Navigate the tax return

The navigational buttons (above the Forms Tree or on the left panel when the Forms Tree is minimized) are used to help complete a return. Do not use the browser's buttons.

In Google Chrome, you must use the Tab button to move from field to field within a tax return.

To hide the browser toolbar, press F11.

Option

Description

Allows you to add additional forms to the active return.

Allows you to delete forms from the active return.

Prints a single form from the active return.

Allows you to capture and store documents and files associated to a client's return.

Opens the previous form of the active return.

Opens the next form of the active return.

 

See Also:

Understand color coded entries

Keyboard Shortcuts

Forms Tree