In the platform, you can find specific forms (State and Federal) using the Form Finder.
To search for an important tax form:
- Open your tax return. Find your client through Client Search.
- If you know the form number, enter it in the Form Finder field.
- Next, pick the Go to Form option.
- Enter all of the crucial tax information and pick Continue.
Note: Some forms may not generate in the tax form finder.