Personal Taxprep 2018.1

Notice: The information on this page is only for users of Personal Taxprep 2018. If you are using Personal Taxprep Classic 2018, consult the help available in the program.

Group Items in a Table According to Column Content

To group the elements displayed in a view presented in a table(such as the Form Manager or the Print Formats view) based on the contents of a column, proceed as follows:

  1. In the menu bar, click the Group button .
  2. Click the column header and hold the mouse button pressed down.
  3. Drag the column header to the header of the view in which the sentence "To group by a column, click the header and drag it here" is found.
  4. Release the mouse button.

Tips:

  • You can ungroup by clicking the Ungroup button .
  • The Expand All button allows you to display all grouped items.
  • The Collapse All button allows you to hide all grouped items.