Reviewing Changes to Disclosure Requirements

To help you stay abreast of changes to disclosure requirements, each section in the checklist includes a What's Changed tab. This tab lists the disclosure rows in each section that were added, modified, or deleted since the last update. New and Modified tags indicate the type of change that was made. For sections that were modified, both the old text (indicated by a strikethrough) and new text are displayed so you can compare them. New disclosure sections or disclosure sections without changes will note that they are new or unchanged on the What's Changed tab.

To review the changes for a specific tailoring or disclosure checklist,

1. Open the client checklist.

   Note: If you are accessing AutoCheck from CCH Axcess™ Knowledge Coach, this step is not needed.

   1. If needed, click to open the All Clients page.
   2. Click the client's name in the list.

      Tip: You can use the Search box at the top of the All Clients page to find a specific client.

2. Click the link for a tailoring checklist. You can click the link either in the navigation pane or in the Overview view.
3. Do either of the following:
   • To view the changes in tailoring, click the What's Changed tab.
   • To view the changes for a disclosure checklist:
   1. Expand the tailoring checklist in the navigation pane to display the disclosure checklists.
   2. Select the disclosure section you want to see changes for.
   3. Click the What's Changed tab.