Multiple-activity for a Schedule K-1

Input form for Schedule K-1 with multiple-activity

Open

SPbinder

. Select

FORMS

.



Select

Income

. From the dropdown menu, select

Schedule K-1

.



The Schedule K-1 input form will appear. The sidebar on the left will have

Schedule K-1

,

Activity

, and

Sections

.



A Schedule K-1 entity can have multiple activities added, deleted, and moved in the

Activity

section. See the following list to learn more:

Add	Add multiple activities for a single Schedule K-1 entity.
Delete	Delete multiple activities for a single Schedule K-1 entity.
Move To	Move the data for an activity across any entity/activity.

To open a
Move To
window, select
Move To
on the
Activity
section.

To move activity data to a pre-existing Schedule K-1 entity, select
Add Activity
. To move this activity data to a new Schedule K-1 entity, select
Add Entity
.

A user can also use the search field to search for an entity/activity.

Select the entity/activity. Select
Ok
.

Multiple-Activities in the New Form Review Wizard

Multiple-Activity in Leads