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Inactive, Mark Amounts as Estimate, and Copy PY Values as CY checkboxes
Name
Icon
Description
Inactive
Inactive checkbox
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 Amounts as Estimate checkbox
Mark all the fields in the Forms as Estimates.
Copy PY Values as CY (SALY)
Copy PY Values as CY (SALY) checkbox
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.
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Form History checkbox
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