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Client forms

Use Client Form List in e-Form RS

You can use the Client Form List to:
  • View lists of previously saved client forms, print multiple forms without displaying them and copy forms from one client to another.
  • Add and delete client forms and export a form from the client form list to a PDF file.
  • View a complete list of forms associated to a selected client.
  1. Select
    My Clients
    , then select a client from the list.
  2. Select
    Client Form List
    .
  3. Use the search bar to apply keywords and narrow down your search.
  4. You can select a
    Tax year
     to help your search.
    You have other options, such as:
    • Save As: Use Save As to add forms to a selected client. To add forms to a client from the Client Form List screen:
      1. Select a form, then select
        Save As
        .
      2. Select a client, then select
        Save to the Client
        .
    • Export options: Use Export to PDF to export the forms in a PDF format to your personal system.
      • Select one PDF file per form or multiple forms in a single PDF file.
      • Select up to 30 forms in a single file.
      • The forms are exported in the order they are listed.
    • Preprinted Forms: Use Preprinted Forms to print Preprinted form pages and documents.
    • Roll Forms to Next year: Use Roll Forms to Next Year to roll forward Client Forms and Data to Target Year Client Form List.

This article applies to:

  • Product: e-Form RS
  • Subject: setup

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