Link Forms

TaxWise Online allows you to link different compatible forms within the return. When available, the Link icon appears when an active entry can be linked to another form.

To link forms, use the following steps:

Open a return.
Go to a field within the return, for example, Form 1040 pg. 1, line 2a.

Image: Line 7 entry link with smartbar displayed

Do one of the following:
Press F9, or
Click the Entry Link to display the smart bar, and then click the Link button .

Image: link to a form dialog

Select the form to link to from the list of available forms on the New tab.

If the form has already been added to the return, click the form in the Existing tab.