The Tax Alerts Preference Options screen allows you to set E-mail and View preferences for Tax Alerts. To access the options screen, click the Options link on the Checkpoint top toolbar and then select Tax Alerts from the left menu. Click the Preferences Link on the left menu to open the Tax Alert Preference options. The Tax Alerts options screen can also be accessed from within the Practice Development tab by clicking the Change Preferences link.
Note: This set of options is only available if you have a Tax Alerts subscription.
The Sort By option sets how Tax Alerts will be sorted when displayed. The options are Date, Topic, Jurisdiction, and Forms Affected.
The Expand All option will make all of the Tax Alert categories fully expanded by default. Depending on how you have sorted the alerts, each set of alerts (e.g. date, jurisdiction, topic) is expanded to display each alert title hyperlink.
The Customize Topics, Customize Jurisdictions, and Customize Developments links allow you to specify which topics, jurisdictions, or developments you want to display in your Tax Alerts view. By default all topics and jurisdictions are selected. To hide a topic or jurisdiction, deselect the check box for the topic or jurisdiction and click Save You can also use the Deselect All or Select All buttons to deactivate or activate all topics or jurisdictions. Developments can be customized to display Only Developments with Queries or All Developments.
Use the E-mail Frequency option to specify how often you want to receive Tax Alerts via e-mail. The four options are:
The Customize Topics and Customize Jurisdictions links allow you to specify which topics of jurisdictions you want to include in your e-mail alerts. By default all topics and jurisdictions are selected. To remove a topic or jurisdiction from your Tax Alerts e-mails, deselect the check box for the topic or jurisdiction and click Save You can also use the Deselect All or Select All buttons to deactivate or activate all topics or jurisdictions.