Check Point

Checkpoint User Guide
June 2010
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
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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
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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
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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
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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
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
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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
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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
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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
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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
xii
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
(TM)
research questions. This online help module contains all the information you need to
perform research successfully.
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
If you have any issues creating a password, please contact RIA Technical Support at 1-800-
431-9025, 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.
3. The Checkpoint screen that appears depends on your Login and Startup Practice
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).
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.
2
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.
3
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.
4
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 Menu Function

Command
Back View/Go Returns to a previously viewed document.
To/Back
Forward View/Go Returns to a document viewed before using Back. If
To/Forward 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!
Stop 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.
Print File/Print 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.
Favorites/Bookmarks Favorites/Add To save a web address for easy retrieval, select the
to Favorites 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.
5
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.
9
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
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: Use: Example:

containing any of my keywords OR, | funding OR deficiency
containing at least one instance Space, &, AND funding deficiency
of each of my keywords
that contain one keyword but ^, NOT funding NOT deficiency
exclude another
containing my exact phrase "" "funding deficiency"
containing variations of my * (asterisk) deprecia*
keywords
disabling automatic retrieval of # (pound sign) #damage (retrieves only
plurals and equivalencies damage, not damages)
containing single-character ? (question mark) s????holder (retrieves
variations stockholder, shareholder)
12
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 Use: Example:

phrase:
within n words of another /# (where # "disclosure exception" /7
(in any order) equals number) negligence
within n words of another pre/# (where # "disclosure exception"
(in exact order) equals number) pre/7 negligence
within the same sentence (20 /s "disclosure exception" /s
words) as another negligence
(in any order)
within the same sentence (20 pre/s "disclosure exception"
words) as another pre/s negligence
(in exact order)
within one paragraph (50 words) /p "disclosure exception" /p
as another negligence
(in any order)
within one paragraph (50 words) pre/p "disclosure exception"
as another pre/p negligence
(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
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 Purpose
* (asterisk) 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) The hyphen allows variations of
compound words.
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.
15
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 one’s
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.
16
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 client’s 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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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
18
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
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.
20
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.
21
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.
23
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 1-800-431-
9025, prompt 3.
 Product Information
 Logging On
 Searching
 Saving
 Printing
 Screen Elements
Frequently Asked Questions Product Information
9025, 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?
A. Recommended browsers for Checkpoint are Mozilla Firefox (latest version) or Microsoft
Internet Explorer (latest version).
25
Frequently Asked Questions Searching
9025, 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?
A. This can be the result of your browser's cache not being clear. To clear your cache
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.
Q. How does Citation Search differ from Keyword Search and under what
circumstances would I use the Citation Search?
A . 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?
A . 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
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?
A. You may be using keywords that are either too broad or too narrow. Reframe the terms
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.
Q. What are the benefits to using Scheduled Search feature and how do I use it?
A . 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?
27
A . 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
9025, prompt 3.
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?
A . 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?
A. You are most likely using AOL as your browser. This error will not occur if you switch to
Internet Explorer or Netscape Navigator.
Q. How do I change my password?
A. While logged on to Checkpoint, go to the Options screen and click the

Personal/Password link. Click the Change Password button and follow the instructions
in the Change Password dialog.
Your Checkpoint password must:
28

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 1-800-
431-9025, prompt 3.
Q. How do I change my user ID?
A . 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?
A . 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.
Q. When I click my browser bookmark to access my desired web product, it

doesn't take me there. Why?
A . The bookmark has become corrupted. Delete the current bookmark, type the URL, and
then bookmark it again.
Q. I didn't receive instructions on how to access the system or what my user IDs
are. How can I receive this information?
A . 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.
29
Q. My screen keeps cutting off information. How can I correct this?
A . 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?
A . 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
9025, prompt 3.
Q. Can I print an entire publication or multiple documents from a RIA web site?
A. No. Browsers currently do not facilitate this because browsers cannot print multiple
frames.
You can print multiple documents from within the document list and Table of Contents.
30
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 1-800-
431-9025, prompt 3.
Q. Where are my top toolbar and navigation buttons on the bottom of the screen?
A . 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
9025, prompt 3.
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?
A. After you have executed a search that you want to save, click Save or Schedule
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 icon.
For further information, see Saving a Search.
31
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.
32
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 link—even 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 what’s new near the top of the page:
33
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
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
have recently been added to your subscription. Click the icon in each headline to
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.
35
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:
36
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.
37
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.
38
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 from anywhere in
Checkpoint. More information on using this feature.
Organizing My Quick Links
39
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.
40
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.
41
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.
42
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.
43
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
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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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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.
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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:
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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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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
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.
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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 e-
mail 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:

