Forms (Enable Copy PY values as CY)

In SPbinder, the
FORMS
tab appears for binders created with Classic Leadsheets. You can customize the
FORMS
tab based on settings that are currently available.
To configure the
FORMS
tab in SPbinder, go to
FileRoom
Admin
SPbinder
Forms
.

Enabling Copy PY values as CY (SALY)

Copy PY values as CY (SALY) feature can help you prepare for the extension season by letting you copy prior year values for Schedule K-1(1041, 1065, 1120S) as estimates for the current year.
Follow these steps to enable Copy PY values as CY (SALY):
  1. Select the checkbox for
    Enable Copy Prior Year values as Current Year (SALY) for Schedule K-1(1041, 1065, 1120S)
  2. On the confirmation window, select
    Yes
    .

Related content

Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close