Interactive Tax Checklists combines the trusted content of AICPA's Tax Checklists with a digital environment where practitioners and firms can work with unprecedented efficiency. AICPA Tax Section members get personal access as member benefit and can purchase additional seats for anyone at the firm who need it, at preferred pricing.
Whether you are an active user of the Interactive Tax Checklists, a new user looking for help getting started, or just curious, this session is a great option.
We’ll walk through everything you need to know about:
Setting up clients and engagements
Checklist navigation and completion
Using the comment, review, and signoff functions
Workflow status tracking
Rolling engagements and checklists forward
Purchasing additional seats
During the session we’ll log in to the checklists and go through these processes step by step with plenty of opportunities for questions and discussion. Please feel free to bring your laptop or tablet for a hands-on experience, or just follow along on-screen.