a drop-down menu (at the top of the document screen) to filter any court names referenced by the document. To us this feature, select the desired court name from the drop-down list and the document will be filtered accordingly. 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 Doc navigation arrows Document navigation arrows allow you to view the next document across sources - you don't have to return to the Source List or Document List screens to view the contents of the next source. Click the right or left arrow to move forward and backward through the documents across all the sources. locator icon.
Back to Results Doc Click Back to Results Doc to return to the last document viewed in the Document List. This is useful when you have linked to related materials or moved to documents that are not part of your search results, and you wish to resume viewing your results. Prev/Next Doc in Contents Click to view the previous or next document in the Checkpoint Table of Contents, which may not necessarily be part of your search results.
Relevance Navigation arrows Click the left and right arrows to navigate through the document list in order of relevance.
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Checkpoint User Guide Keywords The keywords used in your search appear in the left sidebar on the Search Tools tab. Save Search From the Search Tools tab, click the Save or Schedule Search command to access the Save Search screen, where you can save and schedule your search to automatically run in the future. Document Tools The document tool menu is located at the bottom of the document view pane.
The document tools provides options for printing, exporting, or e-mailing a complete document or selected text. You can also save a document to your My Folders list from this feature. Click here for more information on printing, copying, or e-mailing selected text from a document. Click here for more information on printing, exporting, or e-mailing a document. Click here for more information on saving a document to your My Folders. Select Open in New Window to open the document into a new window. The document window will stay open until you close it. Results Options These are located at the top of your screen. Click Document List or Source List to return to your search results summary.
Understanding the Document List Screen

The Document List screen displays, for each source in the Source List, the document titles that met your search criteria. The order of the items in the Document List depends on the options you select in the Search Results Options area of the Options screen.
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You can elect to have your results ranked in order of relevance (starting with the most relevant, where relevance is determined by a sophisticated algorithm that analyzes each document); or have them listed in the order in which they occur in the Table of Contents. The gold stars next to each document title indicate the relative relevance score for your search query (with 5 gold stars being the most relevant). The Document List shows: the name of the source you are currently viewing the Search Terms you used the title of each document that contains your keywords. Click the title to view the text of a document in the Document screen. Add to My Folders check boxes. Check its corresponding box to save a document to a Document Folder.
For Terms & Connectors search results, click the Display Words Around Hits check box to view, beneath each document title, the first instance of your keyword(s) in the document surrounded by the 25 words that immediately precede and follow it. This provides you with some idea of the context in which your keyword occurs. For Natural Language searches, click the Display Best Section link to display the document section that best matches your query. Use the Document List screen navigation tools to browse your search results summary.
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Printing, Exporting, or E-mailing Documents

You can print, copy, or e-mail a complete document from the document tools menu at the bottom of the document view pane. You can also export and print multiple documents from the document list using the document tools menu. Document Tools for a single document (document view)
Document Tools for multiple documents (document list view)
To Print a Document 1. Open the desired document. 2. Click the Print icon from the document tools list. 3. The document will display in a pop-up with a source and document citation. Click the Print button from the browser print dialog to print the document.
To Print Multiple Documents To print multiple complete documents from the Document List screen: 1. Select the check boxes next to the documents you wish to print. 2. Click the Print icon from the document tools list. 3. The selected documents will display in a pop-up with a source and document citation. Click the Print button from the browser print dialog to print the document.
To Export a Document 1. Open the desired document.
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Using Checkpoint Search 2. Click the Export icon from the document tools list. 3. The Document Export dialog will display. Click the Continue button to continue with the export. 4. If you selected an export format other than HTML, the browser file download dialog will open. Click Open to view the exported documents or Save to save to your local PC. Note: The export format for the documents is defined in your Checkpoint General Settings options. 5. Click OK to close the pop-up.
To Export Multiple Documents To export multiple complete documents from the Document List screen: 1. Select the check boxes next to the documents you wish to export. 2. Click the Export icon from the document tools list. 3. The Document Export dialog will display. Click the Continue button to continue with the export. 4. If you selected an export format other than HTML, the browser file download dialog will open. Click Open to view the exported document or Save to save to your local PC. Note: The export format for the document is defined in your Checkpoint General Settings options. Note: When exporting more than 10 documents, you will be given the option exporting the individual options in a single .ZIP file. This is recommended as it will speed the export process. The individual documents can be extracted from the .ZIP file after the export has completed. 5. Click OK to close the pop-up.
To E-mail a Document 1. Open the desired document.
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Checkpoint User Guide 2. Click the E-mail icon from the document tools list. 3. Your saved Checkpoint e-mail address will populate Bcc field. Note: Since the e-mail is sent via Checkpoint and the From field is pre-populated, the subject field will automatically contain a message stating that the document is from your saved e-mail address. The recipient will be able to see who sent the message and what it contains.
4. Select the Attachment Format for the document. 5. Enter any message you want to add for the recipient and enter the e-mail address in the To field.
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Using Checkpoint Search 6. The Disclaimer field displays the default disclaimer message that was setup in the Print/Export/E-mail options. You can edit the disclaimer message before sending. Select the Include this disclaimer check box to indicate you want this disclaimer sent with the e-mail. Select the Save as default check box to save this disclaimer text as your default disclaimer for all document and selected text e-mail. 7. Click the Send button to send your e-mail.
Printing, Copying, or E-mailing Selected Document Text

You can print, copy, or e-mail selected document text from the document tools menu at the bottom of the document pane.
To Print Selected Text 1. Highlight the desired text in the document pane. 2. Click the Text icon from document tools list. 3. Select the Print Selected Text option from the pop-up menu. 4. The highlighted text will display in a pop-up with a source and document citation. Click the Print button from the browser print dialog to print the text.
To Copy Selected Text 1. Highlight the desired text in the document pane.
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Checkpoint User Guide 2. Click the Text icon from document tools list. 3. Select the Copy Selected Text option from the pop-up menu. 4. The highlighted text will display in a pop-up with a source and document citation. 5. Click OK to close the pop-up.
To E-mail Selected Text 1. Highlight the desired text in the document pane. 2. Click the Text icon from document tools list. 3. Select the E-mail Selected Text option from the pop-up menu. 4. The highlighted text will display in a pop-up e-mail template. Your saved Checkpoint e-mail address will populate Bcc field. Note: Since the e-mail is sent via Checkpoint and the From field is pre-populated, the subject field will automatically contain a message stating that the document is from your saved e-mail address. The recipient will be able to see who sent the message and what it contains.
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5. Enter any message you want to add for the recipient and enter the e-mail address in the To field. 6. The Disclaimer field displays the default disclaimer message that was setup in the Print/Export/E-mail options. You can edit the disclaimer message before sending. Select the Include this disclaimer check box to indicate you want this disclaimer sent with the e-mail. 119
Checkpoint User Guide Select the Save as default check box to save this disclaimer text as your default disclaimer for all document and selected text e-mail. 7. Click the Send button to send your e-mail.
Citation Tracker
Use the Track It feature within Case Law and regulations documents to be notified when the document is referenced by new content.
To activate Citation Tracker:
1. Click the Track It icon at the top of a citation document.
2. In the left side bar, click the Turn On button.
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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 tab under the TrackIt content pane.
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To View a Tracked Citation:
Click a link from the TrackIt pane to open the tracked document. Select a link in the left side bar to open the referencing document. A new document window will open displaying the citation being tracked. To turn off Tracker for a specific document, open the document and click Turn Off in the left side bar.
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 practice areas. For example, a U.S. Tax Reporter (USTR) Code regulation may have specific explanations at a state and local level. Compare It links allow you to quickly view the related explanations, providing a powerful research tool.
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Compare It links appear in the top line link list on documents in specific practice areas. To use the Compare It feature: 1. Click the Compare It top line link.
2. The left sidebar under the Links tab will display a list of associated documents. To view one of the click on the hyperlinked document title.
3. The associated Compare It document will appear in the link viewer window for review. 123
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 to return to the content. To create a Permalink: 1. Inside the document you want to permalink to, select Show Permalinks.
2. Select the permalink icon in the document and section you want to save. Note: Some documents will contain multiple permalink icons, each displaying at different sections allowing you to save a link directly to a specific section in the document.
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3. A Permanent Document Link popup box will appear that contains the permalink URL for you to save as a browser bookmark or shortcut to return to the document/section in the future. Copy and paste the URL to a document or browser to save as a bookmark. Click Close when you are done to close the popup window.
Top Line and Side Line Link Filtering

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 links: 125
Checkpoint User Guide 1. Within a document that has Top Line and Side Line Links, select the Top Line link type from the drop-down menu and then click Filter Links in the left side bar.
2. In the Filter Links by Keyword dialog, enter the keywords you want to filter by and click OK. The list of filtered links will update in the left side bar. 3. You can modify or clear the keyword filter by clicking the Modify or Clear links.
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Saving or Scheduling a Search

Saving or Scheduling a Search
You may want to run certain searches again in the future. Checkpoint enables you to save searches in folders, and run them again at any time. You can store up to a maximum of 1000* searches. For complex searches that you've 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 that form 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 1 result, you will also be notified when you login to Checkpoint. To Save a Search 1. Click Save or Schedule Search on either the Document List, Source List, View Document, or Contents screen when you are viewing the results of a search. There are also Save links in the Search History table, allowing you to save a previously executed search. The Save or Schedule Search screen appears. Note: The Search Terms and Sources that are included in the search are listed at the bottom of the Save/Schedule search template.
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2. In the Folder Name field, select the folder in which you wish to save the search, or create a new folder. 3. In the Search name field, assign a name to the search that describes its purpose. Type a name in the field provided; or Overwrite a 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. Enter any Notes about the search by clicking the Add/Edit Note field and typing the note in the provided field. A Note can be up to 200 characters in length.
To Schedule a Search You can schedule a search to run automatically on a regular basis. Click the Schedule: link to display the scheduling choices you have available. 1. Complete the Schedule options section if you want to have the search run automatically on a regular basis.
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2. Select the Frequency you want the search to run. If you don't want to run the scheduled search automatically select the Don't run automatically option. To run the search weekly, select the Run once a week option and enter the day of the week you want it to run on from the drop-down menu. To run the search monthly, select the Run once a month option and enter the date you want it to run on from the drop-down menu. Note: SECPlus scheduled searches have the additional scheduling option of Run twice a day from the Schedule menu. 3. In the 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 tab.
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Checkpoint User Guide 4. Click Save at the bottom of the screen. You will lose any changes if you leave this screen without clicking Save. Your search is stored in the Searches table. Click My Folders on the top toolbar to retrieve a saved search.
* Checkpoint allows you to save 1000 searches AND 1000 documents.
Income Tax Developments Wizard - Save or Schedule a Search

You may want to automatically run certain Income Tax Developments Wizard searches quarterly. For complex searches that you've 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 that form 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 1 result, you will also be notified when you login to Checkpoint. To Save a ITDW Search 1. Click the Save or Schedule Search Quarterly button. The Save or Schedule Search screen appears. 2. In the Folder Name field, select the folder in which you wish to save the search, or create a new folder. 3. In the Name field, assign a name to the search that describes its purpose. Type a name in the field provided; or Overwrite a 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.
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Using Checkpoint Search 4. Enter any Notes about the search by clicking the Add/Edit Note field and typing the note in the provided field. A Note can be up to 200 characters in length.
To Schedule a ITDW Search You can schedule a ITDW search to run automatically on a quarterly basis. 1. Complete the Schedule options section if you want to have the search run automatically on a regular basis. 2. Select the Frequency you want the search to run. Select the quarterly dates you want to run the search. If you don't want to run the scheduled search automatically select the Don't run automatically option. 3. In the 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 tab. 4. Click Save at the bottom of the screen. You will lose any changes if you leave this screen without clicking Save. Your search is stored in the Searches table. Click My Folders on the top toolbar to retrieve 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. Click the My Folders link on the top toolbar. The My Folders area displays the contents of the default folder titled My Folder. You can add other folders to the My Folders area.
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2. From the Folder list, select the folder containing the search you wish to retrieve. 3. Locate the search in which you're interested, and review the attributes of the search. If they seem appropriate to your research questions, click the column. The search re-executes, and search results appear on the Results screen. Removed, Replaced, or Recategorized Sources Several times a year, sources within Checkpoint are removed, replaced, or recategorized. When a saved search uses a removed, replaced, or recategorized source or source set, Checkpoint will display a message under the search name on the My Folders screen indicating that you should re-create the search or delete the obsolete sources from the search set. icon in the Type
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 window.
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Using Checkpoint Search If you attempt to run a search containing obsolete sources, a message box will appear advising you of this. If the search contains valid sources you will be allowed to continue, otherwise you will be required to re-create the search.
Saving a Document
Saving documents in Document Folders is a great timesaver, because the next time you want to view that document, you don't 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. Saved documents will then be available to you in future Checkpoint sessions. Documents can be saved by click the Save icon from the document tools list on the Document List, View Document, and View Text screens. Documents you save are stored by default in a folder called My Folder. You can create additional folders and rename them as necessary. To save a document in a document folder: 1. Select the check boxes next to each document title you want to add to My Folders. 2. Click the Save icon from the document tools list. 3. The Save Item to Folder dialog will display. Select the existing folder in which you want to place the documents. or click Create New Folder to create a new folder. 4. Click Save to add the document(s) to My Folders.
* 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.
Using Saved Documents

Once you have saved a document in any of your document folders, you can easily retrieve it at any time, or you can delete it when you no longer need it. Note: You can also print or export documents stored in your document folders.
Moving a Saved Search or Document

You can move searches and documents you have saved from one folder to another. To move a saved search or document:
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Checkpoint User Guide 1. Click My Folders on the top toolbar. 2. Select the folder containing the item you wish to move. 3. Check the boxes for the item(s) to be moved, then click Move. 4. Select the folder to which you want the item transferred (or create a new folder), then click Save.
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. Click My Folders on the Top Toolbar. 2. Select the folder containing the item you wish to delete. 3. Check the boxes for the item(s) to be deleted, then click Delete. 4. At the prompt, click OK to confirm your action.
Available Sources
Federal Sources Available in Checkpoint
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 www.adobe.com. To print the 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), select Print. Alert: You cannot print the source listing using the Print command or the Print button in your browser! 3. To return to Checkpoint, click the Back button on your browser toolbar.
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State & Local Sources Available in Checkpoint

A PDF (portable document format) listing of the available state & 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 www.adobe.com. To print the 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), select Print. Alert: You cannot print the source listing using the Print command or the Print button in your browser! 3. To return to Checkpoint, click the Back button on your browser toolbar.
Accounting, Audit & Corporate Finance Sources Available in Checkpoint

A PDF (portable document format) listing of the available Accounting, Audit & Corporate Finance sources is available when you click this link. You can view or print these documents. 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 www.adobe.com. To view or print the 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), select Print. Alert: You cannot print the source listing using the Print command or the Print button in your browser! 3. To return to Checkpoint, click the Back button on your browser toolbar.
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Estate Planning Sources Available in Checkpoint

A PDF (portable document format) 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 www.adobe.com. To print the 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), select Print. Alert: You cannot print the source listing using the Print command or the Print button in your browser! 3. To return to Checkpoint, click the Back button on your browser toolbar.
International Sources Available in Checkpoint

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 www.adobe.com. To print the 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), select Print. Alert: You cannot print the source listing using the Print command or the Print button in your browser! 3. To return to Checkpoint, click the Back button on your browser toolbar.
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Pension & Benefits and Payroll Sources Available in Checkpoint

Pension & Benefits A PDF (portable document format) listing of the available pension & 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 www.adobe.com. To print the 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), select Print. Alert: You cannot print the source listing using the Print command or the Print button in your browser! 3. To return to Checkpoint, click the Back button on your browser toolbar.
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 www.adobe.com. To print the 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), select Print. Alert: You cannot print the source listing using the Print command or the Print button in your browser! 137
Checkpoint User Guide 3. To return to Checkpoint, click the Back button on your browser toolbar.
Tax News Alert Sources Available in Checkpoint

The following Tax News Alert sources are available in Checkpoint: BNA Daily Tax Report Highlights Also in the News Tax, Budget & Accounting State Taxes Tax Rulings & Decisions Calendar Table of Cases WG&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
Searching Accounting, Auditing & Corporate Finance

Search FASB Codification
Use the Search FASB Codification templates to find specific FASB content. There are four templates available: Search FASB Codification by Topic Title and Keywords (FASC Topic Title) Search FASB Codification by Any Combination of Topic, Subtopic, and/or Section Numbers and Keyword (FASC Number) Search FASB Codification Pending Content by Topic Title and Keywords FASB Superseded Standards and Nonauthoritative Literature
Search by FASC Topic Title:
1. Select the Accting, Audit & Corp Finance practice area from the Research tab. 2. Click the FASB Codification link in the left sidebar. 3. Select the FASC Topic Title link. 4. Select a topic to search in from the Topics drop-down menu. 5. Select the check box next to the optional search filters you want to apply: 138 Include Prior Code
Using Checkpoint Search Include Intersection Subtopics Include Exposure Drafts Include Codification Updates Exclude SEC Materials
6. Enter Keywords to help further filter your search. Note: This is an optional step as the search will return results if you have included a Topic. 7. Click Search to complete the search and view results.
Search by FASC Number:
1. Select the Accting, Audit & Corp Finance practice area from the Research tab. 2. Click the FASB Codification link in the left sidebar. 3. Select the FASC Number link. 4. Enter a Topic, Subtopic, and/or Section number in the Codification Numbers section. You can enter any combination of information. 5. Select the check box next to the optional search filters you want to apply: Include Prior Code Include Exposure Drafts Include Codification Updates Exclude SEC Materials
6. Enter a Keyword in Document Title/Heading. Note: This is an optional step as the search will return results if you have included any Codification Numbers. 7. Enter Keywords to help further filter your search. Note: This is an optional step as the search will return results if you have included any Codification Numbers. 8. Click Search to complete the search and view results.
Search by FASC Pending
1. Select the Accting, Audit & Corp Finance practice area from the Research tab. 2. Click the FASB Codification link in the left sidebar. 3. Select the FASC Pending link. 4. Select a topic to search in from the Topics drop-down menu. 5. Enter Keywords to help further filter your search. Note: This is an optional step as the search will return results if you have included a Topic. 6. Click Search to complete the search and view results. 139

Search by Superceded Standards
1. Select the Accting, Audit & Corp Finance practice area from the Research tab. 2. Click the FASB Codification link in the left sidebar. 3. Select the Superceded Stds link. 4. Choose the sources and/or document types that you would like to search by selecting the check box(es) next to the title. 5. Click the Next button. 6. Enter Keywords, Citation Number or Date Range to help further filter your search. 7. Click Search to complete the search and view results.
Search FASC Complete Analysis

