The Recipient Toolbar

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The vertical panel of buttons bordering the right edge of the desktop comprise the recipient toolbar.

 

CLIENT Shortcut to Client (Filer, Entity) Management

 

BulkImport Shortcut to the Bulk Import Utility

 

FORM Open a Form for the selected Client

 

Add Add (Insert) a New Recipient Record

If Automatic Insert Mode is set, Add With Automatic Insert appears instead of Add (see Desktop Preferences).

 

Save Save Changes

Saves changes when adding or editing a recipient.

 

Cancel Cancel Changes

Cancels changes when adding or editing a recipient.

 

Locate Locate a Recipient Record

Rapidly locates recipient records.

 

DeleteDelete a Recipient Record

If Confirm All Deletions is turned off, Delete appears as Delete Without Confirmation (see Desktop Preferences).

 

Totals Control Totals

Displays the totals of all non-void returns.

 

First Previous Next Last

Moves to the First, Previous, Next, and Last recipient record, respectively.

 

Preview Control Report

Preview or print a detailed control report.

 

Print Forms Print Forms

 

Efile Electronic Filing

 

Exit Close the Form

 

Calculator Opens the Windows Calculator

 

Calendar Due Dates and Filer Instructions

Displays due dates for the selected tax form.

 

IRS Displays Recent IRS Changes

 

Info Displays IRS Instructions