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About the tax applications screens

Initial screen

General Information > Basic Return Information > Entity Information.

System components

Forms List Window:
 navigation organized as a hierarchy of folders and forms. It displays a list of available Organizer Forms or Tax Forms. Expand the folders to see more screens.
Location Bar:
 Shows you where you are in the tax application.
Organizer:
 Screens for entering data. Organizers provide the appropriate fields needed to complete your tax data entry. This is the lowest level of detail, and any data entered here automatically flows to the related tax forms and workpapers.
Tax Forms:
 Calculated amounts on IRS form facsimile. After completing the Organizer data entry, use the Tax Forms to show the tax return data along with the calculated dollar amounts. The primary purpose of Tax Forms is review. If necessary, you can use Tax Forms to override Organizer input, but it is not recommended.
Workpapers:
 On-screen audit trail. Workpapers show supporting computations and serve as an audit trail between the Organizer input and the Tax Forms. These links are automatically generated by the tax application to provide more detail about the item selected.
Hyperlink List:
 Quick route to all related screens. Hyperlinks are linked areas of the return that provide easy movement between related forms, data entry areas, and workpapers such as workpapers, organizers, tax forms, tax summary.
To use hyperlinks:
  • right-click the mouse to see the options
  • select
    View
    , then
    Hyperlinks
    .
Print Preview:
 On-screen view of the print file window. You can review all forms, schedules, and whitepaper statements with Print Preview.

Navigation methods

important
To properly close a tax return, select the Close or Save and Exit button within the return itself. Do not select the X in the upper corner of the screen, as this can cause issues with the program and potentially lead to errors or data loss.
Main menu
Second menu
Purpose
Compute
Full Recompute
computes the entire return
Compute
Auto toggle button
Toggle between computing automatically as data is entered (toggled on), and computing on demand (toggled off).
Print
Print and print preview the return.
Tools
Import
Import data into the return using a pre-defined DIF template.
Tools
Import Partners
(1065 only) Import partner data into the return using a pre-defined DIF template (Partner Bridge).
Tools
Export
Export data from the return
Tools
Export Partners
(1065 only) Export partner data from the return.
Tools
Trial Balance
(1065 and 1120 only) Open Trial Balance.
View
Diagnostics
Review the diagnostics in this return.
View
Estimated values
Show the estimates in this return.
View
Overrides
Review the overrides in this return.
View
Transfer errors
Review the transfer errors in this return (usually from imported data).
Arrow icon back
N/A
Shows the form associated with the previous entry in the History list.
Arrow icon forward
N/A
Shows the form associated with the next entry in the History list.
History
N/A
Shows a list of forms or Organizer screens accessed in the current session. Use
Previous in History
 and
Next in History
 to move through the list.

This article applies to:

  • PRODUCT: ONESOURCE Income Tax Express RS
  • Subject: Setup

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