Use the Search FASB Codification Accounting Standards Updates Complete Analysis (FASC Complete Analysis) template to find specific analysis content for significant Updates issued by the FASB. 1. Select the Accting, Audit & Corp Finance practice area from the Research tab. 2. Click the FASC Complete Analysis link in the left sidebar.
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3. On the search template screen, select one or more analyses from the Select Complete Analysis Sources list. To search a specific analysis, select that analysis. To search by more than one analysis, hold the CTRL key while selecting each analysis. To search all available analyses, select All.
Note: This section is mandatory to return search results. 4. In the Select one or more Elements of the Complete Analysis Sources to include in the search section: Select one or more folders by checking the box next to each folder(s). 141
Checkpoint User Guide Select All to include all available folders in the search.
Note: This section is mandatory to return search results. 5. In the Search by one or more Codification Topic (Optional) section: Search Areas or Topics within Areas. Expand each Area by clicking the "+" sign next to the Area to view the relevant Topics. To select a specific Topic or Topics, check the box next to the Topic name(s) you want to apply as a search filter. To select an entire section of Topics, select the Area check box.
Note: This section is optional and the search will still return results using the other template options. 6. In the Search by Codification Citation and/or Keyword (Optional) section, the search will look within the content selected in Options 1, 2 or 3 for the FASB Codification Topic, Subtopic, Section, or Paragraph numbers and/or keyword(s). When using Search by FASB Codification citation in Search by Code Citation, enter the Codification numbers in the following order: Topic Topic Subtopic Topic Subtopic Section Topic Subtopic Section - Paragraph
Note: This section is optional and the search will still return results based on the other template options chosen. 7. Click Search to complete the search and view results.
Search GAAP Reporter

Use the Search GAAP Reporter templates to find specific GAAP content. There are two templates available: Search GAAP Reporter Components by Keyword Search GAAP Reporter Explanations by Any Combination of Topic, Subtopic, and/or Section and Keywords
Search GAAP Reporter by Keyword
1. Select the Accting, Audit & Corp Finance practice area from the Research tab. 142
Using Checkpoint Search 2. Click the GAAP Reporter link in the left sidebar. 3. Click the GAAP Rptr Keyword link. 4. Select the Document types you want to search by selecting the check box next to each title. 5. Enter the Keywords in the Enter Keywords field. 6. Select either Terms & Connectors or Natural Language for your search method. 7. Click Search to complete the search and view results.
Search GAAP Reporter Explanations by Any Combination of Topic, Subtopic, and/or Section and Keywords
1. Select the Accting, Audit & Corp Finance practice area from the Research tab. 2. Click the GAAP Report link in the left sidebar. 3. Click the GAAP Rptr Number link. 4. Select the Codification numbers you want to search. 5. Enter the Keywords in the Enter Keywords field. 6. Select either Terms & Connectors or Natural Language for your search method. 7. Click Search to complete the search and view results.
Searching WG&L FRM and SECPlus Sources

Searching SOX Reporter Use the Accounting, Audit & Corp Finance Sarbanes-Oxley Reporter search template to conduct a keyword search within the Checkpoint Sarbanes-Oxley Reporter content. To access the SOX Reporter search template: 1. Select the Accting, Audit & Corp Finance practice area from the Research tab. 2. Click the SOX Reporter link under the left side bar Go to menu.
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To perform a Sarbanes-Oxley reporter search: 1. Select either Current or Repealed for the type of section. 2. Enter the SOX Section you want to search for. 3. Click the Go to SOX Reporter button to execute the search. The search will open a Table of Contents view displaying the appropriate SOX Reporter section. Search Selected SEC Filings Use the Search Selected SEC Filings filter to conduct a keyword search in Checkpoint's SECPlus content. To create a SEC Filing keyword search: 1. Select Accting, Audit & Corp Finance from the Practice Area drop-down menu in the Research tab. 2. Click the Selected SEC Filings link in the left menu to open the Search Selected SEC Filings template.
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3. Enter your search keywords (optional) in the Enter Keywords: field, or select the Thesaurus/Query Tool for more advanced search features. 4. Specify the forms you want to search in using the Forms filter. ( optional) Note: For an individual form, you can select the component you want to include by clicking the Change link next to the Components field. Select the component you want to include from the pop-up window and click OK. 5. Specify the filing date range you want to use to constrain the search using the Filing Date filter, or by entering the date range in the From and To fields. (optional) 6. Specify the accelerated filing status using the Accelerated Filing Status filter. (optional) 7. Use the Companies filter to constrain the search to a set of Companies. You can use a saved Group if you have created one, or use the Find Companies link to open the Find Companies Wizard. (optional) Note: Click here for more information on the Create Group wizard. For information on the Manage Group feature click here.
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Checkpoint User Guide 8. Enter 4-digit SIC Code you want to search for. You can use the Find Industry Codes link to open the Find Industry Codes pop-up dialog. Use this to browse for specific Industry code(s). (optional) 9. Click the Search button to launch the search or select Clear All to reset all of the search fields and filters. Search WG&L Analysis Use the SECPlus Search WG&L Analysis template to conduct a keyword search within specific Financial Reporting & Management materials. 1. Select Accting, Audit & Corp Finance from the Practice Area drop-down menu in the Research tab. 2. Click the WG&L Analysis link in the left menu to open the Search WG&L Analysis template.
3. Indicate the SECPlus WG&L Analysis sources you want to include in your search by selecting the check box next to the source name(s). 4. Select the forms you want to include in your search by selecting All Forms (default) or the individual form name from the Forms drop-down menu.
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Using Checkpoint Search Note: For an individual form, you can select the component you want to include by clicking the Change link next to the Components field. Select the component you want to include from the pop-up window and click OK. 5. Enter your search keywords in the Enter Keywords field, or select the Thesaurus/Query Tool for more advanced search features. 6. Click Search to launch your search.
Search FRM Source Materials Use the SECPlus Search FRM Source Materials template to conduct a keyword search within specific Financial Reporting & Management reference documents. 1. Select Accting, Audit & Corp Finance from the Practice Area drop-down menu in the Research tab. 2. Click the FRM Source Materials link in the left menu to open the Search FRM Source Materials template. 3.
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Checkpoint User Guide 3. Indicate the Document Types you want to include in your search by selecting the check box next to the category name. Click the Select All button to select all document types and De-select All to clear all document type selections. 4. Select the forms you want to include in your search by selecting All Forms (default) or the individual form name from the Forms drop-down menu. Note: For an individual form, you can select the component you want to include by clicking the Change link next to the Components field. Select the component you want to include from the pop-up window and click OK. 5. Enter your search keywords in the Enter Keywords field, or select the Thesaurus/Query Tool for more advanced search features. 6. Click Search to launch your search. Browsing SEC Filings Highlights When in the Accounting, Audit & Corporate Finance Practice area, you can quickly jump to highlights of SEC Filings in the Table of Contents by clicking the SEC Filings Highlights link on the left Go to menu. To use the SEC Filings Highlights Go to link: 1. Select Accting, Audit & Corp Finance from the Practice Area drop-down menu in the Research tab. 2. Click the SEC Filings Highlights link in the left menu under Go to to open the SEC Filing Highlights table of contents. 3. You can browse the documents by expanding the levels to view the individual document listings. You can also conduct a keyword search of the SEC Filing documents. SECPlus - Creating Groups When performing searches of SEC filings using the Search Selected SEC Filings filter, you can create and use a custom group of companies to filter your search. To create a custom group: 1. Click the Create Group link in the Companies section of the template. 148
2. In the Create Company Group Wizard window, enter the company name you want to find in the Company Name field or the company ticker symbol in the Ticker Symbol field. Note: If you do not know the full company name, you can search by using the first part of the name. This wizard will add a wildcard and return company names where the first part of the name is at the beginning of the company's current or former name." 3. You can use the SIC Code/Industry field to filter your company search to a specific SIC code. You can use the Find Industry Codes link to open the Find Industry Codes pop-up dialog. Use this to browse for specific Industry codes. 4. Click Next to go to the results list. Any company names matching the information you entered will display. Select the check box next to company names you want to add to your group. You can also use the Select All button to select all the companies in the results list. Note: Click the "i" icon next to a company name to display a pop-up with specific data about the company. 5. Click the Next button. You can enter the name of your group in the Company Group Name field or click Add More to return to the initial Company Group Wizard screen to locate and add more companies. When you have finished adding
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Checkpoint User Guide companies to your group, enter your group name and click Finish to save your group.
Your group will now be visible in the Your Saved Groups drop-down menu on the Search Selected SEC Filings screen. SECPlus - Managing Groups You can manage your SECPlus Filings company groups by adding or deleting companies or changing the group name in the Manage Company Groups Wizard. To manage your custom groups: 1. Click the Manage Groups link in the Companies section of the Search Selected SEC Filings template. 2. In the Manage Company Groups Wizard window, select the group name you want to manage from the Company Group drop-down menu.
3. The list of companies in the Group will display below the group name. You can delete a company from the list by selecting the check box next to the company name and clicking the Delete button. 4. To add companies to the group, click the Find More button. The company group search template will display. 150
Using Checkpoint Search 5. When you have completed adding or deleting companies, click Save to save the group. Click Save As if you want to save the group under a new name. 6. Click Finish to exit the Manage Groups Wizard. Note: You can delete or rename the group by clicking the Delete or Rename links next to the Company Group menu.
SECPlus - Find Companies When performing searches of SEC filings using the Search Selected SEC Filings template, you can use the Find Companies Wizard to locate companies to include in your search. 1. Click the Find Companies link in the Companies section of the template.
2. In the Find Companies Wizard window, enter the company name you want to find in the Company Name field or the company ticker symbol in the Ticker Symbol field. Note: If you do not know the full company name, you can search by using the first part of the name. This wizard will add a wildcard and return company names where the first part of the name is at the beginning of the company's current or former name. 3. If you have any saved company groups, you can select them from the Company Group drop-down menu. Companies in the group will be added to the results list when you click the Next button to complete the search. 151
Checkpoint User Guide 4. You can use the SIC Code/Industry field to filter your company search to a specific SIC code. You can use the Find Industry Codes link to open the Find Industry Codes pop-up dialog. Use this to browse for specific Industry codes. 5. Click Next to go to the results list. Any company names matching the information you entered will display. Select the check box next to company name you want to add to your SEC Filings search. You can also use the Select All button to select all the companies in the results list. 6. Click the Next button. A list of the companies you have selected to add to your SEC filing search will display. Click the Add More button if you want to find and include more companies. You can also save the results list as a company group by clicking the Save as Group... button and entering a group name. 7. Click Finish when you have added all of the companies you want to include in your SEC filings search. The companies will be added to the Company Names field in the Search Selected SEC Filings template. Performing an Accounting, Audit & Corporate Finance Citation Search The Accounting, Audit & Corporate Finance practice area contains specialized templates for FRM citation searches. To perform a citation search: 1. Select Accting, Audit & Corp Finance from the Practice Area drop-down menu in the Research tab. 2. Click the Find by Citation link on the left menu.
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Select one of the FRM citation search templates by clicking a link or select More... to view additional options.
4. Follow the example on screen for each type and enter the citation you want to search for in the applicable citation search field.
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Checkpoint User Guide 5. Click Search to begin.
Searching AICPA Professional Standards Use the Accounting, Audit & Corporate Finance Search AICPA Professional Standards template to conduct a keyword search within specific AICPA sources. 1. Select Accting, Audit & Corp Finance from the Practice Area drop-down menu in the Research tab. 2. Click the Search Other FRM Products link in the left menu. 3. Click the AICPA Prof. Standards link to open the Search AICPA Professional Standards template.
4. Indicate the document types you want to include in your search by selecting the check box next to the category name. Click the Select All button to select all document types and Deselect All to clear all document type selections.
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Using Checkpoint Search 5. Enter your search keywords in the Enter Keywords field, or select the Thesaurus/Query Tool for more advanced search features. 6. Click Search to launch your search.
Searching AICPA Technical Practice Aids Use the Accounting, Audit & Corporate Finance Search AICPA Technical Practice Aids template to conduct a keyword search within specific AICPA sources. 1. Select Accting, Audit & Corp Finance from the Practice Area drop-down menu in the Research tab. 2. Click the Search Other FRM Products link in the left menu. 3. Click the AICPA Tech. Practice Aids link to open the Search AICPA Technical Practice Aids template.
4. Indicate the document types you want to include in your search by selecting the check box next to the category name. Click the Select All button to select all document types and Deselect All to clear all document type selections.
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Checkpoint User Guide 5. Enter your search keywords in the Enter Keywords field, or select the Thesaurus/Query Tool for more advanced search features. 6. Click Search to launch your search.
Using the FASB Advanced Search Template Use the Accounting, Audit & Corporate Finance FASB Advanced Search template to conduct a keyword search within specific FASB sources. 1. Select Accting, Audit & Corp Finance from the Practice Area drop-down menu in the Research tab. 2. Click the Search Other FRM Products link in the left menu. 3. Click the FASB Advanced Search link to open the FASB Advanced Search template.
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Using Checkpoint Search 4. Indicate the document types you want to include in your search by selecting the check box next to the category name. Click the Select All button to select all document types and Deselect All to clear all document type selections. 5. Click the Next button to go to the Additional Criteria screen.
6. Enter your search keywords in the Enter Keywords field, or select the Thesaurus/Query Tool for more advanced search features. 7. In the Citation field, enter a citation number to search for. 8. In the Date Range field, enter a date range in MM/DD/ YYYY format to constrain your search to a specified period. This is an optional step. 9. Click Search to launch your search.
Using the PCAOB Advanced Search Template Use the Accounting, Audit & Corporate Finance PCAOB Advanced Search template to conduct a keyword search within specific PCAOB sources. 1. Select Accting, Audit & Corp Finance from the Practice Area drop-down menu in the Research tab. 2. Click the Search Other FRM Products link on the left menu.
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Checkpoint User Guide 3. Click the PCAOB Advanced Search link to open the PCAOB Advanced Search template.
4. Indicate the document types you want to include in your search by selecting the check box next to the category name. Click the Select All button to select all document types and Deselect All to clear all document type selections. 5. Enter your search keywords in the Enter Keywords field, or select the Thesaurus/Query Tool for more advanced search features. 6. Click Search to launch your search.
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Using Checkpoint Search Using the IASB Search Templates The Accounting, Audit & Corporate Finance practice area contains specialized IASB search templates for FRM citation searches. To perform an IASB search: 1. Select Accting, Audit & Corp Finance from the Practice Area drop-down menu in the Research tab. 2. On the left menu, click the IASB link under the Find by Citation heading.
3.
Select one of the four IASB citation search templates. The four IASB templates are: Standards
Interpretations
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Implementation Guidance
Proposal Stage Documents
4. Follow the example on screen for each type and enter the citation you want to search for in the applicable citation search field. 5. Click Search to begin.
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Using the Table of Contents

About the Table of Contents Feature
The Table of Contents feature lets you browse through Checkpoint's contents in the same way you would scan the headings in a book's table of contents for items of use to you. The Table of Contents presents Checkpoint research materials sorted into expandable and collapsible folders of related information. By opening folders and their subfolders, you can drill down to the documents that are most relevant to your needs. Alternatively, you can conduct a search of specific entries in the Table of Contents. You can also print multiple documents from the Table of Contents. To access the Table of Contents, click the Table of Contents link on the top toolbar of any screen.
The Table of Contents Screen

The Table of Contents structure is similar to an outline view of categorized information. You get a bird's eye view of all available information arranged in levels and sublevels. Running Header The Running Header area shows your relative location in the Table of Contents view. The highest level heading is listed first, followed by subheadings.
Table of Contents Jump To Titles To move quickly to another area of the Table of Contents, click the Titles link under the Jump To heading on the left sidebar. A list of Checkpoint's sources and other publication collections appears. Click the desired listing. The Table of Contents adjusts to reflect your choice.
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Expanding the Table of Contents View

You may "zoom in" (or "drill down") into the Table of Contents to narrow the focus of your view. Note the distinction between zooming in and expanding. Clicking an entry link itself zooms in on the particular entry and displays its subentries while concealing unrelated entries. button also reveals its subentries, but unrelated entries Clicking an entry's corresponding continue to be displayed. In the example below, follow as we zoom in to the Federal Library: 1. Click the Table of Contents link on the Top Toolbar. Checkpoint's Table of Contents appears. ( Note that this is the highest level of the Table of Contents.)
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2. Click the Federal Library link (the heading itself, not the + sign). The Table of Contents changes to display only the entries below Federal Library.
3. Continue to click the hypertext links for: + Federal Source Materials
+ Code, Regulations, Committee Reports and Tax Treaties + Internal Revenue Code + Current Code
4. Notice in the running header that each time you click a hypertext link, you are moving deeper into the Table of Contents, narrowing the material in view.
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5. Continue to click these sublevels until you reach a lone document. Click a document's icon or title to view that document's text on the View Document screen. Note: If you zoom too deeply into the Table of Contents, you may eliminate relevant material from your view. To zoom out or move back to higher levels, click an earlier link in the running header. For example, clicking CHECKPOINT Contents brings you back to the top level of the Table of Contents.
Table of Contents Symbols

At its highest level, the Table of Contents displays all the sources available in your Checkpoint subscription. Each level on the Table of Contents has two components: a graphic symbol and a descriptive hypertext link. The type of graphic symbol shown on a level in the Table of Contents identifies it as one of the following:
Table of Contents Symbol
Definition
Closed level symbol. 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 to open
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levels in this fashion all the way to the final, or lone document, level by clicking the + symbol. Open 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 TOC Location - Click this icon to open a specific TOC location. Lone document symbol. Click the document title to view its complete text. Document with subentries collapsed. Click these icons to expand the contents of the document and view its subentries. Each subentry is marked with a separate document icon. Note: subentries are not of themselves separate documents. So when you click the subsection title to access its text, you are in fact linking to the relevant point within the parent document. Clicking the icon for the subentry does not work; the subentry icon is not a live icon. Document with subentries expanded. All subentries belonging to the current document have been revealed. Click the subentry title to view its text. You are taken to the relevant point within the parent document. Subentry of fully expanded document. Click any subentry's title to view its text. You are taken to the relevant point within the parent document. Document with Hits. If you have performed a search, and elected to view your search results in Table of Contents format, documents containing your keywords are marked with a yellow document symbol. Print this Document. Click this icon to print the document from the Table of Contents
Table of Contents Navigation Tools

After performing a search, you can elect to view your search results in Table of Contents format. With this option, each section of the Table of Contents that contains documents retrieved by your search shows the number of hits in red.
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Checkpoint User Guide Several tools are available to help you navigate your search results with the Table of Contents. You can also use the Display Level commands during regular browsing.
The Level 1 view displays the folders currently shown in your Table of Contents view to the top level of folders. The Level 2 view expands the folders currently shown in your Table of Contents view to display the first and second level of folders. The Level 3 view expands the folders currently shown in your Table of Contents view to display the first, second, and third level of folders.
Searching with the Table of Contents

As an alternative to browsing through the contents of Checkpoint, you may wish to search for information in specific areas of the Table of Contents. Note that Table of Contents searching is independent of Checkpoint's main Search feature, although the procedures are similar. To perform a search in the Table of Contents: 1. Click Table of Contents from the top menu bar. 2. Zoom in to or expand the Table of Contents as necessary until you locate the entries you wish to search. 3. As shown in the example below, check the entries you wish to search. You can select up to a maximum of 15 headings.
Note: By selecting a given Table of Contents heading, you automatically include all its subentries, so you do not need to check them separately. For a more focused search, drill down and select lower level headings. 4. Enter your search keywords in the Search these keywords: field, or select Thesaurus/ Query Tool for these advanced search functions:
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Using the Table of Contents A previous keywords list is available on the Thesaurus/ Query Tool screen allowing you to choose one of the last 10 keywords you have used. Special search syntax is available to help you refine your search. Choose a search connector from the Append Connectors list.
Use the Thesaurus pane to generate a list of your search terms' synonyms that appear in the sources you are searching. To automatically include all synonyms, click the Include all alternatives in query link.
5. Click the Search button to execute your search. As with a regular search, your search results appear on the Source List or Document List screens.
Table of Contents Permalinks

