Calculation workbook workspace
Select a hyperlink in the Calculation Name column on the grid to open the calculation workspace. The calculation workspace includes datasets, entities, templates, and other accounting and tax-related sheets. Select the + and - icons in the left pane to open or close calculation workbooks in the right pane and show their associated calculations or forms.
With the calculation workbook open, you manage all aspects of sheets through the calculation workbook toolbar, including:
Formatting sheets, cells, rows, or columns
Complete the add, change, save, insert, delete, export, e-file, or print functions
Add or change the status
Add a note or attachment
View the calculation history
View errors
Edit sources
Link prior period data
Save a new version of a calculation
The notification centre is located in the upper right, above the grid. It displays information regarding the status of the calculation, such as whether it has been filed electronically and whether the electronic filing was successful. You can also see users that currently have the calculation open.
Located in the upper left above the grid is a toolbar contains actions required to change, prepare or maintain calculations for use. Hover over the icons to view, or select an arrow to reveal a list, of functions for using save, refresh, print, e-file, notes, attachments, or other relevant actions.
In an open worksheet, you can select the button with two arrows to open and close the panel to the far right for details about the properties of cells in the sheet.
Select the left and right arrows to enlarge or contract the size of the panel incrementally.
With the panel open you can select a cell in the open workbook to show the properties of the cell.
You may be able to edit some cell properties, depending on your settings. Editable cells have a blue background. When you save the calculation, your changes are saved unless you upgrade or roll forward the calculation.
To be able to use this feature, the
Allow overriding of cell layers
box on the Settings window must be checked.