See also

Editing Returns

Edit a trustee's details

Preview Returns or reportsYou can also

Managing tax returns

You can add supplementary pages (schedules) to the client's return by selecting one from a list of those available.

 To add a schedule with the pop-up menu:

  1. Right-click the Navigator.
  2. From the pop-up menu choose Add Schedule then the schedule to add.

To add a schedule with the main menu:

  1. From the Return menu, choose Add Schedule.
  2. Choose the schedule to add from the sub-menu.

Tip: You can also add schedules by right-clicking in the Navigator, and from the pop-up menu, choose Add Schedule, then the name of the schedule you want to add.

  1. From the Return menu, choose Delete Schedule.
  2. Choose the schedule to delete from the sub-menu.

Tip: You can also delete schedules by right-clicking in the Navigator, and from the pop-up menu, choose Delete Schedule, then the name of the schedule you want to delete.