The Tax Alert - Tax Service Credentials options screen allows you to store RIA GoSystem Tax RS and Insource Express RS IDs. After a Tax Alert is published, RIA Tax Alerts queries your database of RS tax returns to determine how many of your returns may potentially be affected. Each alert on the Current Alerts and All Alerts windows displays a message that specifies the number of your returns possibly affected.
To access the options screen, click the Options link on the Checkpoint top toolbar and then select Tax Alerts from the left menu. Click the Tax Service Credentials Link on the left menu to open the Tax Service Credentials options. The Tax Alerts options screen can also be accessed from within the Practice Development tab by clicking the Change Preferences link.
To add a new Tax Return Source, click the Add a Credential button.
You can edit or delete existing Tax Service Credential IDs by clicking the Edit or Delete links under the Manage heading.