APPENDIX A

TAX RESEARCH USING RIA CHECKPOINT®

This appendix includes basic instructions for locating primary sources of authority using RIA Checkpoint®. Students at schools that do not subscribe to RIA Checkpoint® can use this appendix to gain a general understanding of how to research using a subscription-only tax service.

To get started, go to http://checkpoint.riag.com/ and enter your User Name and Password. Click on “Login.”

A. Getting acquainted with the Home screen

images

Checkpoint® screenshot, published online at http://checkpoint.riag.com. © 2012 by Thomson Reuters/RIA. Reprinted with permission. All rights reserved. This information or any portion thereof may not be copied or disseminated in any form or by any means or stored in an electronic database or retrieval system without the express written consent of Thomson Reuters/RIA.

My Quick Links take you directly to templates for locating authorities.

Training and Support has links to Guided Tours and User Guides.

Clicking on the Research tab at the top of the screen takes you to the research Search screen where you will usually begin your research.

B. Getting acquainted with the research Search screen

Anytime you are researching in Checkpoint, you can return to this Search screen by clicking on “Search” near the top right of the screen.

The left panel of the screen allows you to choose the method for searching. You can choose ...

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