PPC’s Tax Practice Aids

Checkpoint Tools conform to the way you work in a familiar Word or Excel format whether you prefer print, CD, or online guidance. It is easy to implement these electronic tools into your existing tax preparation workflow since the convenient Word and Excel format eliminates learning curve and manual copy, and paste, and review of information or formulas. Checkpoint Tools work with any leading paperless engagement software or with Word and Excel alone.

Checkpoint Tools can be easily installed to your local computer by downloading from Checkpoint, the industry leading online research platform. Reference links in the Checkpoint Tools documents allow you to access content specific guidance in your subscribed PPC Deskbooks on Checkpoint with the click of a mouse.

The Checkpoint® Tools Suite
  • PPC’s Tax Practice Aids
  • PPC’s Tax Workpapers

View System Requirements of Checkpoint Tools

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PPC’s Tax Practice Aids
PPC’s Tax Practice Aids are Microsoft® Word and Excel versions of all of the editable practice aids in the related PPC Deskbook (e.g., engagement letters, client organizers, checklists, election statements, worksheets and practice management tools). PPC’s Practice Aids include value added productivity features that save completion and review time, including:

  • Automatic entry of common engagement information
  • One-click signoffs for programs and checklists
  • Document compare features
  • Live links to PPC targeted Deskbook guidance
  • Math capabilities, with built-in formulas
  • Quick fill-in features for confirmations and letters
  • Tickmarks that work on all Word and Excel documents
  • Share key documents with your clients
  • Practice aids reside on your hard drive enabling you to access important client data anytime, anywhere.
  • Practical considerations to guide you through completion of each practice aid.

PPC’s Practice Aids are available for the following tax returns:

Contact us for a FREE, personalized Checkpoint Tools demonstration. Or for more information or to order, call 800-431-9025, option 1 and speak to one of our knowledgeable product specialists. Or take a Quick Tour (video).

PPC’s Tax Workpapers
PPC’s Tax Workpapers are Microsoft® Excel templates that provide additional workpapers not found in PPC guides. PPC’s Tax Workpapers standardize your processes in a cost effective way with value added productivity features that save completion and review time, including:

  • Dynamically changing content based on your input
  • Notes to guide the user to enter proper information
  • Advanced diagnostics to point out potential input errors
  • Automatic calculation fields increase productivity and reduce errors
  • Tickmark capability to make review easy

PPC’s Workpapers are available for the following industries:

View System Requirements of Practice Aids

Contact us for a FREE, personalized Checkpoint Tools demonstration. Or for more information or to order, call 800-431-9025, option 1 and speak to one of our knowledgeable product specialists. Or take a Quick Tour (video).