Add binders

Binders represent year-specific data particular to an entity. All binders for the same entity use data from a common database. You can set up tax binders according to the year required for a particular entity. The system uses the year to invoke the appropriate data entry dialog boxes, workpapers, and computations for that binder.
All Binders is the opening screen for the application.
  1. On the All Binders screen, select
    Add Binder
    .
  2. Select the tax
    Year
    from the dropdown.
  3. Select the
    Entity
    type you want to create.
  4. Select
    Create
    .
    The Binder Properties screen is comprised of a variety of pages and actions. Each page contains information about the binder. The information is dependent upon the binder type.
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