May 2008

 

EBPAQC Online Discussion Forum

User Guide

 

 

URL http://ebpaqc.aicpa.org/ifEBP

 

The EBPAQC has prepared this guide to help you use the Center Forum. Contact the Center at epaqc@aicpa.org if you have any questions about using the Forum.

 

User Guide Topics

 

Overview

How do I become a Forum User?

How do I invite others in my firm to use the Forum?

How do I create and edit my user profile?

Suggestions for using the Forum?

How do I find a topic on the Forum?

How do I use the search function?

How do I sort topics to view?

How do I find popular topics?

How do I start a new topic?

How do I add attachments to postings?

How do I respond, subscribe, or email an existing topic?

How do I receive email notifications of postings to a specific forum or topic?

How do I receive notifications of postings by a specific member?

 

Overview

 

The Employee Benefit Plan Audit Quality Center (EBPAQC) Member Discussion Forum provides you with an opportunity to network, exchange information, share best practices, and discuss issues with other member firms, like your own, that have demonstrated a commitment to audit quality. The following Forums exist for members:

 

Ø       Audit

Ø       Tax and Compliance

Ø       Multiemployer Plan

Ø       Form 5500

Ø       Form 11-K

 

The Forum is easy to use and can provide you with a wealth of information and ideas, keep you abreast of current practice issues and improve your knowledge of employee benefit plans.

 

You can also provide other firm employees with access to the EBPAQC Forum and other premium content on the EBPAQC Web site. There is no limit to the number of individuals in your firm to whom you grant access—it's completely up to you to decide which employees to include. Instructions for inviting other employees to participate in the Forum are provided in this document.

 

The material posted within the Forum represents the viewpoints and opinions of its participants and not necessarily those of the AICPA. In addition, the AICPA cannot and does not guarantee the validity or the accuracy of the information posted on the Forum.

 

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How do I become a Forum user?

 

If you have previously been accessing EBPAQC Web site member-only premium content just log-in to the EBPAQC Web site as you normally would and click on the Community link at the top of the home page. Click the "Enter the Forum" button and proceed to the Forum.

 

If you have not previously accessed EBPAQC member-only content, to become a Forum participant, you simply need to activate your firm's UNIQUE ACTIVATION LINK that you received, via email, when your firm joined the Center. This will allow you to access all of the premium content on the Center's website, including the Forum. If you do not have your firm's UNIQUE ACTIVATION LINK, please email the Center at ebpaqc@aicpa.org and it will be emailed to you.

 

You will then be prompted to log in using your AICPA.org or CPA2Biz.com username and password, or if you do not have one, create a new username and password. If you have forgotten your AICPA.org or CPA2Biz.com username or password, click on the "Forgot Your Password link" on the Log in screen. Remember to save your username and password in an easily accessible place so that you can locate it each time you access the site.

 

You are ready to begin to use the Forum by clicking on the "Enter the Forum" button on the website. Should you need assistance with the log in process or using the Web site, please contact the AICPA Service Center at 800-708-8775 or service@aicpa.org.

 

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How do I invite others in my firm to use the Forum?

 

Upon enrolling your firm in the Center, you should have received an automatically generated EBPAQC welcome email. That email included a lengthy firm-specific URL (uniform resource locator) that appeared under a heading entitled "Unique Activation Link". To grant members of your staff full access to the EBPAQC Web Site, you need to provide them with your firm specific URL – they can only set up their registration for the Web Site as a member of your firm by using your firm specific URL. For this reason, it is important for you to keep the URL on file for future reference. If you have discarded your original welcome email and firm-specific URL, please send an email to ebpaqc@aicpa.org and we will send you another copy.

 

When you or a member of your staff clicks on your firm-specific URL you will be directed through the EBPAQC Web Site registration process. That process will ask you to provide your Aicpa.org or cpa2biz.com username and password (each staff member will use their own user name and password). If you do not have such a username and password, the site will direct you through the process of obtaining one. If you previously were provided a username and password but have forgotten it, the site includes a link that provides information to assist you in identifying the forgotten information. Once you have gone through this initial registration process, you will be able to subsequently access the EBPAQC Web Site directly using its normal web address (http://www.aicpa.org/EBPAQC). Thereafter, each time you or your staff enters the Web Site, you should login with the username and password used to register above, which will allow you to access the complete Web Site, including the sections for members only. If you encounter problems as you go through this process or have any questions, please send us an email at ebpaqc@aicpa.org.

 

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How do I create and edit my user profile?

 

You may want to include personal information in your member profile to facilitate discussion groups with members of similar interest, geographical area, etc. This information is maintained in the control panel under contact/personal information. Information you may want to include in your profile are:  email address, business webpage address, business location, occupation, personal interests and a brief biography. To get to this panel, click on "control panel" on the toolbar at the top of the page and select "contact/personal information".

 

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Suggestions for using the Forum

 

Following are some suggestions to help you and others make the most of your Forum:

§         Before posting your question, search the Forum. Your question or comment may have already been discussed, answered or resolved.

§         Create a concise subject that adequately summarizes your topic. For example: "Applying SAS 99 in a defined contribution plan audit".

§         Increase the likelihood of starting a discussion by providing details in your comment or question, and by choosing a relevant category, release and platform for your topic.

§         Be patient. All the participants of this Forum are using the Forum and participating in discussions on their own time.

§         Help others. The Forum is a community, and works best when people share information.

§         Give feedback. If someone helps you by answering your question, try to add a follow-up response letting them know whether or not it worked.

§         Welcome newcomers. Make them feel welcome in the Forum community.

 

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How do I find a topic on the Forum?

 

Once in the Forum, you will be on the home page, which will list the 5 forum areas:  Audit, Tax and Compliance, Multiemployer Plan, Form 5500 Reporting and Form 11-k. Select the forum area in which your question pertains to. You can search the topics under this forum to see if your subject has started a discussion group as yet or you can start a new topic.

 

 

Forums

Topics

Replies

Last Post

 

 

 

 

 

Audit Forum (add/view new postings) - [2 members and 1 guest]

Discussion of employee benefit plan audit issues

 

RSS feed of topics from last 14 days

734

899

Today @ 1:18 PM

by Patricia_Thoma...

In: Investment allocation testing

 

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How do I Use the search function?

 

Find discussion topics of specific interest to you by using the Forum search function Click on "Search" at the top of the Forum webpage to search all Forums.

 

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You may also search within a specific Forum area, open the Forum area and click "Search This Forum."

 

 

Audit Forum (add/view new postings)

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The Advance Search allows you to search discussion titles and message text, sort by subject, forum name, posting date, author, number of replies and number of views. Click on "Search" on the top right of any page to search all Forums and then click "Advanced Search."

 

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