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Proforma Schedules

The Proforma Schedules option is used for the printing and utilising of blank schedules during the process of interviewing clients. These schedules might then be used to prepare tax returns. Proforma schedules do not display any amounts or narrations.

Proforma schedules are available for most schedule types.

To print a blank or proforma schedule
  1. Click Reports > Proforma Schedules to open the Select Form/Schedule Type index.

  2. Highlight the form or schedule type required and click [Enter].

  3. On the Preview/Print screen select the output options for this printing.

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