2018 University Schedule

Transcription

1 2018 University Schedule

2 This document is highly confidential and proprietary information of CSC. Unauthorized copying, distribution, or dissemination of the information contained herein is a violation of the company's policies and proprietary rights CSC. All Rights Reserved. The contents of this publication may not be reproduced in any form, by any means, in part or in whole, without the written permission of CSC, 2100 E. Lake Cook Road, Suite 800, Buffalo Grove, IL Corptax is a registered trademark of CSC Corptax. Microsoft, Windows, and/or other Microsoft products referenced herein are either trademarks or registered trademarks of Microsoft Corporation. Other products and company names referenced herein may be the trademarks of their respective owners. Revision 5/24/2018

3 Corptax Courses LicenseHQ Courses PTMS Courses Contents Product Training Information 6 CPE Information 7 Registration Information 8 Corptax Online Training Subscription 9 Corptax BEPS and Global Reporting Track 10 Using Corptax for Our Base Erosion and Profit Shifting Reporting Series 11 Corptax Transfer Pricing Architect (TPA) Overview 12 Corptax Data Management Track 13 Corptax Amount Import 14 Data Management Using Corptax Query Tools 14 Intermediate Corptax Data Import 15 Setting Up Automated Adjustments Using Corptax Web 15 Using Corptax Automated Adjustments to Enhance Your Processes 16 Corptax Web Reporting 16 Automating Your Processes Using Corptax BOTS 17 Basic Corptax Office 17 Intermediate Corptax Office 18 Using Corptax Office with Your Provision Data 18 Setup Workflow Using Corptax 19 Using Corptax Office with Your International Data 19 Discover Corptax Data Collect Possibilities (NEW) 20 Tips and Tricks for Microsoft Excel 20 Corptax Database Connections 21 Leverage Corptax Data with Microsoft Excel Features 21 Using Microsoft Excel PivotTables and Power Pivot Add-in for Corptax Analytics 22 Corptax Entity Management Track 23 Managing Entity Data Using Corptax Entity Properties and Views 24 Managing Entity Structures Using Corptax Ownership and Query Groups 24 Corptax e-file Track 25 Corptax e-file Processing 26 State e-file Using Corptax 26 Advanced Corptax e-file 27 Electronically Filing Form 7004 in Corptax 27 Mixed Returns Using Corptax 28 Corptax e-file for Foreign Bank Account Report (FBAR) 28 Corptax Partnership e-filing 29 Corptax U.S. Compliance Filing Federal Amended Returns 29 Corptax U.S. Compliance Filing State Amended Returns 30 Corptax Indirect Tax Track 31 CORPSales Basic 32 CORPSales Advanced 32 CORPSales Process Training 33 Corptax Insurance Track 34 Corptax Basic Insurance Series 35 Corptax International Compliance Track 36 Corptax International Compliance: Form 5471 Basic Series 37 Preparing Form 8865 Using Corptax International and Partnership Series 38 Corptax International Compliance 39 3

4 Corptax International Reports Foreign Reports 39 Corptax International Compliance Setup 40 Preparation of Form 1118 in Corptax International 40 Corptax International Reports 1118 and Domestic Reports 41 Advanced Form 8858 Using Corptax International 41 Expediting Corptax International Compliance 42 Check the Box Short Period Return Considerations for International Forms Preparation in Corptax U.S. Compliance and Corptax International 42 Beyond Basics Corptax International Foreign & 1118 Processing 43 Preparing Form 8825 Using Corptax 43 International Planning Using Corptax International 44 Preparing the Form 5471 in Corptax (Non Corptax International License) 44 Preparation of Form 5472 in Corptax 45 Introduction to Corptax International Compliance 45 Preparation of Form 1118 in Corptax U.S. Compliance without Corptax International 46 Corptax Other Sessions Track 47 Administration and Security in Corptax Web Setup 48 Corptax Administration and Security The Maintenance Lifecycle 48 Corptax Administration Enhance Your Troubleshooting Skills (NEW) 49 Using Corptax U.S. State Planner 49 Corptax Calendar 50 Corptax Visual Org 50 Corptax Pass Through Track 51 Corptax Partnership Advanced Series 52 Corptax S Corporation 53 Corptax Provision Track 54 Corptax Provision 55 Corptax Accounting for Income Taxes (AIT) (NEW) 55 Corptax Provision Federal Series 56 Corptax Provision State Series 57 Corptax Accounting for Income Taxes (AIT) Series (NEW) 58 Corptax Tax Contingency 59 Introduction to Corptax for Provision Only Users 59 Advanced Foreign Provision 60 Corptax U.S. Compliance Track 61 Corptax U.S. Compliance Basic Federal and State 62 Hands-on Corptax e-file Processing 62 Introduction to Corptax U.S. Compliance 63 Exploring Corptax Web (NEW) 63 Corptax U.S. Compliance Basic Federal Series 64 Corptax U.S. Compliance Basic State Series 65 Corptax U.S. Compliance Federal Considerations 66 Corptax U.S. Compliance State Considerations 66 Mysteries of Corptax Groups and Post Amounts Revealed (NEW) 67 Modification of Corptax Calculations 67 Corptax Compliance Canadian Returns 68 Using Corptax to File a California Return 68 Using Corptax to File a New York Return 69 LicenseHQ Courses 70 LicenseHQ: Basics Workflow (NEW) 71 LicenseHQ: Advanced Solutions (NEW) 71 LicenseHQ: Basics Data Management (NEW) 72 PTMS Courses 73 PTMS: Basics 3-Day 74 4

