Software Training for Everyone in Your Firm: Year-end Update and Productivity Training
Just in time for busy season, discover the many ways you can use your Enterprise Suite
Software—GoSystem Tax ES™, GoFileRoom ES™, and Practice ES™—to
streamline your processes and customize your client services with our 2008/2009 Update and
Productivity Training courses.
In addition to helping you significantly improve productivity and efficiency during year-end
and tax season, these sessions are a perfect way to get new staff up to speed quickly.
Experienced users can learn what's new for 2008, as well as tips and tricks to simplify work
and save time—and everyone can earn valuable CPE credits!
The price for each full-day GoSystem Tax ES and GoFileRoom ES training session is just $450
per session, and the price for the half-day Practice ES web-based training session is $199.
(Note: web-based classes require a high-speed Internet connection.)
GoSystem Tax ES Overview
Live In-person full-day session (8:30 am-3:45 pm)
Continental breakfast served at
8:00 am and lunch served at 12:15 pm
CPE credits: 7
Register online for this class or call (800) 726-1040 to speak to your
Client Service Manager.
Register Online
This full-day course will give you an update on what's new in GoSystem Tax ES for the 2008
tax season. You'll also learn the latest tips, tricks, and best practices, including how to
successfully prepare your returns and complete the electronic filing process. You'll discover
helpful techniques for identifying and correcting errors in your returns, and learn to perform
important procedures quickly and efficiently, including:
- Navigate and enter data in a return
- Implement the MyTaxInfo online client organizer
- Use the Tax Review feature in the 1040 product
- Import and export Partner Information and Special Allocations
- Create, edit, and apply special allocations using miscellaneous allocation options
- Process data entry for business returns using Trial Balance CS
- Clear consolidation errors
- Clear XML e-File errors
- Use FormSource's data mining capabilities for trend training, marketing, and revenue
generation
- Batch print estimates, extensions, and Schedule K-1s
Prerequisite: A basic understanding of GoSystem Tax ES.
Live In-person Schedule:
| Date |
Time |
Hotel |
City |
State |
| 1/16/2009 |
8:30 AM - 3:45 PM |
Embassy Suites San Francisco Airport |
San Francisco |
CA |
| 1/13/2009 |
8:30 AM - 3:45 PM |
Hilton Lisle |
Lisle |
IL |
| 1/12/2009 |
8:30 AM - 3:45 PM |
Marriott New York East Side |
New York |
NY |
| 1/15/2009 |
8:30 AM - 3:45 PM |
JW Marriott Hotel Houston |
Houston |
TX |
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2008 Year End Update & Productivity Training—Practice: Creating
a Panoramic View of Your Firm's Year End Processing
Offered as Live Web-based only.
CPE credits: 4
Register online for this class or call (800) 726-1040 to speak to your
Client Service Manager.
Register Online
This half-day lecture-style class is designed to help improve efficiency and increase firm
productivity for the upcoming tax season using our advanced practice management
system—Practice ES. This class will focus on several key factors crucial to your year-end
processing procedures, as well as offer tips on increasing productivity during your busiest
time of year.
In this class, you'll also learn how to:
- 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
Prerequisite: No advanced preparation is required for this course.
Web-based classes require a high-speed Internet connection.
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2008 Year End Update & Productivity Training—CS Professional
Suite® Accounting (General Ledger and Trial Balance)
Offered as Live Web-based only.
CPE credits: 2
Register online for this class or call (800) 726-1040 to speak to your
Client Service Manager.
Register Online
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 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 GoSystem Tax ES with tax-coded data from CS Professional Suite Accounting
Prerequisite: No advanced preparation is required for this course.
Web-based classes require a high-speed Internet connection.
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GoSystemTax ES 1065: What's New and Best Practices
Live Web-based session (12:00 pm-3:00 pm)
CPE credits: 3
Register online for this class or call (800) 726-1040 to speak to your
Client Service Manager.
Register Online
This course will show you the new features, initiatives and changes in GoSystem Tax ES Business Tax, and will demonstrate the most efficient techniques for preparing, reviewing, and processing 1065 tax returns. Among the topics we'll cover are:
- Processing business returns using trial balance
- Best practices and advanced techniques for completing Schedule M-3, partner information, special allocations and multi-state processing
- Advanced data entry for Schedule M-3, transfers of interest, and more
- Best practices for reviewing and printing partnership returns.
Prerequisite: Participants should have a working knowledge of the GoSystem Tax ES software and/or have completed the GoSystem Tax ES New User Essentials, Navigation & 1065 Essentials, or 1065 Essentials courses.
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GoSystemTax ES 1120: What's New and Best Practices
Live Web-based session (12:00 pm-3:30 pm)
CPE credits: 3.5
Register online for this class or call (800) 726-1040 to speak to your
Client Service Manager.
Register Online
This course will help you discover the new features, initiatives, and changes in GoSystem Tax ES Business Tax, and provide you with the most efficient techniques for preparing, reviewing, and processing 1120 tax returns. Among the topics you'll cover are:
- Best practices for processing returns using Trial Balance
- How to complete Schedule M-3, consolidations, multi-state processing, and XML e-Filing
- Advanced topics such as foreign tax credits and like-kind exchange
- Best practices for reviewing corporate returns.
Prerequisite: Participants should have a working knowledge of the GoSystem Tax ES software, and/or have completed the GoSystem Tax ES New User Essentials, Navigation & 1120 Essentials, or 1120 Essentials WebEx sessions.
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GoSystem Tax ES Browser and 1040: What's New and Best Practices
Live Web-based session (12:00 pm-3:00 pm)
CPE credits: 3
Register online for this class or call (800) 726-1040 to speak to your
Client Service Manager.
Register Online
This course will help you discover the new features, initiatives, and changes in GoSystem Tax ES Browser and Individual Tax. Topics we'll cover include:
- An exploration of the efficient techniques and advanced features in Browser and the 1040 return
- How to process returns using K-1, DIF, and batch importing
- Batch printing
- Ways to reduce tax preparation and review time using MyTaxInfo and 1040 Tax Review while maintaining the high quality of your work
- How you can use FormSource for trend tracking, marketing, and additional review generation
Prerequisite: Participants should have a working knowledge of the GoSystem Tax ES software.
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Money Saving Discounts
Buy 3, Get 1 FREE!
You can get even more for your money when you enroll at least three firm members in a
Year-end Update and Productivity Training class. So for every three enrollments you
purchase, you'll get a fourth FREE!
Plus—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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