Managing Existing Tax Form Packages

Tax form packages that you have added appear in a list on the Tax Forms screen.

 

You can perform the following actions on tax packages:

Icon/Link

Description

Click a check box to the left of a package and then click this icon to delete the package.

View

Click this link to view and modify the forms in the package.

Duplicate

Click this link to create a duplicate of the package.

Lock

Click this link to lock a package and prevent other users from changing the information on it.

Forms

Click this link to view a list of the supporting forms for the 1040 form.

Click a check box and then click a Save button to add or remove a form from the package. If you have added a form, click the View link to access it.

Click this icon to view the original PDF tax form that was uploaded to create the package.

 



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