e-Form RS Screen Overview
e-Form RS launches with its Home (Quick Start) screen displayed by default. All e-Form RS menus and features can be accessed using either:
- The top-toolbar containing all e-Form RS menus along with File, Home, Help and Logout.
- The navigation panel on the left with the ability to Customize Menu Display Styles.
Below is a description of the e-Form RS menus:
| File |
The File menu lets you set your printer calibration, import client data and export client forms. |
| Home | On the Home page, you can view a list of the most recently added forms, submit an inquiry to e-Form RS, or run the e-Form RS Quick Tour. You can also view your product and account information. |
| Clients |
Use the Clients menu to perform various tasks including adding, viewing, editing and deleting client profiles and forms, assigning preparers and adding notes. |
| Forms |
The Forms menu allows you to perform various tasks including displaying selected forms, adding forms to clients, printing blank forms and exporting a list of forms to excel. |
| Publications & Research |
Use the Publications & Research menu to access useful publications and tax links such as Checkpoint and the official IRS website. |
| Options & Security |
Use the Options &Security menu to change your password and define your user preferences for various data field options. Changes made here affect all new forms added or displayed. |
| Administration |
The Administration menu provides quick ways to an e-Form RS Administrator to customize and manage their users, clients and preparers. As an administrator, you can set user rights, security measures and manage your client database and search through saved forms for specific text. |
| Help | Visit the Help screen to find quick answers to e-Form RS related queries, additional support, quick reference guides and available training. |
Note: To change the default screen from Home screen to another e-Form RS screen, choose your Default Startup Page under Options & Security menu > Program Options page> Startup Page section and click Save Settings from the top-toolbar.