Modify the Monitor’s Contents

Taxprep for Trusts displays the following cells by default:

• Total income allocated
• Net income
• Taxable income
• Total taxes payable
• Balance due or refund
• Excess AMT over regular tax

To modify the default display, proceed as follows:

1. In the Tools menu, click Options and Settings.
2. Under Options, click Monitor.
3. Select the check boxes corresponding to the cells you want to display in the monitor.
4. Click OK.

To add a cell in the monitor, proceed as follows:

1. Show the monitor.
2. In the active return, select the cell you want to add.
3. Drag-and-drop the cell onto the monitor. You can position the new cell either between any existing cells or at the beginning or end of the list.

To remove a cell from the monitor, proceed as follows:

1. Show the monitor.
2. In the monitor, position the pointer on the cell you want to remove.
3. Right-click and click Remove Cell.

The default width for each cell in the monitor is determined automatically by Taxprep for Trusts according to the length of the cell description and the cell contents.

To manually modify the width of a cell displayed in the monitor, proceed as follows:

1. Show the monitor.
2. Move the pointer to the left or right border of the cell.
3. When the pointer becomes a two-headed arrow, click and hold the mouse button and slide the edge of the cell left or right.
4. Release the mouse button when the cell is the width you want.

To change the order in which cells appear in the monitor, proceed as follows:

1. Show the monitor.
2. Move the pointer to the cell you want to re-position.
3. Drag and drop the cell to the new position. A vertical bar will appear to indicate the place where the cell will be moved.
4. Release the mouse button.