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35 results.

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Checkpoint
Checkpoint Functionality - Setting up
Checkpoint
Checkpoint Functionality: eLearning Mini Lesson - Logging in to Checkpoint
Price: Free

Learn all of the basics of signing in to Thomson Reuters Checkpoint, including the simple sign-in procedure, system requirements, how to retrieve a forgotten login ID or password, new user setup, how to change your password, and setting options. You will also learn what to do if you are already signed in to Checkpoint on another computer. 

After you click the Get Learning button above, click the play button to move the demo through all of its pages.


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
5 minutes

Available in: Web-based e-learning (self-study)Web-based e-learning (self-study)

International Tax
Checkpoint
Checkpoint Functionality: Transfer Pricing Analyzer
Price: Free

Transfer Pricing Analyzer on Checkpoint enables tax professionals to quickly research the tax rules related to transfer pricing from more than 96 countries. You can also evaluate the jurisdictional regulations against international guidelines from UN, G20/BEPS, OECD and EU.

Transfer Pricing Analyzer is designed to help streamline your efforts to:

  • Keep track of ever changing transfer pricing requirements
  • Ensure that the parent company has knowledge of the transfer pricing compliance obligations of the global group and deliver instructions to subsidiaries
  • Monitor the work of advisory partners in following the compliance burdens of the corporation according to its global footprint

Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
30 minutes

Available in: Web-based e-learning (self-study)Web-based e-learning (self-study)

Checkpoint User Administration (CUAS)
Checkpoint
Checkpoint Functionality: eLearning - Adding a User in the Checkpoint User Administration System
Price: Free

When adding a new user to your firm account with Checkpoint’s User Administration System, you can choose the user name format you want to use, provide information about the user, assign the user to a group and to orders, and schedule an introductory e-mail message to the user. Alternatively, you can create a user without providing information or assignments. Any information or assignment not included during set up of a user can be provided later.


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
5 minutes

Available in: Web-based e-learning (self-study)Web-based e-learning (self-study)


Checkpoint
Checkpoint Functionality: eLearning - Assigning Orders to Users in Groups in the Checkpoint User Administration System
Price: Free

One advantage of organizing users into groups in Checkpoint User Administration is that you can easily make order assignments to all members of a group at the same time.


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
5 minutes

Available in: Web-based e-learning (self-study)Web-based e-learning (self-study)


Checkpoint
Checkpoint Functionality: eLearning - Assigning Users to Orders in the Checkpoint User Administration System
Price: Free

When users are first added to your account, you have the option to assign them orders. Once a user is part of your account, you can assign him or her additional accounts as needed.


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
5 minutes

Available in: Web-based e-learning (self-study)Web-based e-learning (self-study)


Checkpoint
Checkpoint Functionality: eLearning - Listing Orders in the Checkpoint User Administration System
Price: Free

A list of all orders in your account is easily accessible from the Home screen. You can change the order of the list or create a filter to help you find the orders you want to view.


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
5 minutes

Available in: Web-based e-learning (self-study)Web-based e-learning (self-study)


Checkpoint
Checkpoint Functionality: eLearning - Using Model User to Create New Users in the Checkpoint User Administration System
Price: Free

The Model User feature in Checkpoint User Administration lets you assign orders, groups, and Checkpoint preferences to new users based on the orders, groups, or Checkpoint preferences of existing users.


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
5 minutes

Available in: Web-based e-learning (self-study)Web-based e-learning (self-study)

Other
Checkpoint
ProView - How to Access Your ProView eBook
Price: Free

Learn how to download and install Thomson Reuters ProView to your Windows or Mac computer, your Android tablet, or your iPad. This demo provides step-by-step procedures for each device type, plus general instructions on how to create a OnePass account profile, and how to open ProView and access eBooks on your specific device.


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
30 minutes

Available in: Web-based e-learning (self-study)Web-based e-learning (self-study)

Checkpoint Learning
Administrator - CPE Tracking and Compliance
Checkpoint Learning
Checkpoint Learning Functionality: eLearning Mini Lesson - How to Create Email Policies (for Firm Administrators)
Price: Free

Checkpoint Learning’s Email Policies feature provides a way to automate communication with the professionals at your firm to give them a status of their CPE progress and to remind them of their pending CPE requirements and compliance dates.

