Overview of the Tax Return View in Planner Mode
From the Tax Return view you can switch between the open current-year client files and the open planner files and perform the different available operations on these files.
When a planner return is displayed, the following graphic elements are added:
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The mention "Planner" appears in the title bar. |
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The Client list allows you to display a current-year return or a planner return rapidly. When a planner return is displayed, the mention "Planner" appears to the right of the name of the client file. |
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The "Planner" watermark is displayed on the active form. In order to avoid any confusion, you cannot disable the display of this watermark. |
