IntelliConnect® Best Practices and User Guides

This library of materials provides quick and easy, how to guidelines for using IntelliConnect. Please click the links below to access the PDF files.

IntelliConnect Best Practices

• Tips for State and Local Tax - IntelliConnect Users [PDF]
• Searching Specific State Using the Jurisdiction Filter [PDF]
• Search Using the Jurisdiction and Document Type Filters [PDF]
• Narrowing Your Results Using the Filters [PDF]
• Best Practices for Finding Answers to International Tax Questions [PDF]
• Locating Related Information [PDF]
• Locating the Full Text of Code and Regulation Sections [PDF]
• Setting Up Trackers [PDF]
• Using BNA Publications on IntelliConnect [PDF]
• How to Print in IntelliConnect [PDF]
• IntelliConnect Quick Start Guide for SALT Practitioners [PDF]
• Setting Up Favorites [PDF]
• Productivity Tips [PDF]
• Customizing Practice Areas [PDF]
• Managing Access to IntelliConnect [PDF]
• IntelliForms Quick Start Guide [PDF]

IntelliConnect User Guides

• IntelliConnect Quick Start Guide [PDF]
• IntelliConnect Advanced Quick Reference Card [PDF]
• Perform Plus III Quick Start Guide [PDF]
• Client Relate User Guide [PDF]
• Client Relate Training Guide [PDF]