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 To print data from the client file (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 client file (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 Taxprep Forms 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.