Permalinks allow you to create a permanent link to specific content in the Checkpoint Table of Contents. You can then bookmark the permalink for future reference.
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To create a Table of Contents permalink: 1. Click the permalink icon bookmark. 2. In the Permanent Table of Contents Link pop-up dialog, copy the URL from the Permalink field. next to the Table of contents location you want to
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Using the Table of Contents 3. Save this URL as a browser bookmark or desktop shortcut to return directly to this Table of contents location in the future.
Using the My Titles Feature

The My Titles feature in the Tables of Contents screen allows you to create and save a list of your most commonly used Sources for easy recall and review.
To create a My Titles list:
1. Open the Table of Contents screen by clicking the Table of Contents link from the Checkpoint menu bar. 2. Click the Titles link from the Jump to Menu. 3. Click Create My Titles 4. Select the check boxes for the sources you want to include in your titles list. Note: You can quickly jump to an alphabetical section of the source list by clicking on the hyperlinked letter. 5. Click Save to save your titles list. Your My Titles list will now display automatically when you click the Titles link from the Table of Contents screen. You can edit your titles list by clicking the Change link. You can delete a list by clicking the Delete option.
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 Research tab in all of the practice areas by clicking one of the Index links under the Go to heading in the left menu.
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The State & Local practice area's BNA state indexes are organized by state and topic for easier use.
Browse the index by expanding the categories to drill down to the listings you want to view.
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Printing and Exporting

Printing, Exporting, or E-mailing Documents
You can print, copy, or e-mail a complete document from the document tools menu at the bottom of the document view pane. You can also export and print multiple documents from the document list using the document tools menu. Document Tools for a single document (document view)
Document Tools for multiple documents (document list view)
To Print a Document 1. Open the desired document. 2. Click the Print icon from the document tools list. 3. The document will display in a pop-up with a source and document citation. Click the Print button from the browser print dialog to print the document.
To Print Multiple Documents To print multiple complete documents from the Document List screen: 1. Select the check boxes next to the documents you wish to print. 2. Click the Print icon from the document tools list. 3. The selected documents will display in a pop-up with a source and document citation. Click the Print button from the browser print dialog to print the document.
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Checkpoint User Guide To Export a Document 1. Open the desired document. 2. Click the Export icon from the document tools list. 3. The Document Export dialog will display. Click the Continue button to continue with the export. 4. If you selected an export format other than HTML, the browser file download dialog will open. Click Open to view the exported documents or Save to save to your local PC. Note: The export format for the documents is defined in your Checkpoint General Settings options. 5. Click OK to close the pop-up.
To Export Multiple Documents To export multiple complete documents from the Document List screen: 1. Select the check boxes next to the documents you wish to export. 2. Click the Export icon from the document tools list. 3. The Document Export dialog will display. Click the Continue button to continue with the export.
4. If you selected an export format other than HTML, the browser file download dialog will open. Click Open to view the exported document or Save to save to your local PC. Note: The export format for the document is defined in your Checkpoint General Settings options. Note: When exporting more than 10 documents, you will be given the option exporting the individual options in a single .ZIP file. This is recommended as it will speed the export process. The individual documents can be extracted from the .ZIP file after the export has completed.
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Printing and Exporting 5. Click OK to close the pop-up.
To E-mail a Document 1. Open the desired document. 2. Click the E-mail icon from the document tools list. 3. Your saved Checkpoint e-mail address will populate Bcc field. Note: Since the e-mail is sent via Checkpoint and the From field is pre-populated, the subject field will automatically contain a message stating that the document is from your saved e-mail address. The recipient will be able to see who sent the message and what it contains.
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4. Select the Attachment Format for the document. 5. Enter any message you want to add for the recipient and enter the e-mail address in the To field. 6. The Disclaimer field displays the default disclaimer message that was setup in the Print/Export/E-mail options. You can edit the disclaimer message before sending. Select the Include this disclaimer check box to indicate you want this disclaimer sent with the e-mail. Select the Save as default check box to save this disclaimer text as your default disclaimer for all document and selected text e-mail. 7. Click the Send button to send your e-mail.
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Printing, Copying, or E-mailing Selected Document Text

You can print, copy, or e-mail selected document text from the document tools menu at the bottom of the document pane.
To Print Selected Text 1. Highlight the desired text in the document pane. 2. Click the Text icon from document tools list. 3. Select the Print Selected Text option from the pop-up menu. 4. The highlighted text will display in a pop-up with a source and document citation. Click the Print button from the browser print dialog to print the text.
To Copy Selected Text 1. Highlight the desired text in the document pane. 2. Click the Text icon from document tools list. 3. Select the Copy Selected Text option from the pop-up menu. 4. The highlighted text will display in a pop-up with a source and document citation. 5. Click OK to close the pop-up.
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Checkpoint User Guide To E-mail Selected Text 1. Highlight the desired text in the document pane. 2. Click the Text icon from document tools list. 3. Select the E-mail Selected Text option from the pop-up menu. 4. The highlighted text will display in a pop-up e-mail template. Your saved Checkpoint e-mail address will populate Bcc field. Note: Since the e-mail is sent via Checkpoint and the From field is pre-populated, the subject field will automatically contain a message stating that the document is from your saved e-mail address. The recipient will be able to see who sent the message and what it contains.
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4.
Enter any message you want to add for the recipient and enter the e-mail address in the To field.
5. The Disclaimer field displays the default disclaimer message that was setup in the Print/Export/E-mail options. You can edit the disclaimer message before sending. Select the Include this disclaimer check box to indicate you want this disclaimer sent with the e-mail. Select the Save as default check box to save this disclaimer text as your default disclaimer for all document and selected text e-mail. 177
Checkpoint User Guide 6. Click the Send button to send your e-mail.
Copying and Pasting Text to Other Applications

One easy way to save a document is to copy and paste it into another application. When you select and copy highlighted (blocked) text, you copy it to the Windows Clipboard. The Clipboard then holds it until you paste it into another application, or you replace it with another piece of copied information. Each time you copy text to the Clipboard, it replaces the previously copied text. To copy text to the Clipboard: 1. Highlight the text you want to copy. 2. From the Edit menu, select Copy. 3. If you are copying information to another application (such as a word processing program), launch the application. 4. Once the target application appears on-screen, position your cursor, and from the Edit menu, select Paste. The text appears in the document.
Printing Saved Documents from Document Folders

Checkpoint makes it easy to print documents you have saved in a personal document folder. Use the My Folders command on the top toolbar to access your stored documents. Printing from Document Folders To print documents you have saved in a document folder: 1. Click My Folders on the top toolbar. 2. From the Folders list, select the folder containing the document(s) you wish to print. 3. Select the document(s) to print by clicking the applicable check box(es). 4. Click the Print icon from the document tools list. Your browser opens a Print window displaying a preview of the document(s) you selected for printing. 5. In the Browser Print dialog, select OK.
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Exporting Saved Documents from Document Folders

Checkpoint makes it easy to export documents you have saved in a personal document folder. Use the My Folders command on the top toolbar to access your stored documents. Exporting from Document Folders To export documents from a personal document folder and save them as an external file: 1. Click My Folders on the top toolbar. 2. From the Folders list, select the folder containing the document(s) you wish to export. 3. Select the document(s) to export by clicking the applicable check box(es). 4. Click the Export icon from the document tools list. 5. Follow your browser's on-screen instructions for saving the document(s) to an external file.
Printing Multiple Documents from the Table of Contents

Checkpoint provides a useful tool to print multiple documents from within the Table of Contents. If you are viewing documents in the Source List, click the link on the left sidebar to Go to the Table of Contents view. 1. Within the document list, locate the documents you want to print.
2. Hold down the CTRL key and at the same time click the documents you wish to print.
icon beside each of the
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Checkpoint User Guide 3. Each document you select will be added to the Print Multiple Documents queue.
4. When you have finished selecting the documents to be printed, click the Print button in the Print Multiple Documents dialog.
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Using the Newsstand

Using the Newsstand Feature
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 taxrelated issues, as well as links to informative taxation newsletters, journals, and compliance aids. Materials in News 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 & Corp Finance. To access the Newsstand: 1. Click the tab.
2. Select a source from the Other News Sources menu: RIA Daily Updates is your source for the latest tax news and developments. The contents of RIA Daily Updates are specific to the practice area you select from the left sidebar menu. Click here to see more information about using RIA Daily Updates. Accounting & Compliance Alert is a daily news service that fully informs accounting & auditing and corporate finance professionals of critical developments. Click here to see more information about using the Accounting & 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&A news and articles from PPC's Five Minute Tax Briefing, PPC's Accounting & Auditing Update, PPC's 181
Checkpoint User Guide Governmental Update, PPC's Nonprofit Update, and PPC's PCAOB Audits Current Develeopments. Click here to see more information about using PPC's Daily Update. Towers Perrin provides access to exclusive 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 Perrin News Library
Note: Depending on your subscription options, you may not have access to all of these news sources.
Setting the Newsstand Options

The Newsstand options are available by clicking Options, then Newsstand on the left sidebar. There are four sets of Newsstand options. Each set of options allows you to configure a different aspect of the Checkpoint Newsstand including view, display, and e-mail newsletters. News View In the News View section select (depending on which view you would like to display when you enter the Newsstand tab) the option for: Show RIA Daily Updates Show Accounting & Compliance Alert Show PPC's Daily Update Show BNA Daily Tax Report BNA International Tax Monitor Show IBFD Tax News Service Show Towers Perrin Show EBIA Weekly
News E-mail/Display
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Using the Newsstand
In the News E-mail/Display section, select any newsletters you wish to receive by e-mail by clicking the applicable check boxes. Select the newsletter you want to adjust, by selecting it in the left menu.
You can select from two formats for the e-mail newsletters: Complete Newsletter - The newsletter is distributed as a complete publication one per e-mail. Daily Update - The newsletter is distributed as a series of daily updates. All daily update newsletters are grouped together in a single e-mail.
The third column of check boxes on this screen- (under Display Options) Newsstand View allows you to choose which RIA Daily Updates you want to appear in the Newsstand tab. Newsletters will be sent to the e-mail address you specify in the Personal/Password Options. 183
Checkpoint User Guide As part of the News service, you can subscribe to a range of Checkpoint newsletters and have them sent to you by e-mail on a weekly basis. The body of each e-mail message includes: a link to the newsletter on Checkpoint news highlights for the week a WG&L Journal digest.
The full text of the newsletter is attached in document format.

News Flash
Select the E-Mail News Flashes for any e-mailed newsletters check box to receive updated e-mail notifications for any of your newsletter content that you receive by e-mail. When you have completed adjusting your News E-mail/Display options click Save at the bottom of the screen. If you want to revert to the defaults click Restore Note: This option also controls the display of the News Flash updates in the Newsstand and Home tabs. You must have the option selected to see News Flash updates for each newsletter or news service.
Customization Options for the State & Local Taxes Weekly Newsletter and Payroll Guide Newsletter
You can select filtering options for the State & Local Taxes Weekly Newsletter and Payroll Guide Newsletter highlights of preview articles by clicking the Customize link in the View Daily Updates in Newsstand column. A new window opens showing all available jurisdictions and tax types. You can define which jurisdictions and tax types will be included in the newsletter by selecting the appropriate check boxes. Use Select All and Deselect All to select or deselect all check boxes. When you have completed setting the filtering options, click Save to save the selections and return to the Options screen. You can also use the customization options to select jurisdictions to include in the Daily Update Newsletter format. Click the customize link in the E-mail Daily Updates column and use the same procedure to select the check boxes for the desired jurisdictions.
Customization Options for the Accounting & Compliance Alert
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Using the Newsstand
Use the Browse Recent News section in the Accounting & Compliance Alert News/E-mail Display options to set the browsing preferences for the newsletter. When viewing the newsletter in the Newsstand tab, these preferences will filter the recent news articles by the category you define. Select one of the options from the Sort By drop-down menu and click Save to save your preferences. Use the Customize Browse link to select the topics you want to display when browsing recent news articles in the Accounting & Compliance Alert newsletter. Select the check boxes for the topics you want to display and click Save to save your preferences. Journals E-mail
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This section of the Newsstand options allows you to specify which WG&L Tax, World Trade Executive Publications and BNA Publications journals you want to receive via e-mail. There are two possible options for each journal. Note: Not all journals have both options available. Complete Journal - Select to receive notification of the new issue via e-mail. You will receive an e-mail informing you when the new journal issue is available in Checkpoint. Journal Preview - Select to receive highlights of each preview article via e-mail. You will 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 of the publication is available and receive article highlights. When you have completed adjusting your Journal E-mail options click Save at the bottom of the screen. If you want to revert to the defaults click Restore. Note: For WG&L Financial Reporting and Management and World Trade Executive Publications journals, you can only elect to receive a complete journal. The journal preview option is not available for these publications.
RIA Daily Updates

Use the Newsstand feature to quickly peruse 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 list of articles: 186
Using the Newsstand 1. Click the Newsstand tab. 2. Select RIA Daily Updates from the Other News Sources menu. 3. Select the date for the updates you want to view from the drop-down menu on the left side bar.
4. Browse the news headlines and summaries, and click the hyperlink article title at the beginning of the preview if you wish to read the complete text.
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Like other Checkpoint documents, you can save, print, or export News items by using the commands on the Document screen. You can browse other sections within RIA Daily Updates by clicking the links on the left menu. You can also browse or search The RIA Newsletter Library by clicking the appropriate link. Click here for help using the RIA Newsletter search template.
Accounting & Compliance Alert

The Accounting & Compliance Alert is a daily news service that fully informs accounting & 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 news source. The end result is the highly effective delivery of information with the depth and breadth appropriate to the individual. The Accounting & Compliance Alert offers five different news components for subscribers to choose from: Public Company Financial Management Public Company Accounting & Auditing Private Company Financial Management Private Company Accounting & Auditing Corporate Governance
The first news component to launch in June 2007 is the Public Company Financial Management news. The Public Company Financial Management news is targeted at financial 188
Using the Newsstand professionals in public corporations, and includes full daily coverage of critical standardsetters including SEC, NYSE, NASD, FASB, AICPA, and IRS. The remaining news components will launch in the upcoming months.
To access the Accounting & Compliance Alert: 1. Click the Newsstand tab. 2. Select Accounting & Compliance Alert from the Other News Sources menu. The current issue of the BNA International Tax Monitor appears on your screen. You can also customize your newsletter options so that you receive the BNA International Tax Monitor by e-mail each day. The newsletter e-mail contains the current day's highlights and articles in an HTML attachment. You can also search past issues from the Table of Contents screen or from the BNA International Tax Monitor Search template. From the Newsletter screen Click Search News & Articles to move to the Search screen.
IBFD 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 view an article, click the title link. To access IBFD articles: 1. Click the Newsstand tab. 2. Select IBFD Daily Tax News Service from the Other News Sources menu. 3. Click a link to view an article from the most recent IBFD update. To view articles from previous months, click the link to desired month under the Go to menu on the left side bar.
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PPC's Daily Update

PPC's Daily Update is your source for the latest tax and A&A news and developments from PPC's Five Minute Tax Briefing. To access PPC's Daily Update articles: 1. Click the Newsstand tab. 2. Select PPC's Daily Update from the Other News Sources menu. The most recent article will automatically be displayed in the right document pane. You may view past editions by selecting the desired date from the left sidebar.
The BNA Daily Tax Report

BNA's Daily Tax Report is a tax news and analysis service that appears each business day. The Daily Tax Report contains a Highlights and Table of Contents document that contains two components: The Highlights component of the document contains summaries of and links to the most important articles and official documents that appear in that day's issue. The Table of Contents component of the document contains headlines and links to all of that day's articles and official documents, categorized under some or all of the following main sections: Tax, Budget & Accounting, State Taxes, Tax Rulings & Decisions, Text, Calendar, and Table of Cases.
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Using the Newsstand To access the Daily Tax Report: 1. Click the Newsstand tab. 2. Select BNA Daily Tax Report from the Other News Sources menu. The current issue of the Daily Tax Report appears on your screen. You can also customize your newsletter options so that you receive the BNA Daily Tax Report by e-mail each day. The BNA Daily Tax Report e-mail contains the current day's Highlights & Table of Contents document in an HTML attachment, as well as links to full-text articles after each summary. BNA's Daily Tax Report provides information on federal and state legislative, regulatory, judicial, and policy developments. Summaries of the most important developments include links to primary source material cited. Major topics covered include: international taxation tax accounting corporate taxes employee benefits capital gains tax credits and exclusions federal budget insurance charitable contributions R&D tax credits exempt organizations electronic commerce calendars.
You can also search past issues. From the left sidebar, click one of the links for the current or previous months to move to the Table of Contents screen. Click Search Daily Tax Report to move to the Search screen.
BNA International Tax Monitor

The BNA International Tax Monitor is an international tax news and analysis service that appears each business day. To access the BNA International Tax Monitor: 1. Click the Newsstand tab. 2. Select BNA International Tax Monitor from the Other News Sources menu. The current issue of the BNA International Tax Monitor appears on your screen.
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Checkpoint User Guide You can also customize your newsletter options so that you receive the BNA International Tax Monitor by e-mail each day. The newsletter e-mail contains the current day's highlights and articles in an HTML attachment. You can also search past issues from the Table of Contents screen or from the BNA International Tax Monitor Search template: From the left sidebar, click one of the links for the current or previous months to move to the Table of Contents screen. OR From the Newsletter screen Click Search BNA Int'l Tax Monitor to move to the Search screen.
Towers Perrin News

Subscribers to Checkpoint's Towers Perrin News have access to exclusive content such as the Executive Compensation Resources Newsletter, Research Memos and the Daily Media Watch. To access Towers Perrin news: 1. Click the Newsstand tab. 2. Select Towers Perrin from the Other News Sources menu. The current issue of Towers Perrin news appears on your screen. You can also customize your settings so that you receive the Towers Perrin newsletter by email each day. The Towers Perrin news e-mail contains the current day's Highlights & Table of Contents document in an HTML attachments, as well as links to full-text articles after each summary.
EBIA Weekly
Checkpoint's Employee Benefits Institute of America (EBIA) Weekly provides updated news and articles about Employee Benefits law and compliance. To view an article, click the title link. To access the EBIA Weekly newsletter: 1. Click the Newsstand tab.
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Using the Newsstand 2. Select EBIA Weekly from the Other News Sources menu. 3. Click a link to view an article from the most recent EBIA weekly. To view articles from previous months, select a date from the News for option or select Previous Issues under the Go to menu on the left side bar.
Searching the RIA Newsletter Library

You can search the RIA Newsletter library via the search template accessible from the RIA Daily Updates menu in the Newsstand tab. To search for a newsletter: 1. Click the Newsstand tab. 2. Select RIA Daily Updates from the Other News Sources menu. 3. Click the Search RIA Newsletters link to open the Search RIA Newsletters template.
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4. Use the Select an RIA Newsletter to Search drop-down menu to select the Newsletter you want to search. 5. You can indicate a date range to filter your search using the Search Newsletters section. Type a beginning and ending date using a MM/DD/ YYYY format or use the calendar control to pick a date. This set of fields is optional. 6. Enter your search keywords in the Enter Keywords field, or select the Thesaurus/Query Tool for more advanced search features. 7. Click Search to begin the search. Note: The RIA Newsletter Search Template is also accessible from the Federal practice area under the More... link on the left menu and from the State and Local practice area by clicking the RIA Newsletters link on the left menu.
Searching the Accounting & Compliance Alert

