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Managing Tax Briefings

Tax briefings are short reports that summarize and provide insight on current tax issues. Tax briefings are created by Wolters Kluwer tax experts as needed. By default, Site Builder publishes the most recent tax briefings to your website. You can control the tax briefings that display on your site by doing the following:

1. Log in to your Site Builder account.
2. Click Newsletter > Tax Briefings on the menu bar.
3. Do any of the following as needed:
   • Enable or disable automatic updates. If you want the most current tax briefings added to your site automatically, select Yes for the question Would you like Tax Briefings automatically added to your site when they are published. Select No if you do not want new tax briefings added to your site automatically.
   • Add or remove individual tax briefings from your site. Select the check box for each tax briefing you want to add to your site. Clear the check box for each tax briefing you want to remove from your site.

   Note:  Items listed in the Tax Briefings section are the most recent tax briefings. Items in the Tax Briefings Library section are past tax briefings. Site Builder periodically will move current tax briefings to the Tax Briefings Library. If a tax briefing you have selected is moved to the library, the check box for the tax briefing will be cleared. To continue displaying that item on your site, you must select it again in the Tax Briefings Library section. Once you select an item in the library, it will continue to display on your site until you remove it.

   • Remove all tax briefings from your site. Select No for the question Would you like Tax Briefings automatically added to your site when they are published. Then, clear the check box for all the items listed in the Tax Briefings and Tax Briefings Library sections.
4. Click Finalize Site to move to the Finalize page, or click Next to continue to the next page.