Binder Properties - general information

  1. On the General Information page, in the
    Binder Information
    section, enter the binder information.
    Refer to Setting Up EIN and Reference ID Numbers for information about populating identifying numbers.
  2. In the
    Return Information
    section:
    • The return type is inherited from the associated entity.
    • The return type and entity type should be the same.
    • Once you save the binder, you cannot change the return type.
    • 1120, 1120L, and 1120PC are the only valid return types for international returns.
    • Select the
      Source of Data for Return
      from the dropdown.
  3. In the
    Related Binder
    section, select a
    Prior Year Income Tax
    binder.

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