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 1-800-431-
9025, 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:
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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.
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
 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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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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 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:
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 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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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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1. Click Search on the Top Toolbar if you are not already at the search screen. The
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).
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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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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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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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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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:
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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.
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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.
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: Use: Example:

containing any of my keywords OR, | funding OR deficiency
containing at least one instance Space, &, AND funding deficiency
of each of my keywords
that contain one keyword but ^, NOT funding NOT deficiency
exclude another
containing my exact phrase "" "funding deficiency"
containing variations of my * (asterisk) deprecia*
keywords
disabling automatic retrieval of # (pound sign) #damage (retrieves only
plurals and equivalencies damage, not damages)
containing single-character ? (question mark) s????holder (retrieves
variations stockholder, shareholder)
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 Use: Example:

phrase:
within n words of another /# (where # "disclosure exception" /7
(in any order) equals number) negligence
within n words of another pre/# (where # "disclosure exception"
(in exact order) equals number) pre/7 negligence
within the same sentence (20 /s "disclosure exception" /s
words) as another negligence
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(in any order)

within the same sentence (20 pre/s "disclosure exception"
words) as another pre/s negligence
(in exact order)
within one paragraph (50 words) /p "disclosure exception" /p
as another negligence
(in any order)
within one paragraph (50 words) pre/p "disclosure exception"
as another pre/p negligence
(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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 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.
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.
 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.
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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 Retrieves items from the the Table of Contents headings (for
Name 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 next-
Topic/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).
Retrieves items categorized under the selected state. (This field
State
contains a drop-down list of all states.)
Retrieves items with the selected text that appears anywhere in Daily
Keywords
Tax Report™ documents.
5.
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.
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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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
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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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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 Find a case by name or citation

Statutes Find a statute by number
Rulings 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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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.
sidebar:
5.
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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
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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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Performing a State Tax/Doc Type Search
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.
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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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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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-to-
date 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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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.
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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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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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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.
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
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
Search by Appendices
tab.
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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.
4. Select check boxes for the appendices you want to 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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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
Search by Country
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.
4. Select check boxes for the appendices you want to 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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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.

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.
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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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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
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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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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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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:
 Click Search Within Results to conduct a filtered or modified search of your search
results.
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 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.
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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 icon to expand a
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.
Previous or Next Keyword
All keywords contained within the document are highlighted . Click the
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
arrows will take you to the next or previous keyword that is not currently
visible.
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.
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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 locator icon.
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.
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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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.
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.
To Export a Document
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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.
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.
3. The Document Export dialog will display. Click the Continue button to continue with
the export.
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
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.
To E-mail a Document
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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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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
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3. Select the Copy Selected Text option from the pop-up menu.
To E-mail Selected Text

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.
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the To field.
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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.
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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
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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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
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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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 icon in the Type
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.
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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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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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
1. Click this link.
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.
135
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.
1. Click this link.
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
1. Click this link.
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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
1. Click this link.
Payroll
A PDF (portable document format) listing of the available payroll area sources of the is
1. Click this link.
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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:
 Include Prior Code
138
 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.
Search by FASC Number:
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.

