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OnPoint PCR

What is OnPoint PCR?

What's New

  • New in OnPoint PCR

Release History

  • OnPoint PCR Summer 2022

  • OnPoint PCR Spring 2022

  • OnPoint PCR Winter 2021

  • OnPoint PCR 21.0.0

  • OnPoint PCR 20.8.0

  • OnPoint PCR 20.7.37

  • OnPoint PCR 03-2020

  • OnPoint PCR 09-2019

  • OnPoint PCR 04-2019

  • OnPoint PCR 02-2019

  • OnPoint PCR 12-2018

Get Started

  • Get started - Firm Administrator

  • Get started - Staff

  • Get started - Contact

Planning

  • Start the engagement

  • Complete the engagement setup procedures

  • Perform the acceptance and continuance

  • Edit the engagement letter

  • Review and send the engagement letter

  • Import the client's data

  • Perform data analysis

  • OnPoint PCR graph notes

Fieldwork

  • Perform fieldwork

  • Tax export codes

  • Perform a tax export

Conclusion

  • Complete the engagement

  • Archive and lock down the engagement

  • Create next period's file

Authoring

  • Browse firm authoring topics

Practice Management

  • Browse practice management topics

Administration

  • Browse firm administration topics

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