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ProSeries houses a powerful in-program tool designed to assist with navigating forms, worksheets, and statements.

This tool is often used to find the point-of-entry for a specific item you are trying to report, or more broadly, to source the necessary form to file a certain type of activity.

In order to get the best results possible, a best practice would be using search terms that are aligned with form terminology. For example, if you are looking to report something "tax-free," the optimal search term would be "nontaxable."

ProSeries Professional

  1. Open the client's tax return.
  2. There are three ways to access the tool:
    • At the top of the Forms in Use bar to the left, click the green Where Do I Enter? button.
    • On the toolbar at the top of the program, click the green Where Do I Enter? button.
    • From the Forms menu at the top of the program, select Where Do I Enter?.
  3. In the window that pops up, type in the keyword(s) for the item that you want to report. As you type, the tool filter through the forms, worksheets, and statements available.
  4. Select from the generated list the option that is most applicable to your needs. The window will then close and you will be taken to your destination.

ProSeries Basic

  1. Open the client's tax return.
  2. There are two ways to access this tool:
    • On the toolbar at the top of the program, click the green Where Do I Enter? button.
    • From the Forms menu at the top of the program, select Where Do I Enter?.
  3. n the window that pops up, type in the keyword(s) for the item that you want to report. As you type, the tool filter through the forms, worksheets, and statements available.
  4. Select from the generated list the option that is most applicable to your needs. The window will then close and you will be taken to your destination.