You can search for Accounting & Compliance Alert news and articles via the search template accessible from the Accounting & Compliance Alert menu in the Newsstand tab. To search for a newsletter: 1. Click the Newsstand tab. 2. Select Accounting & Compliance Alert from the Other News Sources menu. 3. Click the Search News & Articles link to open the Search Accounting & Compliance Alert template. 194
Using the Newsstand
4. Select the check boxes to search Daily News and/or Featured Articles. 5. Select the check boxes for the News Areas you want to search.
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Checkpoint User Guide 6. You can indicate a date range to filter your search using the Issue Date Range section. Type a beginning and ending date using a MM/DD/ YYYY format or use the calendar control to pick a date. This set of fields is optional. 7. Select the check boxes for the Topics you want to search. 8. Enter your search keywords in the Enter Keywords field, or select the Thesaurus/Query Tool for more advanced search features. 9. Click Search to begin the search.
Searching the BNA Daily Tax Report

You can search the BNA Daily Tax Report archive via the search template accessible from the BNA Daily Tax Report menu in the Newsstand tab. To search for a tax report: 1. Click the Newsstand tab. 2. Select BNA Daily Tax Report from the Other News Sources menu. 3. Click the Search Daily Tax Report link to open the Search BNA Daily Tax Report & Tax Core template.
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Using the Newsstand
4.
Use any of the template fields to help narrow your search: Section Name Topic/Title Case Name Author Issue Date Select a State
Note: These fields are all optional but can help filter your search to return a more focused set of results. 5. Enter your search keywords in the Enter Keywords field, or select the Thesaurus/Query Tool for more advanced search features. 6. Click Search to begin the search.
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Searching the Towers Perrin News Library

You can search the Towers Perrin News archive via search templates available from the Towers Perrin news screen in the Newsstand tab. There are five Towers Perrin search templates to choose from: Exec Comp Newsletter Research Memos Plan Documents Daily Media Watch
To access the templates:
1. Click the Newsstand tab. 2. Select Towers Perrin from the Other News Sources menu. 3. Click the Search Towers Perrin link to view the search template list. 4. Select a template from the left side menu by clicking a link.
Searching the BNA International Tax Monitor

You can search the BNA International Tax Monitor archive via the search template accessible from the BNA International Tax Monitor menu in the Newsstand tab. To search for a tax report: 1. Click the Newsstand tab. 2. Select BNA International Tax Monitor from the Other News Sources menu. 3. Click the Search BNA Int'l Tax Monitor link to open the search template.
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Using the Newsstand
4. Use the Issue Date field to help narrow your search. Enter the date (in MM/DD/YYYY format) of the BNA International Tax Monitor issue you want to search. Note: This field is optional but can help filter your search to return a more focused set of results. 5. Enter your search keywords in the Enter Keywords field, or select the Thesaurus/Query Tool for more advanced search features. 6. Click Search to begin the search.
Newsstand - News Flash

When there is a new piece of important news available in your Newsstand content, the Checkpoint Home tab will display a "flash" icon:
To see the news flash you can go into the Home tab and click the News Flash link from the Today's Headlines content pane. This will open the Newsstand tab directly to the news flash content.
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You can also access the news flash directly from the Newsstand tab: 1. Click the Newsstand tab. 2. Navigate to the newsletter content that has the News Flash available by selecting the Newsletter you want to view from Other News Sources drop-down menu. If the Newsletter has a News Flash available a link and icon will display in the left side menu.
3. Click the News Flash link to display the content. Note: You must have the News Flash option (located in the Newsstand options screen) selected for a specified newsletter or news service to see News Flash updates display in the Home or Newsstand tabs. 200
Using the Newsstand
Searching the EBIA Weekly

You can search for EBIA Weekly news and articles via the search template accessible from the EBIA Weekly menu in the Newsstand tab. To search for a newsletter: 1. Click the Newsstand tab. 2. Select EBIA Weekly from the Other News Sources menu. 3. Click the Search EBIA Weekly link to open the Search EBIA Weekly template.
4. Select the check boxes in the Select Topics section to indicate what topics to search for.
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Checkpoint User Guide 5. Select the check boxes in the Select Type section to indicate what types of articles to search for. 6. You can indicate a date range to filter your search using the Issue Date Range section. Type a beginning and ending date using a MM/DD/ YYYY format or use the calendar control to pick a date. This set of fields is optional. 7. Enter your search keywords in the Enter Keywords field, or select the Thesaurus/Query Tool for more advanced search features. 8. Click Search to begin the search.
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My Folders and History

Understanding My Folders
Once you have saved a search, it is stored by Checkpoint and can be run again at any time. To view your saved searches, click My Folders on the Top Toolbar. From the left sidebar, select the folder name where the desired search(es) are stored.
Name/ Keywords shows the name you assigned to the search at the time you saved it on the Save Search screen. Click the icon to view the results of the search from the Document List.
icon in the Scheduling Information column to change the name or Click the the scheduling times of the search at the Save Search screen. The Sources column displays the sources you selected for the original search. The Saved/ Scheduling Information column displays the date and time at which the search or document was saved. icon indicates if any user notes have been entered for this document The Note or search. To enter a note, click on the icon and type the information into the Note dialog. When a Note has not been entered for a document or search, the icon will appear translucent: . A Note can be up to 200 characters in length.
There are additional options at the bottom of the document list: Select Move to transfer the search to another folder, or click Delete to permanently remove the document or search from your records. Select the Export option to save a stored document to another location, like your desktop or local hard drive. Select the Print option to view and print a selected document in a printer friendly format.
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Using the History Feature

Checkpoint's History feature stores research sessions for the last two weeks when there are more than 10 sessions. 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. You can use History to: view information from a particular session re-execute a search retrieve a document from a previous session schedule a search save an executed search save a document re-execute a calculator recreate a chart view an assembled document save or export a session history to a Microsoft Word document annotate a session history or history item.
To access the History tables Click History from the top toolbar. The History screen appears, displaying the previous research sessions on the left in a Session Histories table. The research events (search and document history), if any, appear on the right for the selected session from the Session Histories table.
To view information from a session To view information from a particular session, click the link for the desired date and time on the Session Histories list.
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My Folders and History Note: History uses both the number of Session Histories and their dates to determine when sessions are deleted. Checkpoint automatically removes all sessions beyond 10 that are older than 14 days. To view the content from a different session, click the desired session on the left. To re-execute a search from a previous session To re-execute a search, click the magnifying glass To retrieve a document from a previous session To retrieve a document, click the document To schedule a search Use the diskette icon to schedule a search. icon or the document title on the right. icon or the keyword link on the right.
To save an executed search Use the diskette icon to save an executed search to a folder in the My Folders screen.
To save a document To save a document, first select the check box to the left of the document you want to save, and then click Add to My Folders at the bottom of the screen. To re-execute a calculator To re-execute a search, click the icon or the keyword link on the right. You can also save icon.
the Calculator results to My Folders by clicking the diskette To recreate a chart To recreate a chart from History, click the
icon or the keyword link on the right. You can icon.
also save the Chart to My Folders by clicking the diskette To view an assembled document To view an assembled document from History, click the
icon or the keyword link on the
right. You can also save the assembled document to My Folders by clicking the diskette icon. To save or export a session history to Microsoft Word
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Checkpoint User Guide To save or export a session history to a Word document, click Options from the top toolbar to select the export format. Then return to History by clicking History on the top toolbar. Select the session to be exported, then click the Export link on the left to export the content on the right. To annotate a session icon to add a descriptive note about the search, document or folder. Click the Notes (Notes can be up to 200 characters in length.) To view a complete source list for a search To view a complete list of sources for a particular search, click the More... link at the bottom of the source list of that search. Note: If you don't want your searches and viewed documents to be stored in the History tables, clear the History option on the Options screen.
Moving Documents Between Folders

To move a document from one folder to another: 1. Click My Folders on the top toolbar. 2. Open the folder containing the documents you wish to move. 3. Place checks next to the names of the documents to be moved. 4. From the Document options, click Move. You are prompted to indicate the folder to which the selected documents will be moved. 5. Select the destination folder, then click OK.
Creating Folders
Checkpoint provides you with a default folder called My Folder for storing searches and documents. However, you may find it convenient to create and organize your own folders for 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. To create a new folder: 1. Click My Folders on the top toolbar.
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My Folders and History 2. On the left sidebar, click Create Folder. You are prompted to enter the name of your new folder.
3. Assign a name to the folder, then click OK.
Deleting Folders
To delete a folder: 1. Click My Folders on the top toolbar. 2. Open the folder you want to delete. Note: When you delete a folder, all the documents it contains are automatically erased as well. 3. From the Folder options on the left sidebar, click Delete Folder.
Renaming Folders
To rename an existing folder: 1. Click My Folders on the top toolbar. 2. From the folder list in the left sidebar, click the folder name you would like to change. 3. From the Folder options, click Rename Folder. You are prompted to enter the name of your new folder. 4. Assign a new name to the folder, then click OK.
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Tax Alerts
Introduction to Tax Alerts
Tax Alerts assists you in developing your practice. Tax Alerts creates opportunities for you by helping you find new business with your current clients. It saves you valuable time as it sorts through breaking developments and presents only those items that affect your particular areas of interest. If you subscribe to RIA's Tax Alerts, you can access it via the Practice Development tab. You can browse or perform filtered searches with Tax Alerts to find a desired document or set of documents.
To Browse Tax Alerts: 1. If you are not already in Tax Alerts, click the Practice Development tab in the Checkpoint main menu bar. 2. Select the month you want to Browse from the drop-down menu on the left menu. By default, the dates that contain alerts for the specified month or the last 30 days will display in the right frame. 2. Note: You can specify the filter you want to use to organize the alerts in the right frame by changing your settings in the Tax Alerts Options screen. Alerts within each specified month can be filtered by Date, Topic, Jurisdiction, or Forms Affected. 209
Checkpoint User Guide The default filter is Date. You can access the Options screen directly by clicking the Change Display Preferences link. 3. Click the icon next to the date you want to view. The Tax Alerts for that date will
expand below the date listing. 4. Click the hyperlinked title for the alert you want to view. The document will display in the link viewer window. Note: You can print, export, or save by selecting the check box next to document title and clicking on the appropriate button.
Searching Tax Alerts

You can perform filtered keyword searches with Tax Alerts by using the Tax Alerts Search Template screen. To access the search template, click the Search Tax Alerts link on the left side bar of the main Tax Alerts screen. To perform a keyword search in Tax Alerts: 1. If you are not already in Tax Alerts, click the Practice Development tab in the Checkpoint main menu bar. 2. Click the Search Tax Alerts link in the left menu to open the Tax Alerts search template.
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Tax Alerts
3. Enter your search keywords in the Enter Keywords: field, or select the Thesaurus/Query Tool for more advanced search features. 4. Select one of the three keyword filters in the Search for Keywords in section. You can specify if you want your keyword search to include Full Text or Headlines Only. 5. There are 6 additional Source Selection filters you can use to focus your search: Developments - Include Tax Alerts developments in your search. Form Affected - Constrain the search to only return results impacting the specified form. Developments Published Between - Constrain the search to only include developments published in a specific date range. Client Services - Include Tax Alerts Client Services in your search. Topics - Constrain the search results to cover a single topic or series of topics. (Hold the CTRL key and click to pick multiple topics).
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Checkpoint User Guide Jurisdictions - Constrain the search results to cover a single jurisdiction or series of jurisdictions. (Hold the CTRL key and click to pick multiple jurisdictions).
6. When you have completed modifying the filters, click the Search button. The results will be displayed on the Search Results screen.
Searching Tax Alerts with the Table of Contents

As an alternative to browsing through the contents of Tax Alerts, you may wish to search for information in specific areas of the Table of Contents. Note that Table of Contents searching is independent of Checkpoint's main Search feature, although the procedures are similar. To perform a search in the Tax Alerts Table of Contents: 1. Click Table of Contents from the Go to menu within Tax Alerts. 2. Expand the Table of Contents as necessary until you locate the entries you wish to search. 3. As shown in the example below, check the entries you wish to search. You can select up to a maximum of 15 headings.
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Tax Alerts
Note: By selecting a given Table of Contents heading, you automatically include all its subentries, so you do not need to check them separately. For a more focused search, drill down and select lower level headings. 4. Enter your search keywords in the Search these keywords: field, or select Thesaurus/ Query Tool for these advanced search functions: A previous keywords list is available on the Thesaurus/ Query Tool screen allowing you to choose one of the last 10 keywords you have used. Special search syntax is available to help you refine your search. Choose a search connector from the Append Connectors list. Click the Get Thesaurus Terms for Current Query button to generate a list of your search terms' synonyms that appear in the sources you are searching. To automatically include all synonyms, click the Include all Thesaurus Alternatives in Current Query link.
5. Click the Search button to execute your search. 213
Checkpoint User Guide As with a regular search, your search results appear on the Source List or Document List screens.
Search Tax Alerts by an Affected Client

The Search Tax Alerts by an Affected Client template allows you to locate Tax Alerts that affect a specific client. The account number(s) available for the affected client template are dictated by the tax service credentials you have recorded on the Tax Alerts options screen.
To search Tax Alerts by affected client: 1. Select the Practice Development tab and click the Search by Affected Client link from the left menu. 2. Enter the Client Return Criteria information. Account Number - Select the account for the specific client you want to filter. Note: The account numbers available are populated via the tax service credentials you entered on the Tax Alerts Options screen. 214 Locator Number - Enter the locator number for the client.
Tax Alerts Tax Type - Select the appropriate tax type to search for. Tax Year - Select the tax year to search for.
3. Enter Source Selection options for the search. Developments - Include Tax Alerts developments in your search. Developments Published Between - Constrain the search to only include developments published in a specific date range. Client Services - Include Tax Alerts Client Services in your search.
4. Click the Search button.
Tax Alerts - Affected Returns

After a Tax Alert is published, RIA Tax Alerts queries your database of RS tax returns to determine how many of your returns may potentially be affected. Each alert on the Search by Affected Clients results screen displays a message that specifies the number of your returns possibly affected. Return Affected Summaries appears in a bold, red Arial font, directly below the related headline. The notation indicates how many returns are affected as of a specific date. Click the red text to link to the Affected Returns window and check to see which of your accounts and locators are affected by this alert. Because RIA Tax Alerts queries your databases after receiving an alert, affected returns information may not be available immediately for new alerts. Note: For this feature to operate, you must have previously set up your GoSystem RS/ InSource Express RS Tax RS IDs in Options. Click here for instructions on how to set up your Tax Service Credentials. Affected Returns Messages If an alert does not display a Return Affected summary, you'll instead see one of the following messages, which indicates the current status of a query:
Returns Affected Message
Meaning No query can be written for this Tax Alert. Generally, this is because the data needed to determine which returns are affected is not contained 215
Cannot Be Determined
inside of the tax return. No query can be written by RIA. However, we have provided English Cannot Be Automatically language instructions that you can Generated use to manually determine which returns are affected by this tax alert. Pending RIA is in the process of determining if a query is appropriate. When appropriate, a query will be written.
Affected Returns are listed as red hyperlinks under the applicable Tax Alert entry in the right Tax Alert view:
Returns Source Details Window Click the Returns Affected link to retrieve a list of your affected returns in the Returns Source Details window:
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Tax Alerts
Tax Alerts - Client Services

Tax Alerts Client Services ( TACS) are tax saving, planning, and other projects that you can either: a) use to generate revenue from your clients, or b) perform for free, which can help you cement your relationship with your clients. Client Services help you move beyond the role of return preparer and dispenser of occasional tax advice so that your clients feel they are well-served, which should increase their loyalty to you. Each TACS contains the following elements: How the practitioner's clients will benefit from the service Background and strategies Checklists for performing the service: Selling the need for the service to the client, including a Client Letter for selling this need Information to obtain from the client so that you can provide the service How to perform the service How to present the results to the client 217
Checkpoint User Guide To access Tax Alerts Client Services: 1. If you are not already in Tax Alerts, click the Practice Development tab in the Checkpoint main menu bar. 2. Select Client Services under Go to in the left frame to see a high-level list of the current Checkpoint contents. Note: Select Display Level 1, 2, or 3 under Browse in the left frame to display lower levels of contents (or click the plus sign next to each entry in the right frame to expand the list of entries).
Tax Alerts Options - Preferences

The Tax Alerts Preference Options screen allows you to set E-mail and View preferences for Tax Alerts. To access the options screen, click the Options link on the Checkpoint top toolbar and then select Tax Alerts from the left menu. Click the Preferences Link on the left menu to open the Tax Alert Preference options. The Tax Alerts options screen can also be accessed from within the Practice Development tab by clicking the Change Preferences link. Note: This set of options is only available if you have a Tax Alerts subscription.
View Preferences The Sort By option sets how Tax Alerts will be sorted when displayed. The options are Date, Topic, Jurisdiction, and Forms Affected.
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Tax Alerts The Expand All option will make all of the Tax Alert categories fully expanded by default. Depending on how you have sorted the alerts, each set of alerts (e.g. date, jurisdiction, topic) is expanded to display each alert title hyperlink. The Customize Topics, Customize Jurisdictions, and Customize Developments links allow you to specify which topics, jurisdictions, or developments you want to display in your Tax Alerts view. By default all topics and jurisdictions are selected. To hide a topic or jurisdiction, deselect the check box for the topic or jurisdiction and click Save You can also use the Deselect All or Select All buttons to deactivate or activate all topics or jurisdictions. Developments can be customized to display Only Developments with Queries or All Developments. E-mail Preferences Use the E-mail Frequency option to specify how often you want to receive Tax Alerts via e-mail. The four options are: Never Daily Twice Weekly Weekly
The Customize Topics and Customize Jurisdictions links allow you to specify which topics of jurisdictions you want to include in your e-mail alerts. By default all topics and jurisdictions are selected. To remove a topic or jurisdiction from your Tax Alerts e-mails, deselect the check box for the topic or jurisdiction and click Save You can also use the Deselect All or Select All buttons to deactivate or activate all topics or jurisdictions.
Tax Alerts Options - Tax Service Credentials

The Tax Alert - Tax Service Credentials options screen allows you to store RIA GoSystem Tax RS and Insource Express RS IDs. After a Tax Alert is published, RIA Tax Alerts queries your database of RS tax returns to determine how many of your returns may potentially be affected. Each alert on the Current Alerts and All Alerts windows displays a message that specifies the number of your returns possibly affected. To access the options screen, click the Options link on the Checkpoint top toolbar and then select Tax Alerts from the left menu. Click the Tax Service Credentials Link on the left menu to open the Tax Service Credentials options. The Tax Alerts options screen can also be accessed from within the Practice Development tab by clicking the Change Preferences link.
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1. To add a new Tax Return Source, click the Add a Credential button. 2. Fill in the information in the Tax Service Credential Information dialog. 3. Click Save to save the ID information. Note: Select the Set as default check box to make the new account ID your default for generating affected returns information in Tax Alerts.
You can edit or delete existing Tax Service Credential IDs by clicking the Edit or Delete links under the Manage heading. 220
Using the CPE Tab

