TAX AND ACCOUNTING CENTER

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USER’S GUIDE

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800.372.1033

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www.bna.com

For more information, call 800.372.1033 or visit bna.com

COMPLIMENTARY TRAINING & PRODUCT SUPPORT Bloomberg BNA Training & Product Support is dedicated to helping you get the most value from your subscription. We encourage all end users to participate in a complimentary session with a professional trainer.

800.372.1033, option 5 Mon–Fri, 8:00 am–8:00 pm ET* www.bna.com/training Our training options are designed to meet your information needs, match your learning style, and accommodate your schedule. For a description of training options, see the back cover. Bloomberg BNA also provides content support for subscribers.

* If you require customer assistance for Bloomberg BNA products before or after regular hours, your call will be forwarded to the 24/7 extended support offices at Bloomberg Law.

GETTING STARTED

Click the Getting Started link on the menu bar to begin using Bloomberg BNA’s Tax and Accounting Center™ for the first time and select any of these options:

First-Time User Setup – hardware and software requirements. Take A Quick Tour – introductory tour of the Tax and Accounting Center™ in Adobe® Flash™. Frequently Asked Questions – about the Tax and Accounting Center™ content and functionality.

SIGN UP FOR EMAIL UPDATES

Click Sign up for email updates. The unique User Name and Password and the subscription’s components determine the available email choices. Customize and manage subscription updates. Click the checkbox to select the email title(s). The selection automatically moves to the Your Selections column and lists the options available for a title. Click the Info icon to display descriptive information about the available formats. When customization is an option, the Customize Now button displays. Click it and choose the specific topics, courts, etc., of interest. Save to retain all changes. Click the X, or deselect a title to delete it. 2

Click FAQ for detailed instructions.

Training and Support – contact information for Bloomberg BNA’s Customer Contact Center and complimentary training and content support resources. Email Updates (see below).

TABLE OF CONTENTS Getting Started. . . . . . . . . . . . . . . . . 2

Search. . . . . . . . . . . . . . . . . . . . . . . . 11

TaxCore. . . . . . . . . . . . . . . . . . . . . . . 21 Access to thousands of tax bills, I.R.S. regulations, and more.

Sign up for Email Updates.

Search for specific cases and other information needed for your research. Includes Advanced Search, Guided Search, and Go To.

Tax Center App. . . . . . . . . . . . . . . . . 3

Guided Search. . . . . . . . . . . . . . . . . 12

General information on accessing the Tax and Accounting Center™.

Email Updates. . . . . . . . . . . . . . . . . . 2

Information on how to access the Tax and Accounting Center™ on Android® and Apple devices.

Search in individual Portfolios and content sections.

Go To. . . . . . . . . . . . . . . . . . . . . . . . . 13 Account Profiles, Preferences. . . . 4 Create an account profile and make Preference selections for the Tax and Accounting Center™ and the Daily Tax Report®.

Go To specific code sections, expert analysis, and cases. The Internal Revenue Code is searchable for the prior 10 years.

Search Results. . . . . . . . . . . . . . . . . 14 Introduction. . . . . . . . . . . . . . . . . . . . 6

Highlights of the Search Results page.

Overview of all content included in the Tax and Accounting Center™.

Links and Pages. . . . 15

Highlights of the user-friendly home pages.

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