Entering data and calculating plans

Entering data

After selecting a plan, you are now ready to enter and edit the data for this plan.

The letter identifying the current plan appears after the client number, at the top of the screen. Enter keywords and data the same way you would for production returns.

You can easily switch between plans using the drop-down menu titled Type of return on the data entry screen toolbar.

The keyword Plan-Title can be used to help manage your plans.

Calculating plans

Tax planning calculations can be run either from the data entry screen or from the client list in the same way as for production returns, with the exception that batch tax calculations are not available in planning mode.

Viewing plans

Pressing [Alt+F9] in the data entry screen will bring you to the tax return display, where you may switch to another plan using the drop-down menu located at the left of the screen.

Printing plans

You can either click the Production printing icon, or select Tax return in the Print option of the File menu. This will bring you to the Printing of tax returns dialog box from where you can select the plan you want printed.