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.
Search by FASC Pending
3. Select the FASC Pending link.
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Search by Superceded Standards
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.
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.
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).
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 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.
Search GAAP Reporter
Use the Search GAAP Reporter templates to find specific GAAP content. There are two
 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
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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.
Search GAAP Reporter Explanations by Any Combination of Topic, Subtopic, and/or Section and Keywords
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.
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:
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.
3. Enter your search keywords (optional) in the Enter Keywords: field, or select the
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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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.
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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Search FRM Source Materials
Use the SECPlus Search FRM Source Materials template to conduct a keyword search
within specific Financial Reporting & Management reference documents.
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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3. Indicate the Document Types you want to include in your search by selecting the
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.
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:
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.
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2.
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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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.
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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.
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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:
the Research tab.
2. Click the Find by Citation link on the left menu.
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3. 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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Searching AICPA Professional Standards
Use the Accounting, Audit & Corporate Finance Search AICPA Professional Standards
template to conduct a keyword search within specific AICPA sources.
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.
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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.
the Research tab.
3. Click the AICPA Tech. Practice Aids link to open the Search AICPA Technical
Practice Aids template.
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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.
the Research tab.
3. Click the FASB Advanced Search link to open the FASB Advanced Search
template.
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5. Click the Next button to go to the Additional Criteria screen.
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.
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.
the Research tab.
2. Click the Search Other FRM Products link on the left menu.
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3. Click the PCAOB Advanced Search link to open the PCAOB Advanced Search
template.
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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:
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.
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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.
Clicking an entry's corresponding button also reveals its subentries, but unrelated entries
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.
163
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 Definition
Symbol
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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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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 A previous keywords list is available on the Thesaurus/ Query Tool


 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 next to the Table of contents location you want to
bookmark.
2. In the Permanent Table of Contents Link pop-up dialog, copy the URL from the
Permalink field.
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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.
170
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
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.
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To Export a Document
with the export.
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
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.
with the export.
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
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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To E-mail a Document
2. Click the E-mail icon from the document tools list.
3. Your saved Checkpoint e-mail address will populate Bcc field.
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4. Select the Attachment Format for the document.

the To field.
174
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
3. Select the Print Selected Text option from the pop-up menu.
Click the Print button from the browser print dialog to print the text.
To Copy Selected Text
3. Select the Copy Selected Text option from the pop-up menu.
175
To E-mail Selected Text

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.
176
the To field.
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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:

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).
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:
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).

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 icon beside each of the
documents you wish to print.
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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 tax-
related 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
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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
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
185
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:
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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.
187
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 standard-
setters including SEC, NYSE, NASD, FASB, AICPA, and IRS.
The remaining news components will launch in the upcoming months.
To access the Accounting & Compliance Alert:

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:
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.
189
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:
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.
190
Using the Newsstand
To access the Daily Tax Report™:

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:

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.
191
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:

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 e-
mail 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:
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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:
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.
193
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.
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:
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.
195
6. You can indicate a date range to filter your search using the Issue Date Range
7. Select the check boxes for the Topics you want to 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:

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.
196
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.
197
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:

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:

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.
198
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.
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.
199
You can also access the news flash directly from 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:
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.
201
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
202
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.

 Click the icon in the Scheduling Information column to change the name or
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.

 The Note icon indicates if any user notes have been entered for this document
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.
203
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.
204
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 icon or the keyword link on the right.
To retrieve a document from a previous session
To retrieve a document, click the document icon or the document title on the right.
To schedule a search
Use the diskette icon to schedule a search.
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
the Calculator results to My Folders by clicking the diskette icon.
To recreate a chart
To recreate a chart from History, click the icon or the keyword link on the right. You can
also save the Chart to My Folders by clicking the diskette icon.
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
205
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
Click the Notes icon to add a descriptive note about the search, document or folder.
(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:
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:
206
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:
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:
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.
207
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
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:
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
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).
211
 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

 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
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.
 Locator Number - Enter the locator number for the client.
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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
Meaning
Message
No query can be written for this Tax

Alert. Generally, this is because the
Cannot Be Determined
data needed to determine which
returns are affected is not contained
215
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.
RIA is in the process of determining if

Pending 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
To access Tax Alerts Client Services:
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
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
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.
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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 1-800-950-
1216, 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.
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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
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 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.
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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.
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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.
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.

