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Introduction to RIA InsourceExpress Software
ACCT6351
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Find the software: Path I: The purple Icon shown on the desktop
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Path II: Start->Program->Express RS->InSource
Express RS
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Path III: go to the internet and enter
http://insourceexpress.fasttax.com
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Enter the software: Log Id: last name; Firm: 518H; Location: ***, Password: SSN or student ID
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Click: “Click here to continue” or Click the blue icon to download the “RS Client Software”
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Select “New” under “Returns” Tab
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Account: 518H; Year: 2001; Type: 1040
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Items to Enter: Name (taxpayer and spouse); Preparer (the LogID);
then Click “Add and Open”
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Select “No”. Be sure to memorize the location Name
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Enter Data Under “Organizer”. Be sure to “Save” and “Full Re-compute” in each step (use the 2nd
and 3rd tool boxes above).
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Main Parts to Be Finished : General Information; Income; Gains and Losses; Adjustment to income;
Itemized deductions
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Data entered will be transferred to “Tax Forms”
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The Data will automatically appear in the tax form. If red color appears; there is error.
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Be sure to click “logout ” each time you finish the work
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Next time when you continue working on the unfinished return, select “find” under “return” tab,
search by last name or locator.