5 PTMS: Basics 2-Day 74 PTMS: Advanced Solutions 75 PTMS: Returns Refresher (NEW) 75 Tax Technical Courses 76 Global Tax Associates: Corptax IFRS-ASC Global Tax Associates: In-Depth Partnership Accounting for Income Taxes 77 Corptax Certified Professional Program 78 Why Get Certified? 78 3 Steps to Certification 78 Corptax Certification Preparation Courses 79 Corptax Certification Exam Dates 81 Self-Study Courses 83 Corptax Self-Study Courses 83 LicenseHQ Self-Study Courses 85 PTMS Self-Study Courses 87 5

6 Regional Learning Center Locations Chicago, IL 2100 E. Lake Cook Road Suite 800 Buffalo Grove, IL Dallas, TX 2701 Dallas Parkway Suite 400 Plano, TX San Diego, CA Willow Creek Road Suite 300 San Diego, CA Product Training Information CSC offers a wide selection of courses for both the new and advanced CSC Corptax or CSC TCI software user, most of which are eligible for CPE credit. All sessions are taught by experienced trainers and are designed to help address real-life issues through case studies and hands-on exercises. We offer many convenient learning options to help address your learning needs, on your terms: Online Training Events. Online Events provide detailed learning on specific subjects without having to leave your office. Self-Study Courses. Select online product training sessions are available on demand from our recording library in the Training Center. Classroom Events. Immerse yourself in instructor-led sessions. Sessions are limited to a small number of participants to allow for individual instruction and knowledge-sharing. Visit our primary location in Dallas, TX or contact us to schedule a session at one of our other regional locations. Onsite Training. Experienced members of our training team will travel to your office and deliver a comprehensive training agenda designed to your specifications. Annual Conference. Attend CONNECT 2018 for four days of all things Corptax or the 2018 CSC TCI User Conference for two days of networking and learning about CSC TCI products. Corptax Certification. Earn credentials to be recognized as a certified Corptax user. Each certification examination includes a knowledge exam and a case study to certify mastery of skills. Woodland Hills, CA Oxnard Street Suite 700 Woodland Hills, CA

7 All online courses and Dallas courses are in Central Time (CT); San Diego courses are in Pacific Time (PT). CSC reserves the right to change the course fee and modify, reschedule, or cancel courses at any time prior to the course start time. CPE Information In accordance with the standards of the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour. CPE is available for most live training sessions, but please check the training details in the Training Center for the official amount of CPE credits for each session. Note: No CPE credits are available with Self-Study courses (see page 83). CSC is registered with 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 submitted to the National Registry of CPE Sponsors through its website: market.org. NASBA National Registry of CPE Sponsors Sponsor License Number Texas State Board of Public Accountancy Sponsor Number In accordance with the National Association of State Boards of Accountancy (NASBA) standards, course evaluations will be distributed at the end of the event. 7

8 Registration Information A full listing of the event and course offerings is available by visiting the Training Center, which can be accessed by logging in to Customer Connect. For detailed instruction on logging in and using the Training Center, you can access the Training Center guide, which is located in the Customer Connect Knowledge Base. Please review the training details, including descriptions, price, and available CPE credits, for an event or course by browsing from the product listing or viewing the full calendar. Additionally, you can simply type in the name of the event or course as indicated in this document in the Search field. To register, you must complete the online registration form including the payment processing. To register, follow this process: 1. Log in to Customer Connect. 2. Click Training, Training Opportunities. 3. Search for and select the training. 4. Click Add to Cart*. Your shopping cart displays. 5. (Optional) Click Continue Shopping to search for additional courses. 6. Click Proceed to Checkout when you have added all your courses to your cart. The payment processing form displays. 7. Select your payment method and complete the necessary details. 8. Review your order and click Place Order to complete your registration. * Note: Some courses require you to click Request rather than Add to Cart. If this occurs, select Request to display your Transcript. Then select Register to continue the registration process. If there are no dates scheduled for an event you are interested in attending or if the scheduled dates do not meet your needs, please contact us at learn@corptax.com to discuss alternative scheduling options. Cancellation Policy Cancellations up to three days prior to a scheduled classroom event will result in a $400 withdrawal fee per registrant. Cancellations up to three days prior to a scheduled online event will result in a $50 withdrawal fee per registrant. Cancellations within three days of any event and no-shows will be charged the full session fee. We reserve the right to change the session fee and modify, reschedule, or cancel events at any time prior to the event start time. If we cancel a classroom session for which you are registered, you will receive a cancellation three weeks prior to the event. If we cancel an online event for which you are registered, you will receive a cancellation one week prior to the event. To cancel either a Classroom or Online event, log in to Customer Connect, and click Training, then Training Opportunities to navigate to Training Center. Once in Training Center, click Your Transcript and locate the session you wish to cancel, then select Withdraw from the Options field. Additional Information For more information regarding course content, delivery methods, or CPE, to inquire about our refund/cancelation policy, or to log a complaint regarding a session, please contact us at learn@corptax.com 8