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:
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2. Select Create-a-Chart in the left menu and then click BNA State Tax Survey.
screen.
5. Checkpoint will generate the chart and display it in the right pane. The columns that
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:
2. Select Create-a-Chart from the left menu and then click Payroll Tax.
screen.
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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.

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.

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.
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.

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.
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.

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
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selected the check boxes for the countries you want to include, click Create the
Chart.
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

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. Select the Reporting Period and Time Frame to use for the chart in Step 2.
5. 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.
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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.

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.
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 Enter any keywords to search for.
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:

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:
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:
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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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.
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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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..
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.
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.
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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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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
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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.
257
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:

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

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
259
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:

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

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 icon to expand a Jurisdiction to select sub-jurisdictions.
4. Click Next.
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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:
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.
263
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.
264
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:
265
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.
266
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.
267
Click the Calculate button to display the calculated results.
268
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:
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
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:
2. Select FASB Codification in the left menu and then click Join Sections.
271
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.
272
FASB Codification
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:
2. Select FASB Codification in the left menu and then click Combine Subsections.
273
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.
using the document tools or click Modify to go back and change the selections.
274
FASB Codification
Search FASB Codification
Use the Search FASB Codification templates to find specific FASB content. There are four
 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:
3. Select the FASC Topic Title link.

 Include Intersection Subtopics
Search by FASC Number:
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.
275

6. Enter a Keyword in Document Title/Heading. Note: This is an optional step as

Search by FASC Pending
3. Select the FASC Pending link.
Search by Superceded Standards
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.
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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.
279
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
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), Barbara Campbell (J.D., NY Bar),
Managing Editor Senior Editor
Remy J. Farag (J.D., NY Bar), Senior
John Catherall (J.D., NJ Bar), Senior Editor
Editor
Daniel E. Feld (J.D., NY Bar), Senior Executive
David Yanes (J.D., NY), Senior Editor
Editor
Chris Moye, Supervisor Shahed Mahbub, Data Manager
Journals Authors
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Checkpoint 508 Compliant Help
Sandra K. Lewis (J.D., NY Bar), Managing Charis Emley (LL.M., NY Bar), Executive
Editor Editor
Joseph I. Graf (LL.M., NY Bar), Executive Bob D. Scharin (J.D., NY Bar), Executive
Editor Editor
Gina Briggs (J.D., NY, NJ, PA Bar), Senior Robert J. Murdich (J.D., NY Bar), Senior
Editor 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
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

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

George M. Carefoot (MST, CPA), Senior
Virginia R. Bergman (CPA), Executive Editor
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
283
Brooke Paschall (CPA), Technical Editor Julie Ray (CPA), Senior Technical Editor
Suzanne Johnson Scriven (CPA), Senior
Albert J. Sibello (MA), Technical Editor
Technical Editor
Michael C. Swenson (MPA, CPA), Executive James D. Van Grevenhof (CPA, CFP®),
Editor Executive Editor
Patrick L. Young (CPA), Senior Technical Cynthia Zatopek (CPA, CFP®), Technical
Editor Editor
State & Local Authors

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

Kathy Silva, Director, WG&L Treatises Ken Feinleib, Senior Editor
Bruce Furst (LL.M., TX, NY Bar), Senior Executive
Sally Langer, Senior Editor
Editor
Alvin S. Morris (J.D.), Senior Editor Jennifer Pacheco, Senior Editor
Georges P. Rios, Senior Editor Louise Trinche, Senior Editor
Jeffrey Hall, Developmental Editor Michelle Wilson, Associate Editor
John Wisniewski, Manager, Copy
Alison Butterfass, Associate Editor
Editing
Marie G. Simon, Assistant Manager, Copy Editing Rachel Brazell, Senior Copy Editor
Mark Canizio, Senior Copy Editor Grant Gordils, Senior Copy Editor
Carmen Santorelli, Senior Copy
Michael Paci, Senior Copy Editor
Editor
Max Clarke, Copy Editor Amy Kraft, Copy Editor
Edward Huang, Senior Data Integrator Jonathan Collymore, Data Integrator
David J. McAndrew, Treatise Data Specialist
WG&L Financial Reporting and Management Editors
284
Michael Bahn (J.D., NY, NJ Bar), Senior

