You'll use the Input Return tab to enter all of your clients' tax data, like income and deductions.
- Use the table of contents on the left side of your screen to navigate through different portions of the return, or search for a specific item.
- Longer screens are separated into logical sections. Click on a tab along the top of the screen to view the section you need.
- Access carryovers or general information by clicking the link at the top right of the related input screen.
To preview forms while you enter data:
For faster tax preparation, use the preview forms feature to review the tax return as you enter data.
- From the Input Return tab, click on the Preview forms button in the top right corner of the screen.
- A new window will open showing the tax return forms.
- You can resize the browser windows and rearrange them to fit your monitors.
- As you input more data, click Refresh Forms to see your changes on the return.