9 Corptax Online Training Subscription Get Corptax training for your entire team* and maximize your investment in Corptax software. For an affordable fee, each participant receives unlimited access to our entire Corptax Online Training curriculum. That s over 50 different sessions for a total of over 100 hours in CPE-credit. In addition, Online Training subscribers gain free access to Self-Study courses**. This includes select sessions available to each participant via our recording library 24 hours a day/7 days a week. See the complete listing of recorded sessions on the Self-Study Courses section on page 83. Corptax Online Training Subscription Levels Level Price Individual $995 Starter Package: Up to 5 users per package $2,495 Innovator Package: Up to 10 users per package $4,995 Visionary Package: Up to 20 users per package $9,995 Register Now u Corptax Online Training Subscription Expiration The expiration date is based on a combination of your fiscal year end and purchase date as shown in the table below. Fiscal Year End Purchased between (Month/Year) Expiration Date Purchased After Expiration Date 12 12/01/17 6/30/18 12/31/18 6/30/18 12/31/19 1 1/01/18 7/31/18 1/31/19 7/31/18 1/31/20 2 2/01/18 8/31/18 2/28/19 8/31/18 2/28/20 3 3/01/18 9/30/18 3/31/19 9/30/18 3/31/20 4 4/01/18 10/31/18 4/30/19 10/31/18 4/30/20 5 5/01/18 11/30/18 5/31/19 11/30/18 5/31/20 6 6/01/18 12/31/18 6/30/19 12/31/18 6/30/20 7 7/01/18 1/31/19 7/31/19 1/31/19 7/31/20 8 8/01/18 2/28/19 8/31/19 2/28/19 8/31/20 9 9/01/18 3/31/19 9/30/19 3/31/19 9/30/ /01/18 4/30/19 10/31/19 4/30/19 10/31/ /01/18 5/31/19 11/30/19 5/31/19 11/30/ /01/18 6/30/19 12/31/19 6/30/19 12/31/20 *Note: Access to the Online Training Subscription is issued on an individual basis. It is not transferable to other session attendees or other session types. **Note: No CPE credits are available with Self-Study courses (see page 83). 9

10 Corptax BEPS and Global Reporting Track

11 Corptax BEPS and Global Reporting Track Using Corptax for Our Base Erosion and Profit Shifting Reporting Series Corptax BEPS CbC is a comprehensive solution designed to help multinational companies prepare for and meet finalized Country-by- Country (CbC) reporting requirements. It leverages data already in the system such as amounts, entity information, and other setup items to simplify and streamline global compliance. These sessions walk through the process from setting up to reporting and analysis. The focus is to use the power of Corptax to make your BEPS process easier and more automated. Course Number: CPE: 6* Price: $320 Duration: 1 day Jan 16 Aug 10 Nov 14 Individual Modules: Day 1 Course Number: R 10:00 a.m. 12:00 p.m. CT Overview and Setup: Need to know how to get started using Corptax for your BEPS process? Learn what is required to build your BEPS process in Corptax. Then, use, create, and/or modify setup items needed for BEPS purposes. Discover the required setup for the BEPS process in Corptax Demonstrate how to create an entity and complete the information necessary for BEPS Examine how to set up and classify an account for BEPS purposes Make use of workflows and packages to assist you in the BEPS process and packages to assist you in the BEPS process Course Number: R 1:00 p.m. 2:00 p.m. CT Course Number: R 2:30 p.m. 4:30 p.m. CT Data Import: Know how to get your data into Corptax to use for BEPS? Identify different data types to use for BEPS. Then, learn how to use your trial balance data as a starting point or as the way to import and use detailed transactional data for your BEPS process. Data Collect and Reporting: Want to know how to review or modify the data you imported and view the BEPS reports to modify them to meet your needs? This session reviews the Table 1 and Table 2 data collect templates, explores how to customize reports, and uses the power of Corptax Office to analyze your BEPS data. Identify the major steps of the data import process Construct an import package and connector to import trial balance data to use in BEPS Discover how to import transactional data into subledgers for use with the BEPS product Use data collect templates to populate Table 1 and Table 2 Examine Table 1 and Table 2 reports Build customized reports by using report settings and configurations Use Corptax Office to assist with analyzing your BEPS data *Note: Courses with an R in the course number are also available as Self-Study courses. No CPE credits are available with Self-Study courses. 11

12 Corptax BEPS and Global Reporting Track Corptax Transfer Pricing Architect (TPA) Overview Discover how easily Corptax Transfer Pricing Architect can help you create and maintain your transfer pricing study documentation. Create a new project and enter data Carry out a what-if analysis on different transfer pricing methods and comparable companies Execute a ratio analysis Prepare the final documentation report Modify prior year reports with new data Course Number: CPE: 2 Price: $200 Duration: 2 hours Sessions are available on request. *Note: Courses with an R in the course number are also available as Self-Study courses. No CPE credits are available with Self-Study courses. 12

13 Corptax Data Management Track

14 Corptax Data Management Track Corptax Amount Import Want to save time and become more efficient in using Corptax? Learn how to improve the amount import process for your company by gaining an understanding of conversion and mapping tables, template files, processes, and the duplicate amount options available when you import general ledger information into Corptax. Carry out the steps of creating a package and connector and processing a package Evaluate the results after completing a data import Make use of lookups to convert general ledger data codes to codes used in Corptax profiles Course Number: 6-200R Jan 3 Feb 1 May 3 Sept 12 CPE: 2* Price: $200 Duration: 2 hours 10:00 a.m. 12:00 p.m. CT Data Management Using Corptax Query Tools Curious about Corptax Web and its Data Management capabilities? Explore the Data Management area in Corptax Web, focusing on query tools. Learn about queries, how to copy and modify data, and about new rules-based and advanced query functionality. Distinguish between the different types of queries and learn how to use them Use queries to review and report on data and enter, copy, and modify data Discover how to set up Corptax BOTS to automate processing Course Level: Basic Course Number: Jan 17 Feb 26 May 8 Sept 25 Oct 5 CPE: 2 Price: $200 Duration: 2 hours 1:00 p.m. 3:00 p.m. CT *Note: Courses with an R in the course number are also available as Self-Study courses. No CPE credits are available with Self-Study courses. 14