Bruce Safford, Senior Director
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
EBIA Authors
Katherine J. Alexander (J.D., WA Bar), Senior Brigid Carroll Anderson (J.D., WA
Director, Benefits Publications Bar), Director, Seminars
Diane L. Baldwin (J.D., MN, WI Bar), Senior Virginia L. Briggs (LL.M., CO Bar),
Editor Senior Editor
Carrie J. Molenda (J.D., WA Bar),
John W. Haine (J.D., MN Bar), Senior Editor
Senior Editor
Gita K. Sharma (LL.M., NY, NJ Bar),
Susan M. Monkmeyer (J.D., MN), Senior Editor
Senior Editor
Kyle T. Murray (LL.M., IL, GA Bar), Editor Jean M. May (J.D., WA Bar), Editor
Paralegals
Federal
Joann Casanova Catherine Daleo
Monica Grier Danny Wang
State & Local

Jamie Carter Joel Goldberg
Jelena Grigorjeva Brian James
Dean Leto
Data Management
Christine Carr, Director, Data Management Taji Mabra, Manager

Joan Baselice, Senior Data Support Jonathan Thayer, Senior Data Support
Coordinator Coordinator
285
June Babb, Supervisor Eric Encinareal

Michael Gonzalez Angel Morales
Ralph Raymond Thalia Sirjue
Brian Spach Norine Wright
Ruby Charles, Supervisor Lourdes Acosta
Akinsheye Babb Jon Benson
Nancy Golden Brian Griffin
Stefan Kunar Charmbaro Lee
Henry Rodgers Dean Whang
Dan Danquah, Supervisor Charlene Brown
Craig Clark Lenar Clark
Daneille Foster-Russell Nosarieme Garrick
Vijay Jagdeo Benjamin Jahre
Anthony Kibort Veronica Mason
Lisa Zolesi Denise Donahue, Supervisor
Dino Colacito Anissa Esquina
Deborah Wisniewski Tushar Shetty, Supervisor
Raymond AuYeung Caroline Morse
Luke Sims Cindy Sotero
Christopher Stryshak Kurt Coffman, Manager
Andrew Glicklin, Senior Data Support Lisa Sarracino, Senior Data Support
Coordinator Coordinator
Melanie Thomas, Senior Data Support
Judy Cosme, Supervisor
Coordinator
Christopher Barbieri Lisa Crater
Geneva Gittens Robert Gleason
Xiomara Tejeda Gregg Reed Harris, Supervisor
Michelle Bell Natalie Carrero
Kevin Ledig Helen McFarlane
Marcia Sam Dominic Smith
Marisa Swanson Carol Watson
Brett Whitmoyer Marie Rivera, Supervisor
Melissa Acquafredda Sharon Alexander
Oksana Artemenko Esther Maclin
Eddie Rodriguez Sue Ellen Sobel, Supervisor
Alexis Brown Adel Faltas
Amelia Massiah Jennifer Stryshak
Lisa Alcock, Data Analyst Denise Dockery, Data Analyst
PPC Content Management

Brad Potter, MBA, Senior Manager Barbara Avery, Administrative Assistant
Charlotte Vaught, Team Leader David W. Price, Content Specialist
286
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,
Michelle Llena, Senior Copy Editor
Benefits
Nina Lowe, Senior Copy Editor Darcy Whitman, Senior Copy Editor
Nancy Schloetel, Senior Administrative
Jennifer Koeppel, Copy Editor
Assistant
Judy Spiker-Larsen, Technical Specialist,
Web/Graphics
State & Local Primary Law Group
Regina Tiscornia, Manager, Law & Tanisha McFadden, Manager, Cases &
Regulations Rulings
Daniel Aguilar Charles Agunyego
David Batista Donna Gouse
Nicole Grieco Gregg LaMotta
Fabiola Noel John Panico
Hakim Peay Lemuel Sims
Michael Walsh 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 Brian McNamara, Director, Content
Technology Technology
Marci Gohmann, Director, Checkpoint Jay Liu, Director, Content Management
Development Systems
Gale Metz, Director, TIGRE Systems
Development
Product Management
Ronald E. Burkert, Senior Director of Nicole Severson, Senior Product Manager,
Checkpoint Technology Checkpoint
Debbie A. Howard, Director, Product Bill Burke, Director, Product Management,
Management, Tax Financial Reporting & Management
Mark Sheiner,, Senior Product Manager Cheryl Stydnicki, Senior Product Manager
Christopher DiMenna, Product
Manager
New Product Development

