Corporate Taxprep 2020.2.0

Options - Tax Research

This panel allows you to modify options related to tax reference sources available through a tax research.

IntelliConnect options	Show InfoConnect	Shows the InfoConnect functionality for fields with tax links. This functionality presents an excerpt of the document available on IntelliConnect and allows you to quickly access the entire document. Note that you must have a valid IntelliConnect account to use the InfoConnect functionality. When you click the Tax Research button in the toolbar to view the tax link available for a form, InfoConnect will display, whether this option is selected or not.
	Log on automatically	Saves the user ID and password required to establish the connection to IntelliConnect automatically.
	User ID	Allows you to enter the user ID required to connect to IntelliConnect, and view the publications to which you are subscribed and use the InfoConnect functionality. The user ID corresponds to the e-mail address provided when you registered for IntelliConnect.
	Password	Allows you to enter the password required to connect to IntelliConnect and use the InfoConnect functionality.
	Forgot password?	Allows you to obtain your password by e-mail. Your user ID is required to obtain your password.

Note: If a user ID and a password are entered in this panel and one or more outgoing IP addresses of your firm have been whitelisted to log in to IntelliConnect, the credentials will be used by default.