What FORMS by RESO is
FORMS by RESO is a form wizard at forms.reso.tax that walks a person through an IRS form question by question and produces a completed, downloadable PDF. From inside a RESO case, every form in the catalog can be launched as a case-linked fill: the form is free for the client, and the finished PDF pushes back into the case automatically — no chasing email attachments.
The catalog
The collection workflow comes first, and the catalog covers the forms a resolution practice actually sends:
- Collection statements — 433-A, 433-F, 433-B, and the OIC variants 433-A (OIC) and 433-B (OIC).
- Agreements and offers — 9465, 433-D, 656, 656-L, and 13711 (appeal a rejected offer).
- Authorizations — 2848 power of attorney and 8821 tax information authorization.
- Relief and appeals — 843, 911, 12153, 9423, 8379, and 8862.
- Administrative — 4868 and 7004 extensions, 8822 change of address, SS-4, and Form 56.
- Tax-prep documents — the annual Tax Organizer and a P&L Builder for business profit and loss, with year and period pickers.
Two ways to launch
The launcher lives in the Questionnaires tab of the case workspace. Each form offers two actions backed by the same case link:
- Copy client link — send it to the client; they fill the form themselves, free, on any device.
- Open & fill — staff opens the same wizard to complete the form on the client’s behalf, typically live on a call.
Either way, the completed PDF saves to the case’s Documents tab, labeled with who completed it, and the event logs to the Activity timeline. Once a form is on the case, the standard document e-sign flow can collect signatures where the form needs them.
Prefill from the case
Case-linked forms start prefilled. Identity details — name, email, phone, spouse — arrive on every case link, so clients are not retyping what your intake already captured. Financial figures prefill only on staff launches of the 433 family; client links never carry case financials. Prefilled values are an editable starting draft, and a saved draft always wins over prefill.
Autosave and resume
Progress autosaves as the filler works. A client can start a 433-A on a phone, stop halfway, and resume later on a laptop from the same link — the session picks up where it left off. Links stay valid for 30 days, and staff can mint a fresh link at any time. Re-downloads of a finished form do not duplicate documents on the case.
433 fills can update the financial profile
Forms in the 433 family (433-A, 433-F, 433-A OIC) carry a financial profile alongside the PDF. How it applies depends on who filled it:
- Staff fills apply immediately — staff typed the figures, so the case’s 433 financial intake updates on completion.
- Client fills wait for staff review — the submission is staged as pending, and client-entered data never overwrites the financial profile silently.
In both paths the answers are treated as household economics and client story — they inform ability-to-pay analysis but never substitute for IRS transcript facts.
Privacy at the boundary
The only thing that crosses from the case to forms.reso.tax is a signed, expiring token — prefill is fetched on demand and case data does not ride in the link. The completed PDF and answers flow back through an authenticated push to the case, keeping the form experience clean for clients and the case record authoritative for your firm.