L. Scott Spradling (CPA), Senior Director, New Product Todd Gordon, Director, New
Development, Accounting and Auditing Products Product Development
Stephen Lindsey (CPA), Senior Manager, New Product Kim Chirls, Lead Project
Development Manager
288
Shawnda Mundt, Market

Pamela Riley, Senior Market Research Analyst
Research Associate
289
Index
A Contents View.................................. 120
Accounting & Compliance Alert.... 215, 224 Copy.................................130, 199, 202
Accounting, Audit & Corp Finance ...... 150, Copy & Paste ................................... 202
161, 173, 175, 178, 180, 283, 299
Copy Selected Text .................... 130, 199
Affected Client ................................. 248
Cost Basis Plus................................. 268
B
Court ................................................ 98
BNA ................................... 89, 218, 219
CPE ............................................ 3, 257
BNA Daily Tax Report ... 89, 218, 219, 226
Create a Chart ...................272, 280, 283
BNA International Tax Monitor ........... 219
BNA State Tax Survey Create-a-Chart
Bridge-It ......................................... 263 ................................................ 276
Browser ........................................ 5, 25 International ................................. 280
C Payroll Create-a-Chart ................... 278
Calculators ...................................... 266 SEC Standards Tracker................... 286
Chart .............................................. 280 SECPlus........................................ 283
Chart Wizard ................................... 280 State & Local ................................ 272
Checklists................................. 260, 302 Credentials .................................58, 255
Checkpoint Tools ....................... 306, 308 Customized Source Set ....................... 80
Checkpoint Tools for PPC ................... 306 D
Citation ............................................. 85 Daily Tax Report .............................. 218
Citation Searching .............................. 85 Date Range Search ............................. 85
Citation Tracker ............................... 133 Date Search ................................ 96, 98
Compare It ...................................... 136 Delete...................................... 149, 240
Connectors .................................. 12, 82 Folders ......................................... 240
Contents ......................................... 183 Search ......................................... 149
291
Deleting Saved Searches ................... 149 FASB .............................................. 176
Dictionary ......................................... 91 Codification .... 155, 287, 290, 292, 319,

322, 324, 327
Document ... 49, 126, 136, 149, 195, 202,
203, 238 Federal ....................................... 81, 85
Document Assembly ......................... 311 Federal Sources ............................... 149
Document Export ............................. 115 Financial Fundamentals ..................... 283
Document Folders ..................... 203, 238 Financial Reporting .... 161, 163, 169, 173,
175, 178, 180, 283, 299
Document List ...................114, 120, 124
Financial Reporting & Management .... 161,
Document List Navigation Tools ......... 115 163, 165, 169, 173, 175, 178, 180
Document List Screen ....................... 124 Folders ...... 141, 145, 147, 148, 149, 203,
235, 238, 239, 240
Document Options ............... 49, 126, 195
Form/Line Finder .............................. 309
Document Tools ......... 115, 120, 126, 195
Forms ............................................. 259
E
Frequently Asked Questions..... 25, 26, 28,
EBIA ........................................ 221, 233 30, 31
E-mail ....................... 126, 130, 195, 199 FRM ... 161, 163, 165, 166, 169, 178, 180,
283
E-mail Selected Text .................. 130, 199
FRM WG&L .. 161, 163, 169, 172, 176, 178
E-mailing ................................. 126, 195
G
Document.............................. 126, 195
Glossary............................................ 18
Estate Planning ...........................85, 151
Evaluation Terms in Treasury Decisions
.................................................. 18
Export ...................... 126, 148, 195, 203
H
Quick Links ..................................... 44
Home ........................................... 3, 33
Export Documents ..................... 115, 148
I
External Permalinks .......................... 137
IASB ............................................... 180
F
IBFD .................................105, 108, 110