 


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
15 minutes

Available in: Web-based e-learning (self-study)Web-based e-learning (self-study)


Checkpoint Learning
Checkpoint Learning Functionality: eLearning Mini Lesson - How to Delete an Employee (for Firm Administrators)
Price: Free

When an employee separates from your firm, you can easily update your Checkpoint Learning records and remove the employee from the firm account. Checkpoint Learning provides a way to do this while still  maintaining the records for future availability to the individual.

This brief Show Me demonstrates how to delete an employee from your Checkpoint Learning account.


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
5 minutes

Available in: Web-based e-learning (self-study)Web-based e-learning (self-study)


Checkpoint Learning
Checkpoint Learning Functionality: eLearning Mini Lesson - How to Remove a Status Report
Price: Free

In Checkpoint Learning, you can assign multiple regulators to each professional in your firm individually. The Manage Regulators feature makes it easy to add or delete regulators from an employee's account within your firm.

This brief Show Me demonstrates how to remove  a regulator from an employee account.


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
5 minutes

Available in: Web-based e-learning (self-study)Web-based e-learning (self-study)


Checkpoint Learning
Checkpoint Learning Functionality: eLearning Mini Lesson -How to Print Status Report Questionnaires (for Firm Administrators)
Price: Free

Checkpoint Learning  provides status report questionnaires in a printable format for each of  the accountancy regulators and law regulators. The information  contained in the  questionnaires is needed  when setting  up an employee account in Checkpoint Learning for  a newly hired licensed professional. Some firm administrators work with their Human  Resources department  to include the applicable questionnaires as part of  a new hire package.

This brief Show Me demonstrates  how to print status report questionnaires.


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
5 minutes

Available in: Web-based e-learning (self-study)Web-based e-learning (self-study)

Administrator - Reporting
Checkpoint Learning
Checkpoint Learning Functionality: eLearning Mini Lesson - How to Create a Customized Report (for Firm Administrators)
Price: Free

By exporting your firm’s Checkpoint Learning database and then using a database management system such as Microsoft® Access, you can use pre-coded SQL strings to produce reports not otherwise available in Checkpoint Learning. Learn the step-by-step process for creating these customized reports.


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
15 minutes

Available in: Web-based e-learning (self-study)Web-based e-learning (self-study)


Checkpoint Learning
Checkpoint Learning Functionality: eLearning Mini Lesson - How to Generate Reports (for Firm Administrators)
Price: Free

Checkpoint Learning's reporting system lets you select a report, modify the report by adding or removing columns and specifying filtering information, and select export or print options.


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
5 minutes

Available in: Web-based e-learning (self-study)Web-based e-learning (self-study)

Learner - New User
Checkpoint Learning
Checkpoint Learning Functionality: eLearning Mini Lesson - Changing Your Checkpoint Learning Password and Username
Price: Free

Registered Checkpoint Learning users can change their passwords by clicking My Profile from the top toolbar. Changing usernames is done in a similar way, but only if the user is an independent professional.

 


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
5 minutes

Available in: Web-based e-learning (self-study)Web-based e-learning (self-study)


Checkpoint Learning
Checkpoint Learning Functionality: eLearning Mini Lesson - Recovering a Forgotten User Name or Password
Price: Free

To access your Checkpoint Learning account, you must log in with your personal user name and password. This Show Me demonstration addresses two common login issues.

 


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
5 minutes

Available in: Web-based e-learning (self-study)Web-based e-learning (self-study)

Learner - CPE Tracking
Checkpoint Learning
Checkpoint Learning Functionality: eLearning Mini Lesson - Viewing a Status Report
Price: Free

Checkpoint Learning maintains records of your CPE requirements and the credits that you have earned under each regulator. You can view a summary of your progress, along with a detailed list of your CPE activity, organized course by course.

 


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
5 minutes

Available in: Web-based e-learning (self-study)Web-based e-learning (self-study)

Learner - Webinars and On-Demand Courses
Checkpoint Learning
Checkpoint Learning Functionality: eLearning Mini Lesson - How to Access Courses and Search Titles
Price: Free

Checkpoint Learning provides hundreds of courses in several categories from which to choose. You can use any of several search methods to find what you need.

