Objectives

• In this course you will learn how to use IntelliForms, which  gives you instant access to the most current, comprehensive and easy-to-use library of tax forms and instructions available. You will learn how to locate, view, complete and print forms, schedules and instructions for commonly used federal, state, city and local forms. IntelliForms is designed to make navigation fast and easy. Find forms quickly with the convenient search function, access saved forms, blank forms, instructions and jurisdictions from one screen, transfer existing client profile data into any form and protect client privacy with built-in security.

• You will learn how to open, add a form to a client, and print forms
• Using the Client Forms manager to access forms saved for your client
• Learn the Client View manager to manage your workflow
• Create, store, and apply profiles for your clients and their forms
• Save and retrieve completed tax forms
• Link to and from research explanations

Attendees

• Anyone preparing tax forms using the IntelliForms product

Register Here
(class format(s) listed below)

• Sign up: Web-based
  (Complimentary, Multi-client Training (MTS))

CPE

• None

Prerequisites

• None