Checkpoint^® Research Efficiency

A number of Checkpoint’s greatest features for Research Efficiency are found throughout the platform and are not specific to any one practice area library. Checkpoint optimizes the efficiency of tax, accounting and legal research with the following features across the product libraries:

General Features
Federal Tax Features
State & Local Tax Features
International Tax Features
Estate Planning Features
Pension & Benefits Features
Payroll Features

General Features
RIA Daily Updates (News) – RIA’s comprehensive news service gives you instant access to the most up-to-date developments in the areas of tax and accounting. Users can set their preferences to receive RIA Daily Updates by email and/or they can view them on the Newsstand tab on Checkpoint.

Speedlink – A desktop menu that enables you to efficiently link to Checkpoint and your answer straight from your desktop.

Custom Databases – Checkpoint subscribers can create, name and save custom databases for specific projects or clients.

Outline Tab – The Outline Tab in the left pane provides an overview of the code and regulations text with links to move from sub-section to sub-section.

Table of Contents View and Search – Set the left pane to Table of Contents view to navigate Checkpoint content in the traditional book format. Switch to Table of Contents mode to search specific areas of Checkpoint content for pinpoint accuracy.

Results View and Search – Your search results come back with databases highlighted and linked. The number of documents in each database is listed so you know exactly how many hits are in each database. And the search results bar on the right lets you modify a search, search within your results, or save results. It couldn’t be more straightforward, and that’s what saves valuable time. Your search results are also delineated by primary source and editorial material, as well as other source types, so it’s faster for experienced searchers to get to their information, and easier for novice users to locate what they need.

Document List – This feature stops you from getting lost while you’re searching by highlighting the document you’re currently viewing, and also highlighting your search terms. One click brings you back to the initial search results and the Document List is always visible.

Link Preview Pane – The Link Preview Pane is a pop-up window that allows you to preview a document without leaving your main document. Simply choose a link, click “Close” when you’re done viewing, or click “Maximize” to advance to the new document.

Scheduled Searches – This feature allows researchers to always be aware of the latest information. Schedule searches to run weekly or monthly and receive the latest information via email.

Links to Tax Compliance Software – Link directly from leading compliance software GoSystem RS or CSI’s Ultratax, for a fully integrated research/compliance system.

RIA’s and WG&L’s Premier Newsletters Email – You won’t be able to find this expertise and depth of coverage anywhere else, and you can choose to have every issue emailed directly to your in-box.

Journal Table of Contents Email – As soon as a new WG&L Journal is released, you can receive the Table of Contents via email.

Federal Tax
CompareIt (State to Federal and Federal to State) – CompareIt links you from related topics in RIA’s explanations. It goes from Federal to State and from State to Federal. No one else has this incredible time saver.

“Top of Line” Links to WG&L Tax Treatises – Find all of the WG&L Tax Treatises with analysis of your Code Section by using the WG&L Top of Line Links.

Side Line Links to WG&L Tax Treatises – Find all of the WG&L Tax Treatises with analysis of your Code sub-section by using the Side Line Links to WG&L treatises.

Form/Line Finder – This innovative tool takes you from a Form line right to the analysis you need to complete your compliance task quickly and accurately.

Enhanced Internal Revenue Code Linking – Link from the Code directly to the Code History. Link from any subsection directly to any Federal Tax Coordinator, Tax Advisors Planning System, Pension analysis, Estate Planning analysis or WGL treatise document that references that subsection. Link from the Top Line Links directly to any related document citing that code section within the U.S. Tax Reporter, Federal Tax Coordinator, Tax Advisors Planning System, Pension analysis,
Estate Planning analysis, WGL Treatises and Tax Desk analysis.

Prior Regulations Databases linked from Current Regulations – Current Regs offer a link to Prior Regs (back to 1986) and Prior Regs offer a link to Current Regs. Not a traditional archive that only shows how a reg appeared at the end of the year; includes all of the changes made to the reg during the year – updated as often as three times a week.

State & Local Tax
StateNet Legislation – Provides full text of approved and pending legislation, status of pending legislation and legislative calendars.

StateNet Regulations – Provides full text of adopted and proposed regulation and status of pending regulations

CompareIt (State to Federal) – CompareIt also links you from related state topics in RIA’s explanations to Federal explanations, where applicable.

CompareIt (State to State) – CompareIt revolutionizes the tax research process by allowing users to link from a tax concept in one state to the same concept in another state – all with the click of the mouse.

Create-a-Chart – A unique interactive product that provides immediate access to the most up-to-date multistate tax comparison charts with links to the controlling authority and detailed explanation paragraphs.

State Search Wizard – Unique state search wizard makes Checkpoint remarkably easy to use. Provides easy access to full text of laws and regulations. Explanations and annotations are categorized by type of tax for logical retrieval.

All States Tax Guide – Provides quick answers to a host of multistate tax questions. Multistate charts offer
quick comparisons across 51 jurisdictions.

Sales and Use Rate Look-up – Easily retrieve more than 41,000 sales and use tax rates from over 6,500 U.S. jurisdictions by zip code, city or county. With RIA’s exclusive Summary of Updated Rates feature, all new or updated rates are displayed by jurisdiction with a few clicks of your mouse.

List of Approved Laws – Summarizes the latest legislation in all 51 jurisdictions.

International Tax
“Top of Line” Links to WG&L Tax Treatises – Links to WG&L Tax Treatises link to the in-depth analysis of the WG&L Tax Treatises on any Code section by using the WG&L Top of Line Links.

Side Line Links to WG&L Tax Treatises – Dig deep so you can find all of the WG&L Tax Treatises with analysis of
your Code subsection.

Compare It (International) – With the click of a button, use Compare It to easily search similar or related U.S. treaty articles, Treasury Technical Explanations, and Editorial Explanations across multiple countries.

RIA’s International Treaties Database – Includes thousands of international treaties with the U.S. and between other
countries. The International Wizard feature on Checkpoint enables quick and easy sorting of these treaties.

Estate Planning
Estate State Summaries – Allows a practitioner to see if a certain state imposes an estate or gift tax and how it may differ from federal law.

Estate Planning Topic Index – Alphabetically indexed to the EP Analysis portion. Allows a choice of searching by index or with Checkpoint’s powerful search engine.

“Top of Line” Links to WG&L Tax Treatises, Statutes, Explanations, Historical Notes, etc. – Find all of the WG&L Tax Treatises with analysis of any Code Section by using the WG&L Top of Line Links. No research is complete without it.

Side Line Links to WG&L Tax Treatises, Statutes, Explanations, Historical Notes, etc. – Dig deep and find all of the WG&L Tax Treatises with analysis of your Code Subsection by using the WG&L Side Line Links to WG&L treatises.

Pension & Benefits
West Employee Benefits Cases Search Template – Our West Employee Benefits Cases Search Wizard allows searching by court type, date range, citation, case name, and/or keyword.

“Top of Line” and “Side Line” Links to WG&L Pension & Benefits Treatises – Find all of the WG&L Pension & Benefits Treatises with analysis of your Code or ERISA Section by using the WG&L Top of Line and side Line Links.

Payroll
Quick Reference Charts - More than 50 quick-reference charts provide fast answers to the most common payroll questions (including state and federal withholding tables), while compliance calendars help subscribers track important federal and state filing, reporting, and payment deadlines.