Keyboard Shortcuts

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.

Global Shortcuts

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.

Return Manager Shortcuts

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.

Rollover Shortcuts

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.

E-file Manager Shortcuts

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.

Bank Manager Shortcuts

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.

Preparer/ERO Manager Shortcuts

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.

Company Manager Shortcuts

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.

Payer Manager Shortcuts

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.

Billing Manager Shortcuts

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.

Open Return Shortcuts

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

JumpTo.

F7

Cross Reference.

F8

Opens the Calculator.

F11

If the Calculator is open, captures the current field contents.

Client Communication Manager Shortcuts

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).

Calculator Shortcuts

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.