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Getting Started - e-Form RS User

recommendation

We recommend the following steps to set up your users (there may be steps that you are able to skip in this process). Begin with step 1 and move through each topic by using the navigation arrows at the bottom of each page. If you would like to print a document that includes all of these steps, click here for a pdf version of this information.

As an integral part of your subscription, you have access to e-Form RS, the most complete online library of tax forms available.

If you have end users that will access e-Form RS directly from their desktop instead of through Checkpoint, you are required to log in and create the User IDs and passwords they will need.

Note: You may access e-Form RS from Checkpoint without a separate login. Click here for information on where to find the link within Checkpoint.

  1. Workstation Requirements - Minimum requirements to run e-Form RS.
  2. Administrator Account Setup - Enter the system to get started and install e-Form RS.
  3. Setting Up Users - Adding users to the system.
  4. Changing a Login Password - How to change a user’s password.
  5. Locking Out Current Users - To temporarily prevent a user from accessing e-Form RS.
  6. Importing Client Profile Information - How to import client profile information from a CD Client database.

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