For support, go to or call

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1 Jump-Start Your Checkpoint Experience with our Live and Recorded webinars! raining Logging in to Checkpoint: To save your login name and password, select the Remember Me option on the login screen. Checkpoint User Name: Password: For support, go to or call Thomson Reuters/Tax & Accounting. All Rights Reserved.

2 or appears whenever there are new news updates or scheduled search results available in your subscription. (For example, News Flash item in the Today s Headlines pane.) The Warning your subscription. Banner also appears whenever updated content or scheduled search results are available in Today s Headlines displays recent news headlines from the RIA Daily Updates. You can view more headlines from the News tab. Track It notifies you when a Case Law document or a ruling you are tracking has been referenced by new content. Scheduled Searches provides links to results of your scheduled searches. Quick Search lets you perform searches without having to access the Search tab. Select a Keyword Search method: A Terms & Connectors search lets you provide one or more keyword terms, and an Intuitive Search identifies sentences, connectors, or citations and interprets your query accordingly. (You can choose from any of the source sets in the Choose Source Set drop-down menu for your search.) New in My Subscription displays new Checkpoint features and content that has recently been added to your subscription. Click Read More to view more information about a headline. My Quick Links provides a set of customizable links to your frequently used Checkpoint sources and locations. Assistance Self-service, Support & Training provides a set of links to product training, user guides, support contact information and interactive guided tours. 2

3 From My Quick Links, you can add a set of customizable links to your frequently used Checkpoint sources and locations. Click Edit to open the Edit My Quick Links screen. Use Select Quick Links from dropdown to select the area you want to include Quick Links from. Click Add Links. Then select the Checkpoint area where your new link is located using Select Quick Links From dropdown on the right. Click Organize Links to customize your Quick Links from the Organize Quick Link Display screen. Note: You can move links up and down on your list, delete one or more links or add one or more spaces between links. Note: Select Site Map (Advanced) to select quick links from all Checkpoint screens. Click Export Links to save your Quick Links as an HTML file. Click Import Links to upload a file of previously exported Quick Links. Then select Replace to replace existing links with a new list, or select Merge to add new links to the existing list. Click the + symbol to expand the nodes and select the check box for the links you want to add. Click Save to save the new location to My Quick Links. 3

4 PPC s titles are organized by topic (and by practice area) within Checkpoint s Table of Contents (TOC). To view a list of the guides you own (organized alphabetically), click Titles. Select a title from the list to jump directly to its Table of Contents. Select sources from Table of Contents by checking the box next to the source name. Enter your search Keywords in the Enter Keywords field. Select Keyword Search method: Terms & Connectors or Intuitive Search. Click Search. 4

5 To print a document from the TOC, click the Print doc icon next to a title. Note: Print multiple documents from the TOC by holding the CTRL key while selecting multiple Print doc icons. (You can select up to 15 documents at once.) The Print Multiple Documents screen lists out every document you select. Click Print. You can search specific indexes from the Table of Contents. The following example shows you how to access the Index for the 1040 Deskbook. Expand the Table of Contents for the 1040 Deskbook. Select a letter from the 1040 Deskbook Index to display a list of titles starting with that letter. Select Index. 5

6 To execute a keyword search, enter your search keywords in the Enter Keywords field. Select a Keyword Search method: A Terms & Connectors search lets you provide one or more keyword terms, and an Intuitive Search identifies sentences, connectors, or citations and interprets your query accordingly. Click Search. Select sources from the source list by clicking the check box next to the source name. Use Checkpoint s predesigned citation search templates to retrieve a specific federal code section, state statute, case decision, or revenue ruling. Note: Each practice area has different citation templates that you can access under Find by Citation. Enter a citation in one of the citation template fields. Use the example as a guideline for formatting your citation. Finally, click Search to retrieve your search results. 6

7 The History feature stores the last 14 days that you logged into Checkpoint. With the My Folders and Flagged features, you can save and retrieve up to 1500 documents and searches (in up to 250 folders). The Contents tab displays the document you are viewing in its Table of Contents location. Note: It also provides quick access to documents in the section of the Table of Contents you are viewing. Click an icon to Print, Export, , or Save a document. You can also Open the document in another window, or click Selected Text Option to copy, , print or highlight selected text. You can then click highlighted text to add a note to it. 7

8 From any of PPC's Deskbooks (accessed from PPC's Federal Tax Compliance Library), you can use the Roadmap feature to review client forms such as Form 1040 and 1120S. The following example shows you how to access the Roadmaps for Form 1040: Expand the Table of Contents for 1040 Deskbook and select Roadmap to Individual Tax Planning. Checkpoint displays a Roadmap (RM) listing for 1040 Deskbook. Click on a RM title to view the Roadmap in the Document screen. Here, RM-5 is displayed on the document screen. 8