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Print this pageForward this document  Data entry templates

Sample clients can be displayed on the right-hand side of your current client's data entry screen.

Several templates of sample clients have been designed to show how to enter particular types of tax situations. They include sets of keywords to help speed up and simplify data entry.

You can bring up the list of sample clients by selecting Data entry templates from the right-hand side display drop-down menu, in the data entry screen. From this list, highlight the template that you wish to use, then click OK to have it appear on the right of your screen.

December 9, 1999