 


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
5 minutes

Available in: Web-based e-learning (self-study)Web-based e-learning (self-study)


Checkpoint Learning
Checkpoint Learning Functionality: eLearning Mini Lesson - Navigating Checkpoint Learning Courses
Price: Free

Checkpoint Learning courses provide an expanding and collapsing Outline bar that provides a list of chapters and status indicator symbols. Learn how to navigate between lessons, using the course outline.


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
5 minutes

Available in: Web-based e-learning (self-study)Web-based e-learning (self-study)


Checkpoint Learning
Checkpoint Learning Functionality: eLearning Mini Lesson - Printing a PDF-Format Course
Price: Free

Checkpoint Learning offers self-directed learning in various formats, including PDF, which is available for “Print-Based with OG” courses.


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
5 minutes

Available in: Web-based e-learning (self-study)Web-based e-learning (self-study)


Checkpoint Learning
Checkpoint Learning Functionality: eLearning Mini Lesson - Retrieving a Certificate
Price: Free

Checkpoint Learning maintains your course certificates on the Activity History tab. This tab provides options that let you open any certificate for viewing and printing.

 


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
5 minutes

Available in: Web-based e-learning (self-study)Web-based e-learning (self-study)

e-Form
e-Form RS
e-Form
e-Form RS Functionality: eLearning Mini Lesson - Accessing e-Form RS from Checkpoint or Speedlink
Price: Free

You can launch e-Form RS on your computer in several different ways, such as clicking a desktop icon or selecting e-Form RS from the Start menu.

This "Show Me" demonstration decribes how to launch e-Form RS from within Checkpoint™ or by using Speedlink.


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
5 minutes

Available in: Web-based e-learning (self-study)Web-based e-learning (self-study)


e-Form
e-Form RS Functionality: eLearning Mini Lesson - Importing Client Data to e-Form RS
Price: Free

You can import client data from a spreadsheet to a tax form in e-Form RS. The spreadsheet can be one of your own creation or one of several e-Form RS spreadsheet templates, populated with client data. You first create an import task by (1) selecting an import format, (2) choosing a tax form, (3) identifying the spreadsheet and selecting a client, and (4) mapping data to the tax form. Once you save the mapping and the import task, you can run the import task and add the now-populated tax form to your client’s forms list.

In this "Show Me" demo, you will see the steps you follow when importing client data to e-Form RS.


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
15 minutes

Available in: Web-based e-learning (self-study)Web-based e-learning (self-study)


e-Form
e-Form RS Functionality: eLearning Mini Lesson - Searching for a Form in e-Form RS
Price: Free

e-Form RS provides hundreds of individual tax form, schedules, worksheets, and more, including more than 15 current and prior years, for federal, state, and local jurisdictions.

In this "Show Me" demo, you will see how to make selections to narrow the overall list and find the specific forms you need.


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
5 minutes

Available in: Web-based e-learning (self-study)Web-based e-learning (self-study)

PPC's SMART Practice Aids
SMART Practice Aids
PPC's SMART Practice Aids
PPC's SMART Practice Aids: Audit Essential - Quick Tour
Price: FREE

This eLearning course is designed for new subscribers to SMART Practice Aids - Audit Essential. 


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
30 minutes

Available in: Web-based e-learning (self-study)Web-based e-learning (self-study)


PPC's SMART Practice Aids
SMART Practice Aids Functionality: eLearning Mini Lesson - Adding, Editing, and Deleting Audit Steps
Price: Free

SMART Practice Aids provides a set of steps for each audit program that you choose to generate for an engagement, but you have the option to modify any of the steps, add new steps, or remove steps. In addition to dragging steps between the center pane and the right pane as a way of adding or removing steps, you can also create and compose a new step, edit an existing step, or permanently delete a user-created step.


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
15 minutes

Available in: Web-based e-learning (self-study)Web-based e-learning (self-study)


PPC's SMART Practice Aids
SMART Practice Aids Functionality: eLearning Mini Lesson - Affirm and Affirm All
Price: Free

Following a rollforward operation in SMART Practice Aids, you can use the Affirm and Affirm All options to identify data that you want to keep from the prior period engagement.


