Welcome to Tax Alerts. The first product to truly
integrate tax research and compliance, RIA Tax Alerts is a service that keeps
the practitioner informed of important events involving tax compliance that
could potentially affect specific clients. The practitioner can then use
this information to notify clients of tax developments that affect them,
as a way to build both client relationships and revenue.
Tax research, compliance and a way to grow revenue --
integrated in one essential service that no tax practitioner should be without!
The first product to truly integrate tax research and compliance, RIA Tax
Alerts is a service that keeps the practitioner informed of important events
involving tax compliance that could potentially affect specific clients. The
practitioner can then use this information to notify clients of tax developments
that affect them, as a way to build both client relationships and revenue.
Now available directly through Checkpoint®, the practitioner can enjoy
the flexibility of having the RIA Tax Alerts service available directly from
their online tax research platform, with added searching capabilities.
RIA Tax Alerts helps the practitioner grow their business efficiently by reporting
recent events and evaluating their importance. RIA Tax Alerts indicates which
form(s) may be affected by the change, providing links to related materials
and offering recommended actions on how to address the issue. Informing affected
taxpayers is also made simple with the RIA Tax Alerts database of client
letters, prepared to specifically explain the tax event.
Key features:
One Platform – The convenience
of having all of your critical information on one platform
NEW enhanced search capabilities via Checkpoint,
including:
Schedule searches – pre-set searches to run weekly or
monthly
Thesaurus – search for terms related to your keywords
Spell check – makes sure your search is performed accurately
Modify search – narrow your search options to hone in
on a topic
Search within results – an advanced search feature offering
additional filters
Search from Table of Contents
Search from the Federal practice area
And much more!
Expert analysis on each item’s
significance and suggestions on how to respond
Identification of GoSystem Tax RS and InSource
Express RS clients affected by a reported tax development
Optional e-mail delivery
Keyword searches of Tax Alerts headlines,
full text articles or IRS forms
Ability to create and maintain folders and add text annotations
Database of client letters written
to explain tax developments reported by Tax Alerts