15 Corptax Data Management Track Intermediate Corptax Data Import Are you interested in taking your data import process to the next level? Become better versed in using data import tools, including ways for handling files with multiple columns and rows of data, creating derived columns, and importing adjustments. Use derived columns to control what data you import Examine a reject after importing Schedule M data Structure data filters for importing state modification data Discover how to manage connectors Import entity properties and data in a.dat file Course Number: Jan 9 Feb 20 May 15 Sept 25 CPE: 2 Price: $200 Duration: 2 hours 10:00 a.m. 12:00 p.m. CT Setting Up Automated Adjustments Using Corptax Web Looking to calculate and present adjustments consistently across your organization? Discover Corptax automated adjustment workpapers and how they might enhance your process. During this session, develop and review workpapers for each model type, which you can use to automate your adjustments. Learn how easy it is to review automated adjustment workpapers for accuracy before and after posting. Build standardized workpapers with a consistent presentation which include processing controls Decide on the appropriate security rights to create an automated adjustment Structure naming conventions for automated adjustments Choose the appropriate model type to apply to an automated adjustment Determine the appropriate source and post accounts for an automated adjustment Construct an automated adjustment workpaper for each model type Construct workpapers you can share across multiple enterprises Course Level: Basic Course Number: CPE: 1.5 Price: $150 Duration: 1.5 hours Apr 19 Aug 2 Dec 11 10:00 a.m. 11:30 a.m. CT *Note: Courses with an R in the course number are also available as Self-Study courses. No CPE credits are available with Self-Study courses. 15

16 Corptax Data Management Track Using Corptax Automated Adjustments to Enhance Your Processes Looking to process adjustments more efficiently within your organization? Explore various methods to incorporate automated adjustment workpapers into your business processes. With this understanding, you can build processes that handle adjustments efficiently and with less risk of error. Compare the model types available for automated adjustment Assess the model type and the adjustment code to determine the best fit Apply the adjustment data or imported data to the appropriate automated adjustment workpaper Select and associate a method or combination of methods for processing adjustment workpapers Corptax Web Reporting Want to set up easier-to-read Corptax reports? Discover enhanced report settings, aggregation, and comparison features with Corptax Web reporting. Modify report settings Configure Data Collect templates Build comparative reports Course Number: Jan 30 May 31 July 10 Oct 15 CPE: 2 Price: $200 Duration: 2 hours 2:00 p.m. 4:00 p.m. CT Course Number: CPE: 1.5 Price: $150 Duration: 1.5 hours Apr 25 Aug 17 Dec 14 1:00 p.m. 2:30 p.m. CT *Note: Courses with an R in the course number are also available as Self-Study courses. No CPE credits are available with Self-Study courses. 16

17 Corptax Data Management Track Automating Your Processes Using Corptax BOTS Struggling to keep up with increasing workloads? Corptax BOTS can help ease the burden. Learn what Corptax BOTS can do for you. Discover how Corptax BOTS works Determine where to use bots Identify the steps to set up a bot Course Level: Basic Course Number: Apr 3 May 9 June 26 Aug 16 CPE: 1.5 Price: $150 Duration: 1.5 hours 10:00 a.m. 11:30 a.m. CT Basic Corptax Office Apply the Corptax Office add-in to Microsoft Excel, and witness the secure and seamless gateway to Corptax. Optimize your existing workpapers to send and receive critical Corptax data in seconds. During this session, navigate the interface in Microsoft Excel and see the power of Corptax Office at your fingertips. Identify the basic navigational tools and use the Corptax Office interface Examine and apply Corptax security to Excel Use an existing Excel spreadsheet Send and receive book and adjustment amounts to and from Corptax Explore the interface audit trail Course Level: Basic Course Number: 6-961R CPE: 2* Price: $200 Duration: 2 hours Jan 4 Feb 9 Mar 20 Apr 6 May 30 June 21 July 20 Aug 7 Sept 14 Oct 19 Dec 7 10:00 a.m. 12:00 p.m. CT *Note: Courses with an R in the course number are also available as Self-Study courses. No CPE credits are available with Self-Study courses. 17

18 Corptax Data Management Track Intermediate Corptax Office Ready for a closer look into the power of Corptax Office? In this session, examine the Corptax Office features, which allow you to tackle your most challenging data collection and management reporting requirements. Identify the processes to elevate your Corptax Office formulas and documentation. Gain insight on advanced techniques, such as data manipulation and extraction, improve analysis, and enhance compliance. Use core Corptax Office formulas and documentation for complex scenarios Develop Data Maps and a Data Template Discover advanced techniques for data manipulation, extraction, and options Course Number: Jan 18 Feb 22 Mar 27 Apr 18 May 21 June 27 July 23 Aug 9 Sept 19 Oct 26 Dec 10 CPE: 2 Price: $200 Duration: 2 hours 2:00 p.m. 4:00 p.m. CT Using Corptax Office with Your Provision Data Is your tax provision process fast and furious? Take control of your processes with this knowledge gathering and skill-building session designed specifically for tax provision professionals. Corptax Office can optimize and drive efficiency while reducing the risk of error. Use core Corptax Office formulas and documentation for complex scenarios Develop Data Maps and a Data Template at the next level Discover advanced techniques for data manipulation, extraction, and options Course Number: Jan 19 Mar 1 May 11 July 13 Oct 23 Dec 13 CPE: 2 Price: $200 Duration: 2 hours 10:00 p.m. 12:00 p.m. CT *Note: Courses with an R in the course number are also available as Self-Study courses. No CPE credits are available with Self-Study courses. 18

