How to prepare for Year End Tax 2024

Need to make sure can access Enterprise Forms Administration

Need to test Year End Tax 2023 to be ready for 2024

• Munis
• EERP
• Year End Tax
• ReadyForms
• Enterprise Forms

For the 2024 Year End Tax season we are moving to using Enterprise Forms (Ready Forms) only for Forms processing. This change will make it easier for sites to consume and easier for our support teams to support.

1. Make sure your site has access to Enterprise Forms Administration
   1. Access ReadyForms via Munis > TylerMenu > Forms > Enterprise Forms Administration or via the ReadyForms URL. You can find the RF URL in TylerDeploy under the Site Report section.
   2. Site IT can access ReadyForms using the Munis or tylerservice accounts. Credentials to log with these accounts can be found on the Site Report provided by Deployment Engineers or TSM.
      1. If Munis or tylerservice account does not have access, please create a new case with TSM support.
      2. If any account has access, in order to give other users access, please follow instructions on this article: Account cannot access Enterprise Forms Administration
2. Install RF Latest version via TylerDeploy: Update Enterprise Forms version via TylerDeploy
   1. Verify if 2023 Year End Tax Templates are there
3. Create RF Delivery Definition and Steps: 2024 Year End Tax via Enterprise Forms

More information on how to use ReadyForms: How to access and use Enterprise Forms