■■ CHECKPOINT IRS RESPONSE LIBRARY

Thomson Reuters Checkpoint is excited to offer you an exclusive quick reference tax research package designed especially for Drake software customers. With this comprehensive offering, you’ll get the following time-tested resources for a very special price:

■ Federal Tax Handbook — Take advantage of reliable federal tax guidance and direct links to relevant sections of the Internal Revenue Code and Regulations.

■ Weekly Federal Tax Newsletter — Stay up to date on important federal tax developments.

■ Code and Regulations — Quickly access specific sections of the law when you need them.

■ Cases and Rulings — Get the direct language of a case or an IRS ruling as needed.

■ Form / Line Finder — Find an explanation about a specific form or line in the Individual, Corporate / Partnership and Estate and Trust income tax returns.

■ More Than 100 Step-by-Step Calculators — Use these handy tools to make quick work of complex financial and tax calculations.

■ Quick Tax Amounts — Quickly and efficiently look up tax rates or amounts in the context of a specific task or workflow.

Join thousands of tax professionals who rely on Checkpoint everyday to make efficient, informed decisions.

FREE TRAINING DESIGNED FOR THE WAY YOU LEARN

While Checkpoint is user-friendly from the start, we offer comprehensive free product training to ensure you have the tools and knowledge you need to take full advantage of your new resources.

See our FREE training courses available on our Customer Help Center. support.checkpoint.tr.com/draketraining

CHECKPOINT SIMPLIFIES YOUR RESEARCHHere are just a few of the ways Checkpoint makes research easy:

• New search features use everyday language — simply ask a question and get your answer.

• Easily print, copy, export or email your entire document or selected text for easy sharing.

• Flag documents of interest with just one click to quickly retrieve them later.

• Write notes directly in your documents and easily view, print or export your notes.

• Access Checkpoint on your smart phone, tablet or laptop for the ultimate in flexibility.

ORDER BY DECEMBER 31, 2016, AND GET A ONE-YEAR SUBSCRIPTION FOR ONLY

$89 for 1 User$99 for 2 – 5 Users

To order, visit tax.tr.com/drake or contact Angela Shaw at 800.575.1802 | angela.shaw@thomsonreuters.com

Exclusive Tax Research Offer for Drake Software Customers

IRS taxpayer notices are on the rise as the IRS shifts to a correspondence-driven approach to enforcing the tax laws as part of its effort to reduce the tax gap.

If a client receives a notice, they are likely to turn to you as their professional advisor for guidance. With Thomson Reuters Checkpoint IRS Response Library, you can simply input the number of the notice your client received to automatically generate a step-by-step workplan so that you can resolve the issue confidently and effectively and project billable hours.

IRS Response Library (IRLQ) $329 $246.75

Checkpoint IRS Response Library helps you quickly identify and resolve the post-filing issues that arise all year-round. The Library includes:

■ Step-by-Step Workplans From Beginning to End — Get insight into the IRS’ internal procedural steps. Whether your client just received a notice or you’re looking to appeal an IRS decision, you’ll get specific guidance and instructions to handle the issue appropriately.

■ Comprehensive IRS Notice and Form Database — Quickly look up a sample Notice or Form to see what your client received with guidance on what it means and what steps to take.

■ Issue-Specific Questionnaires for Gathering Facts — Outline exactly what questions to ask to get to the point and eliminate back and forth with the IRS and your clients.

■ Sample Documentation for Responding to the IRS – Take advantage of responses and sample document sets, including forms, letters, analysis tools and workpapers created by former IRS employees.

■ Powerful Search Tool — Search by issue, notice / form name, number or keyword to find answers fast.

■ Projections for Billable Hours — Utilize tools to help you effectively project billable hours.

■ Links to Primary Law — Verify recommended response against IRS Code, Regulations and Publications.

Checkpoint IRS Response Library covers 17 major areas, including:

■ Audits

■ Identity Theft

■ Affordable Care Act (ACA)

■ Taxpayer Advocate Service

■ Liens and Levies

■ Offers in Compromise

■ Installment Agreements

■ Other Collection Alternatives

■ Past-Due Returns

■ Return Corrections and Adjustments

■ Spousal Issues

■ Trust Fund Recovery Penalty

■ Penalties (including accuracy-related, estimated tax, failure to file, failure to pay, failure to deposit, information return and return preparer penalties)

■ Engagement Agreements

■ Client Consents

■ IRS Account Research

■ IRS e-Services Transcript Delivery System

To order, visit tax.tr.com/drake or contact Angela Shaw at 800.575.1802 | angela.shaw@thomsonreuters.com

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Checkpoint IRS Response Library — Exclusive Offer for Drake Software Customers