Intuit Help
Intuit
02-27-2020
05:22 PM
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Help Articles
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
- Open the client's tax return.
- 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?.
- 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.
- 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
- Open the client's tax return.
- 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?.
- 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.
- 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.