Training Tools
Downloadable User's Guides and How To Cards are available for many BNA services in PDF format. The How To Cards are designed to give you quick tips and a look at the basic functionality of the product. The User's Guides provide additional information on the basic functionality.
BNA Tax & Accounting Center - Quick Start Card (2.1 MB)
BNA Tax & Accounting Center - User's Guide (4.9 MB)
BNA Tax on Checkpoint - How To Card (508 KB)
BNA Tax on CCH Intelliconnect - How To Card (3.8 MB)
BNA Tax on CCH TRN - How To Card (3.4 MB)
BNA Tax on CCH ARM - Quick Start Card (523 KB)
BNA Portfolios Plus on DVD - How To Card (2.3 MB)
BNA Multistate on DVD - How To Card (2.2 MB)
BNA Tax Practice Plus on DVD - How To Card (2.3 MB)
BNA Notification/Current Report Services
BNA Current Reports (Web) - How To Card (526 KB)
BNA Current Reports (Web) - Quick Reference Card (298 KB)
On-Demand Learning
BNA offers a variety of complimentary on-demand learning options to familiarize you with the functionality and tools to conduct effective tax research using the Tax and Accounting Center. These modules are designed to help you get the most out of your BNA subscription.
Targeted Learning Modules
Whether you are a novice or an experienced user, these short modules focus on learning what you need, when you need it. Learn how to effectively use the array of tools available to help you realize the full potential of the Tax and Accounting Center:
- Advanced Search: In this 7-minute module learn how to structure a query using words, search operators as well as date and field, restrictions. Learn how to target specific collections, edit, refine, and save a search.
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- Go To: This 4-minute module shows you how quickly locate federal source documents, citations, Portfolios and Tax Practice chapters.
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- Guided Search: In this 8-minute module learn how to use the prebuilt templates to search for a specific type of content across all subject areas in your subscription. Learn how to search within a single Portfolio or Tax Practice Chapter.
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- Quick Search: In this 5-minute module learn how to search all of your subscription contents, or just the collection you are viewing.
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BNA Tax and Accounting Center Express Training
Using a research scenario, this self-paced, 30-minute recording will demonstrate how to search the expert analysis using three different search strategies and how to edit and manage search results. In addition, it will show how to quickly and easily print content and how to customize the Tax and Accounting Center by setting Preferences
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Training FAQs
General
CPE Credit for Instructor-Led Training
Q: What can I expect to learn in a BNA training class?
A: Users will obtain practical knowledge along with best practices in the use of content and tools to conduct research with their service. Please view the training options link for more training session details.
Q: How can I sign up for a training session?
A: Please review the complimentary training offerings under the Training Options link, or if you prefer to speak with one of the BNA Training & Product Support Representatives about your training needs, please call 1.800.373.1033, option 5, Monday – Friday, 8:30 a.m. to 7:00 p.m. ET, excluding most federal holidays, or e-mail us at tm@bna.com. You can also submit a request for complimentary training session by completing this form (also found under Training Options).
Q: What is needed for me to participate in a training webinar?
A: For web-based BNA services you will need
- Access to a computer that will allow you to log on to a designated user site via the Internet
- Telephone line to join a teleconference
- Speakerphone or headset for audio
For BNA products on DVD you will need
- Access to a computer with your BNA DVD installed
- Telephone line to join a teleconference
- Speakerphone or headset for audio
Q: Is it OK to have colleagues in my office join in during my session?
A: All licensed users are welcome to participate.
Q: I missed my class; can I reschedule?
A: We are delighted to help. Please call us to reschedule so we may fit you into a class at a time that will best meet your needs. Our Training and Product Specialists can be reached at 1.800.372.1033, option 5, Monday – Friday, 8:30 a.m. to 7:00 p.m. ET, excluding most federal holidays, or e-mail us at tm@bna.com.
Q: How do I cancel my registration for a training class?
A: Our training specialists can arrange this. Please call 1.800.372.1033, option 5, Monday – Friday, 8:30 a.m. to 7:00 p.m. ET, excluding most federal holidays, or e-mail us at tm@bna.com. If possible, please call or email 24 hours in advance.
Q: I have not received my e-mail with access instructions for my distance learning session. What do I do?
A: Please call BNA Training & Product Support at 1.800.372.1033, option 5, Monday – Friday, 8:30 a.m. to 7:00 p.m. ET, excluding most federal holidays. A specialist will confirm your training date and time, verify your e-mail address, and forward the access instructions to you.
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Q: Am I eligible for CPE credit as a result of attending training?
A: Yes, you are eligible for CPE credit if you attend one of the hour-long tax research training sessions and complete an online course evaluation. CPE credit for this web-based training is available to licensed users of the BNA Tax and Accounting Center. During this tax research training course, participants will be shown how to conduct effective tax research using various libraries and tools within the BNA Tax and Accounting Center. For more details on actual CPE course offerings, please click here.
Q: When will I get my CPE credit?
A: You will receive a PDF of your CPE certificate via e-mail 4-6 weeks after completing the online course evaluation.
Q: Is it OK to have colleagues in my office join in during my session? Will we all receive CPE credit?
A: You can have licensed users at your firm join the session. All participants must register in advance for the class and return an evaluation form to receive CPE credit.
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