Navigating in Tax

Your Tax application provides processes to manage your tax data including:

• Shortcuts and Icons for Returns and Schedules

• Shortcuts in the Navigation Panels for the Tax Return

• When a return or form is open there are main and right-click menu selections.

• Without first opening a return or form you may access a procedure in Tax:

  • by selecting Maintenance Map > Administration, refer to Tax Menus, or

  • by selecting shortcuts in the TASKS bar, refer to Tax

  • (Series 6 & 8) from Contacts by selecting Tools > AE Tax Settings, refer to Tax Menus.

• (AE/Series 6 & 8) What-if Calculator

• (AE) System Information

• Due to the changing requirements of hardware and operating systems, check the system requirements before installing a new release.

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