Working with Interactive Checklists

Within the Accounting, Audit & Corporate Finance practice area, you'll find Thomson Reuters' interactive checklists, which can be an invaluable aid for 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.

Related Topics:

• State & Local Create-a-Chart
• Financial Reporting - Create-a-Chart
• International US Tax Treaties Create-a-Chart
• International Tax Rates Create-a-Chart
• Form/Line Finder
• Calculators
• Cost Basis Plus
• Checkpoint Tools for PPC
• Interactive Tables (i-Tables)

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