19 Corptax Data Management Track Setup Workflow Using Corptax Want to streamline your compliance, provision, or data collection process? See how Workflow Navigator allows you to organize a variety of tasks into a process flow. Create workflows that incorporate tasks within Corptax and link to websites and spreadsheets. Assign tasks and view how they can be tracked. Identify the standard workflows available to control the process flow of data Design user-defined workflows to organize your tasks into well-defined process flows Outline available activities in your process flow such as: importing data, launching a workpaper, reviewing spreadsheets, and accessing a web page Recognize how to assign users to complete the set of tasks for an entity or group of entities Course Number: Oct 2 CPE: 3.5 Price: $300 Duration: 3 hours 1:00 p.m. 4:00 p.m. CT Using Corptax Office with Your International Data Discover how Corptax Office, the Excel add-in, works with Corptax from the particularly unique International compliance points of view. Corptax Office can optimize and drive efficiency in your reporting workload by leveraging your processes. Use core Corptax Office formulas and documentation for complex scenarios Develop Data Maps and a Data Template at the next level Discover advanced techniques for data manipulation, extraction, and options Course Number: Mar 16 July 27 Dec 6 CPE: 2 Price: $200 Duration: 2 hours 10:00 p.m. 12:00 p.m. CT *Note: Courses with an R in the course number are also available as Self-Study courses. No CPE credits are available with Self-Study courses. 19

20 Corptax Data Management Track Discover Corptax Data Collect Possibilities (NEW) Are you looking for a way to improve your internal controls around the data collection process? This session will cover the different methods Corptax provides for collecting your data. See the options Corptax provides for collecting your Domestic, International, Provision, and BEPS data. Discover how Corptax security and processes can ensure only authorized users have access to data. Distinguish between data collect workpapers and data source-driven collection methods Explore the types of data gathered using Corptax data collection methods Discuss how Corptax Security features control access to data Review status reporting options for monitoring your data collection efforts Course Level: Basic Course Number: CPE: 2 Price: $200 Duration: 2 hours Tips and Tricks for Microsoft Excel After using an Excel feature that saves time and effort, do you wonder, could there be more? Discover time saving tips and tricks using Excel features that can help you work with your Corptax data more effectively. Use Excel shortcut key commands to form and edit Corptax data Examine Excel features to view, organize, and analyze Corptax data Discover Excel functions that are not well known Course Level: Basic Course Number: Mar 5 May 15 July 19 Sept 26 CPE: 1.5 Price: $150 Duration: 1.5 hours 2:00 p.m. 3:30 p.m. CT May 2 Oct 4 10:00 a.m 12:00 p.m. CT *Note: Courses with an R in the course number are also available as Self-Study courses. No CPE credits are available with Self-Study courses. 20

21 Corptax Data Management Track Corptax Database Connections Need a tool to mine data out of Corptax into applications such as Microsoft Excel? See how the Corptax ODBC Driver will improve your analysis of Corptax data. Define ODBC terminology Examine the benefits of Corptax ODBC Driver Build and modify data connections to Corptax Discover how Corptax ODBC Driver works with other various applications Course Number: Feb 6 June 4 Aug 2 Nov 20 CPE: 2 Price: $200 Duration: 2 hours 2:00 p.m. 4:00 p.m. CT Leverage Corptax Data with Microsoft Excel Features Collection, manipulation, analytics, and presentation of data within Excel is a daily occurrence for the tax accountant. Want to effectively pull and clean your data in Excel or create interactive dashboards? Can you analyze your workbooks for potential problems or inconsistencies? In this session, discover advanced Excel features and add-ins to assist you with tasks using Power Query, Power Pivot, Power View, 3D Map, and Inquire. Identify advanced Excel features to analyze Corptax data Use Inquire to analyze, compare, and audit data in multiple workbooks Use Power Query to retrieve data from Pull Corptax data using Power Query Analyze, compare, and audit data using Inquire Create visualizations with Power Pivot, Power View, and 3D Map Build a relationship between data and Power Pivot Create a Dashboard to view Corptax data Course Level: Overview Course Number: CPE: 2 Price: $200 Duration: 2 hours Jan 11 Feb 22 Mar 28 Apr 24 May 29 June 28 July 27 Aug 20 Sept 27 Oct 24 10:00 a.m. 12:00 p.m. CT *Note: Courses with an R in the course number are also available as Self-Study courses. No CPE credits are available with Self-Study courses. 21

22 Corptax Data Management Track Using Microsoft Excel PivotTables and Power Pivot Add-in for Corptax Analytics Excel Pivot Tables and Power Pivot are great analytical tools. In this session, discover the potential of pivot tables to summarize key data from one data source or multiple data sources. Pivot Tables and Power Pivot allow you to slice and dice data in meaningful ways. Identify how Excel Pivot Tables and Power Pivot are used to analyze your Corptax data Create and format a Pivot Table and a Power Pivot Table Add measures (calculations) to a Pivot Table Discover the advantages of using the Data Model Recognize how Power Pivot enhances data collection, storage, and data manipulation Course Number: CPE: 2 Price: $200 Duration: 2 hours Feb 12 Apr 20 June 11 Aug 8 Oct 25 2:00 p.m. 4:00 p.m. CT *Note: Courses with an R in the course number are also available as Self-Study courses. No CPE credits are available with Self-Study courses. 22

23 Corptax Entity Management Track

24 Corptax Entity Management Track Managing Entity Data Using Corptax Entity Properties and Views Imagine having one location to track all entity information changes. Discover the tools to create entity properties, view history changes to entity data, and track ownership through time and more. Identify entity properties supplied by Corptax vs. userdefined entity properties Discover how to create properties and track changes to entity properties across time Build security for entity views to reduce errors within your entity data Analyze entity structures and create reports Managing Entity Structures Using Corptax Ownership and Query Groups Examine tracking ownership and other related entity data across time automatically. Create query-based groups based on your reporting needs. Demonstrate how entity management integrates with Corptax to drive efficiency Utilize your organization s reporting structures by using entity groups Compare the difference between entity groups and custom groups Improve the ability to maintain ownership data in Corptax and reduce risk of input errors in your organization s structure Course Level: Basic Course Number: CPE: 2 Price: $200 Duration: 2 hours Course Level: Basic Course Number: CPE: 2 Price: $200 Duration: 2 hours May 11 July 17 10:00 a.m. 12:00 p.m. CT May 10 Aug 20 2:00 p.m. 4:00 p.m. CT *Note: Courses with an R in the course number are also available as Self-Study courses. No CPE credits are available with Self-Study courses. 24