FAQs .......................... 25, 26, 28, 30, 31
IBFD Tax News Service ..................... 207
292
Index
IBFD Tax Rates ................................ 282 My Folders .. 31, 115, 120, 141, 145, 147,
148, 149, 203, 235, 238, 239, 240
ID .................................................... 28
My Titles ......................................... 192
I-Metrix
N
I-Metrix ........................................ 295
Natural Language Search .................... 71
Import
Navigation ........... 3, 4, 33, 186, 188, 257
Quick Links ..................................... 44
News ................................213, 217, 226
Indexes .......................................... 193
Newsletter ................... 56, 216, 217, 223
Interactive Checklists ....................... 299
Newsletter Options ......................56, 216
Interactive Tables ............................ 295
Newsletters ... 51, 56, 207, 208, 213, 216,
International ........ 85, 105, 106, 152, 280 217
Create a Chart .............................. 280 Newsstand 3, 51, 56, 207, 208, 213, 215,
216, 217, 218, 219, 220, 223, 224,
International Tax Chart Wizard .......... 280 226, 228, 229
International Tax Glossary................. 108 Next Keyword .................................. 120
i-Tables........................................... 295 Nexus Assistant ............................... 304
K O
Keyword .............................. 68, 74, 114 Options ....................................... 28, 49
Keyword Search .................... 67, 68, 114 Document....................................... 49
L General .......................................... 50
Legislation ......................................... 86 Main .............................................. 49
Login ............................................ 2, 28 Newsstand ...............................51, 208
Logout ................................................ 3 Personal/Password..................... 28, 60
M Print/Export/E-mail .......................... 61
Masthead ........................................ 337 RSS Feeds ...................................... 56
Modify Search .................................. 113 Single Sign On ................................ 65
Tax Alerts ................... 57, 58, 253, 255
293
Time Tracking ................................. 65 Quick links ....................... 33, 43, 44, 47
Outline............................................ 120 Quickfinder Handbooks ..................... 263
P R
Password .................................. 1, 2, 28 Reference Links ............................... 120
Password Requirements .................... 1, 2 Requirements ........................... 1, 25, 31
Paste .............................................. 202 Research ............................................. 3
Payroll ............................................ 153 RIA Daily Updates ..............207, 213, 223
Payroll Create-a-Chart ................... 278 RIA Newsletter Library ...................... 223
Pension & Benefits.......................85, 153 RIA Worldwide Tax Law ..................... 106
Permalink ........................................ 137 RSS Feeds ......................................... 56
Personal/Password Options ............ 28, 60 S
PPC ..................................207, 217, 306 Sales .............................................. 103
PPC's Daily Update .................... 207, 217 Sales & Use .............................. 103, 104
PPC's Five Minute Tax Briefing ........... 207 State ........................................... 103
Practice Area .......................... 67, 80, 92 Sales & Use Tax Rate ........................ 104
Practice Development 3, 57, 58, 243, 246, Save Document . 120, 147, 148, 149, 203,
248, 250, 252, 253, 255 238
Prev/Next Doc ................................. 120 Save or Schedule Search..... 31, 115, 141,
145, 148, 149
Print .... 30, 126, 130, 148, 195, 199, 203,
204, 259 Save Search ....... 120, 141, 145, 148, 149
Print Documents . 115, 126, 195, 203, 204 Schedule Search ....................... 120, 141
Print Selected Text .................... 130, 199 Search . 12, 67, 80, 82, 85, 91, 92, 96, 99,
105, 106, 113, 114, 124, 165, 176,
Print/File/E-mail . 115, 126, 130, 195, 199, 223, 248
203
AICPA ................................... 173, 175
Q
BNA ............................................... 89
Query Tool ........................................ 74
Citation ...................................85, 172
294
Index
Connectors ............................... 12, 82 Tax Dictionary ................................. 91
Date Range Search .......................... 85 Tax Treaty .................................... 105
Examples ....................................... 14 Terms & Connectors ........................ 68
FAQs .............................................. 26 USTR ............................................. 81
FASB ........................................... 176 WG&L FRM ..... 150, 161, 163, 165, 169,
173, 175, 178, 180
International .......................... 105, 106
Search Connectors ....................... 12, 82
Introduction .................................... 67
Search Options .................................. 64
Keyword .............................. 67, 68, 79
Search Results ................................. 113
Legislation ...................................... 86
Search Screen ........................ 67, 68, 79
Modifying a Search ........................ 114
Search Within Results ................ 113, 114
Natural Language ............................ 71
SEC Filing Highlights ......................... 166
Newsletters .................................. 223
SEC Filings ...................................... 166
PCAOB ......................................... 178
SECPlus ..... 161, 163, 165, 167, 169, 170,
Results .............. 16, 113, 117, 124, 136 283
RIA Worldwide Tax Law Search ....... 106 Source .... 79, 80, 149, 150, 151, 152, 153
Sales & Use ........................... 103, 104 Source list ..... 79, 80, 118, 120, 149, 150,
151, 152, 153
Save ............................................ 141
Sources
Schedule ...................................... 141
Accounting, Audit & Corp Finance .... 150
SECPlus.... 161, 163, 165, 167, 169, 170
Estate Planning ............................. 151
Source list ......................... 79, 80, 118
Federal ........................................ 149
State & Local ... 92, 93, 94, 98, 101, 150
International ................................. 152
State Rulings by Date ...................... 96
Payroll ......................................... 153
State Tax/Doc Type ......................... 99
Pension & Benefits ......................... 153
Table of Contents .......................... 189
State & Local ................................ 150
Tax Alerts .............................. 244, 248
295
Tax News ..................................... 154 TOC .... 183, 184, 186, 188, 189, 192, 204
Speedlink ........................................ 312 Toolbar ............................................... 4
Spell Checker .................................... 74 Tools . 126, 195, 268, 280, 283, 295, 299,
306, 312
State ......... 93, 94, 96, 98, 101, 103, 150
Top Toolbar ......................................... 4
State & Local ..... 92, 93, 94, 98, 101, 103,
150 Towers Perrin ........................... 220, 228
State Rulings ..................................... 96 TrackIt ............................................ 133
State Tax/Doc Type Search ................. 99 Training ...................................... 7, 8, 9
System Requirements ................1, 25, 31 Transfer Pricing................................ 110
T Treasury Decisions ............................. 18
Table of Contents ...... 183, 184, 186, 188, Glossary ......................................... 18

