Training Courses(Click course names to view / hide course information)
Introduction to IntelliConnect
Objectives
In this introductory course you will be trained on unique time-saving features, innovative access tools, up-to-the-minute tax news, and customization tools. IntelliConnect combines the authoritative content of CCH with sophisticated Internet technology to provide the most current, customized, and intuitive line of tax research products and tools on the market. It streamlines your workflow, enhances accuracy and increases your productivity.
Topics
Search for documents
Use filters to narrow your results
View documents and understand recordkeeping options
Browse when you know the general topic or code section
Find a document by its citation
Track cases and ruling using the Citator
Set up Tracker News
Attendees
Anyone conducting tax research using the IntelliConnect product
Learn unique time-saving features to maximize your time and increase your productivity. This course is designed to help you find quick answers, up-to-the-minute tax news, and CCH practice tools that are available within Practical Tax Professional and Practical Tax Expert.
Topics
Understand the contents and organization of CCH Pension Plan Library
Execute simple keyword search methods
Select publications and execute a keyword search
Find a document by its citation
Browse when you know the general topic or code section
Use the Topical Index
Use of Interactive Research Aids
Attendees
Subscribers to Practical Tax Professional or Practical Tax Expert
Learn how this product easily integrates into your workflow process by incorporating research materials, strategies, and tools to easily navigate sales tax research, compliance, and audit issues. Discover how to find answers quickly as you move between research content and analysis, sales tax rates, multi-jurisdictional comparisons, news, and primary source documents - including archived laws and regulations.
Topics
Customizing Tax Tracker for sales and use topics
Downloading Sales Tax Smart Charts for quick multijurisdictional comparisons
Finding local sales tax rates
Accessing superior research content
Navigating the audit process with outside authored expertise
Learn how to streamline your workflow for easier research and increased productivity when needing state income tax practice-oriented research and compliance support materials. We cover news, journals, productivity tools, explanations, primary source materials, outside authored commentary on more esoteric topics and archive materials.
Topics
Using menus to explore topics and narrow your research focus
Execute simple keyword search methods
Searching with words and phrases
Customizing and using Business Income Tax Smart Charts
Keeping records of your research
Efficiently using tools such as Multi-state Compliance
Attendees
Users responsible for working with state income tax law
This course provides an in-depth understanding of how the CCH State Reporters are organized. It will cover what content may be included with a reporter subscription. In addition, we will review the different ways to research within this library.
Topics
Understand the structure of the State Reporters
Know the key features of the service and how they benefit you
Browse the State Reporters and drill down to the information you need
Create the various Smart Charts to begin state specific or multi-state tax research
Track pending legislation
Utilize all of the time-saving tools
Attendees
Users responsible for working with state tax reporters
IntelliConnect® Training for Universities & Colleges
Objectives
In this course, students and professors will learn the basics of the tax research process and the IntelliConnect research platform. This course shows you how to do tax research utilizing different methods of searching, as well as how to keyword search, browse and perform a citation search to quickly locate and assess tax authority. You will also learn how to document and save your research for quick access anywhere. The course provides the information and knowledge needed to take advantage of IntelliConnect’s efficiencies in the classroom and on the job.
Topics
Learn about the various publications in your subscription
Keyword searching and browsing for documents
Finding documents by citation
Documenting and recordkeeping options
Track cases and rulings using the Citator
Keeping up to date with recent news developments
Attendees
Students and professors conducting tax research as part of their tax and accounting curriculums.
CCH Community
Facebook
LinkedIn
Twitter
YouTube