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Tax Research

Make tax research easier: The benefits of using Checkpoint Edge alongside UltraTax CS

Thomson Reuters Tax & Accounting  

· 5 minute read

Thomson Reuters Tax & Accounting  

· 5 minute read

How does your firm keep up with the ever-changing tax laws?

With Checkpoint Edge, you can navigate the latest trends and emerging issues with ease. Whether you’re onboarding new staff or have more experienced professionals working in a less familiar area, this powerful tool integrates with Ultra Tax CS to provide comprehensive answers to even the most complex of tax questions. Combined with UltraTax CS, Checkpoint Edge helps users take full advantage of its features, such as RIA Form/Line Finder, PPC Deskbooks, and Quickfinder on Proview. These features allow users to access the most current tax information, save time in their tax research, and increase accuracy in tax preparation. As a result, CPAs are able to spend less time on administrative tasks and more time on providing quality advice to their clients.

The challenges of tax research

One of the biggest challenges of tax research is the time-consuming manual processes required. To ensure accuracy in filing, firms must manually sift through pages and pages of information to find what they need — a process that takes an immense amount of time and effort. Furthermore, it leaves room for human error, with the risk that mistakes could be made in filing or advice given incorrectly.

Staying up to date with ever-changing tax laws is also a challenge for firms performing their own research. With new regulations being introduced all the time, it can be difficult to keep track of all the changes, meaning firms may miss out on key rules or regulations that could have implications when filing.

In addition to this, professional tax research services can be expensive and provide limited access to resources. This makes it difficult for firms without access to specialist tools and technology to gain accurate information quickly and efficiently. Finally, inadequate access to tax information and resources further complicates the process, as firms don’t have enough current or reliable data at their fingertips for accurate decision-making.


Listen to what Chris Peden, CPA Owner/Managing Partner Peden & Associates, had to say about his journey with UltraTax CS and the impact its had on his firm.


How Checkpoint Edge can simplify and automate tax research

Tax research can be daunting, but luckily, Checkpoint Edge has been designed to simplify and automate the process. This professional research tool provides users a quick and easy way to search for tax laws, regulations, and rulings by leveraging a powerful natural language search engine. By inputting keywords or phrases into the platform, users can easily find the relevant documents they need in seconds.

The integration with UltraTax CS helps provide accuracy of data during filing by providing real-time updates on changing tax laws and tax rates from various sources. In short, Checkpoint Edge allows users to reduce the time spent on tax research and ensure accuracy in filing while providing helpful insights into their firms’ performance over time. With its easy-to-use features, automated processes, and up-to-date information on changing laws, firms can save resources while meeting their compliance obligations confidently and accurately every time they file taxes.

Benefits of using Checkpoint Edge alongside UltraTax CS

By integrating Checkpoint Edge with UltraTax CS, users are able to quickly access detailed information on tax laws and regulations and easily incorporate this information into their tax forms.

Have you ever encountered a situation where you are preparing a return where the taxpayer qualifies to claim the child tax credit, but you suddenly recall that you have some due diligence you must complete in order for the taxpayer to claim the credit? Enter Checkpoint Edges PPC Deskbook feature. Get the answers you need, when you need them. The PPC Deskbook instantly retrieves all relevant key issues, illustrations, and practice aides, allowing you to easily complete the return.

Checkpoint Edge provides users with detailed explanations and illustrations of applicable tax laws and regulations, and the ability to access tax research materials from multiple sources, making the entire research process much simpler and more efficient. Firms can bridge the experience gap of their employees by tapping into solutions that are easy to use no matter the experience level, without a dip in quality.

The integration of Checkpoint Edge with UltraTax CS offers a wealth of benefits to users. By providing a single location to access tax-related content, users can easily find accurate and up-to-date tax research to make informed decisions. Additionally, the integration of Checkpoint Edge with UltraTax CS allows users to automate their tax workflows, eliminating the need for manual entry. This saves users valuable time and energy, allowing them to focus their attention on more important tasks and issues.




Are you ready to take your CPA firm to the next level and stay ahead of the competition?

Our recent white paper, “Preparing your CPA firm for the future with automation and integration”, will help you unlock the potential of automation and integration solutions to streamline your workflow and stay on top of the digital game. Download it now and start preparing your firm for future success!

UltraTax CS: Professional tax preparation software with a full line of federal, state, and local tax programs that cut your tax workflow time and increase your productivity.

Checkpoint Edge: The authoritative tax research source that fortifies your Google search results and safeguards your credibility with vetted sources and expert analysis. Start your free trial today! 

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