Using the CPE Tab
The CPE tab contains information about the range of RIA and PPC CPE training. The MicroMash training login screen is also available from the CPE tab. CPE powered by MicroMash provides a wide range of superb courses to further your learning and skill development.
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Using Forms and Checklists

Viewing and Printing Forms
Within the International content area, you can access a collection of sample taxation forms relating to an array of issues affecting companies with operations abroad. Accompanying instructions for completing and filing the forms are also available for download. Note: Unlike other Checkpoint documents, forms are stored in Adobe PDF file format. In order to view and print the sample forms, you need to have Adobe Acrobat Reader version 3.0 or higher installed on your PC. You can download a free copy of Adobe Acrobat Reader at www.adobe.com. (For information about e-Form, RIA's comprehensive tax forms solution, call 1-800-9501216, or visit the RIA website at http://ria.thomsonreuters.com.)
Accessing Sample Forms

Forms can be found in Chapter 14 of the Tilton: US International Tax Forms Manual: Compliance and Reporting - current calendar year source, in the International content area. Locate this source by browsing with the Contents tool and following the path shown below.
Chapter 14 contains various subchapters, and each of these contains a number of forms. You can find a discussion of each form's context and applicability in the corresponding chapter of the publication's main text. For example, the forms in Chapter 14, subchapter 1 are discussed in detail in Chapter 1 of the US International Tax Forms Manual. To open and view a form or instructions in Chapter 14: 1. Click a icon to view the list of forms and instructions in the associated subchapter.
2. Click the title of the form or instructions you wish to open. The document that opens on your screen has links to the form and related documentation, including instructions and explanatory material. 3. Click the link for the form (or other item) you wish to view. Adobe Acrobat Reader opens and displays the form. 223
Checkpoint User Guide 4. From the Acrobat Reader menu bar, select File/Print. Please note: You must use Acrobat Reader's Print function to print the form or instructions. You cannot use the browser Print function for printing these documents. 5. Close Acrobat Reader to return to Checkpoint. Note: You can type your own data over the existing sample data on the form, and then print it. However, any calculations on the form will not be automatically updated, and you cannot save the information you enter.
Working with Interactive Checklists

Within the Accounting, Audit & Corporate Finance practice area, you'll find RIA's interactive checklists that can be an invaluable aid in completing your SEC-related compliance and auditing tasks. Note: Interactive Checklists are also available from the Tools tab. To access checklists: 1. Select the Accounting, Audit & Corp Finance practice area. 2. Under the Find by Citation list on the sidebar, select More.... A list of additional templates will appear in the Main window pane. 3. From the template list, select SEC Compliance: Financial Reporting and Forms. 4. In the Forms, Checklists, and Charts template, check the Checklists option. 5. You can focus on specific checklists by typing keywords in the field provided, or leave it blank to view a list of all checklists. Click Search. 6. On the Document List screen, click Checklists Finding List. Checkpoint displays a list of forms and regulations for which compliance checklists are available. Select an item to view its corresponding checklist. If the checklist is interactive, you'll see links that take you to different elements of the checklist in a separate browser window.
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User Tools
Bridge-It
Use the Bridge-It tool to locate analysis content in the Quickfinder Handbooks. To use Bridge-It: 1. Access Bridge-It from the Tools tab. Click Bridge-It and then select Quickfinder Handbooks. 2. Follow the numbered steps, by first selecting a Quickfinder Handbook.
3. Next select a Tab within the selected Handbook. 4. Select a Topic. 5. Select a Subtopic.
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6. Click Submit to open the handbook to an outline of the specified Tab, topic and subtopic. Click a paragraph link to view the content.
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User Tools
Note: Click Modify if you want to return to the template screen and change any of your selections.
Calculators
Checkpoint provides over 104 different easy to use calculators in 10 different categories. The categories are: Auto Business Credit Card Investment Loan Mortgage 227
Checkpoint User Guide Personal Retirement Savings Tax
To access the calculators, click the Tools tab. On the Tools screen, click Calculators. Expand a specific calculator category by clicking the "+" symbol next to the heading. Clicking Show All will expand all of the calculator categories.
To use a calculator, click the calculator name and fill in the calculation fields. If you need an explanation on what a field does, click the field label to display a description.
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User Tools
Payroll Calculators Checkpoint provides five calculator tools for specific payroll functions. To access the calculators, click the Tools link on the top right menu bar. On the Tools screen, click Payroll and then the Calculators link.
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To use one of the Payroll calculators, click the calculator name and fill in the calculation fields. If you need an explanation on what a field does, click the field label to display a description.
Cost Basis Plus

Cost Basis Plus is a new Checkpoint tool that RIA developed with XciTax, a third-party provider. You can use this tool to research the securities information you need to complete 1040 Schedules B and D. With this Web-based, always current, automated securities payment research tool, you can access the following: Stock dividends (12 years of Standard and Poors dividend information) Mutual funds (back to 1990) Bond interest (back to 1999) Cost basis with automated calculations (back to 1900)
You can track Dividend Reinvestment Programs. Cost Basis Plus also contains other features, such as client worksheet software and integrated client contact ( CRM) to make the use of the product as efficient and valuable as possible. Note: This service is updated nightly; therefore, the data you get is always current as of the previous business day. Log on to Cost Basis Plus If you are a Cost Basis Plus subscriber, you can access this product in Checkpoint by performing the following steps: 1. Click the Tools tab. 230
User Tools 2. Select the Cost Basis Plus link in the left frame. 3. Click the Continue button on the Cost Basis Plus intro screen. 4. Under Account Login, type your login information in the E-MAIL and PASSWORD fields. 5. Click Login.
The XciTax Main Menu displays four information repositories that you can access.
Dividend Lookup To look up specific stock dividends, perform the following steps: 1. Click Dividends. The Dividends tab appears. 2. To identify a security, type a CUSIP or ticker symbol in the Enter CUSIP or Ticker field. Note: CUSIP stands for Committee on Uniform Securities Identification Procedures, which is the committee that assigns the numbers to securities for identification. 3. If you do not know the CUSIP or ticker symbol, use the Company Lookup feature. 231
Checkpoint User Guide 4. In the Select Tax Period field, type the calendar year for which payment information is required. 5. Click Submit to see your search results.
Dividend results include Amount, Declared Date, Ex-date, Record Date and Pay Date. You can print this screen or save it to a client worksheet. Income Audit Lookup Use the Income Audit feature when you are looking for results that span a period of time outside of a calendar year. 1. Click Dividends. The Dividends tab appears. 2. Click Income Audit in the upper right portion of the Dividends tab. 3. Complete the fields on this screen and click Submit.
The results of your Income Audit include all payments listed over the period you designated, with totals at the bottom. You can print these results or save them to a client worksheet. Note: The following screen shows an example of the results obtained from using the Company Lookup feature when you don't know exactly which company (or affiliate) to search Clicking a CUSIP in the right column will automatically populate that security's information into the Search screen. Income Audit with DRIP Results With the Income Audit feature, you can also find information about the cost basis of stocks and mutual funds that were purchased as part of a Dividend Reinvestment Plan (DRIP). Simply enter the number of shares purchased (or held), the begin date and the date that ends the period. Note: Some mutual funds and more than 1400 stocks offer DRIPs. The cost basis information on the reinvested dividends (amount of dividend, shares purchased, cost per lot, cumulative totals, average cost per reinvested dividend and average overall cost) are provided for Lookups with a Purchase Date after June 1999. Mutual Fund Lookup
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User Tools A Mutual Fund Lookup is similar to a Dividend Lookup. XciTax puts 12 years of Mutual Fund information at your fingertips. Results include Amount, Declared Date, Ex-date, Record Date and Pay Date. You can print these results or save them to a client worksheet. Interest Lookup XciTax delivers Interest information from more than 100,000 corporate bonds. Results include Amount, Record Date and Pay Date. You can also print these results or save them to a client worksheet. Income Audit Lookup Use the Income Audit feature when you are looking for results that span a period of time outside of a calendar year.
Create-a-Chart
State & Local Create-a-Chart
Create a Chart allows you to quickly create a chart that provides pertinent customer tax information in one convenient table, with links to the controlling authority and links to detailed explanations. You can select a tax type (Corporate Income, Sales Use, etc.), a chart type (Effective Rates, Due Date of Return, Late Filing Penalty, etc.) and a jurisdiction. 1. Click the Tools tab. 2. Click Create-a-Chart in the left menu and then click State & Local. Note: The State & Local Create a Chart can also be accessed from the State & Local Practice area in the Research tab by clicking the Create a Chart link under the Go to section on the left menu. 3. Select the Tax Type to use for this chart and click the Next button. 4. Select the Chart Type(s) from list by selecting the check boxes for each type you want to use. Click the icon to expand a chart category and view. You can click Expand All to expand all of the chart categories and display all chart types. Collapse All will collapse all chart categories. Click Next to continue to the next screen.
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5. Select the desired state check boxes or click the Select All button to select all 51 jurisdictions. Click the Create Chart button.
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User Tools Checkpoint will generate the chart and display it in the right pane. The columns that are displayed depend on the chart types selected. To view related explanations for each jurisdiction, click the hyperlink in the RIA Paragraph column. The explanation paragraph will launch into the link viewer window. Use the Display Chart Types option to view the results for each chart type in a separated or combined jurisdiction format. Select the appropriate option to change the display format. Note: Hover your cursor over the icon to view specific notes about that jurisdiction.
E-Filing Create-a-Chart
Use the E-Filing Create-a-Chart tool to generate a chart displaying customized E-Filing information for a state or set of states. 1. Click the Tools tab. 2. Select Create-a-Chart in the left menu and then click E-Filing. 3. Follow the numbered steps, first selecting by selecting a Tax Type. Click the Next button. 4. Select the Chart Type(s) from the list by selecting the check boxes for each type you want to include in your chart. Click the icon to expand a chart category and view. You can use the Expand All and Collapse All links to expand or collapse all the country regions. When you have selected the check boxes for the countries you want to include, click Next. 5. Select the check boxes for each state you want to include in the chart or click the Select All button to select all 51 jurisdictions. 6. Click the Create the Chart button. Checkpoint will generate the chart and display it in the right pane. The columns that are displayed depend on the chart types selected. Use the Display Chart Types option to view the results for each chart type in a separated or combined format. Select the appropriate option to change the display format.
BNA State Tax Survey Create-a-Chart

Create-a-Chart allows you to quickly create a chart that provides data from the 2006 BNA State Tax Survey. To create a new chart: 1. Click the Tools tab. 235
Checkpoint User Guide 2. Select Create-a-Chart in the left menu and then click BNA State Tax Survey.
3. Select the Chart Type(s) from list by selecting the check boxes for each type you want to use. Click the icon to expand a chart category and view. You can click Expand All to expand all of the chart categories and display all chart types. Collapse All will collapse all chart categories. Click Next to continue to the next screen. 4. Select the desired state check boxes or click the Select All button to select all 51 jurisdictions. Click the Create Chart button. 5. Checkpoint will generate the chart and display it in the right pane. The columns that are displayed depend on the chart types selected.
Use the Display Chart Types option to view the results for each chart type in a separated or combined jurisdiction format. Select the appropriate option to change the display format.
Payroll Create-a-Chart
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User Tools Create a Chart allows you to quickly create a chart that provides pertinent customer tax information in one convenient table, with links to the controlling authority and links to detailed explanations. To create a new chart: 1. Click the Tools tab. 2. Select Create-a-Chart from the left menu and then click Payroll Tax. 3. Select the Chart Type(s) from list by selecting the check boxes for each type you want to use. Click the icon to expand a chart category and view. You can click Expand All to expand all of the chart categories and display all chart types. Collapse All will collapse all chart categories. Click Next to continue to the next screen. 4. Select the desired state check boxes or click the Select All button to select all 51 jurisdictions. Click the Create Chart button. 5. Checkpoint will generate the chart and display it in the right pane. The columns that are displayed depend on the chart types selected.
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Checkpoint User Guide Use the Display Chart Types option to view the results for each chart type in a separated or combined jurisdiction format. Select the appropriate option to change the display format.
International - US Tax Treaties Create-a-Chart

Use the International US Tax Treaties Create-a-Chart tool to generate a chart displaying customized tax information for a country or set of countries. 1. Click the Tools tab. 2. Note: The International US Tax Treaties Create-a-Chart Wizard can also be accessed from the International Practice area in the Research tab by clicking the Create a Chart link under the Go to section on the left menu. 2. Under the Create-a-Chart left menu heading, select US Tax Treaties. 3. Follow the numbered steps, first selecting by selecting a Tax Type. Click the Next button. 4. Select the Chart Type you want to create. Click the icon to expand a chart type category. You can use the Expand All and Collapse All links to expand or collapse all the chart type categories. When you have selected the check boxes for the chart types you want to generate, click Next. 5. Select the countries you want to include in your chart. Use the All check box if you want to select all countries. 6. Click Create the Chart to generate the chart. 7. Checkpoint will generate the chart and display it in the right pane. The columns that are displayed depend on the chart types selected. To view related explanations for each country, click the hyperlinks in the Editorial Explanation or Analysis columns. The explanation content will launch into the link viewer window. Use the Display Chart Types option to view the results for each chart type in a separated or combined country format. Select the appropriate option to change the display format.
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User Tools
International Tax Rates Create-a-Chart

Use the International Tax Rates Create-a-Chart tool to generate a chart displaying customized tax information for a country or set of countries. 1. Click the Tools tab. Note: The International Tax Rates Create-a-Chart Wizard can also be accessed from the International Practice area in the Research tab by clicking the Create-a-Chart link under the Go to section on the left menu. 2. Click Create-a-Chart in the left menu and then select International Tax Rates. 3. Follow the numbered steps, first selecting by selecting a Chart Type. Click the Next button.
4. Select the Countries you want to include in your chart. Click the
icon to expand a
region and display the individual countries. You can use the Expand All and Collapse All links to expand or collapse all the country regions. When you have selected the check boxes for the countries you want to include, click Create the Chart. Checkpoint will generate the chart and display it in the right pane. The columns that are displayed depend on the chart types selected. Use the Display Chart Types option to view the results for each chart type in a separated or combined country format. Select the appropriate option to change the display format.
IBFD Tax Rates Create-a-Chart

Use the IBFD Create-a-Chart tool to generate a chart displaying customized tax information for a country or set of countries. 1. Click the Tools tab. 2. Click Create-a-Chart in the left menu heading, and then select IBFD Tax Rates. 3. Follow the numbered steps, first selecting by selecting a Chart Type. Click the Next button. 4. Select the Jurisdictions you want to include in your chart. Click the icon to expand a region and display the individual countries. You can use the Expand All and Collapse All links to expand or collapse all the country regions. When you have 239
Checkpoint User Guide selected the check boxes for the countries you want to include, click Create the Chart. Checkpoint will generate the chart and display it in the right pane. The columns that are displayed depend on the chart types selected. Use the Display Chart Types option to view the results for each chart type in a separated or combined jusrisdiction format. Select the appropriate option to change the display format.
Financial Reporting Create-a-Chart

Use the Financial Reporting Create-a-Chart tool to generate a chart displaying customized financial reporting information for a company or set of companies 1. Click the Tools tab. Note: The Financial Fundamentals Create a Chart Wizard can also be accessed from the Accounting, Audit & Corporate Finance Practice area in the Research tab by clicking the Create-a-Chart link under the Go to section on the left menu. 2. Click Create-a-Chart in the left menu and then click SECPlus.
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User Tools
3. Follow the numbered steps by selecting a company or set of companies from a saved Company Group or searching for companies using the Find Companies Wizard You can create a new Company Group or manage existing groups using the Create Group and Manage Groups links. Note: These groups will also be visible in the SECPlus search screens in the Accounting, Audit & Corp Finance practice area. 4. 5. Select the Reporting Period and Time Frame to use for the chart in Step 2. Click Next to go to the next screen.
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6. In Step 3, select the Financial Statement type you want to use for the chart. 7. In Step 4, select the Financial Statement Components you want to generate in the chart. 8. Click Create the Chart to generate the chart.
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User Tools
SEC Standards Tracker Create-a-Chart

Use the SEC Standards Tracker Create-a-Chart to generate a chart displaying SEC Standards filtered by date, issuing body, status, SEC forms and keywords. 1. Click the Tools tab. 2. Click Create-a-Chart in the left menu heading, and then select SEC Standards Tracker. 3. Follow the numbered steps. First select Yes or No for the option Include guidance and related materials in chart results? 4. Complete any of the optional filters to tailor the chart as necessary: Using the date range tool, select a date range in which activity was issued. Select any issuing bodies you want to include by clicking the applicable check boxes. Select a Standard Status by clicking the applicable option. Select the SEC Forms from the drop-down menu that you want included in the chart standards. 243
Checkpoint User Guide Enter any keywords to search for.
5. Click Create the Chart to generate the chart.
FASB Codification - Cross Reference

Use the Cross Reference tool to find the portion of the Codification that contains a standard, or to identify the standards that make up a portion of the Codification. To access FASB Codification - Cross Reference: 1. Click the Tools tab. Note: The FASB Codification - Cross Reference tool can also be accessed from the Accounting, Audit & Corporate Finance Practice area in the Research tab by clicking the FASB Cross Reference link under the Go to section on the left menu. 2. Select FASB Codification in the left menu and then click Cross Reference.
3. To determine where an original standard (or portion of a standard) is located within the Codification, follow these steps: a. Select the Type drop down menu to find the Standard Type and choose the desired selection. For example, select FAS if you are looking for a FASB Statement. b. Select the Standard Number using the Number drop-down menu. For example, if you are looking for FASB Statement No. 109, and you chose FAS in Step 3a, a list of all FASB Statements will be displayed under Standard Number (in the drop down box). You can then select 109 from the list.
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User Tools c. Click Submit, and you will get a report that shows you all the locations in the Codification where that standard has been codified. d. If you want to narrow your results, enter a specific paragraph of a standard into the text box before selecting Submit. Your results will be limited to show only those places where the entered paragraph has been codified. For example, if you want to find where paragraph 16 of FASB Statement No. 109 was codified, and you chose FAS in Step 3a, and 109 in Step 3b, enter 16 under Standard Paragraph and then select Submit. 4. To identify the standards that make up a portion of the Codification, you can follow these steps: a. Enter the Topic number of the Codification in the text box provided. b. To further narrow your results, you may enter a subtopic and/or section number of the Codification. For example, to find the standard(s) underlying 740-10-25 enter 740 under Topic, 10 under Subtopic, and 25 under Section. c. Select Submit and a report displays showing the standard(s) underlying that Codification section. d. If you enter a section number, you can also specify a paragraph number to narrow your results even further. For example, to find the standard underlying paragraph 25-13 in 740-10-25, enter 740 under Topic, 10 under Subtopic, 25 under Section and 13 under Paragraph. e. Select Submit and you will get a report that shows you the standard(s) underlying that Codification paragraph. 5. The Cross Reference chart will display showing the Standard Type information (Type, Standard Number, Paragraph) and the corresponding Codification Topic information (Topic, Subtopic, Section, and Para). You can sort the chart by either the Standard Type or Topic and access a paragraph by clicking the paragraph number hyperlink for either the Standard or Topic.
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6. The selected document will open in a document window with the selected paragraph visible. Standard:
Codification:
Note: The green highlighted text indicates the Standard text.
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User Tools
FASB Codification - Join Sections

