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Proforma Schedules

Proforma Schedules are blank representations of the income tax return form and schedules. They can be an asset when used during client interviews and the tax return items can be keyed from them.

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 required and click Enter.

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

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