Setting e-Form RS Program Options

On the Program Options screen, you can configure your default Startup Page, how you would like to view forms, customize font size, currency fields, date/time stamp, computing settings for forms along with the top-toolbar display styles.

  1. Under Options & Security menu and click Program Options.
    The Program Options screen is displayed.
  2. Select your options using the check boxes and radio buttons.
  3. After you have made the necessary edits, click Save Settings from the top toolbar.
  4. Use the Restore Default Settings options from the top toolbar to revert back to e-Form RS default settings.

Note: All settings on this page will remain specific to the local workstation. Settings related to Forms will apply to all available forms. To apply settings for a specific form, see Using Form-Specific Page Level Options.

Program Options lets you change the settings for the following:

The Startup Page option lets you choose the default screen to display every time you log into e-Form RS. Choose from the following options under Startup Page:

  • Home Page
  • Open Form List
  • My Clients List
  • Open last client form visited
  • Open 'Quick Launch" Form List
  • Open Form Display

Use Program Options section to customize form viewing experience with the following features:

  • Always auto display first form listed
  • Always show wizards on saved forms
  • Always display search row with large text
  • Highlight the form field with the cursor
  • Never auto-shrink form text when typing
  • Auto display newly added forms

The Remember Last Selections section allows you to enable certain e-Form screens to store and display your last selections upon revisiting that screen. You can choose screens where you want to activate this feature from the following list:

  • On Form List Type and Selection
  • On Form Instruction List
  • On Client List
  • Prompt to Divide the Client List into pages
  • Prompt for Client when displaying blank forms

The Toolbars section allows you to configure the top-toolbar display on e-Form RS screens. Select one of the following:

  • Image Only - This will only display icons.
  • Image & Text - This will display icons along with textual descriptions.

Note: If you have selected Image & Text option, you can further choose Large Font for the textual descriptions.

Under Font specify the default form data entry font size for display as well as print. Choose between sizes 8, 10 and 12. You can also use the Bold option.

Note: Since most tax authorities do not guarantee acceptance of forms containing fonts other than Courier New, form font style remains set to Courier New and cannot be changed. Forms that require OCRA or OCRB fonts are also automatically updated on e-Form RS.

The Currency Fields in the forms can be set to:

  • Display Commas
  • ( ) As Negative Indicator
  • Round to Whole Dollars
  • Add Decimal Point

Note: You can use Add Decimal Point only if you selected Round to Whole Dollar. Decimal points will not display on forms with separate dollar and cent fields. Parentheses ( ) should not be used to indicate negative numbers on forms with separate cent fields.

Use Date and Time Stamp section to:

  • Display e-Form account numbers on forms
  • Add Date Stamp on Forms
  • Add Time Stamps on Forms in the desired format.

The Compute Options section allows you to configure the following form calculation settings:

  • Display Zero in Computed Fields
  • Skip over Computed Fields
  • Auto Calculation
  • Disable Word-wrap