ATX™ 2017

Using Input Sheets or Detail Schedules

On multi-copy forms, you can use the Input sheet or the Detail schedule (or both).

To enter data on input sheets or detail schedules:

Open a form containing a multi-copy worksheet.
Click the Input or Detail tab at the bottom of the screen.
Complete the information required to report the tax event.
Review the Input sheet or the Detail schedule totals to verify that all calculations are correct.

In some cases, the calculations will not be correct until you enter all of the necessary information. In cases where you have chosen to use special calculation amounts, you will have to override certain fields and enter the correct information.

Columns in some Detail schedules may be sorted in ascending or descending order by clicking the column header. Additionally, when sorted, some forms will display an Apply Sort to Form button. Clicking the Apply Sort to Form button will sort the information in the form itself (for example, applying the sorted data in the Detail schedule of Form 8949 will sort the same data in Pages 1 and 2 (Parts 1 and 2) of Form 8949.

To locate missing information or items that do not agree with the sums reported, click Check Return.