ActiveForms Active Forms List

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Menu Item Client Tasks Arrow Head Active Forms

 

A client's Active Forms List displays the number of returns processed for the 2019 and 2020 reporting years.

 

To display a client's Active Forms List,

 

•Select Client (Filer, Entity) Management from the Module menu.
•Locate the client whose Active Forms List you want to display.
•Select Active Forms from the Client Task Bar or context menu.

 

note Notes

 

•When using the context menu, you must right-click directly on the client whose Active Forms List you want to display.
•You can open a tax form from the Active Forms List provided the client is currently selected on your station.
•If you double-click on a client, the Active Forms List is available from the menu of available forms.
•Shortcut key = CTRL+A