FORM Opening a Tax Form

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Generally speaking, a tax form is a paper document used by a taxpayer when paying his or her taxes. A tax return is a document giving the tax collector information about the taxpayer's liability. Tax returns are sometimes referred to as returns. Account Ability regards a tax form as either the paper document, in the general sense, or the user interface used to enter taxpayer liability.

 

Select Client Selecting a Client

 

•Select Client (Filer, Entity) Management from the Module menu.
•Locate the client to be selected.
•Double-click the client, or
•Click the Select button, or
•Choose Select Client on the context menu.

 

If successful, the selected Client ID is displayed in the Active Client Panel of the status bar and you are prompted for the tax form to open.

 

bulb The ActiveForms Active Forms selection displayed at the top of the menu of available forms will display the number of returns processed for the 2019 and 2020 reporting years.

 

note Notes

 

•Once a client has been selected, tax forms can be opened from the Forms menu.
•You can open at most 5 tax forms simultaneously for the selected client.
•When using the context menu, you must right-click directly on the client.

 

Release Client Releasing a Client

 

•Close all open tax forms.
•Select Client (Filer, Entity) Management from the Module menu.
•Click the Release button.

 

If successful, NO CLIENT is displayed in the Active Client Panel of the status bar and the Forms menu is disabled.

 

note Notes

 

•Selecting a client automatically releases any previously selected client.
•Exiting Account Ability without releasing a client automatically selects the client the next time you start Account Ability.