The Recipient Toolbar
The vertical panel of buttons bordering the right edge of the desktop comprise the recipient toolbar.
Shortcut to Client (Filer, Entity) Management
Shortcut to the Bulk Import Utility
Open a Form for the selected Client
Add (Insert) a New Recipient Record
Saves changes when adding or editing a recipient.
Cancels changes when adding or editing a recipient.
Locate a Recipient Record
Rapidly locates recipient records.
Delete a Recipient Record
Displays the totals of all non-void returns.
Moves to the First, Previous, Next, and Last recipient record, respectively.
Preview or print a detailed control report.
Close the Form
Opens the Windows Calculator
Due Dates and Filer Instructions
Displays due dates for the selected tax form.
Displays Recent IRS Changes
Displays IRS Instructions