How do I open a new return in CCH® IntelliForms®?

The video below shows how to open new forms and returns in IntelliForms. For your convenience, information about opening new returns is also included in the text below.

To open a new return, do the following:

  1. On the Blank Forms tab, select the form or forms you want to open from the Forms List.
  2. Click Open Forms on the toolbar.
  3. Select New Client or Existing Client at the Select Client Type window.
  4. Click Add Forms. The program checks for updates and opens the new blank form.

To open a new return within an open client:
  1. Click Add Forms on the toolbar.
  2. Select the form(s) you want to open from the Forms List window.
  3. Click Open Forms to add the forms to the client. The program checks for updates and opens the form in a tab in the client tab.
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