Finding Specific Forms

The Filter Pane in the left portion of the Select Forms window makes it easy to locate specific forms when you start a new return or add forms to an existing return.

To use the Select Forms filters:

  1. Open the Select Forms Dialog Box by Creating Returns Using the Main Information Worksheet, or by Adding Forms to a Return.

Select Forms dialog box

  1. To find a specific form, enter a keyword or form number in the Find field.
  2. Select one or more of the desired taxing authorities (Federal, State, or Local).
  3. To search for specific state forms:
  4. Click the State check box.
  5. Click the down arrow on the All drop-down list. A list of state abbreviations appears.
  6. Select a state.

If you have selected a default state in Select Forms Preferences, that state will be automatically selected in the drop-down list.

  1. Select one or more return types (such as Individual, Corporate, or Partnership).
  2. To clear all currently selected filters, click the Clear Filters button.