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. 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.

Related Topics:

• Searching Tax Alerts
• Searching Tax Alerts with the Table of Contents
• Search Tax Alerts by an Affected Client
• Understanding Tax Alerts Affected Returns Messages
• Using Tax Alerts Client Services
• Setting Tax Alerts Options - Preferences
• Setting Tax Alerts Options - Tax Service Credentials

© 2010 Thomson Reuters/RIA. All rights reserved.