Copy Figures

When you create a client in Trust Tax they will only have one set of figures available. At any point, you can create a copy of the client's tax return figures. You will then have several sets of figures for the client.

Once created, each of these copies are independent of each other and can be edited separately. You can choose which set of figures you want to display on the return in the Tax Return Previewer and on the printed version.

You can create as many copies of the figures as you like. You can delete any copies that you no longer unless it is the only set of figures available for the client for the currently selected tax year.

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To copy a set of figures:

1. From the Return menu choose Copy Figures. The Copy Figures window appears.
2. Enter a name for the copy.
3. Click OK.