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Using the E-file Viewer
The PDF grid displays in a separate window when using the E-file Viewer.
Each page of the PDF includes:
- Taxpayer name
- EIN or SSN
- Timestamp when the PDF was created
- Page number
All schema elements are displayed whether or not they're populated. A bar is displayed at the beginning of each form schema. This bar includes the schema name, the document ID related with the schema, any informational text (for example, the dormant indicator for Form 1040), and links (blue underlined text) to any supplemental schemas called by the form but not called by a specific line number.
When the schemas have multiple choice elements, where only 1 element can be selected, the descriptions of each choice element are indented. For example, for Method of Accounting, cash, accrual, and other may apply, but only 1 can be selected.
Items can occur multiple times and are displayed in consecutive order with a header indicating the beginning of each occurrence.
Links (blue underlined text) are available to jump to supporting details. For example, if a detail exists for Other Income on line 21, the description will have a link. Select the link to view the supporting detail.
Bookmark view
The Bookmark view lists the form and schedule schemas included in the PDF. Select each form or schedule schema to go to a specific section in the PDF.
A form can have multiple instances. The total number of forms is displayed inside parentheses. A plus sign displays next to the file name when more than 1 instance of the form exists in the PDF. Select the plus sign to expand the list. Each file has a unique identify number (such as IRS1040SchCN1, IRS1040SchCN2, or IRS1040SchCN3). The 1st instance of the form is the item shown with the parentheses, while the 2nd instance has N1 at the end of the description. Select the bookmark to go to the instance of that form.
This article applies to:
- Product: ONESOURCE Income Tax Express RS
- Return type: 1040 Individual, 1120 Corporation
- Subject: e-file