Use the Join Sections tool to select Codification content that spans multiple topics and subtopics and to create a document containing the combined material. To access FASB Codification - Join Sections: 1. Click the Tools tab. 2. Select FASB Codification in the left menu and then click Join Sections.
3. Using the drop-down menu, select a Topic. 4. Choose your Options: a. Include Intersection Subtopics The default is to exclude these topics. You can include all intersection subtopics by selecting the check box provided. b. Include SEC and FASB content - The default is to include FASB content. To include SEC Material, select the check box provided. 5. Use the Section drop-down menu to select a section. Note that you cannot choose a section unless you have selected a topic. 6. When you select the Section, a list of Codification sections will be displayed. Select the check boxes next to the sections that you want to join, or you may join all of the displayed sections at one time by selecting the check box at the top of the list. 7. Click the Join Sections button.
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8. A document containing the combined results will display. You can export or print this using the document tools or click Modify to go back and change the join selections. Select the Display with Sources check box to toggle on the source reference (in red text) for each paragraph in your results document.
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User Tools
FASB Codification - Combine Subsections

Use the Combine Subsections tool to combine related subsections within a subtopic into a single viewable document. To access FASB Codification - Combine Subsections: 1. Click the Tools tab. 2. Select FASB Codification in the left menu and then click Combine Subsections.
3. Select a Subtopic and Subsection in the drop-down menus. Note that you cannot choose a subsection unless you have selected a subtopic.
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Checkpoint User Guide 4. The applicable sections will display below the combine subsections tool. Select the check box next to each reference you want to include in your combined document, or you may combine all of the sections displayed at one time by selecting the check box at the top of the list. 5. Click the Combine Subsections button.
6. A document containing the combined results will display. You can export or print this using the document tools or click Modify to go back and change the selections.
I-Metrix
I-Metrix is a subscription-based Tool that allows users to instantly retrieve detailed financial information directly into Excel. I-Metrix delivers financial data within hours of it being filed with the SEC. Users can pull data into their own spreadsheets, or choose from several industry-specific models.
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User Tools To install I-Metrix, open the Tools tab and click the I-Metrix link in the left side menu. Select the Install my I-Metrix button to access the installation screen. Follow the instructions to begin downloading and installing the tool.
Using Interactive Tables (i-Tables)

Checkpoint Interactive Tables (i-Tables) provide customized templates to quickly find locations in specific tables. i-Tables are available from the Tools tab or from the Federal, Estate Planning, or Pension & Benefits practice areas. To use i-Tables: 1. Click the i-Tables link from the Goto menu in left sidebar of the Research tab. You can also access i-Tables from the Tools tab. 2. Select the i-Table template you want to use. 3. Complete the template by selecting the desired options from the drop-down menus or entering the required field data.
4. Click Complete. The specified i-Table will display with the criteria you requested.
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5. IRS Valuation i-Tables also allow you to view the table intersection for the specified criteria by clicking the Table link next to the Table Factor heading.
The table intersection displays:
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User Tools
Financial Reporting Interactive Checklists

Accessing the Interactive Checklists
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Checkpoint User Guide The Financial Reporting Interactive Checklist provides a unique process to help you work through complex compliance procedures. You can access the Interactive Checklists from the Tools tab or from the Accounting, Audit & Corporate Finance practice area.. 1. Select Accting, Audit & Corp Finance from the Practice Area drop-down menu in the Research tab. 2. Click the More... link in the left menu under the Find by Citation heading. 3. Click the Interactive Checklists link to open the Search Checklist screen.
Searching for a Checklist
If you want to search for a specific checklist, click the Search link to open the Interactive Checklists search template.
4. Select the check box for each checklist category you want to search in. 5. Enter your search keywords in the Enter Keywords field, or select the Thesaurus/Query Tool for more advanced search features.
Using the Interactive Checklists
Pop-up Help Depending on the answers you give to checklist questions, interactive pop-up screens will appear from time to time. Please read them carefully, as they contain important information and links to other relevant content. You may also notice graphical icons throughout the checklist. Wherever you see these icons, click on them for more detail relating to the specific question you are working on. You can choose to include the text of these details in your assembled document by selecting the appropriate checkbox. 254
User Tools Reports Once you have completed the checklists you will have the option to Preview and/or Assemble a report. The report will consolidate the responses you provided in a single word document. You can also print the actual checklist itself independently of the report by using the print function of your browser within that window. Saving and Restoring Checklists/Previously Saved Answers Once you have completed the checklist (or if you wish to save a partially completed one), simply click on the Save Answers button. The first time you click on this button you will be prompted to select a folder in which to save the answers, and then to enter a name to identify the saved answers. Once you have entered the name, click on the Save button. You will receive a message stating that your answers have been successfully saved. Please note that when you click on the Save Answers button, you will also have the option to delete or reset previously saved versions of your answers. To restore previously saved answers click on the Get Answers button. When you do this, you will see a screen that contains a list of previously saved versions. Select the version you wish to restore and click on the link corresponding to that set of answers to import them into the current document. You will receive a message stating that your answers have been successfully restored. Note that Get Answers will not overwrite or change any items you have already answered: the previously stored answers will only apply to any items you have not answered at the point that you click Get Answers. You can also retrieve the checklist, with your saved answers, via your Checkpoint folder. From any screen in Checkpoint, click Folders, then navigate to the folder in which you saved your answers. Click the name of the checklist you wish to retrieve, and it will appear, along with the answers you had saved. Previewing/Assembling Your Report To see a Preview version of your report, click Preview at the bottom of the window. This will generate a word processing document that is very similar to your final report, except that (1) any answers you provided will be highlighted with a green background, and (2) any items you have not answered will be highlighted with a yellow background. To see a final version of your report, click Assemble at the bottom of the window. This will generate a report, as described above. You can either print this report, or save it to a file on your hard drive or network folder. If there are any items you did not answer before clicking Preview or Assemble, you will see a series of question marks [???] where answers should otherwise appear. Also, a caution statement will appear at the top of the report stating that This is an incomplete draft for internal use only." Updating the Form
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Checkpoint User Guide Some items in the Checklist may require that you enter a date or a number, and that date or number may be reformatted for the final report. (E.g., Jan 1, 2005 may be changed to 1/1/2005.) To verify that you entered a valid date or number, and to see how that date or number will be reformatted, click Update Form. If there are any invalid entries, you will be prompted to correct them. If there are no invalid entries, the dates and/or numbers you entered will be automatically reformatted as they will appear in the preview or final report. Closing the Checklist When you have finished working with a form, click Close to close the checklist window and return to your research session. History When you open an interactive Checklist, Checkpoint automatically creates an item in your History list corresponding to the Checklist. Then, whenever you click Save Answers, Preview, Assemble or Update Answers, the History item is updated with any answers you have entered. When you click that History item, during the same or a later Checkpoint session, the form will be redisplayed, along with any answers that had been stored with the History item.
Using the Interactive Checklist toolbar
Each checklist has the following options available at the bottom of the checklist window.
Save Answers Click the Save Answers button to save a checklist, even on that is only partially completed. The first time you click this button you will be prompted to select a folder in which to save the answers, and then to enter a name to identify the saved answers. Once you have entered the name, click the Save button. You will receive a message stating that your answers have been successfully saved. Please note that when you click the Save Answers button, you will also have the option to delete or reset previously saved versions of your answers. Get Answers Click the Get Answers button to restore previously saved answers. When you do this, you will see a screen that contains a list of previously saved versions. Select the version you wish to restore and click on the link corresponding to that set of answers to import them into the current document. You will receive a message stating that your answers have been successfully restored. Note that Get Answers will not overwrite or change any items you 256
User Tools have already answered. The previously stored answers will only apply to any items you have not answered at the point that you click Get Answers. Preview Click Preview to see a draft version of your report. This feature will generate a word processing document that is very similar to your final report, except that (1) any answers you provided will be highlighted with a green background, and (2) any items you have not answered will be highlighted with a yellow background. Assemble Click Assemble to generate a final version of your report. You can either print this report, or save it to a file on your hard drive or network folder. Update Form Click Update Form to verify that you entered a valid date or number, and to see how that date or number will be reformatted. If there are any invalid entries, you will be prompted to correct them. If there are no invalid entries, the dates and/or numbers you entered will be automatically reformatted as they will appear in the preview or final report. Close Click Close to close the checklist window and return to your research session. Note that if you have not saved your answers, they will be lost.
Working with Interactive Checklists

Within the Accounting, Audit & Corporate Finance practice area, you'll find RIA's interactive checklists that can be an invaluable aid in completing your SEC-related compliance and auditing tasks. Note: Interactive Checklists are also available from the Tools tab. To access checklists: 1. Select the Accounting, Audit & Corp Finance practice area. 2. Under the Find by Citation list on the sidebar, select More.... A list of additional templates will appear in the Main window pane. 3. From the template list, select SEC Compliance: Financial Reporting and Forms. 4. In the Forms, Checklists, and Charts template, check the Checklists option.
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Checkpoint User Guide 5. You can focus on specific checklists by typing keywords in the field provided, or leave it blank to view a list of all checklists. Click Search. 6. On the Document List screen, click Checklists Finding List. Checkpoint displays a list of forms and regulations for which compliance checklists are available. Select an item to view its corresponding checklist. If the checklist is interactive, you'll see links that take you to different elements of the checklist in a separate browser window.
International Tax Tools

The Checkpoint Tools tab provides access to three subscriber-only International Tax tools. These tools are provided in cooperation with IBFD and Orbitax. International Tax Expert International Compliance Expert International Tax Management Expert
To access these tools: 1. Click the Tools tab. 2. Select International Tax Tools in the left menu and then click the link for the tool you want to access. 3. Click the Continue button to access the tool. Note: These tools may have additional requirements beyond the Checkpoint minimum or recommended requirements.
Nexus Assistant
1. Click the Tools tab. 2. Select Nexus Assistant in the left menu. 3. Select a Tax Type and click the Next button. 4. On the Select Topics screen, select either Create State Summary or Select Topics/Subtopics and click Next.
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User Tools 5. If you selected Create State Summary, select States by selecting the check boxes for each state you want to use. Click Create Summary to continue to the results screen. OR 5. If you selected Select Topics/Subtopics, select the Topics from list by selecting the check boxes for each type you want to use. Click the icon to expand a chart category and view. You can click Expand All to expand all of the chart categories and display all topics. Collapse All will collapse all topics. Click Next to continue to the next screen. 6. Select States by selecting the check boxes for each state you want to use. Click Create Summary to continue to the results screen. Nexus Assistant Results (both Tax Types) The results of the Nexus Assistant will display in a chart format. Click the options under Display Summary Types to change the view in the chart from combined to separate. You can also filter the results using the View Options - Sort By, Filter Answers and Hide/Show Columns.
Checkpoint Tools for PPC

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Checkpoint User Guide Checkpoint Tools is a suite of PPC process and workflow tools utilizing standard Microsoft Word and Excel products. They are accessible from the PPC Accounting & Auditing Practice area and the Federal Practice area. PPC's Practice Aids - Editable Word and Excel versions of all of the practice aids in the related PPC Guide or Tax Deskbook - about 100+ documents for each title. PPC's SMART Practice Aids - Innovative tools bring advanced functionality to your licensed e-Practice Aid products. Use these tools to automate significant audit processes, such as planning and risk assessment, optimize auditor judgments, increase audit effectiveness, and increase consistency across audit engagements. PPC's Workpapers - Additional workpapers not available in the PPC Guides or Tax Deskbooks. The Excel-based templates have advanced diagnostics, dynamically changing content, and more automation. PPC's Interactive Disclosure Libraries- Excel versions of PPC's popular Disclosure Checklists, linked to Word-based examples for each required disclosure. Hundreds of example disclosures to choose from enable you to find just the right one. PPC's Engagement Letter Generator - A Word-based application that covers all the common audit, attest, compilation, review, tax, and consulting engagements in a single product. Automated tools help you quickly tailor the letters to your engagement and format them for printing. To access Checkpoint Tools for PPC: 1. Click the Tools tab. Note: Checkpoint Tools for PPC can also be accessed from both the Accounting, Audit & Corporate Finance and Federal Practice areas in the Research tab by clicking the PPC Install/Update link under the Go to section on the left menu. 2. Click the PPC Install/Update link in the left side bar. 3. Click the Install/Update button to access and install Checkpoint Tools for PPC.
Income Tax Developments Wizard

1. Click the Tools tab. 2. Click Tax Developments Wizard in the left menu. 3. Select Jurisdictions by selecting the check box(es) for each Jurisdiction you want to use. Click the 4. Click Next. 260 icon to expand a Jurisdiction to select sub-jurisdictions.
User Tools 5. Select the Topics from list by selecting the check boxes for each type you want to use. Click the icon to expand a topic category. You can click Expand All to expand all of the topic categories. Collapse All will collapse all topic categories. Click Next to continue to the next screen. 6. Select a Date Range. You can use either a specific quarter or a variable date range by selecting the corresponding option. In the designated date fields, enter a date in MM/DD/YYYY format. 7. Click Search. 8. The results will display by each jurisdiction and topic you selected. You can export the results by clicking the Export to Use Checkboxes button. Select the Save or Schedule to Run Quarterly button to save the search or schedule it to run automatically each quarter.
Checkpoint Tools for WG&L

Checkpoint Tools is a suite of PPC process and workflow tools utilizing standard Microsoft Word and Excel products. They are accessible from the PPC Accounting & Auditing Practice area. Checkpoint Tools for WG&L include: Editable workpapers Step-by-step audit programs Practical tips and suggestions Related checklists, forms, confirmation letters, and other essential tools for performing specific steps
To access Checkpoint Tools for WG&L: 1. Click the Tools tab. Note: Checkpoint Tools for WG&L can also be accessed from the Accounting, Audit & Corporate Finance Practice area in the Research tab by clicking the WG&L Install/Update link under the Go to section on the left menu. 3. Click the WG&L Install/Update link to open the Checkpoint Tools for WG&L screen. 4. Click the Install/Update button to access and install Checkpoint Tools for WG&L.
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Form/Line Finder
The Form/Line Finder feature allows you to search by specific Form and line number. Checkpoint will locate and display the applicable section in the Return Guides for review. 1. Select Federal from the Practice Area drop-down menu in the Research tab. Click the Form/Line Finder link in the left sidebar under Go to. 2.
2. Enter the Tax Year and Form Number to search for. You may also specify a Form/Schedule Line Number and Schedule. 3. Click Go to begin the search.
Document Assembly
The Document Assembly feature allows you to create customized documents from standard RIA practice aid templates. It allows you to input variable information one time and have it carry throughout the document. Documents that are enabled with the Document Assembly capability will display the icon within the document body. When you click the icon, Checkpoint 262
User Tools will display the document in a template format:
Note: To customize your individual forms, you can change any of the variable fields (in blue text). Template Options The following buttons appears at the bottom of the template: Save Answers - Use this option to open the Select a Folder window, where you can name your new document and designate which folder to save it in. Get Answers - Use this option to access a template that you previously created. Note: To get answers such as client information that you previously saved when you filled out a previous form, select one of the templates in My Folders. Then Checkpoint will extract the input from the fields on the selected template and populate any matching fields on your new document automatically. Preview - Use this option to see how your document looks at any stage of its creation (in HTML format). Note: Variable fields that you have changed are highlighted in green. Unchanged variable fields are highlighted in yellow. Assemble - Use this option to see the final version of your document.
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Checkpoint User Guide Update Form - Use this option to save any new data or changes before saving the entire document. Checkpoint performs an update automatically before Save Answers, Preview and Assembly. However, you can force the update at any time. Some of the fields change the form automatically. For example, if you select a particular radio button, Checkpoint will display a new section. Other changes will not be applied to the document until Update Form is executed. For example, when the same value is used multiple times in the template, after you enter the text, it will not appear in all of the other places until you do an update or perform another action that causes an update.
Speedlink
Speedlink provides you with access to key features of Checkpoint in one easy to use tool. It makes searching for information faster by bypassing the need to login each time you want to perform a search or move to a related area. Speedlink resides in your desktop System Tray for convenient access.
Downloading Speedlink To download Speedlink: 1. Navigate through your browser to http://ria.thomsonreuters.com/ speedlink. 2. Click the Download Speedlink hyperlink. Note: You must input your user name and password when launching Speedlink for the first time.
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User Tools Using Speedlink Click the Speedlink task system icon. Speedlink will launch into your default browser. The Speedlink window contains 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: Form/Line Finder Code Search Federal Tax Handbook Search Keyword Search Links to Accounting Content Links to Training and Support
Clicking the Go to Checkpoint link will open the Checkpoint login screen. Each tool is displayed in a separate pane inside the window. These panes can be organized and arranged in any configuration you desire. Simply left click the pane's title bar and drag it to the new position:
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Preferences To change your Checkpoint login information, right-click the Speedlink system tray icon and select Preferences. This information is required to be able to access Speedlink.
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User Tools
Custom Calculators for H&R Block

Checkpoint contains specialized custom calculators for H&R Block subscribers. Note: These calculators are subscription sensitive. They must be included in your subscription to access them. To access the calculators, click the Tools tab and then click Calculators. Expand the Custom Calculators for H&R Block category by clicking the "+" symbol next to the heading. Clicking Show All will expand all of the calculator categories.
To use a calculator, click the calculator name and fill in the calculation fields. If you need an explanation on what a field does, click the field label to display a description.
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Click the Calculate button to display the calculated results.
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FASB Codification
FASB Codification - Cross Reference
Use the Cross Reference tool to find the portion of the Codification that contains a standard, or to identify the standards that make up a portion of the Codification. To access FASB Codification - Cross Reference: 1. Click the Tools tab. Note: The FASB Codification - Cross Reference tool can also be accessed from the Accounting, Audit & Corporate Finance Practice area in the Research tab by clicking the FASB Cross Reference link under the Go to section on the left menu. 2. Select FASB Codification in the left menu and then click Cross Reference.
3. To determine where an original standard (or portion of a standard) is located within the Codification, follow these steps: a. Select the Type drop down menu to find the Standard Type and choose the desired selection. For example, select FAS if you are looking for a FASB Statement. b. Select the Standard Number using the Number drop-down menu. For example, if you are looking for FASB Statement No. 109, and you chose FAS in Step 3a, a list of all FASB Statements will be displayed under Standard Number (in the drop down box). You can then select 109 from the list. c. Click Submit, and you will get a report that shows you all the locations in the Codification where that standard has been codified. d. If you want to narrow your results, enter a specific paragraph of a standard into the text box before selecting Submit. Your results will be limited to show 269
Checkpoint User Guide only those places where the entered paragraph has been codified. For example, if you want to find where paragraph 16 of FASB Statement No. 109 was codified, and you chose FAS in Step 3a, and 109 in Step 3b, enter 16 under Standard Paragraph and then select Submit. 4. To identify the standards that make up a portion of the Codification, you can follow these steps: a. Enter the Topic number of the Codification in the text box provided. b. To further narrow your results, you may enter a subtopic and/or section number of the Codification. For example, to find the standard(s) underlying 740-10-25 enter 740 under Topic, 10 under Subtopic, and 25 under Section. c. Select Submit and a report displays showing the standard(s) underlying that Codification section. d. If you enter a section number, you can also specify a paragraph number to narrow your results even further. For example, to find the standard underlying paragraph 25-13 in 740-10-25, enter 740 under Topic, 10 under Subtopic, 25 under Section and 13 under Paragraph. e. Select Submit and you will get a report that shows you the standard(s) underlying that Codification paragraph. 5. The Cross Reference chart will display showing the Standard Type information (Type, Standard Number, Paragraph) and the corresponding Codification Topic information (Topic, Subtopic, Section, and Para). You can sort the chart by either the Standard Type or Topic and access a paragraph by clicking the paragraph number hyperlink for either the Standard or Topic.
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FASB Codification 6. The selected document will open in a document window with the selected paragraph visible. Standard:
Codification:
Note: The green highlighted text indicates the Standard text.
FASB Codification - Join Sections

