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. |
Log on automatically |
Saves the user ID and password required to establish the connection to IntelliConnect automatically. |
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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. |
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Password |
Allows you to enter the password required to connect to IntelliConnect and use the InfoConnect functionality. |
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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.