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JUMP START YEAR-END AND SAVE TIME THROUGHOUT TAX SEASON

Our Year-end Update and Productivity Training—available regionally and online—has been updated and improved for 2008. Our new dynamic, shorter, fast-paced format will help you significantly improve process efficiencies and learn valuable tips to get the most out of your integrated software, while earning valuable CPE credit.

CLASSES ARE FILLING UP FAST

Popular high-impact, lecture-style courses:

Also available, an expanded line of courses to help you realize true time savings:

2008 Year End Update & Productivity Training - UltraTax CS™: Tips & Tactics for an Efficient Tax Workflow

Offered as Live, Web-based, morning (8:30 am-12:15 pm) and afternoon (1:00 – 4:45 pm); and Live, In-person, morning only (8:30 am-12:15 pm)
Continental breakfast served at 8:00 am for Live in-person morning sessions
4 CPE credits are available
Register Online Now

To help you make the most of your UltraTax CS software this tax season, this half-day, fast-paced, lecture-style class focuses on new features and enhancements for UltraTax CS 2008, demonstrating how to use them most efficiently. This year's enhancements automate many previously manual functions, and include new, faster data entry fields and screens, enhanced Data Sharing capabilities, new on-screen tax return review, and more—all designed to save you more time and help your tax workflow. You'll also receive helpful tips, tactics, and shortcuts that will pay off exponentially in a more productive and more profitable tax season.

In addition, you'll learn how to:

  • Quickly check client status and prior-year comparisons using enhanced contact information and client status functionality
  • Eliminate repetitive data entry using the newly added multi-field preparer custom field views
  • Streamline data sharing with the new Data Sharing step-by-step process, for example:
    • Easily identify TINs/SSNs with multiple valid names or addresses and eliminate continual data sharing overwrites
    • Manage multiple 1099s, Schedule K-1s and other documents with identical TINs, issued to the same taxpayer
    • Take advantage of the automatic review and update of statement data brought in via data sharing.
  • Easily exclude clients (such as those not completed in 2007) by using the new Prior Year Events filter in the Proforma dialog
  • Choose to view prior year input screen data and current input screen data simultaneously when using dual monitors
  • Quickly identify fields subject to RIA Tax Alerts
  • Communicate with your Spanish-speaking clients using Spanish versions of client letters, invoices, and filing instructions
  • Access and edit previously entered data in the Source Data Entry module
  • Differentiate printed returns by adding Watermarks to the different print collations (e.g., Client Copy)
  • Gain digital access to client returns with the new built-in File Drawer feature

No advanced preparation is required for this course; however, a basic understanding of UltraTax CS will be beneficial to students. Web-based classes require a high-speed Internet connection.

Register online for this class or call (800) 968-8900 to speak to a CS Professional Suite Account Representative.

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Register Online

Sign up for this class online or call (800) 968-8900 to speak to a CS Account Representative

View City Schedule

See all available classes by region. Or, take advantage of year-end training right from your office with web-based classes.

Discounts

Fourth Attendee is FREE!
—For every three Year-end Training enrollments you purchase, you'll get a fourth class free

Register early and SAVE $25—Register at least two weeks prior to the training date and save $25 per attendee.

2008 Year End Update & Productivity Training - Payroll CS™ and Payroll Compliance

Offered as Live, Web-based, and Live, In-person, morning only (8:30 am-12:15 pm)
Continental breakfast served at 8:00 am for Live in-person morning sessions
4 CPE credits are available
Register Online Now

In this half-day lecture-style class, we will show you how to use Payroll CS to ensure smooth and successful year-end processing and maximize efficiency year-round using both Payroll CS and the Payroll Compliance module. You will learn the proper procedures for producing W-2's and 1099's, methods for quickly populating tax forms, procedures for electronically filing payroll tax returns, and be introduced to helpful features for form counting and verifying employee information.

In this class, you will also learn how to:

  • Save time by importing employee information from a spreadsheet for year-end W-2 processing and new client preparation
  • Process your W-2 and 1099 forms more efficiently by creating electronic formats for the SSA and IRS.
  • Obtain an approximate count for W-2 and 1099 form ordering
  • Create employee SSN and vendor TIN files compatible with SSA and IRS verification services

No advanced preparation is required for this course. Web-based classes require a high-speed Internet connection.

Register online for this class or call (800) 968-8900 to speak to a CS Professional Suite Account Representative.

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Register Online

Sign up for this class online or call (800) 968-8900 to speak to a CS Account Representative

View City Schedule

See all available classes by region. Or, take advantage of year-end training right from your office with web-based classes.

Discounts

Fourth Attendee is FREE!
—For every three Year-end Training enrollments you purchase, you'll get a fourth class free

Register early and SAVE $25—Register at least two weeks prior to the training date and save $25 per attendee.

2008 Year End Update & Productivity Training - CS Professional Suite® Accounting (General Ledger and Trial Balance)

Offered as Live, Web-based only
2 CPE credits are available
Register Online Now

In this lecture-style class, we will highlight numerous timesaving features in Write-Up CS and Trial Balance CS. You will learn how to use various importing methods to quickly populate client data and code it properly for financial statement and tax return preparation. You will also witness the value of full integration offered by the CS Professional Suite.

