Axcess Tax - Proforma and Organizer suppression in return
Modified on: Wed, Jan 10 2024 10:40 AMISSUE: How to suppress proforma (roll-forward) and organizers in entity types.
SOLUTION: Open the return in question, find related entity type below and set applicable boxes to N.
| Entity Type | Worksheet Path | Pro Forma | Organizer |
|---|---|---|---|
| 1040 | Federal > General > Return Options > 10 - Pro Forma and Organizer Print Options | Box 4 | Box 11 |
| 1041 | Federal > General > Return Options > 7 - Pro Forma and Organizer Print Options |
Box 3 | Box 9 |
| 1065 | Federal > General > Return Options > 6 - Pro Forma Options |
Box 1 | |
| 1120 | Federal > General > Return Options > 6 - Pro Forma Options |
Box 1 | |
| 1120S | Federal > General > Return Options > 6 - Pro Forma Options |
Box 1 | |
| 706/709 | Federal > General > Return Options > 1 - Processing Options | Box 16 | |
| 990 | Federal > General > Return Options > 6 - Pro Forma Options |
Box 1 |