Frequently Asked Questions: IntelliForms™

About IntelliForms

Featured Answers

What is IntelliForms?
IntelliForms is CCH's new interactive forms product. It provides the forms you need, when and where you need them. Similar to perform plus III, IntelliForms is a desk top application that contains thousands of interactive forms.

What are the key features of IntelliForms?
  • Intuitive and easy to use: IntelliForms is easy to learn and use with its simple interface. IntelliForms always opens to the Blank Forms Manager where you may open a blank form, add a new form for a client, print a blank form, or open the instructions to a form.
  • Easy form searching: Use the Filters and/or Search functions to find your desired form in the Blank Forms Manager. Your search begins as soon as you start typing.
  • Tabs for easy organization of forms: IntelliForms provides several different tabs to organize your forms. The Blank Forms Manager or tab lists all the forms available in your subscription. The Client Forms Manager or tab lists all your saved forms—organized by client. The Profiles tab stores your client profiles.
  • Client organized: IntelliForms organizes your data by client, the same way as you approach your workflow. All client forms for a single year are stored together and can be accessed easily from the Client Forms tab.
  • Real time updates: IntelliForms checks for the latest version of a form each time you open a form so you never have to worry that you are working with an older version.
  • Draft forms: Unlike perform plus III, draft forms are developed and available for use on IntelliForms. And, even better, if you fill out a draft version of the form, your data will carry to the final version of the form upon its release!
  • Archives: IntelliForms includes interactive versions of forms for 2005 to the present. Also included as part of your IntelliForms subscription is access to an online library of forms in PDF format going back to 1998.
  • Worksheets: On IntelliForms, data from a worksheet will transfer to its related form. Note that data will not transfer from form to form, but it will transfer from worksheet to form and from draft to final version of a form.
  • Links to form instructions: As in perform plus III, IntelliForms provides access from each form to the relevant section of official instructions for that form.
  • Links to CCH® Tax Prep Partner Series™: IntelliForms includes links directly from commonly used Federal forms to explanatory, compliance-focused research content related to the linked form field.

Where can I find more information about IntelliForms?
Visit the IntelliForms Help Center at CCHGroup.com/IntelliForms.

When will 2010 tax forms be available in IntelliForms?
Tax forms for the 2010 tax year will be available in IntelliForms beginning on December 7, 2010. A draft version of the form will be available if the final version is not yet released or been approved by the appropriate agency.

How can I tell when a form will be available in IntelliForms?
IntelliForms includes a "Forms Release Schedule" that lists the dates IntelliForms expects to post forms approved for paper filing. To access the "Forms Release Schedule", click here.

Where do I find IntelliForms on IntelliConnect?
IntelliForms is included with your IntelliConnect subscription as a separate application. You can download IntelliForms directly from the IntelliConnect home page under the "Downloads" heading. Alternatively, you can just search for "IntelliForms" in the search box on IntelliConnect and filter under "practice tools" to find the download link.

Once you download IntelliForms, you can launch it by clicking on the IntelliForms (IF) icon on your desktop.

Where do I find IntelliForms on the CCH Tax/Internet Research Network?
IntelliForms is included with your Tax/Internet Research Network as a separate application. You can download IntelliForms from the "Interactive Forms" tab on the Tax Research Network or from the same location as the perform plus IIII download on the Internet Research Network.

Once you download IntelliForms, you can launch it by clicking on the IntelliForms (IF) icon on your desktop. The first time you open the application, you will land on the "Access" tab of the "Preference" dialogue box. In the box labeled "IntelliConnect Username:" type your Tax/Internet Research Network ID number; in the box labeled "IntelliConnect Password:" type your Tax/Internet Research Network password, and then click Apply. This will authenticate the forms sets included in your subscription.

How do I access IntelliForms once I've downloaded it?
IntelliForms is a desktop application. Similar to perform plus III, once you have downloaded IntelliForms, you open the application by clicking the IF icon on your desktop.

Installing IntelliForms with non-Internet Explorer Browsers
There are special instructions for loading IntelliForms from a Firefox Browser. Click here to learn more..

Does IntelliForms support e-filing?
No, as a form-filler product intended to supplement a tax software package. IntelliForms currently does not provide e-file capabilities. Many 2-D versions of forms, however, are included that can be filed with the appropriate state agency.

What training is available for IntelliForms?
An IntelliForms tutorial is available for you to view. It explains how to get up and running on the application. The application also has a number of tutors and help files to answer all your questions. In addition, we encourage you to register for the free online training we are providing.

What should I do if I need help?
Visit the IntelliForms Help Center at CCHGroup.com/IntelliForms or contact customer service at 1-800-344-3734. You can also visit the CCH customer support web site at Support.CCH.com.

I just moved to IntelliForms and I don't know where to start. What should I do?
There are a number of helpful resources within the IntelliForms Help Center to get you started using IntelliConnect, including:
IntelliForms Quick Start Guide
IntelliForms Tutorial

 

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