Really small bug here, but it does add a lot of extra time/work for me every day…
I use the “Use prepare forms list as a checklist” option, rely on it heavily.
This year, the checkmark on the “Carry - Carry Forward Summary” form disappears on every file when I close it – very annoying. Must reselect it on every file every time I open it, then it disappears again every time I close the file!
Hi, @mike, you have me curious now about this form, as I don’t see it on when I’m using TaxCycle T1. How do you access this checklist? Nothing shows up on my screen when use the F4 and type in “Use prepare forms list as a checklist”, and I don’t see any reference to it in any of the setup options. Seems like there are more built-in tools that I’m not using, LOL. Thanks.
Thanks, @Nezzer. Now I understand what @Mike is talking about. I use the sidebar all the time, but don’t focus on the Prepare tab as much as the other tabs. I only had the checkboxes enabled on the Print tab which I use extensively. Enabled the checkboxes now for the Prepare tab and found the “Carry - Carryforward Summary” in that tab. Yup, I verify that the checkboxes on the Carry-forward summary don’t save when closing for the file. I’ll have to start using those. Thanks, @Mike, for pointing this out. Learned something today!
For ex-ProFile users who were used to the checklist process, it allows us to select all the forms that are used in the return, then simply PageDown through them in order to input everything. Really helps us to avoid missing items from previous years, etc.