Many of the program's commands and features are accessible through keyboard shortcuts.
To perform these keyboard shortcuts, press and hold the two (or more) keys shown. For example, to start a new return (Ctrl+N), press and hold the Ctrl key, and then press and hold the N key.
The shortcuts in the following table are valid in every program view (all main and secondary managers):
Shortcut |
Description |
---|---|
F1 |
Opens Program Help. |
F2 |
Alternately positions cursor at the end of the active field and highlights text in the same field. Can be used to edit the active field. |
The shortcuts in the following table are valid only when you are in the Return Manager:
Shortcut |
Description |
---|---|
Ctrl+D |
Opens the Duplicate Selected Return dialog box, enabling you to duplicate the selected return. |
Ctrl+F |
Places cursor in the Find field of any main or secondary manager. |
Ctrl+N |
Opens the Select Forms Dialog Box, which is the first step in creating a new return. |
Ctrl+O |
Opens the selected return. |
Ctrl+P |
Opens the Returns Marked for Printing dialog box, which allows you to specify print settings for selected returns. Allows you to print one or more returns. |
Ctrl+Delete |
Deletes the selected return. |
F8 |
Opens the Calculator. |
The following shortcuts are valid when you are in the Rollover Manager:
Shortcut |
Description |
---|---|
Ctrl+F |
Places cursor in the Find field of any main or secondary manager. |
Ctrl+N |
Opens the Select Forms Dialog Box, which is the first step in creating a new return. |
Ctrl+R |
Begins the Rollover process for returns that have been selected. |
F8 |
Opens the Calculator. |
The following shortcuts are valid when you are in the E-file Manager:
Shortcut |
Description |
---|---|
Ctrl+F |
Places the cursor in the Find field of any main or secondary manager. |
Ctrl+K |
Downloads e-file acknowledgements (Receive Acks). |
Ctrl+O |
Opens related return. |
Ctrl+R |
Displays e-file rejection errors. |
Ctrl+T |
Transmits marked e-files. |
Ctrl+Delete |
Deletes the selected e-file. |
The following shortcuts are valid when you are in the Bank Manager:
Shortcut |
Description |
---|---|
Ctrl+F |
Places the cursor in the Find field of any main or secondary manager. |
Ctrl+N |
Opens the Select Forms Dialog Box, which is the first step in creating a new return. |
Ctrl+O |
Opens the selected return. |
The following shortcuts are valid when you are in the Preparer/ERO Manager:
Shortcut |
Description |
---|---|
Ctrl+F |
Places the cursor in the Find field of any main or secondary manager. |
Ctrl+Delete |
Delete the selected preparer/ERO. |
The following shortcuts are valid when you are in the Company Manager:
Shortcut |
Description |
---|---|
Ctrl+F |
Places the cursor in the Find field of any main or secondary manager. |
Ctrl+Delete |
Delete the selected company. |
The following shortcuts are valid when you are in the Payer Manager:
Shortcut |
Description |
---|---|
Ctrl+F |
Places the cursor in the Find field of any main or secondary manager. |
Ctrl+Delete |
Delete the selected payer. |
The following shortcuts are valid when you are in the Billing Manager:
Shortcut |
Description |
---|---|
Ctrl+F |
Places the cursor in the Find field of any main or secondary manager. |
Ctrl+Delete |
(Only on Hourly Rates tab) Clears the selected field. |
The shortcuts in the following table are valid when working in an open return.
Shortcut |
Description |
---|---|
Ctrl+1 |
Deletes the current form from the open return. |
Ctrl+Shift+1 |
Opens the Discard Multiple Forms Dialog Box which allows you to delete multiple forms from the open return. |
Ctrl+A |
Add a new record (Input Sheets). |
Ctrl+B |
Go back to the previous page or form. |
Ctrl+C |
Copy the contents of a field or cell to clipboard. |
Ctrl+D |
Delete the current record (input sheets). |
Ctrl+E |
Check the return for errors (opens the Diagnostics pane). |
Ctrl+F |
Add a form (opens the Select Forms Dialog Box). |
Ctrl+I |
Create an itemized list for the current field. |
Ctrl+N |
Opens the Select Forms Dialog Box, enabling you to create a new return. If you have less than 3 returns open, you are taken back to Return Manager and the Select Forms Dialog Box opens. If you have 3 returns open, you'll receive a Maximum Returns Allowed message. |
Ctrl+O |
Opens the Forms in Return dialog box that lists all forms in the return. |
Ctrl+P |
Opens the Print Return Dialog Box, enabling you to print the entire return or a portion of it. |
Ctrl+R |
Restore the field (when it has been overridden or removes a custom link to another worksheet or schedule, such as an itemized list). |
Ctrl+S |
Save the return. |
Ctrl+T |
Insert or edit a note. |
Ctrl+V |
Paste the contents of the clipboard into the current field. |
Ctrl+X |
Cut the content from the current field and place it on a clipboard. |
Ctrl+Z |
Undo (Cancel the most recent Cut, Copy, Paste or Restore operation). |
Ctrl+(+) |
Enlarge the page (zoom in). |
Ctrl+(-) |
Reduce the page (zoom out). |
Ctrl+Page Up / Ctrl+Page Down |
Allows you to toggle from one page/worksheet to the next (Ctrl+Page Up) or to the previous (Ctrl+Page Down) page/worksheet. |
F3 |
Gives you access to the Government Instructions for the form. When you press F3, the Select Forms Dialog Box opens; scroll to the form, and click the View Instr link. If instructions are not yet installed, you can check for updates. |
F4 |
Marks an amount as an estimate. |
F6 |
|
F7 |
|
F8 |
Opens the Calculator. |
F11 |
If the Calculator is open, captures the current field contents. |
The shortcuts in the following table are valid only when you are in the Client Communication Manager:
Shortcut |
Description |
---|---|
F2 |
Rename selected template (only for user created templates). |
ESC key |
Close or open the Client Communication Manager. |
Ctrl+A |
Select all text inside a paragraph. |
Ctrl+B |
Bold the selected text. |
Ctrl+C |
Copy the selected text. |
Ctrl+E |
Center text. |
Ctrl+F |
Find/Replace. |
Ctrl+I |
Italicize the selected text. |
Ctrl+J |
Justify text. |
Ctrl+L |
Align text to the left. |
Ctrl+N |
Start a new template. |
Ctrl+O |
Open the selected template. |
Ctrl+R |
Align text to the right. |
Ctrl+S |
Save the current template or letter. |
Ctrl+U |
Underline the selected text. |
Ctrl+V |
Paste the item. |
Ctrl+X |
Cut the selected item. |
Ctrl+Y |
Redo. |
Ctrl+Z |
Undo (cancel the most recent Cut, Copy, Paste, or Restore operation). |
The following shortcuts are valid when you are working with the Calculator:
Shortcut |
Description |
---|---|
F8 |
Open the Calculator. |
Ctrl+F8 |
Close the Calculator. |
Ctrl+L |
Clear memory. |
Ctrl+R |
Recall the item that is stored in memory. |
Ctrl+M |
Store the item in memory. |
Ctrl+A |
Add the current value to the value stored in memory. If a value is stored in memory, an M appears to the left of the screen. |
Ctrl+S |
Subtract the current value from the value stored in memory. |
Delete |
Clear the current entry. |
Ctrl+Delete |
Clear all calculator entries. |
F9 |
Plus/Minus. |
Enter |
Equals. |
F11 |
Capture the number from any field on any form, schedule, or worksheet so you may use it in a calculation. |
Insert |
Insert value into the current cell on the form. |