25 Corptax e-file Track

26 Corptax e-file Track Corptax e-file Processing Preparing your return for electronic filing is a critical step in your tax life cycle. Whether you are filing a Form 1120 or 5471, Corptax has a process to guide you through the steps of setting up, preparing, and transmitting your returns. This session examines the resources and tools that Corptax provides to help you manage the electronic filing process. Outline the phases of the Corptax e-file process Discover Corptax resources to guide you through the e-file process Complete key federal forms required for e-filing Recognize and use Corptax tools to simplify your e-file process Course Number: Mar 14 Apr 16 May 18 June 7 July 16 Aug 13 Sept 7 Oct 8 Dec 19 CPE: 3 Price: $250 Duration: 2.5 hours 10:00 a.m. 12:30 p.m. CT State e-file Using Corptax Many states mandate that returns must be e-filed. Whether you are filing a separate or consolidated return, Corptax has a process to guide you through the steps of setting up, preparing, and transmitting your returns. This session examines the resources and tools that Corptax provides to help you manage the electronic filing process for your state returns. Differentiate between the Fed/State and State Alone return filing methods Discover Corptax resources to guide you through the e-file process Complete key state forms required for e-filing Use Corptax e-file to create and review both a separate and consolidated state return Course Number: 6-815R Mar 23 July 12 July 24 Aug 16 Aug 27 Sept 12 Oct 11 CPE: 2* Price: $200 Duration: 2 hours 1:30 p.m. 3:30 p.m. CT *Note: Courses with an R in the course number are also available as Self-Study courses. No CPE credits are available with Self-Study courses. 26

27 Corptax e-file Track Advanced Corptax e-file Looking to simplify your e-file process? Join this session to expand your knowledge of Corptax-provided tools and resources. Gain insight on how Corptax e-file helps you manage the common methods for processing special jurisdictional requirements, such as signature methods and payment information. Improve your ability to troubleshoot and resolve common e-file errors by using tools such as the Knowledge Base and Raw Data Viewer. Use Corptax resources to guide you through the e-file process Choose the appropriate method for handling special jurisdictional processing requirements Discover how the Package Viewer can enhance your return review process Find tips on troubleshooting common e-file errors Carry out the steps for aggregating forms and schedules not created within Corptax Course Level: Advanced Course Number: CPE: 2 Price: $200 Duration: 2 hours Electronically Filing Form 7004 in Corptax Are you responsible for completing the Form 7004 to extend your federal tax deadline? Attend this course to ensure you properly complete Form 7004 and you take the necessary steps for e-filing. WE will also walk through a case study depicting a process for completing the form and preparing it for e-file. Discover Corptax resources to guide you through the e-file process for e-file your Form 7004 Prepare the necessary Forms and Statements related to the Form 7004 Use Corptax e-file to prepare and review the Form 7004 Course Level: Basic Course Number: 6-825R Feb 15 July 26 CPE: 1.5* Price: $100 Duration: 1.5 hours 2:00 p.m. 3:30 p.m. CT Mar 8 Apr 19 May 10 June 21 July 27 Aug 29 Sept 13 Oct 18 Dec 20 2:00 p.m. 4:00 p.m. CT *Note: Courses with an R in the course number are also available as Self-Study courses. No CPE credits are available with Self-Study courses. 27

28 Corptax e-file Track Mixed Returns Using Corptax Does your organization consist of a combination of non-insurance entities with at least one Property & Casualty or Life Insurance entity? If so, attend this course on how to prepare your mixed return for electronic filing. Gain insight on the additional steps necessary to ensure taxable income properly flows to your return. Differentiate between a Non-Life Consolidation and a Life- NonLife consolidation Discover Corptax resources that will guide you through the e- file process for a Mixed Group return Construct the necessary entities, entity groups, and returns and reports needed to generate a mixed group return Use Corptax e-file to prepare and review a mixed group return Course Number: 6-820R May 24 Aug 23 CPE: 3* Price: $250 Duration: 2.5 hours 2:00 p.m. 4:30 p.m. CT Corptax e-file for Foreign Bank Account Report (FBAR) Did you know you can use Corptax to prepare the Form FinCEN Report 114, Foreign Bank and Financial Accounts Report (FBAR)? Join this session to see how you can use the functionality within Corptax to efficiently prepare the FinCen Report. Identify the requirements to complete and e-file the Form FinCEN Report 114 Discuss penalties for incorrectly filing the Report 114 Use both the Data Import and Manual Entry methods of adding Account and Owner Information into Corptax Prepare and review the Report 114 to verify it is ready for transmittal Discuss the transmission process Course Level: Basic Course Number: 6-827R Feb 20 Mar 19 Apr 12 Sept 6 Oct 4 CPE: 2* Price: $200 Duration: 2 hours 2:00 p.m. 4:00 p.m. CT *Note: Courses with an R in the course number are also available as Self-Study courses. No CPE credits are available with Self-Study courses. 28

