Select Folder dialog

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Use this dialog to select the FileCabinet CS folders that contain the source documents you want to include in the client copy of the tax return when you deliver it to the client via the selected delivery method (such as paper or via email).
To open this dialog, choose Setup, Office& Configuration, select the FileCabinet CS tab, mark the
User-defined folder
checkbox, and then choose the Select Folder button.

Fields & buttons

Folders list
Mark the checkbox next to the FileCabinet CS folder that contains the source documents you want to include in the client copy of the tax return when you deliver it to the client.
note
  • You can only select one FileCabinet CS user-defined folder as the folder that contains the source documents you want to include in the client copy of the tax return. If you mark the checkbox for a second folder after previously selecting one, the checkbox for the first folder is cleared automatically.
  • Embedded documents such as Microsoft Excel spreadsheets and documents from integrated CS applications (except K-1 packages) are not included as source documents in the client's copy of the return.

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