Interactive Tax Checklists: Frequently Asked Questions 


    1. Why should I use the Interactive Tax Checklists?
    2. How are the Interactive Tax Checklists different than the Word and PDF versions?
    3. Will the content and layout look the same as the Word and PDF versions?
    4. Does the Interactive Tax Checklists allow you to print?
    5. Where can I find training and more information about the product?
    6. How is my firm and client data safe and secure?
    7. What is an access control administrator or firm administrator?
    8. I am a tax section member and receive the Interactive Tax Checklists as a member benefit. However, other associates in my firm are not. How do I get them access and is there a fee?
    9. How do I answer items in the checklists?
    10. What are the system requirements for running the checklists?
    11. Will the AICPA provide technical support for the product?
    12. How do I share checklists with other people in my firm?
    13. Do I need to input sensitive client data in order to use the checklists within ITC?
    14. What about client names?
    15. I noticed a note on the comment fields advising against the entry of sensitive information. Can you explain why this is here?
    16. What is “batch import” of clients?
    17. How does the batch import feature work?
    18. How do I obtain the excel template?
    19. Is there a limit to how many clients I can import using the excel template?
    20. What client data do I need to complete the batch import template?
    21. Can I cut and paste from other lists or databases into the batch import template?
    22. Can I still create clients “one at a time”?
    23. Where can I get more help with batch import?


    1.
    Why should I use the Interactive Tax Checklists? 

    The AICPA’s new Interactive Tax Checklists allow tax practitioners to apply the gold standard for due diligence to every return, with unprecedented online efficiencies. You’ll be able to interact with the trusted content of the AICPA’s Tax Practice Guides and Checklists online—no need to copy and save for every client. You can log on and access your checklists from any Internet connection and share access to checklists within your firm. Multiple staff can work on the same client’s checklist and track reviews, comments, and signoffs. Collaboration with staff will be simpler and more efficient than ever before.

    2. How are the Interactive Tax Checklists different than the Word and PDF versions? 

    The Interactive Tax Checklists provide the same trusted content as the Word and PDF versions but in a revolutionary, logic-driven tool. With the help of a team of seasoned tax practice experts, we’ve designed these checklists to enhance the quality of the checklist process and also save you time. Programmed using the new HTML5 protocol, Interactive Tax Checklists is available for use on laptop, desktop, and tablet browsers. Interactive Tax Checklists allows you to share engagements and create virtual teams located across offices or geography, supporting review and collaboration simultaneously. The checklists house programmed questionnaire logic, version control, and visual navigation aids.

    3. Will the content and layout look the same as the Word and PDF versions? 

    Within the Interactive Tax Checklists, the content is displayed by using single choice questions and tables. The programmed logic will omit questions that are not needed based on your responses to previous questions.

    4. Does the Interactive Tax Checklists allow you to print? 

    At any point, you can export the checklists to PDF; you can export a clean or an answered version.

    5. Where can I find training and more information about the product? 

    For additional training and information about the product, please reference the tutorial through the AICPA Store and AICPA Tax Section.

    6. How is my firm and client data safe and secure?  

    Access to the Interactive Tax Checklist platform is secured by an enterprise-level encrypted log-in, firewalls, and redundancy at the application layer.

    7. What is an access control administrator or firm administrator?

    The firm administrator controls the creation of engagements and client files within the platform. The firm administrator is also referred to as the access control administrator (ACA). The first person within the firm or organization to access the tool will be designated the firm administrator or ACA.

    8. I am a tax section member and receive the Interactive Tax Checklists as a member benefit. However, other associates in my firm are not. How do I get them access and is there a fee?

    You can share with affiliates in your firm, regardless of whether they are members or nonmembers of the AICPA or AICPA Tax Section, a discounted rate of $50 per seat. To do this, log into your account on the AICPA Store and add the appropriate amount of seats to the checklist to your cart. The AICPA Store will recognize that you are an AICPA Tax Section member and generate the discounted price upon checkout. Once you receive the URL, you will need to distribute that link to your affiliates.

    9. How do I answer items in the checklists? 

    Checklist items are answerable by selecting radio buttons. Your answers will be saved automatically as you are working in the checklist. If you would like to modify your response, select “clear” below the answer choices.

    10. What are the system requirements for running the checklists? 

    The Interactive Tax Checklists requires Google Chrome, Firefox 5 or greater, Safari, or Internet Explorer 7 or greater.

    11. Will the AICPA provide technical support for the product? 

    For technical support, please contact the AICPA Member Service Center at 888.777.7077, Monday–Friday from 9 a.m. to 6 p.m. EST.

    12. How do I share checklists with other people in my firm? 

    You will be able to locate the product URL to distribute to other users, track available seats, and manage the users who currently have access. If you would like to be part of a group, you will need to distribute your URL to others. You can also join an already formed group by receiving its URL and logging in.


    No.  The ITC tool was designed to effectively support your checklist process without the input of any personally identifying or sensitive client information.  Most of the questions within ITC are structured to require responses only in “yes/no/NA” format and  none of the questions require the supply of sensitive information in the response.  As a best practice we recommend against inputting sensitive information. 

    14. What about client names?

    The choice of how to identify clients within ITC is completely within the control of the user.  We encourage, and ITC supports the use of whatever client code or “nickname”  process your firm endorses.  It is not necessary to use personally identifying information and as a best practice we recommend using a coded system.

    15. I noticed a note on the comment fields advising against the entry of sensitive information.  Can you explain why this is here?

    Since ITC is not intended for data storage and the input of sensitive data is not required for effective use, we included this note to remind users to apply security and privacy best practices whenever they are using the ITC tool.    Notwithstanding the fact that ITC is not intended for data storage, AICPA has multiple levels of security measures in place to protect the ITC environment against viruses and intruders. 

    16. What is “batch import” of clients?
    The batch import feature allows users to set up multiple clients within Interactive Tax Checklists at one time.

    17. How does the batch import feature work?
    Batch import of clients is a very simple process.  Simply enter the information for each client in the excel template we have provided, import the completed excel document, and your client records will be created.

    18. How do I obtain the excel template?
    You will find the excel template in the firm admin area of the Interactive Tax Checklists environment.  After logging in as a firm admin, click on “clients” and then on the button labeled “batch import.”

    19. Is there a limit to how many clients I can import using the excel template?
    No, there is no minimum or maximum for this feature.

    20. What client data do I need to complete the batch import template?
    Creating a new client within Interactive Tax Checklists requires the entry of a client name and code.  As always, you can use actual names or any naming convention your firm prefers.  You have the option of using descriptions as well.  These are the only items of data needed to complete the batch import template.

    21. Can I cut and paste from other lists or databases into the batch import template?
    Yes, you can cut and paste data from any other excel spreadsheet or excel compatible listing into the batch import template.

    22. Can I still create clients “one at a time”?
    Yes.  The standard process for creating client records one by one within the firm admin area can be used in addition to or as an alternative to batch import.

    23. Where can I get more help with batch import?
    Within the client landing page there are step by step instructions on how to navigate through this process.



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