onesourcetm Training Services TAX & ACCOUNTING

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1 onesourcetm Training Services INCOME tax TAX & ACCOUNTING

2 Thank you for your extremely helpful web seminars on e-filing the Federal Return. I was able to quickly apply what I learned during one of the Q & A sessions, and as a result, my return qualified and was accepted by the IRS on the first try!

3 Maximizing Your onesource INCOME TAX Technology Investment To thrive in today s competitive environment, where requests from executive management for business critical data require accurate answers and quick turnaround, tax professionals must be able to use their supporting technology effectively. Like most tax departments, you must meet this challenge with fewer resources and a busy staff. For this reason, it is critical that you and your staff receive training and supporting services that are focused, cost-effective, and available when you need it. As a trusted business partner, Thomson Reuters provides a complete portfolio of training services to meet your needs. Our training professionals will ensure that you get the maximum value from your technology investment through a combination of web-based, classroom, and on-site educational programs. efficient and effective learning process Whether you are a new ONESOURCE Income Tax customer seeking a solid learning foundation with an entire staff to train, an existing customer who has added staff since your initial implementation, or want to maintain efficiency and productivity through advanced continuing education, ONESOURCE Income Tax Training and Professional Services offers solutions to meet your needs. Thomson Reuters team of training professionals work with you to design and implement training solutions that are convenient and relevant to your workflow processes. These programs are designed with one main goal making sure you and your staff are competent and productive. Our dedicated staff of corporate tax professionals delivers: Targeted web seminars on core and specialized topics Classroom-based workshops On-site training No one knows our software better than we do.

4 training solutions that benefit all onesource INCOME TAX users The ideal training solution offers a wide variety of training options that are convenient and relevant to your level of ONESOURCE Income Tax experience. ONESOURCE Income Tax training targets the most relevant tax functions, including: Domestic (federal and state) International Provisions Insurance Partnership New Clients Designed as a comprehensive introduction to ONESOURCE Income Tax, New Client Training combines hands-on classroom and/or on-site training delivered by skilled trainers. Because we understand that you can t learn everything at once, we augment core training with the addition of a targeted web-based curriculum available throughout the year. Existing Clients with New Users Over time, new staff members join your department and will require training. We offer an integrated training program combining classroom and web training to quickly get these users up-to-speed. Comprehensive Continuing Education For existing customers with an experienced team of users, we offer a complete web-based training curriculum. Whether you have one staff member or an entire department, our continuing education program maximizes the productivity of your experienced users with short, targeted lessons that keep you up-to-date with the latest ONESOURCE Income Tax functionality. These core and advanced courses are delivered by live instructors with plenty of interaction and Q&A.

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6 Focused, Value-Based Training Web-based Seminars The curriculum includes over 40 just-in-time web seminars that focus on in-depth coverage of specific ONESOURCE Income Tax topics ranging from Introduction to ONESOURCE Income Tax Federal Processing to Subpart F 956 Processing. These just-in-time classes are scheduled throughout the week so you have ready access when you need them the most. Include just one user or the entire department and take them as often as needed. Relevant to all ONESOURCE Income Tax user experience levels Cost-effective CPE Available any time Customized package (e.g., Domestic plus Insurance) Live instructor Basic, intermediate, and advanced topics offer benefits to most experienced users Classroom Training Classroom training is offered in New York and Dallas and is taught from a broad perspective. Each three-day session includes discussion and hands-on exercises that reinforce and review key ONESOURCE Income Tax concepts. Recommended for first time users On-site Training Thomson Reuters can provide training in your office either hands-on or in lecture format. With our roving classroom of notebook computers, you can experience hands-on training in your office for up to 16 users. Training can be customized to reinforce the learning experience that meets your unique circumstances. Best Practices and Workflow Solutions For the ultimate training experience, we offer an extended program delivering on-site training coupled with best practice documentation customized to your level of experience with ONESOURCE Income Tax. Thomson Reuters professionals will help you refine your ONESOURCE Income Tax workflow objectives, review your current practices, and document procedures and best practices that will deliver more efficient use of the ONESOURCE Income Tax software for your department. Examples of web training topics: Advanced Administrative Tools E-filing Federal & State Returns Introduction to ONESOURCE Income Tax Federal Processing Introductions to Federal & State Consolidations Managing Your Deferred Adjustments NOLs in ONESOURCE Income Tax Organizing, Importing & Exporting Organizing State Workpapers Preparing Estimates & Extensions Schedule M-3 Starting the New Year with ONESOURCE Income Tax State Combined Returns Troubleshooting Federal Consolidations Using TAS to Complete the Federal Return Using Trial Balance Bridge 1065 Returns

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8 onesource Corporate Solutions Workflow - Software - Services - Consulting - Data Management - Research ONESOURCE INCOME TAX ONESOURCE PROPERTY TAX ONESOURCE ONESOURCE SALES & USE TAX ONESOURCE TRUST TAX Domestic & International Commercial Real Estate WorkFlow Manager Business License Management Trust Tax Services Federal & State Compliance Complex Property Tax Calendar Corporate Registered Agent Trust Tax Software 1099 Reporting Property Tax Compliance Data Exchange Sales & Use Tax Compliance Trust 1099 Solutions FAS 109 Telecom Regulatory Compliance Estate & Trust Administration FIN 48 Exemption Certificate Management Estate Planner Fixed Assets Tax Rate Subscription Court Accounting Global Tax Planning Provision Transfer Pricing Speed. Dependability. Teamwork. Powered by ONESOURCE onesource.thomsonreuters.com/incometax 2008 Thomson Reuters/ONESOURCE. All Rights Reserved. Training_BR_8/08_quantity