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using ProSeries

sballcpa
Level 1

I'm new to ProSeries, it's probably worse that I have mastered ProSystemfx and TR Ultra Tax but, they both had an option to be in the inputting forms view and the IRS view and to switch back and forth.  How do I switch from the input worksheets to the actual Schedule B or Form 4797 for example?  I called support and they honestly, could not understand my question.  I think it's the semantics!  I don't know what to call it but in Ultra Tax it was "Forms View" or "Input View" - you're right, I should have watched the Intro Video!!   Thank you, Stephanie

 

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2 Comments 2
BobKamman
Level 15

Try under "Forms" (when return is open) "Go To Quick Entry Mode"

And then "Go To Form Mode" to get back

sballcpa
Level 1

Thank you, maybe we have different versions but when I click on Forms, "Quick Entry Mode" is not an option.  I might have an option - I tried going to print (found out the print button on top is different than the print button on the left vertical listing) and then the option of "Preview" is there......... I can live with that

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