Tax Cells
Tax cells are cells that come from the forms and that are used for the following purposes when creating a letter template:
- as comparison values in conditions defining the sections of the letter that must print in the letter based on the tax situation of the client (for example: net tax payable must be more than $1,200 to print a certain paragraph). To print data from the return (for example, to print the amount of the balance owing or the refund);
- as values in the paragraphs for purposes of printing data in the return (for example, printing the balance due or refund amount).
The tax cells in a letter template are represented by their description, which appears in blue and between square brackets [ ]. Example:
How to insert a tax cell
To insert a tax cell in a letter, proceed as follows:
- Place your cursor where you want to insert the cell.
This can be in a paragraph or in parentheses contained in a conditional instruction. - In the Form pane, display the applicable form.
- Select the tax cell that you want to insert.
- On the Insert menu, click Cell.
- If Personal Taxprep detects that the cell is part of a condition, the Set the Condition dialog box displays so that you can define the condition.
Tip: You can also drag and drop the selected tax cell at the position in the letter where you want it.
After inserting a cell in the letter template, just click on it in order to select the corresponding cell in the appropriate form (available in the form pane).
How to delete a tax cell
To delete a tax cell from a letter, proceed as follows:
- Select the tax cell that you want to delete.
- Press Delete.
Note: If you delete a cell that is part of a condition, it may change the appearance of some sections of the letter.