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Level 2

Where do I find the instructions to use two screens at the same time - i.e. detail on one and actual return on the second screen so I can see what changes as and add and delete items?

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2 Comments 2
Level 15

@George4Tacks will come up with the official link with all the details.

For now:

When in the client file - Upper menu bar > View > down to Detail/Forms View.  Pick your poison.  A word of advice, for me it doesn't work that great if it's a really big file.  YMMV

"*******Tax software is no substitute for a professional tax preparer*******
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Level 15