189, 190, 192, 204
Treaty Type ..................................... 105
About........................................... 183
U
Tabs ...................................... 3, 33, 257
URL .................................................. 25
Tax Alerts ..... 57, 58, 243, 244, 246, 248,
250, 252, 253, 255 Use Tax Rate Look-up ....................... 103
Tax Dictionary ................................... 91 Use Tax Rates .................................. 103
Tax Glossary.................................... 108 User Tools .......... 268, 280, 283, 295, 299
Tax Research ..................................... 17 USTR ................................................ 81
Tax Service Credentials ................58, 255 V
Tax Treaty....................................... 105 View Document ......................... 114, 120
Tax/Doc Type .................................... 99 W
Thesaurus ......................................... 74 Web-based Training.............................. 7
Thesaurus/Query Tool ......................... 74 WG&L Financial Reporting ..150, 161, 166,

173, 175, 178, 180
Time Tracking .............................65, 331
WG&L FRM . 150, 161, 165, 173, 175, 178,
Titles .............................................. 192 180
296
Index
WG&L Tax Dictionary .......................... 91 X
Wildcard .........................15, 16, 74, 117 XciTax ............................................ 268
Worldwide Tax Law Search ................ 106
297

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Checkpoint User Guide

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

Using Search Connectors ..................................................................................... 12

Search Examples ................................................................................................ 14

Using Wildcards .................................................................................................. 14

Viewing Wildcard Search Results .......................................................................... 16

Advanced Tax Research ......................................................................................... 16

The Tax Research Process .................................................................................... 16

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

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