Documentation, Support, and Training

Documentation

We offer integrated documentation covering software, tax processing, and administration.

Help

Our extensive help systems provide step-by-step procedures and reference information, if applicable, for all Organizer screens. Full-text search capabilities are also available.

Product Guides

Numerous product guides are available on our Customer Center site or are integrated into our extensive help systems. You can locate a comprehensive list for each tax application under Current Year Guides on the left menu in the RS Help site for each application.

Release Notes

Release Notes contain the following sources of information:

New for This Release delivers current information on what is included in each new release.
Open Issues alerts you to any limitations in the current release, as well as helpful hints, corrections, and changes.

You can access these documentation resources on the Customer Center site or under Current Year Release Notes on the left menu in the RS Help site for each application.

User Reference Guide for Preseason

The User Reference Guide - Preparing for Tax Season is published each year, offering checklists for preseason administrative tasks.

Support

The Support program provides extensive help with all areas of tax processing, from technical questions to equipment and software installation.

Account Support

Account Managers oversee the day-to-day administration of your account. Located in most major cities throughout the United States, an Account Manager performs the following for each client:

Ensures that you are informed of our new products and services
Helps new clients establish their accounts, including assistance with orders for software and supplies
Helps develop a training plan
Helps schedule Client Support Managers to perform training.

Client Support Managers

Client Support Managers (CSMs), located in most major cities throughout the United States, assist in training and installation. We recommend one day of on-site assistance from a CSM, although larger practices may require additional days. The CSM can conduct training at your site to help ensure successful use of our products.

We provide optional CSM professional services on request for an additional fee plus travel expenses.

Training

Case Studies provide self-directed training. We can also provide new and advanced user training using your telephone and computer.

Case Studies

Case Studies provide hands-on experience on a variety of topics, including cases in 1040, 1065, 1120, 1120S, 1041, and 990. You select which areas you want to study.

Fact sheets and written guidance for the Case Studies print directly from the program. Each Case Study starts with a list of targeted topics (for example, review techniques, depreciation, transfers of partnership interest) and a summary of the tax scenario. You access a proforma return and complete it.
Evaluation screens show results. We include a correct return that you can access to verify proper input. You use a special screen to compare the correct return to the training return, examining key figures and differences.

WebSeminars

WebSeminars are a cost-effective, convenient, and straightforward method of conducting product training using your telephone and computer, eliminating the time and expense required for travel. You use your own computer in your own office. Registered students simply call a toll-free number to join the conference call and log into the GoSystem Tax Web Conference site.

For available courses:

Go to http://cs.thomsonreuters.com/training.
Contact Training at 1-800-726-1040 from 8:00 a.m. to 5:00 p.m. EST.

CPE Credit: One to two hours of CPE credit will be awarded at completion.

Price: Please refer to the Thomson Reuters Compliance Training web site for pricing.

CPE Credit

We are registered with the National Association of State Boards of Accountancy 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. Complaints regarding registered sponsors can be addressed to National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417 or by visiting the web site: http://www.learningmarket.org

RS Resources/support.htm/TY2021

Last Modified: 10/20/2020

Last System Build: 09/25/2022