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e-Form
e-Form RS
e-Form
e-Form RS Functionality: eLearning - Quick Tour
Price: Free

Get up to speed with e-Form RS faster and easier with RIA's award-winning professionally developed training. Enjoy the convenience of learning at your own pace on your own computer.


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
1 hour

Available in: Web-based e-learning (self-study)Web-based e-learning (self-study)


e-Form
e-Form RS Functionality: eLearning Mini Lesson - Accessing e-Form RS from Checkpoint or Speedlink
Price: Free

You can launch e-Form RS on your computer in several different ways, such as clicking a desktop icon or selecting e-Form RS from the Start menu.

This "Show Me" demonstration decribes how to launch e-Form RS from within Checkpoint™ or by using Speedlink.


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
5 minutes

Available in: Web-based e-learning (self-study)Web-based e-learning (self-study)


e-Form
e-Form RS Functionality: eLearning Mini Lesson - Importing Client Data to e-Form RS
Price: Free

You can import client data from a spreadsheet to a tax form in e-Form RS. The spreadsheet can be one of your own creation or one of several e-Form RS spreadsheet templates, populated with client data. You first create an import task by (1) selecting an import format, (2) choosing a tax form, (3) identifying the spreadsheet and selecting a client, and (4) mapping data to the tax form. Once you save the mapping and the import task, you can run the import task and add the now-populated tax form to your client’s forms list.

In this "Show Me" demo, you will see the steps you follow when importing client data to e-Form RS.


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
15 minutes

Available in: Web-based e-learning (self-study)Web-based e-learning (self-study)


e-Form
e-Form RS Functionality: eLearning Mini Lesson - Searching for a Form in e-Form RS
Price: Free

e-Form RS provides hundreds of individual tax form, schedules, worksheets, and more, including more than 15 current and prior years, for federal, state, and local jurisdictions.

In this "Show Me" demo, you will see how to make selections to narrow the overall list and find the specific forms you need.


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
5 minutes

Available in: Web-based e-learning (self-study)Web-based e-learning (self-study)


e-Form
e-Form RS Functionality: Introduction (30-Minute Webinar)
Price: Free

Learn how to use e-Form RS in this 30-minute course and its time-saving, easy-to-use features. This course will cover how to set up client profiles, how to easily locate forms, enter data on forms and print forms. This quick tour of e-Form RS will also show how to calculate data on forms, view form instructions, and much more.


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
30 minutes

Available in: Live WebinarLive Webinar

5 results.