FormSource: Selecting the Accounts

1. From the Select Accounts tab, select the account(s) you want to include in the query. You must select at least one account.
2. On the list of available accounts, an asterisk (*) indicates that the account’s FormSource database for the tax year and type you selected is not complete. This occurs if Thomson Reuters has to perform maintenance on the FormSource database. Your account(s) are updated automatically as quickly as possible.
   
   Check the Select Accounts tab periodically to verify that the data load has been completed. Your results may not be accurate if you run a query on accounts before the data load is finished.

   

 

 

 

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Last Modified: 06/11/2020

Last System Build: 02/03/2022

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