Use the forms toolbar
Name | Icon | Description |
|---|---|---|
Inactive |  | If any proforma'd form is not required in the current year, mark the checkbox to mark all the fields in the form inactive. note
The Inactive checkbox is not available if references are added. |
Mark all Amounts as Estimate |  | Mark all the fields in the Forms as Estimates. |
Copy PY Values as CY (SALY) |  | Copies prior year values for Schedule K-1(1041, 1065, 1120S) as estimates for the current year. This option only appears for certain binders that meet the requirement. |
Previous Form |  | It takes you back to the previous form. |
Form History |  | List the Forms in the order in which they were navigated. |
Next Form |  | It takes you to the next form. |