29 Corptax e-file Track Corptax Partnership e-filing This session identifies the major steps in the Corptax e-file process to handle the federal and state e-filing requirements for partnership filers. See how easy it is to create your e-file package for the federal 1065 and state return forms and clear basic diagnostics errors. Identify areas of the federal and state partnership returns that need to be completed for e-file purposes Complete major steps of e-file process such as: Creating the entity structure MeF report and filling group Loading files into the filing group Attaching documents Clearing basic partnership errors Creating the e-file package and view its contents Downloading and transmitting of the e-file package Course Number: CPE: 2 Price: $200 Duration: 2 hours Corptax U.S. Compliance Filing Federal Amended Returns Corptax provides a streamlined process for filing your amended federal return. View steps to prepare and e-file your amended federal return, and recognize how you can use Corptax to analyze various settlement position scenarios. Evaluate as-filed returns for accuracy and post amounts Create a revised return and post amounts Prepare amended return forms for filing Summarize e-file considerations Compare different settlement scenarios Course Number: 6-109R Sessions are available on request. CPE: 2* Price: $200 Duration: 2 hours Mar 29 May 17 Aug 30 2:00 p.m. 4:00 p.m. CT *Note: Courses with an R in the course number are also available as Self-Study courses. No CPE credits are available with Self-Study courses. 29

30 Corptax e-file Track Corptax U.S. Compliance Filing State Amended Returns Use the data already in Corptax to streamline and automate the process of filing amended state returns. Evaluate as-filed returns for accuracy and post amounts Create a revised return and post amounts Prepare amended return forms for filing Summarize e-file considerations Course Number: 6-119R CPE: 2* Price: $200 Duration: 2 hours Sessions are available on request. *Note: Courses with an R in the course number are also available as Self-Study courses. No CPE credits are available with Self-Study courses. 30

31 Corptax Indirect Tax Track

32 Corptax Indirect Tax Track CORPSales Basic Are you a new CORPSales user? If so, attend this session to hit the ground running. Be able to perform the return preparation process from start to finish. Learn how to set up profiles, import amounts, and generate returns. Also, learn necessary information about monthly and annual maintenance requirements. Set up profiles Recognize how to import and query amounts Learn how to set up return folders and return files Select calculation options Learn to print returns and batches Customize calculations Back up and restore amounts Delivery Method: Classroom Course Level: Basic Course Number: Course Dates for Dallas: Jan 30 Feb 1 May 1-3 Sept CPE: 19.5 Price: $995 Duration: 2.5 days Day 1: 8:30 a.m. 4:30 p.m. CT Day 2: 8:30 a.m. 4:30 p.m. CT Day 3: 8:30 a.m. 12:00 p.m. CT CORPSales Advanced Are you an advanced CORPSales user ready to go beyond basic compliance? Learn how to improve your department s efficiency and productivity by attending this CORPSales advanced session. Discover how to customize calculations, create upload files, and generate management and compliance reports. Audit and trace amounts Choose to customize the GLOBAL and base calculations Create an upload file Design and generate reports (or a form such as a check request or payment voucher) using Report Editor Delivery Method: Classroom Course Level: Advanced Course Number: Course Dates for Dallas: July CPE: 19.5 Price: $995 Duration: 2.5 days Day 1: 8:30 a.m. 4:30 p.m. CT Day 2: 8:30 a.m. 4:30 p.m. CT Day 3: 8:30 a.m. 12:00 p.m. CT *Note: Courses with an R in the course number are also available as Self-Study courses. No CPE credits are available with Self-Study courses. 32

33 Corptax Indirect Tax Track CORPSales Process Training As a new or seasoned CORPSales user, you need to know the monthly return preparation process. This session shows you how to perform the steps of the monthly process including updating CORPSales with new rates and calculations, importing current data, and running returns. Run monthly software updates Load updated monthly state and local returns Update tax rates and custom calculations Import current amount data Rename folders and return files Process current period returns Back up the amount database Course Level: Basic Course Number: 6-980R CPE: 2* Price: $200 Duration: 2 hours Feb 27 June 4 Sept 24 1:00 p.m. 3:00 p.m. CT *Note: Courses with an R in the course number are also available as Self-Study courses. No CPE credits are available with Self-Study courses. 33

34 Corptax Insurance Track

35 Corptax Insurance Track Corptax Basic Insurance Series Insurance returns can be overwhelming. This series demonstrates the full preparation process from importing data to reviewing the returns for both Life and PC. Course Level: Basic Course Number: CPE: 11 Price: $760 Duration: 2.5 days May Aug Individual Modules Day 1 Course Number: :00 a.m. 11:30 a.m. CT Overview: New to Corptax and the insurance return preparation process? Walk through preparing both Life and PC returns in the Corptax Basic Insurance Series. Identify the basic navigational tools and how context fields work within Corptax specific to insurance (i.e. accident years) Course Number: :00 p.m. 3:30 p.m. CT Import: This session presents a detailed explanation of the conversion and mapping tables, and import process for both trial balance and National Association of Insurance Commissioners (NAIC) data. Build an import file with predefined packages Process the import package and analyze the data Individual Modules Day 2 Course Number: :00 a.m. 11:30 a.m. CT Enter/Review Trial Balance: Now that data has been imported, this session guides you through entering and reviewing data for accuracy, covers how the data is stored, and introduces you to Corptax tools available to assist you in the review process. Enter and view data from the Enter Amounts window Examine balance sheet, income, and expense data Audit an account and post adjusting entries Review a trial balance report Course Number: :00 p.m. 4:00 p.m. CT 1120PC: Now that the data is in, this session prepares the 1120 Property and Casualty return along with the supporting schedules, reviewing data, and posting adjustments. Examine the return diagnostics and set calculation options for a single and consolidated 1120PC return Audit and trace amounts Post amounts to the database Review supplemental statements Individual Modules Day 3 Course Number: :00 a.m. 12:00 p.m. CT 1120L: Carry out the final steps to prepare a Federal 1120 Life return along with supporting schedules. Interpret the workpapers used for reviewing and posting adjustments. Examine the Diagnostics document and set calculation options Analyze amounts and enter off-trial balance form data Create and review a consolidated federal return *Note: Courses with an R in the course number are also available as Self-Study courses. No CPE credits are available with Self-Study courses. 35