Use the Join Sections tool to select Codification content that spans multiple topics and subtopics and to create a document containing the combined material. To access FASB Codification - Join Sections: 1. Click the Tools tab. 2. Select FASB Codification in the left menu and then click Join Sections.
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3. Using the drop-down menu, select a Topic. 4. Choose your Options: a. Include Intersection Subtopics The default is to exclude these topics. You can include all intersection subtopics by selecting the check box provided. b. Include SEC and FASB content - The default is to include FASB content. To include SEC Material, select the check box provided. 5. Use the Section drop-down menu to select a section. Note that you cannot choose a section unless you have selected a topic. 6. When you select the Section, a list of Codification sections will be displayed. Select the check boxes next to the sections that you want to join, or you may join all of the displayed sections at one time by selecting the check box at the top of the list. 7. Click the Join Sections button.
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FASB Codification 8. A document containing the combined results will display. You can export or print this using the document tools or click Modify to go back and change the join selections. Select the Display with Sources check box to toggle on the source reference (in red text) for each paragraph in your results document.
FASB Codification - Combine Subsections

Use the Combine Subsections tool to combine related subsections within a subtopic into a single viewable document. To access FASB Codification - Combine Subsections: 1. Click the Tools tab. 2. Select FASB Codification in the left menu and then click Combine Subsections.
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3. Select a Subtopic and Subsection in the drop-down menus. Note that you cannot choose a subsection unless you have selected a subtopic. 4. The applicable sections will display below the combine subsections tool. Select the check box next to each reference you want to include in your combined document, or you may combine all of the sections displayed at one time by selecting the check box at the top of the list. 5. Click the Combine Subsections button.
6. A document containing the combined results will display. You can export or print this using the document tools or click Modify to go back and change the selections.
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FASB Codification
Search FASB Codification

Use the Search FASB Codification templates to find specific FASB content. There are four templates available: Search FASB Codification by Topic Title and Keywords (FASC Topic Title) Search FASB Codification by Any Combination of Topic, Subtopic, and/or Section Numbers and Keyword (FASC Number) Search FASB Codification Pending Content by Topic Title and Keywords FASB Superseded Standards and Nonauthoritative Literature
Search by FASC Topic Title: 1. Select the Accting, Audit & Corp Finance practice area from the Research tab. 2. Click the FASB Codification link in the left sidebar. 3. Select the FASC Topic Title link. 4. Select a topic to search in from the Topics drop-down menu. 5. Select the check box next to the optional search filters you want to apply: Include Prior Code Include Intersection Subtopics Include Exposure Drafts Include Codification Updates Exclude SEC Materials
6. Enter Keywords to help further filter your search. Note: This is an optional step as the search will return results if you have included a Topic. 7. Click Search to complete the search and view results.
Search by FASC Number: 1. Select the Accting, Audit & Corp Finance practice area from the Research tab. 2. Click the FASB Codification link in the left sidebar. 3. Select the FASC Number link. 4. Enter a Topic, Subtopic, and/or Section number in the Codification Numbers section. You can enter any combination of information. 5. Select the check box next to the optional search filters you want to apply: Include Prior Code 275
Checkpoint User Guide Include Exposure Drafts Include Codification Updates Exclude SEC Materials
6. Enter a Keyword in Document Title/Heading. Note: This is an optional step as the search will return results if you have included any Codification Numbers. 7. Enter Keywords to help further filter your search. Note: This is an optional step as the search will return results if you have included any Codification Numbers. 8. Click Search to complete the search and view results. Search by FASC Pending 1. Select the Accting, Audit & Corp Finance practice area from the Research tab. 2. Click the FASB Codification link in the left sidebar. 3. Select the FASC Pending link. 4. Select a topic to search in from the Topics drop-down menu. 5. Enter Keywords to help further filter your search. Note: This is an optional step as the search will return results if you have included a Topic. 6. Click Search to complete the search and view results. Search by Superceded Standards 1. Select the Accting, Audit & Corp Finance practice area from the Research tab. 2. Click the FASB Codification link in the left sidebar. 3. Select the Superceded Stds link. 4. Choose the sources and/or document types that you would like to search by selecting the check box(es) next to the title. 5. Click the Next button. 6. Enter Keywords, Citation Number or Date Range to help further filter your search. 7. Click Search to complete the search and view results.
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Time Tracking
Time Tracking
Use the Time Tracking feature to assign time spent in Checkpoint to Time Tracking projects. These projects can then be printed or exported into your time and billing system to bill back Checkpoint time to your clients. Create a Time Tracking Project You must create a Time Tracking project before you can begin tracking your Checkpoint time. To create a project: 1. Click the Time Tracking link on the top toolbar. 2. Click the Create a Project link from the Time Tracking left side bar. 3. Enter the information you want to use to define the project. Identifier is a required field and should be your primary project description. This might be a client name or account number. Description 1 and Description 2 are optional and can be used to further specify a project. For example, these might be an engagement, form type, or year. We recommend using the same categorization system you use in your billing system to facilitate importing Time Tracker information into your billing system. The Employee ID and Notes fields are also optional and can be used to provide additional information about a project.
4. Click Save to save the project. 277
Track a Project Once you have created a Time Tracking project, you can then access it from the project list and begin tracking Checkpoint time for it. To select a project to track: 1. Click the Time Tracking link on the top toolbar, or click the Project List link from the Time Tracking left side bar. 2. On the Project List screen, select the project you want to begin tracking and click Continue. If you do not want to track time for a project select the Don't assign my time to a project option.
All time spent in Checkpoint for the current session will be assigned to the selected project until you switch to another project or log out. The Last Tracked column displays the date and time of the last session tracked for the associated project. Use the View link to display additional details about the project. Use the Delete link to delete a project.
Create a Report From the Create a Report screen you can generate and export different types of reports detailing the tracking sessions and data for your Time Tracking projects. To create a Time Tracking report: 1. Click the Create a Report link from the Time Tracking left side bar menu.
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Time Tracking
2. Select a Report Type from the options available: 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 external billing system.
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.
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3. Select the projects you want to include in the report by selecting the check box(es) in the Select Project section. You can use the Select All and Deselect All buttons to select and deselect all projects in the project list. 4. In the Select Date Range section, set a date range for the tracked sessions you want to include in the report. When selecting a date range for your Time Tracking report you must use a MM/DD/YYYY format for your start and end dates. You can click the calendar icon to select the dates from the graphical calendar tool. Note: It is also important to remember that only the last 18 months of Time Tracking sessions are available for reporting. If you select a date earlier than 18 months your report will still only contain the previous 18 months of tracked session data. 6. Click the Show Report button to display your report. Click the Export Report button to export your report in a file format such as PDF, Word .Doc or Excel worksheet. You will be prompted to save the file to your local file system.
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Masthead
Checkpoint Masthead
Senior Management Editors/ Authors Federal International Journals Payroll PPC Accounting & Auditing PPC Tax and Financial Planning State & Local WG&L Federal Tax Treatises WG&L Financial Reporting and Management EBIA Authors Paralegals Data Management PPC Content Management EBIA Editorial Staff State & Local Primary Law Group Citator Indexing Legal Resource Center
Checkpoint Technology Product Management New Product Development
Senior Management
Steven A. Zelman (LL.M., NY, NJ Bar), Senior Vice President, Content Operations Jim Reeves (CPA), Senior Vice President, New Product Development Kevin J. Moran (J.D., NY Bar), Senior Vice President, Technology Linda Scheffel (LL.M., NY Bar), Vice President and Publisher, RIA and WG&L Cliff Griffith (CPA), Vice President, PPC Accounting and Auditing Cheryl Musselman-Brown (J.D., WA Bar), Vice President and Publisher, EBIA Blake Smith (CPA), Senior Director of Product Development, PPC Tax and Financial Planning
Federal Authors
James A. Seidel (LL.M., NY Bar), Director, Federal Taxes Kersten Behrens (J.D., NY, NJ Bar), Cornell R. Fuerst (J.D., NY Bar), Managing 281
Checkpoint User Guide Managing Editor Editor Dennis P. McMahon (LL.M., NY, MA Bar), Richard S. Nadler (LL.M., NY Bar), Managing Managing Editor Editor Jeffrey N. Pretsfelder (C.P.A.), Managing Suzanne Baillie Schmitt (LL.M., NY Bar), Editor Managing Editor Robert Trinz (M.A., M.S. (Tax)), Managing William E. Massey (LL.M., NY Bar), Manager Editor Carla M. Martin (LL.M., AL, FL Bar), Senior David Freid (J.D., NY Bar), Senior Editor Editor Michael J. McGoffin (LL.B., FL Bar), Simon Schneebalg (LL.M., NY Bar), Senior Senior Editor Editor Richard H. Sternberg (LL.M., NY Bar), Scott E. Weiner (J.D., NY Bar), Senior Editor Senior Editor Laurie Asch (LL.M., NY Bar), Senior Stanley V. Baginski (LL.M., NY Bar), Senior Project Editor Project Editor Thomas Long (LL.M., NY, NJ Bar), Senior Betsy McKenny (J.D., NY, NJ Bar), Senior Project Editor Project Editor E.H. Rubinsky (LL.M., NY Bar), Senior Rosemary Saldan-Pawson (J.D., NY, KS Bar), Project Editor Senior Project Editor Harris Abrams (LL.M., PA, VA Bar) Wendy C. Bicovny (LL.M, C.P.A., NY, CA Bar) Mary-Agnes Bornhoeft (J.D., NY Bar) Peter Brennan (LL.M., NY, NJ, DC Bar) Gary S. Bronstein (LL.M., CA, MA Bar) Steve Brylski (LL.M., NY Bar) John G. Clark (LL.M., NY Bar) Sean Crooke (J.D., CT Bar) Gregory J. Evanella (J.D., NJ Bar) Elyce Friedfeld (LL.M., NY Bar) Rachel Glatt (J.D., NY Bar) Catherine Graf (J.D., C.P.A., NY Bar) Lesli S. Laffie (LL.M., NY, NJ Bar) Megan F. Landers (J.D., NY Bar) Michael A. Levin (J.D., NY Bar) Elizabeth McLeod (J.D., NY Bar) Catherine E. Murray (J.D.) Richard O'Donnell (LL.M., NJ Bar) Peter Ogrodnik (LL.M., NJ Bar) Michael E. Overton (LL.M., NY, VA Bar) Karen A. Rennie (LL.M., NY Bar) Max Rogel (J.D., NY Bar) Julie S. Rose (J.D., CT Bar) Marian Rosenberg (LL.M., NY Bar) Roger M. Ross (LL.M., NY Bar) Robert Rywick (J.D., NY Bar) Sally P. Schreiber (J.D., PA Bar) Ralph M. Silberman (J.D., VA, DC Bar) Debrah M. Smith (LL.M., NY, NJ, PA Bar) Kristina G. Smith (J.D., NY, DC Bar) Anne Wagenbrenner (LL.M., NY, CT Bar) Sidney Weinman (J.D., NY, NJ Bar)
International Editors
Robert Gallagher (J.D., NJ Bar, CPA, NY), Managing Editor John Catherall (J.D., NJ Bar), Senior Editor Daniel E. Feld (J.D., NY Bar), Senior Executive Editor Chris Moye, Supervisor Barbara Campbell (J.D., NY Bar), Senior Editor Remy J. Farag (J.D., NY Bar), Senior Editor David Yanes (J.D., NY), Senior Editor Shahed Mahbub, Data Manager
Journals Authors
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Checkpoint 508 Compliant Help Charis Emley (LL.M., NY Bar), Executive Editor Bob D. Scharin (J.D., NY Bar), Executive Editor Robert J. Murdich (J.D., NY Bar), Senior Editor Mark Wolowitz (C.P.A., NY, MBA), Senior Brian O'Neil (J.D. NJ, MA Bar), Senior Editor Editor Sofiya Nesvizhsky, Editorial Assistant Yelena Strongin, Editorial Assistant Sandra K. Lewis (J.D., NY Bar), Managing Editor Joseph I. Graf (LL.M., NY Bar), Executive Editor Gina Briggs (J.D., NY, NJ, PA Bar), Senior Editor
Payroll Editors
Peter Kramer (C.P.A.), Managing Editor Robert Rivitz (J.D.), Editor Christopher Wood (F.P.C.), Editor Deborah Tam, Editor Lisa Fagan (J.D.), Editor Iris Greidinger, Associate Editor
PPC Accounting and Auditing Authors

Steve Eason (CPA), Senior Manager Laura Billingsley (CPA), Sr. Technical Editor Janice Burns (CPA), Sr. Technical Editor Kimberly Fransen (CPA), Executive Editor Christine Hardwick (CPA), Technical Editor Steve Holland (CPA), Executive Editor Eric Lipnicky (CPA), Sr. Technical Editor Ross Nelle (CPA), Technical Editor Meryl Reed (CPA), Sr. Technical Editor Mark Wells (CPA), Executive Editor Mary Lou Wurdack (CPA), Sr. Technical Editor Sharon Armendariz (CPA), Sr. Technical Editor Carol Burgess (CPA), Executive Editor Rick Call (CPA), Sr. Technical Editor Rosalee Hacker (CPA), Technical Editor Cheryl Hartfield (CPA), Executive Editor Claire Horneffer (CPA), Technical Editor Tammy Mooney (CPA), Executive Editor Kathy Payamipour (CPA), Technical Editor Sharon Romere-Nix (CPA), Sr. Technical Editor Mary Ann White (CPA), Executive Editor Joe Zamboni (CPA), Sr. Technical Editor
PPC Tax and Financial Planning Authors

George M. Carefoot (MST, CPA), Senior Technical Editor Diana Stephens Cason (CPA), Senior Robin Tuttle Christian (CPA), Senior Technical Editor Manager Mary C. Danylak (CPA), Senior Technical Anthony J. DeChellis (CPA, CFP), Senior Editor Manager Delia D. Groat (CPA), Senior Technical Editor Karen L. Horne (CPA), Executive Editor Rachel Jones (CPA), Technical Editor James A. Keller (JD, CPA), Executive Editor Linda A. Markwood (CPA), Senior Technical Brian Martin (CPA), Technical Editor Editor Sheila A. Owen (CPA), Senior Technical B. Diane Milligan, (CPA), Technical Editor Editor Virginia R. Bergman (CPA), Executive Editor 283
Checkpoint User Guide Brooke Paschall (CPA), Technical Editor Suzanne Johnson Scriven (CPA), Senior Technical Editor Michael C. Swenson (MPA, CPA), Executive Editor Patrick L. Young (CPA), Senior Technical Editor Julie Ray (CPA), Senior Technical Editor Albert J. Sibello (MA), Technical Editor James D. Van Grevenhof (CPA, CFP), Executive Editor Cynthia Zatopek (CPA, CFP), Technical Editor
State & Local Authors

Virginia Lorenzo (LL.M., CT Bar), Senior Director, State and Local Editorial Jose Curammeng, Jr. (LL.B.), Managing Editor Teresa Callahan (J.D., NJ Bar) Rita Eng (J.D., NY, CT Bar) Ann Forster (M.A., LL.M., NY Bar) Harry Markowitz (J.D., NY Bar) Rebecca Newton-Clarke (J.D., FL Bar) Vidor A. Nosce (LL.M., NY Bar) Peter Pupke (J.D., NY Bar) Peter Rosa (J.D., CT Bar) Saleem Shareef (LL.M., NY Bar) Tracy M. Villeco (LL.M., CO Bar) Ellen Weiss (J.D., NY, NJ Bar) Maribel Anota (LL.M., NY, NJ Bar), Managing Editor Sheila Leventhal (J.D., Ill. Bar), Managing Editor Margaret Eisler (J.D., NJ Bar) Samantha Fong (LL.M., NY, NJ Bar) Andrew Klutkowski (J.D., NJ Bar) Fidel Mendoza (LL.B., NJ Bar) Paz Nolasco (LL.M., NY Bar) Matthew G. Pickelle (J.D., NY Bar) Judy Richardson-Dunkley (J.D., NY, NJ Bar) Alan Rubin (A.B.) Michael Siegel (M.A, J.D.) Steven Wang (J.D., NY Bar) Robert Ziegler (J.D., NJ Bar)
WG&L Federal Tax Treatises Editors

Kathy Silva, Director, WG&L Treatises Bruce Furst (LL.M., TX, NY Bar), Senior Executive Editor Alvin S. Morris (J.D.), Senior Editor Georges P. Rios, Senior Editor Jeffrey Hall, Developmental Editor Alison Butterfass, Associate Editor Marie G. Simon, Assistant Manager, Copy Editing Mark Canizio, Senior Copy Editor Michael Paci, Senior Copy Editor Max Clarke, Copy Editor Edward Huang, Senior Data Integrator David J. McAndrew, Treatise Data Specialist Ken Feinleib, Senior Editor Sally Langer, Senior Editor Jennifer Pacheco, Senior Editor Louise Trinche, Senior Editor Michelle Wilson, Associate Editor John Wisniewski, Manager, Copy Editing Rachel Brazell, Senior Copy Editor Grant Gordils, Senior Copy Editor Carmen Santorelli, Senior Copy Editor Amy Kraft, Copy Editor Jonathan Collymore, Data Integrator
WG&L Financial Reporting and Management Editors

