Tax research, compliance and a way to grow revenue -- integrated in one essential service that no tax practitioner should be without!
Tax Alerts is an invaluable service for the tax practitioner that integrates tax research, compliance, and a way to grow revenue—only on Checkpoint.
Tax Alerts helps the practitioner grow their business efficiently by reporting recent events and evaluating their importance. Tax Alerts indicates which form(s)
may be affected by the change, providing links to related materials, and offering recommended actions on how to address the issue. Informing affected taxpayers is also made simple with the Tax Alerts database of client letters, prepared to specifically explain the tax event.
Tax Alerts provide the following benefits:
One Platform – The convenience of having all of your critical information on one platform, Checkpoint
Enhanced search capabilities including:
Schedule searches – pre-set searches to run weekly or monthly
Thesaurus – search for terms related to your keywords
Spell check – makes sure your search is performed accurately
Search within results – an advanced search feature offering additional filters
Search from Table of Contents
Search from the Federal practice area
And much more!
Advisory content – “Client Services” includes tax
saving and planning projects that practitioners can either use to generate
revenue from their clients or perform without charge in order to build their
relationship with their clients
Expert analysis on each item's significance and suggestions on how to respond
Identification of GoSystem Tax RS and ONESOURCE Income Tax Express RS clients affected by a reported tax development
Optional email delivery
Keyword searches of Tax Alerts headlines, full text articles and IRS forms, as well as citation fields
Ability to create and maintain folders and add text annotations
Database of client letters written to explain tax developments reported by Tax Alerts