36 Corptax International Compliance Track

37 Corptax International Compliance Track Corptax International Compliance: Form 5471 Basic Series This series focuses on completing Form 5471 and 8858 using Corptax International. Course Level: Basic Course Number: CPE: 8* Price: $560 Duration: 2 days Mar 6-7 Apr May June July Aug Sept 5-6 Oct 9-10 Dec 3-4 Individual Modules Day 1 Course Number: 6-501R 10:00 a.m. 11:00 a.m. CT International Return Preparation Overview: Learn how to navigate in Corptax and how the overall international return preparation works in Corptax. Use features to navigate in Corptax Make use of the Foreign Compliance process in Corptax Discover how to populate the system with your data for your compliance returns and reports. Course Number: 6-502R 2:00 p.m. 4:00 p.m. CT International Setup Process: Find out the setup you need for Corptax International as well as how that information flows into the International calculation process. Assess the setup items required for Corptax International Determine which reports to use to assist you in reviewing your setup information Individual Modules Day 2 Course Number: 6-503R 10:00 a.m. 12:00 p.m. CT Foreign Processing for CFCs, Foreign Branches, and Foreign Partnerships: This session demonstrates the Recognize how to check and prepare amount data steps for international processing. Take part in a for international purposes discussion of how to prepare and review foreign entity Examine and demonstrate the steps to process reports and post the foreign data required for Form foreign calculations and perform foreign posting 5471 and 8858 preparation. Run and review international foreign reports Course Number: 6-504R 2:00 p.m. 4:00 p.m. CT Form 5471 Report/Return Preparation and Reconciliation: Explore the different 5471 and 8858 calculations provided by Corptax and determine which one you should use for your process. Review how to prepare Form 5471 and discuss strategies for handling special filing requirements. Determine which 5471/8858 calculation to use Make use of reports to ensure the 5471/8858 is correct Carry out the steps to prepare a single 5471/8858 return as well as a consolidated 5471/8858 *Note: Courses with an R in the course number are also available as Self-Study courses. No CPE credits are available with Self-Study courses. 37

38 Corptax International Compliance Track Preparing Form 8865 Using Corptax International and Partnership Series Using Corptax Pass-Through, examine and complete the setup requirements to prepare the Form View partner allocations, tiering, and inclusion of partner earnings. Distinguish the recommended option by reviewing the Form 8865 preparation results in Corptax International to integrate the partnership activity into the respective legal entity structures. Course Number: CPE: 4.5 Price: $400 Duration: 4 hours Feb 13 Apr 9 Aug 7 Nov 15 Individual Modules Day 1 Course Number: :00 a.m. 12:00 p.m. CT Preparing Form 8865: Using Corptax Pass-Through, examine and complete the setup requirements to prepare the Form View partner allocations, tiering, and inclusion of partner earnings. Distinguish the recommended option by reviewing the Form 8865 preparation results in Corptax International to integrate the partnership activity into the respective legal entity structures. Examine the setup of partnership using Pass- Through Integrate the allocation of partnership activity Apply the inclusion of activity into legal entity structure Carry out the form setup and schedule preparation review Course Number: :00 p.m. 4:00 p.m. CT Advanced 8865 Topics: This module goes beyond the basic setup of Pass-Through for foreign partnership by explaining more complex topics, such as hybrid structures and mixed domicile. Other topics include mixed currencies and the associated partner tiering, the inclusion of DREs into a consolidated 8865 filer, and inclusion of partnership activity into a CFC partner. Examine complex partnership structures setup in Pass-Through, including mixed domicile and currency setup, partnership tiering, DRE inclusion into 8865 filer, and reporting partnership activity into CFC partner *Note: Courses with an R in the course number are also available as Self-Study courses. No CPE credits are available with Self-Study courses. 38

39 Corptax International Compliance Track Corptax International Compliance With this 3-day live class experience, learn the fundamentals of the international compliance process using Corptax and Corptax International. In this session, discover the product features to select while implementing the foreign and domestic preparation process. Then, examine the foreign operations compliance cycle and how to determine the resulting foreign tax credit. Make use of the software user interface Identify the setup necessary to complete the international compliance process Complete the various forms, such as Form 5471, 8858, and 1118 Delivery Method: Classroom Course Level: Basic Course Number: Course Dates for Dallas: Mar June 5-7 CPE: 23 Price: $1,125 Duration: 3 days Day 1: 8:30 a.m. 4:30 p.m. CT Day 2: 8:30 a.m. 4:30 p.m. CT Day 3: 8:30 a.m. 4:30 p.m. CT Corptax International Reports Foreign Reports In this session, match the relevant Corptax International reports to support the earnings and profits computation of your controlled foreign corporations. The review of these reports determines the accuracy of your calculations to conclude and identify any corrections needed before finalizing the federal tax forms for federal e-filing. Recognize how to set up and create reports Identify which reports support the Form 5471 schedules Review reports to support the QBU and Legal Entity consolidation Course Number: 6-561R Mar 8 Apr 19 May 18 June 20 July 12 Aug 16 Sept 10 Oct 11 Dec 5 CPE: 2* Price: $200 Duration: 2 hours 2:00 p.m. 4:00 p.m. CT *Note: Courses with an R in the course number are also available as Self-Study courses. No CPE credits are available with Self-Study courses. 39