FormSource: Selecting the Tax Year and Tax Application Type

1. On the Saved Queries tab, select the tax year and the tax application type (1040, 1041, 1065, 1120, or 990). The user name is automatically filled in with the name you used to log in to the application. The list of your saved queries will appear.
2. Clear the user name field to see all saved queries for your firm. Click the Refresh List button to view the list.
   
   You can also enter another user name to narrow the list of existing queries created and saved by another user.

   If this is your first time using FormSource or you have not created or stored a query, a message will display saying there are no stored queries. Click OK to continue.

3. To use a predefined query from Thomson Reuters, check the box for FormSource Library. You must select the tax year and tax return type first. A list of predefined queries will appear in the box below. For a list of the predefined queries, see FormSource: Libraries.

   

 

 

 

RS Browser/fs_3.htm/TY2021

Last Modified: 03/25/2021

Last System Build: 02/03/2022

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