State & Local Create-a-Chart

Create a Chart allows you to quickly create a chart that provides pertinent customer tax information in one convenient table, with links to the controlling authority and links to detailed explanations. You can select a tax type (Corporate Income, Sales Use, etc.), a chart type (Effective Rates, Due Date of Return, Late Filing Penalty, etc.) and a jurisdiction.

  1. Click the Tools tab. 
  1. Click Create-a-Chart in the left menu and then click State & Local.

Note: The State & Local Create a Chart can also be accessed from the State & Local Practice area in the Research tab by clicking the Create a Chart link under the Go to section on the left menu.

  1. Select the Tax Type to use for this chart and click the Next button.
  1. Select the Chart Type(s) from list by selecting the check boxes for each type you want to use. Click the icon to expand a chart category and view. You can click Expand All to expand all of the chart categories and display all chart types. Collapse All will collapse all chart categories.  Click Next to continue to the next screen.
  1.   statecreateachart1.png
  2.  
  1. Select the desired state check boxes or click the Select All button to select all 51 jurisdictions. Click the Create Chart button.
  2.    

chartwiz.gif

Checkpoint will generate the chart and display it in the right pane. The columns that are displayed depend on the chart types selected. To view related explanations for each jurisdiction, click the hyperlink in the RIA Paragraph column. The explanation paragraph will launch into the link viewer window.

Use the Display Chart Types option to view the results for each chart type in a separated or combined jurisdiction format. Select the appropriate option to change the display format.

Note: Hover your cursor over the icon to view specific notes about that jurisdiction.

 

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