CCH has introduced IntelliForms, a forms service with over 20,000 federal, state and local forms and instructions with real-time updates.
The number of forms and instructions available reflects an increased number of sales-and-use tax forms as well as expanded sets of nonprofit, financial and estate-planning forms over previous CCH forms packages. Every time a form is opened, the software checks to see if a more recent version is available.
IntelliForms provides several different tabs to organize forms. The searchable Blank Forms Manager tab lists all the forms available in a subscription. The Profiles tab stores client profiles.
All client forms for a single year are stored together and can be accessed from a Client Forms tab, organized by client.
For professionals who want to get a head start on filing, draft forms are available on IntelliForms. Data entered on a draft version of a form will carry to the final version of the form upon its release. Data from a worksheet also transfers to its related form.
IntelliForms links directly to the relevant section of official instructions, as well as to explanatory, compliance-focused research content in the CCH Tax Prep Partner Series thats related to the linked form field.
IntelliForms includes interactive versions of forms for 2005 to the present. Also included as part of each IntelliForms subscription is access to an online library of forms in PDF format going back to 1998.
The product is available now for download to a user's desktop. A CD-ROM version will be available in December. For more information, visit http://CCHGroup.com/IntelliForms.
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