Creating Itemized Lists

The Itemized List function enables you to create a list of items with corresponding amounts that can be attached to a specific field on a form. The total for the items appears in the field where you created the list. The itemized list becomes a permanent part of the form.

By default, Itemized Lists are rolled over from the previous year or period. To change this default behavior, see Rollover Manager Preferences.

To create an itemized list on a field in a return:

  1. In an open return, open the form to which you want to add the list.
  2. Move the cursor to the field where you want to add the list.
  3. Do one of the following:
  4. Click the Forms menu; then, select Lists; then, select Itemized Lists.
  5. Right-click; then, select Itemized List.
  6. Press Ctrl+I.

Itemized List dialog box

The cursor is positioned in the List Name field.

  1. In the List Name field, enter a list name.
  2. To enter the first item, place your cursor in the first row (1) and enter the Description and Total.
  3. To add another item to the list, click Add Record(s).

A blank record (row) appears (2) below the first row.

  1. Repeat this process until you've completed your list.
  2. Click OK when you're finished.

The form field now contains the total of the itemized list. The green background indicates that a list is attached to the field:

Field with green background indicates an attached list

To open a list:

Place your cursor on any field with a list, and then click the JumpTo arrow.

Features of Itemized List Dialog

Field/Button/Check Box

Description

List Name

Enter a name for the list, as desired.

Import

Allows you to import a .csv file into the list. See Importing Existing Files into Lists.

Export

Enables you to export the list as a .csv file. See Exporting Lists.

Add Record(s)

Adds a row to the list.

Delete Record

Deletes the selected row from the list.

Apply Sort to Data

Not available with itemized list.

Find

Enter criteria by which you can search for an item in the list.

OK

Saves items added to the dialog box and closes the dialog box.

Cancel

Closes the dialog box without saving.

 

See Also:

Lists Overview

Creating Text Lists

Creating Custom Lists

Importing Existing Files into Lists

Exporting Lists

Printing Lists

Removing Lists

Deleting Rows from Lists