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Checkpoint 508 Compliant Help Michael Bahn (J.D., NY, NJ Bar), Senior Editor Kelly M. Blydenburgh, Senior Supervising Michael Bisaccio, Editor SEC Editor Brad Boltjes (CPA), GAAP Managing Editor Joshua Cohen, Senior Editor Rosanne Dobbin (L.L.M., NY Bar), Editor Lon Dobbs (J.D., NY Bar) Editor LaTasha Durrett, Reporter Nancy Ford, Editor Scott Gates, Editor David Hammel, Editor Patrick Hamill (J.D., NJ Bar), Senior Editor Thomas Harlan, Reporter Soyoung Ho, Reporter Andrea Kingston, Editor Rob Lenihan, Reporter Khanh Ly (CPA), GAAP Editor/Author Suzanne Morsfield (Ph. D.), GAAP Sarah E. Phelan (J.D., NY Bar), Senior Editor/Author Editor Joseph Radigan, Senior News Bureau Andrea Sutton, SEC Item Finder Editor/Reporter Editor/Author Anne-Lise Vivier (CPA), IFRS Managing Susan Weisenfeld (J.D., NY Bar), Managing Editor Editor Bruce Safford, Senior Director
EBIA Authors
Katherine J. Alexander (J.D., WA Bar), Senior Director, Benefits Publications Diane L. Baldwin (J.D., MN, WI Bar), Senior Editor John W. Haine (J.D., MN Bar), Senior Editor Susan M. Monkmeyer (J.D., MN), Senior Editor Kyle T. Murray (LL.M., IL, GA Bar), Editor Brigid Carroll Anderson (J.D., WA Bar), Director, Seminars Virginia L. Briggs (LL.M., CO Bar), Senior Editor Carrie J. Molenda (J.D., WA Bar), Senior Editor Gita K. Sharma (LL.M., NY, NJ Bar), Senior Editor Jean M. May (J.D., WA Bar), Editor
Paralegals
Federal Joann Casanova Monica Grier State & Local Jamie Carter Jelena Grigorjeva Dean Leto Catherine Daleo Danny Wang
Joel Goldberg Brian James
Data Management
Christine Carr, Director, Data Management Joan Baselice, Senior Data Support Coordinator Taji Mabra, Manager Jonathan Thayer, Senior Data Support Coordinator 285
Checkpoint User Guide June Babb, Supervisor Michael Gonzalez Ralph Raymond Brian Spach Ruby Charles, Supervisor Akinsheye Babb Nancy Golden Stefan Kunar Henry Rodgers Dan Danquah, Supervisor Craig Clark Daneille Foster-Russell Vijay Jagdeo Anthony Kibort Lisa Zolesi Dino Colacito Deborah Wisniewski Raymond AuYeung Luke Sims Christopher Stryshak Andrew Glicklin, Senior Data Support Coordinator Melanie Thomas, Senior Data Support Coordinator Christopher Barbieri Geneva Gittens Xiomara Tejeda Michelle Bell Kevin Ledig Marcia Sam Marisa Swanson Brett Whitmoyer Melissa Acquafredda Oksana Artemenko Eddie Rodriguez Alexis Brown Amelia Massiah Lisa Alcock, Data Analyst Eric Encinareal Angel Morales Thalia Sirjue Norine Wright Lourdes Acosta Jon Benson Brian Griffin Charmbaro Lee Dean Whang Charlene Brown Lenar Clark Nosarieme Garrick Benjamin Jahre Veronica Mason Denise Donahue, Supervisor Anissa Esquina Tushar Shetty, Supervisor Caroline Morse Cindy Sotero Kurt Coffman, Manager Lisa Sarracino, Senior Data Support Coordinator Judy Cosme, Supervisor Lisa Crater Robert Gleason Gregg Reed Harris, Supervisor Natalie Carrero Helen McFarlane Dominic Smith Carol Watson Marie Rivera, Supervisor Sharon Alexander Esther Maclin Sue Ellen Sobel, Supervisor Adel Faltas Jennifer Stryshak Denise Dockery, Data Analyst
PPC Content Management

Brad Potter, MBA, Senior Manager Charlotte Vaught, Team Leader 286 Barbara Avery, Administrative Assistant David W. Price, Content Specialist
Checkpoint 508 Compliant Help Kelli Merk, Senior Content Specialist Paige Kimmel, Content Editor Cyndy Ives, Team Leader Melodi Leatham, Publishing Engineer Drew Huddleston, Senior Content Editor Janet Smith, Manager Judy Silva, Team Leader Nora Townsend, Senior Content Specialist Ashley West, Senior Content Editor Ginger Bagley, Content Editor Cris Waters, Team Leader Kristie Bates, Content Editor Danny Hadley, Content Editor Julie Daneman, Team Leader Penny Price, Senior Content Specialist Alex Burns, Content Editor James Yeager, Content Editor Cynthia Phillips, Manager Yolanda Reyes, Team Leader Kimberly Keating, Content Editor Vickie Kuykendall, Senior Content Specialist Aleisa Schat, Associate Content Editor Dan Barnes, Team Leader Lisa VanHooser, Associate Content Editor Lisa Bossier, Team Leader Lenora Hudson, Content Specialist Dina Hurst, Content Specialist Michelle Kuban, Content Editor Annabell Lee, Manager Beverly Jackson, Publishing Engineer Randy Voss, Publishing Engineer Sharon Conway, Team Leader Jo Green, Senior Content Specialist Stephanie Scarborough, Content Editor Brittany Long, Associate Content Editor Tammy Read, Team Leader Amanda McLemore, Associate Content Eva Dickerson, Content Editor Editor Katie Tweedell, Associate Content Editor Tracie Key, Team Leader Jamie Brinkman, Associate Content Editor Bobby Ensminger, Associate Content Editor Chrissie Thornburg, Associate Content Editor
EBIA Editorial Staff

Jean M. May (J.D., WA Bar), Managing Editor, Benefits Nina Lowe, Senior Copy Editor Jennifer Koeppel, Copy Editor Judy Spiker-Larsen, Technical Specialist, Web/Graphics Michelle Llena, Senior Copy Editor Darcy Whitman, Senior Copy Editor Nancy Schloetel, Senior Administrative Assistant
State & Local Primary Law Group

Regina Tiscornia, Manager, Law & Regulations Daniel Aguilar David Batista Nicole Grieco Fabiola Noel Hakim Peay Michael Walsh Tanisha McFadden, Manager, Cases & Rulings Charles Agunyego Donna Gouse Gregg LaMotta John Panico Lemuel Sims Laura Williams
287
Citator
Janie Davis Ivette Terry
Indexing
David Thompson, Manager Janet Mazefsky, Assistant Manager Tom Adewolu Oslin Busby Michael Chernicoff George Flynn Linda Lao Andrea Leal Irene Richards Arlene Verderber
Legal Resource Center

Peter Durham, Manager Pierre Calixte Sandra Crowder Patricia Link Edward Mack Theresa Scherne Bernadette Stanton Michael Stanton Holly Yue Velma Goodwine-McDermon, Supervisor Charyn Johnson William Lesesne
Checkpoint Technology
Perry Townes, Sr. Director, Product Technology Marci Gohmann, Director, Checkpoint Development Gale Metz, Director, TIGRE Systems Development Brian McNamara, Director, Content Technology Jay Liu, Director, Content Management Systems
Product Management
Ronald E. Burkert, Senior Director of Checkpoint Technology Debbie A. Howard, Director, Product Management, Tax Mark Sheiner,, Senior Product Manager Christopher DiMenna, Product Manager Nicole Severson, Senior Product Manager, Checkpoint Bill Burke, Director, Product Management, Financial Reporting & Management Cheryl Stydnicki, Senior Product Manager
New Product Development

L. Scott Spradling (CPA), Senior Director, New Product Development, Accounting and Auditing Products Stephen Lindsey (CPA), Senior Manager, New Product Development 288 Todd Gordon, Director, New Product Development Kim Chirls, Lead Project Manager
Checkpoint 508 Compliant Help Shawnda Mundt, Market Research Associate
Pamela Riley, Senior Market Research Analyst
289
Index
A Accounting & Compliance Alert.... 215, 224 Accounting, Audit & Corp Finance ...... 150, 161, 173, 175, 178, 180, 283, 299 Affected Client ................................. 248 B BNA ................................... 89, 218, 219 BNA Daily Tax Report ... 89, 218, 219, 226 BNA International Tax Monitor ........... 219 Bridge-It ......................................... 263 Browser ........................................ 5, 25 C Calculators ...................................... 266 Chart .............................................. 280 Chart Wizard ................................... 280 Checklists................................. 260, 302 Checkpoint Tools ....................... 306, 308 Checkpoint Tools for PPC ................... 306 Citation ............................................. 85 Citation Searching .............................. 85 Citation Tracker ............................... 133 Compare It ...................................... 136 Connectors .................................. 12, 82 Contents ......................................... 183 Contents View.................................. 120 Copy.................................130, 199, 202 Copy & Paste ................................... 202 Copy Selected Text .................... 130, 199 Cost Basis Plus................................. 268 Court ................................................ 98 CPE ............................................ 3, 257 Create a Chart ...................272, 280, 283 BNA State Tax Survey Create-a-Chart ................................................ 276 International ................................. 280 Payroll Create-a-Chart ................... 278 SEC Standards Tracker................... 286 SECPlus........................................ 283 State & Local ................................ 272 Credentials .................................58, 255 Customized Source Set ....................... 80 D Daily Tax Report .............................. 218 Date Range Search ............................. 85 Date Search ................................ 96, 98 Delete...................................... 149, 240 Folders ......................................... 240 Search ......................................... 149
291
Checkpoint User Guide Deleting Saved Searches ................... 149 Dictionary ......................................... 91 Document ... 49, 126, 136, 149, 195, 202, 203, 238 Document Assembly ......................... 311 Document Export ............................. 115 Document Folders ..................... 203, 238 Document List ...................114, 120, 124 Document List Navigation Tools ......... 115 Document List Screen ....................... 124 Document Options ............... 49, 126, 195 Document Tools ......... 115, 120, 126, 195 E EBIA ........................................ 221, 233 E-mail ....................... 126, 130, 195, 199 E-mail Selected Text .................. 130, 199 E-mailing ................................. 126, 195 Document.............................. 126, 195 Estate Planning ...........................85, 151 Export ...................... 126, 148, 195, 203 Quick Links ..................................... 44 Export Documents ..................... 115, 148 External Permalinks .......................... 137 F FAQs .......................... 25, 26, 28, 30, 31 H Home ........................................... 3, 33 I IASB ............................................... 180 IBFD .................................105, 108, 110 IBFD Tax News Service ..................... 207 292 FASB .............................................. 176 Codification .... 155, 287, 290, 292, 319, 322, 324, 327 Federal ....................................... 81, 85 Federal Sources ............................... 149 Financial Fundamentals ..................... 283 Financial Reporting .... 161, 163, 169, 173, 175, 178, 180, 283, 299 Financial Reporting & Management .... 161, 163, 165, 169, 173, 175, 178, 180 Folders ...... 141, 145, 147, 148, 149, 203, 235, 238, 239, 240 Form/Line Finder .............................. 309 Forms ............................................. 259 Frequently Asked Questions..... 25, 26, 28, 30, 31 FRM ... 161, 163, 165, 166, 169, 178, 180, 283 FRM WG&L .. 161, 163, 169, 172, 176, 178 G Glossary............................................ 18 Evaluation Terms in Treasury Decisions .................................................. 18
Index IBFD Tax Rates ................................ 282 ID .................................................... 28 I-Metrix I-Metrix ........................................ 295 Import Quick Links ..................................... 44 Indexes .......................................... 193 Interactive Checklists ....................... 299 Interactive Tables ............................ 295 International ........ 85, 105, 106, 152, 280 Create a Chart .............................. 280 International Tax Chart Wizard .......... 280 International Tax Glossary................. 108 i-Tables........................................... 295 K Keyword .............................. 68, 74, 114 Keyword Search .................... 67, 68, 114 L Legislation ......................................... 86 Login ............................................ 2, 28 Logout ................................................ 3 M Masthead ........................................ 337 Modify Search .................................. 113 My Folders .. 31, 115, 120, 141, 145, 147, 148, 149, 203, 235, 238, 239, 240 My Titles ......................................... 192 N Natural Language Search .................... 71 Navigation ........... 3, 4, 33, 186, 188, 257 News ................................213, 217, 226 Newsletter ................... 56, 216, 217, 223 Newsletter Options ......................56, 216 Newsletters ... 51, 56, 207, 208, 213, 216, 217 Newsstand 3, 51, 56, 207, 208, 213, 215, 216, 217, 218, 219, 220, 223, 224, 226, 228, 229 Next Keyword .................................. 120 Nexus Assistant ............................... 304 O Options ....................................... 28, 49 Document....................................... 49 General .......................................... 50 Main .............................................. 49 Newsstand ...............................51, 208 Personal/Password..................... 28, 60 Print/Export/E-mail .......................... 61 RSS Feeds ...................................... 56 Single Sign On ................................ 65 Tax Alerts ................... 57, 58, 253, 255 293
Checkpoint User Guide Time Tracking ................................. 65 Outline............................................ 120 P Password .................................. 1, 2, 28 Password Requirements .................... 1, 2 Paste .............................................. 202 Payroll ............................................ 153 Payroll Create-a-Chart ................... 278 Pension & Benefits.......................85, 153 Permalink ........................................ 137 Personal/Password Options ............ 28, 60 PPC ..................................207, 217, 306 PPC's Daily Update .................... 207, 217 PPC's Five Minute Tax Briefing ........... 207 Practice Area .......................... 67, 80, 92 Practice Development 3, 57, 58, 243, 246, 248, 250, 252, 253, 255 Prev/Next Doc ................................. 120 Print .... 30, 126, 130, 148, 195, 199, 203, 204, 259 Print Documents . 115, 126, 195, 203, 204 Print Selected Text .................... 130, 199 Print/File/E-mail . 115, 126, 130, 195, 199, 203 Q Query Tool ........................................ 74 Quick links ....................... 33, 43, 44, 47 Quickfinder Handbooks ..................... 263 R Reference Links ............................... 120 Requirements ........................... 1, 25, 31 Research ............................................. 3 RIA Daily Updates ..............207, 213, 223 RIA Newsletter Library ...................... 223 RIA Worldwide Tax Law ..................... 106 RSS Feeds ......................................... 56 S Sales .............................................. 103 Sales & Use .............................. 103, 104 State ........................................... 103 Sales & Use Tax Rate ........................ 104 Save Document . 120, 147, 148, 149, 203, 238 Save or Schedule Search..... 31, 115, 141, 145, 148, 149 Save Search ....... 120, 141, 145, 148, 149 Schedule Search ....................... 120, 141 Search . 12, 67, 80, 82, 85, 91, 92, 96, 99, 105, 106, 113, 114, 124, 165, 176, 223, 248 AICPA ................................... 173, 175 BNA ............................................... 89 Citation ...................................85, 172
294
Index Connectors ............................... 12, 82 Date Range Search .......................... 85 Examples ....................................... 14 FAQs .............................................. 26 FASB ........................................... 176 International .......................... 105, 106 Introduction .................................... 67 Keyword .............................. 67, 68, 79 Legislation ...................................... 86 Modifying a Search ........................ 114 Natural Language ............................ 71 Newsletters .................................. 223 PCAOB ......................................... 178 Results .............. 16, 113, 117, 124, 136 RIA Worldwide Tax Law Search ....... 106 Sales & Use ........................... 103, 104 Save ............................................ 141 Schedule ...................................... 141 SECPlus.... 161, 163, 165, 167, 169, 170 Source list ......................... 79, 80, 118 State & Local ... 92, 93, 94, 98, 101, 150 State Rulings by Date ...................... 96 State Tax/Doc Type ......................... 99 Table of Contents .......................... 189 Tax Alerts .............................. 244, 248 295 Tax Dictionary ................................. 91 Tax Treaty .................................... 105 Terms & Connectors ........................ 68 USTR ............................................. 81 WG&L FRM ..... 150, 161, 163, 165, 169, 173, 175, 178, 180 Search Connectors ....................... 12, 82 Search Options .................................. 64 Search Results ................................. 113 Search Screen ........................ 67, 68, 79 Search Within Results ................ 113, 114 SEC Filing Highlights ......................... 166 SEC Filings ...................................... 166 SECPlus ..... 161, 163, 165, 167, 169, 170, 283 Source .... 79, 80, 149, 150, 151, 152, 153 Source list ..... 79, 80, 118, 120, 149, 150, 151, 152, 153 Sources Accounting, Audit & Corp Finance .... 150 Estate Planning ............................. 151 Federal ........................................ 149 International ................................. 152 Payroll ......................................... 153 Pension & Benefits ......................... 153 State & Local ................................ 150
Checkpoint User Guide Tax News ..................................... 154 Speedlink ........................................ 312 Spell Checker .................................... 74 State ......... 93, 94, 96, 98, 101, 103, 150 State & Local ..... 92, 93, 94, 98, 101, 103, 150 State Rulings ..................................... 96 State Tax/Doc Type Search ................. 99 System Requirements ................1, 25, 31 T Table of Contents ...... 183, 184, 186, 188, 189, 190, 192, 204 About........................................... 183 Tabs ...................................... 3, 33, 257 Tax Alerts ..... 57, 58, 243, 244, 246, 248, 250, 252, 253, 255 Tax Dictionary ................................... 91 Tax Glossary.................................... 108 Tax Research ..................................... 17 Tax Service Credentials ................58, 255 Tax Treaty....................................... 105 Tax/Doc Type .................................... 99 Thesaurus ......................................... 74 Thesaurus/Query Tool ......................... 74 Time Tracking .............................65, 331 Titles .............................................. 192 TOC .... 183, 184, 186, 188, 189, 192, 204 Toolbar ............................................... 4 Tools . 126, 195, 268, 280, 283, 295, 299, 306, 312 Top Toolbar ......................................... 4 Towers Perrin ........................... 220, 228 TrackIt ............................................ 133 Training ...................................... 7, 8, 9 Transfer Pricing................................ 110 Treasury Decisions ............................. 18 Glossary ......................................... 18 Treaty Type ..................................... 105 U URL .................................................. 25 Use Tax Rate Look-up ....................... 103 Use Tax Rates .................................. 103 User Tools .......... 268, 280, 283, 295, 299 USTR ................................................ 81 V View Document ......................... 114, 120 W Web-based Training.............................. 7 WG&L Financial Reporting ..150, 161, 166, 173, 175, 178, 180 WG&L FRM . 150, 161, 165, 173, 175, 178, 180
296
Index WG&L Tax Dictionary .......................... 91 Wildcard .........................15, 16, 74, 117 Worldwide Tax Law Search ................ 106 X XciTax ............................................ 268
297

Checkpoint Users Guide

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These options are accessible from the Research tab:

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Checkpoint User Guide

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Checkpoint Training Request On-Site Training

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Tips and Techniques

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Tips and Techniques

containing compound words

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Tips and Techniques

Checkpoint User Guide

Viewing Wildcard Search Results

Advanced Tax Research

Frequently Asked Questions

Frequently Asked Questions Product Information

Internet Explorer (latest version).

Checkpoint User Guide

Frequently Asked Questions Searching

Q. How can I speed up my search?

Checkpoint User Guide

Frequently Asked Questions Logging On

Q. How do I change my password?

A. While logged on to Checkpoint, go to the Options screen and click the

Q. How do I change my user ID?

Checkpoint User Guide

Q. My screen keeps cutting off information. How can I correct this?

Frequently Asked Questions Printing

Frequently Asked Questions

Frequently Asked Questions Screen Elements

Frequently Asked Questions Saving

Q. Often I need to execute a search that contains documents I have recourse to

Checkpoint User Guide

A. Documents remain in your folders indefinitely, unless you delete them.

Using the Home Tab and My Checkpoint

New Item on the Home Tab

New content is available in your subscription.

"Flash" Item on the Home tab

Creating a New My Checkpoint View

Modifying a My Checkpoint View

Checkpoint User Guide

Modifying My Quick Links

Using the Home Tab and My Checkpoint

Checkpoint User Guide

Using the Home Tab and My Checkpoint

Creating External Quick Links

4. The External Quick Link pop-up window will appear.

Importing and Exporting Quick Links

2. Click Export Links in the Edit my Quick Links menu.

Using the Home Tab and My Checkpoint

2. Click Import Links in the Edit my Quick Links menu.

Adding Quick Links Using the Quick Link Icon

Using the Home Tab and My Checkpoint

Setting Checkpoint Options

Setting Document Options