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:
- On the Blank Forms tab, select the form or forms you want to open from the Forms List.
- Click Open Forms on the toolbar.
- Select New Client or Existing Client at the Select Client Type window.
- Click Add Forms. The program checks for updates and opens the new blank form.
To open a new return within an open client:
- Click Add Forms on the toolbar.
- Select the form(s) you want to open from the Forms List window.
- 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.