@BobKamman
You're probably right that paper file is mandatory. OP seemed to be having trouble making the software work... was just suggesting a paper and pencil approach...
Sounds like AZ DOR is as screwed up as NJ. Misery loves company.
SC DOR gets my vote for the best (most helpful) DOR....NY, the worst
If at first you don’t succeed…..find a workaround
