Home Dashboard

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The Home Dashboard is the default screen that is displayed when the application is first launched. Like other dashboards, the Home Dashboard can be customized for each staff member to display important information on a single screen via portlets, such as web pages, alerts, and system information. 

To open the Home Dashboard, choose View > Home Dashboard. Show me.

home dashboard

For details about customizing a dashboard, see Working with portlets.

Available portlets

Portlets that are available in the Select Portlets dialog vary slightly based on the dashboard that is currently open in the application. The following portlets are available for selection in the Home Dashboard.

Portlet name Function
Accounting CS Ideas Community

Displays the Ideas Community login page that enables a registered user to participate in the community forum in which you can share ideas with other users and provide feedback and suggestions to the Thomson Reuters development team.

Accounting CS Library

Displays a list of custom reports, financial statements, and letters that you can preview and print or import directly into the Report Designer and Print Reports screen.


Displays the Thomson Reuters Checkpoint web page.

CS Home Page

Displays the Thomson Reuters CS Professional Suite web page.

Help & How-To

Displays the Help & How-To Center for the application.


Displays alerts and update notifications for the application.

Payroll Form and Filing Information

Displays information about the available payroll forms in the application, filing methods, and other payroll tax form related information.


Displays the Checkpoint PPC product web page.


Displays a list of quick links to available resources, such as Support, the Help & How-To Center, and the IRS home page.

System Information

Compiles and displays system information about the machine on which the application is running.

Note: You can click the title of the System Information portlet to open a dialog from which you can easily send the information listed in the portlet to a Support Representative.
Tax & Accounting Blog

Displays a page on our website where you can view and comment on the latest blog postings related to industry news and trends.

Tax & Accounting Community

Displays a page on our website where Thomson Reuters customers can connect with other professionals in a secure environment.

Tax & Accounting Events

Displays a page on our website that contains a calendar for our upcoming tradeshows, webcasts, and customer events.

Tax & Accounting Newsletters

Displays a list of links to publications, such as the Solutions Magazine, Aumentum News, ONESOURCE Transfer Pricing newsletter, and much more.

Tax & Press Releases

(Replaces the CS Professional Suite – Thomson Reuters portlet.)

Displays a page on our website that contains the latest news and announcements of interest from Thomson Reuters’ various businesses and sectors.

Web Browser

Displays the default browser to your Home page within the dashboard, that enables you to browse the internet or your network. You can also add custom portlets from within the Web Browser portlet.

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