In this class, you will also learn how to:

  • Save time by importing chart of accounts and balance information via spreadsheets
  • Quickly assign tax coding for integration with UltraTax CS, GoSystem Tax ES, and other Trial Balance CS tax exports
  • Use proper procedures for account group and/or grouping schedule coding to generate financial statements
  • Review adjustment types for appropriate presentation in financial statements or tax returns
  • Populate UltraTax CS with tax-coded data from CS Professional Suite Accounting

No advanced preparation is required for this course. Web-based classes require a high-speed Internet connection.

Register online for this class or call (800) 968-8900 to speak to a CS Professional Suite Account Representative.

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Register Online

Sign up for this class online or call (800) 968-8900 to speak to a CS Account Representative

Discounts

Fourth Attendee is FREE!
—For every three Year-end Training enrollments you purchase, you'll get a fourth class free

Register early and SAVE $25—Register at least two weeks prior to the training date and save $25 per attendee.

2008 Year End Update & Productivity Training - Practice: Creating a Panoramic View of Your Firm's Year End Processing

Offered as Live, Web-based only
4 CPE credits are available
Register Online Now

This half-day lecture-style class is designed to help improve efficiency and increase productivity this tax season using our advanced practice management system—Practice CS. This class focuses on several key factors crucial to your year-end processing procedures, as well as offers tips on increasing efficiency during your busiest time of year.

  • Maximize the value of the system's digital dashboards to monitor and track firm activity overall
  • Quickly evaluate staff productivity and project status using the Staff dashboard
  • Clear and finalize recurring and progress bills
  • Efficiently prepare projects for tax season
  • Significantly reduce the time spent on numerous tasks by making the most of seamless software integration and data sharing
  • Customize reports and letters in a flash
  • Take advantage of upcoming enhancements, like the powerful new Staff Management module and other system upgrades

No advanced preparation is required for this course. Web-based classes require a high-speed Internet connection.

Register online for this class or call (800) 968-8900 to speak to a CS Professional Suite Account Representative.

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Register Online

Sign up for this class online or call (800) 968-8900 to speak to a CS Account Representative

Discounts

Fourth Attendee is FREE!
—For every three Year-end Training enrollments you purchase, you'll get a fourth class free

Register early and SAVE $25—Register at least two weeks prior to the training date and save $25 per attendee.

Time Management Best Practices

Offered as Live, In-person only, afternoons (1:30-4:30 pm)
3 CPE credits are available
Register Online Now

Are you or your staff putting off till tomorrow what you could be doing today? Do you attend meetings that you know could be more productive? Do you want to learn how to use available technology to help manage your business? If so, then this class is a must attend. Designed especially for tax and accounting professionals, this class shows you how to organize your day, organize your staff, and organize your firm to increase productivity and efficiency.

In this class, you will also learn how to:

  • Use technology to help manage your day and schedule your staff
  • Find out how to schedule and plan effective meetings
  • Protect your time by properly handling interruptions

No advanced preparation is required for this course.

Register online for this class or call (800) 968-8900 to speak to a CS Professional Suite Account Representative.

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Register Online

Sign up for this class online or call (800) 968-8900 to speak to a CS Account Representative

View City Schedule

See all available classes by region. Or, take advantage of year-end training right from your office with web-based classes.

Discounts

Fourth Attendee is FREE!
—For every three Year-end Training enrollments you purchase, you'll get a fourth class free

Register early and SAVE $25—Register at least two weeks prior to the training date and save $25 per attendee.

Maximizing Your Business with Excel®

Offered as Live, Web-based only
3 CPE credits are available
Register Online Now

This helpful class shows you how to streamline the process of working with spreadsheets. You will see how advanced integration between the CS Professional Suite and Microsoft Excel allows you to quickly transfer data from spreadsheets to your tax and accounting software in seconds. You will also discover all the ways you can use Microsoft Excel to analyze your data and help manage your business and your clients.

In this class, you will also learn how to:

  • Use conditional formatting to highlight pertinent information
  • Use the sort and filtering menus to manipulate data to appear exactly as you'd like to view it
  • Maximize the value of macros in your spreadsheets
  • Quickly import and export data to and from CS Professional Suite software
  • Use links and hyperlinks to update spreadsheets and navigate quickly

A basic understanding of Microsoft Excel is required for this course.

Register online for this class or call (800) 968-8900 to speak to a CS Professional Suite Account Representative.

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Register Online

Sign up for this class online or call (800) 968-8900 to speak to a CS Account Representative

Discounts

Fourth Attendee is FREE!
—For every three Year-end Training enrollments you purchase, you'll get a fourth class free

Register early and SAVE $25—Register at least two weeks prior to the training date and save $25 per attendee.

Money Saving Discounts

Fourth Attendee is FREE

For every three Year-end Training enrollments you purchase, you'll get a fourth class free.

Register Early and Save $25!

Register at least two weeks prior to the training date and save $25 per attendee.

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CPE Credits

Thomson Reuters, Tax & Accounting, Professional Software & Services is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN. 37219-2417 or by visiting the website: www.nasba.org. NASBA Sponsor # 103153. NY # 000688. TX # 000261.

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