Description

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:

• Logging on
• Setting up clients and engagements
• Checklist navigation and completion
• Using the comment, review, and signoff functions
• PDF export
• Workflow status tracking
• Rolling engagements and checklists forward
• Purchasing additional seats
• And more!

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.

Speaker(s):

• Melanie Lauridsen, Senior Manager, AICPA
• Heather Murphy-Walker, Manager, AICPA Tax Section