 


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
10 minutes

Available in: Web-based e-learning (self-study)Web-based e-learning (self-study)


PPC's SMART Practice Aids
SMART Practice Aids Functionality: eLearning Mini Lesson - Assessing Risk for an Audit Area
Price: Free

During the Risk Assessment section of SMART Practice Aids, you must decide whether to document your assessment by audit area or assertion. If you choose Assertion, you then rank both inherent risk and control risk for each of the six assertions at a level of Low, Moderate, or High (or Not Relevant, if applicable). SMART Practice Aids calculates the assessed risk of material misstatement for each assertion and then suggests an audit approach for the audit area, based on the overall assessment.


 


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
10 minutes

Available in: Web-based e-learning (self-study)Web-based e-learning (self-study)


PPC's SMART Practice Aids
SMART Practice Aids Functionality: eLearning Mini Lesson - Changing the Database Assignment
Price: Free

SMART Practice Aids assigns an identifier of "(local)" as a default to indicate the database installed on your personal computer. However, you can easily access a different database for use with any engagement. For example, there may be additional databases set up on servers that you use at your firm. This short training piece takes you through the process of finding and assigning a database for your engagement


 


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
5 minutes

Available in: Web-based e-learning (self-study)Web-based e-learning (self-study)


PPC's SMART Practice Aids
SMART Practice Aids Functionality: eLearning Mini Lesson - Checking for Disclosure Checklist Updates
Price: Free

When using PPC's SMART Practice Aids - Disclosure, you can check for disclosure checklist updates from the Disclosure Topics screen by clicking the Update Disclosure Checklist button. You then have the option to check for more current disclosure checklists and update the version you are using. A second option is also available that checks for new disclosure requirements not considered in the current checklist. This brief training piece takes you through the process of updating your disclosure checklist.


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
10 minutes

Available in: Web-based e-learning (self-study)Web-based e-learning (self-study)


PPC's SMART Practice Aids
SMART Practice Aids Functionality: eLearning Mini Lesson - Selecting Intact vs. Regenerated Audit Programs During Rollforward
Price: Free

When you create a new engagement from a prior period engagement using the SMART Practice Aids Rollforward feature, you have the option to specify for each audit program whether you want to bring the audit program intact from the prior period engagement or regenerate the audit program. There are benefits to either option, depending on circumstances.


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
10 minutes

Available in: Web-based e-learning (self-study)Web-based e-learning (self-study)


PPC's SMART Practice Aids
SMART Practice Aids Functionality: eLearning Mini Lesson - Transfer and Receive
Price: Free

The SMART Practice Aids options Transfer and Receive provide a useful way to share an engagement with another user or to move a live engagement from a server onto a portable device such as a laptop in order to perform field work.


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
10 minutes

Available in: Web-based e-learning (self-study)Web-based e-learning (self-study)

Checkpoint Engage
Checkpoint Engage
Checkpoint Engage
Checkpoint Engage - eLearning Mini Lesson - Assessing Risk for an Audit Area
Price: Free

During Checkpoint Engage’s Assess Risk process, you rank both inherent risk and control risk for each of the six assertions at a level of Low, Moderate, or High (or Not Relevant). Checkpoint Engage calculates the assessed risk of material misstatement for each assertion and then suggests an audit approach for the audit area, based on the overall assessment. This "Show Me" lesson demonstrates how to assess risk for an audit area.


Field of Study: Information Technology
CPE Credit:
N/A
Duration:
15 minutes

Available in: Web-based e-learning (self-study)Web-based e-learning (self-study)


Checkpoint Engage
Checkpoint Engage - eLearning Mini Lesson - Displaying Identified Risks and Selected Audit Steps Together
Price: Free

Checkpoint Engage users can simultaneously view both their identified risks and their audit response by assertion during audit planning. This "Show Me" lesson demonstrates use of the Linkage View feature.


Field of Study: Information Technology
CPE Credit:
N/A
Duration:
15 minutes

Available in: Web-based e-learning (self-study)Web-based e-learning (self-study)


Checkpoint Engage
Checkpoint Engage: eLearning Mini Lesson - Adding, Editing, and Deleting Audit Steps
Price: Free

Checkpoint Engage provides a set of procedure steps for each audit program that you choose to generate for an engagement, but you have the option to modify any of the steps, add new steps, or remove steps. This "Show Me" lesson demonstrates how to add, edit, and delete audit steps.


Field of Study: Information Technology
CPE Credit:
N/A
Duration:
15 minutes

Available in: Web-based e-learning (self-study)Web-based e-learning (self-study)

35 results.